Hippo Manager allows you to create custom tax rates to suit your needs, and they can then be applied to items and services accordingly.
Creating a Tax Rate
1. Click the Administration tab, and select the Item Taxes widget.
2. In the top right corner of the screen, click Create New Tax.
3. Type the tax name into the Tax Name field. The tax name will be used to designate how different tax rates appear on the invoice and various financial reports. Next, add the percentage in the Percent field.
4. Click Save Tax when finished.
5. Once you're back on the main Item Taxes page, this new tax rate should be listed in the table below.
6. Repeat steps 2-4 for as many tax rates as needed.
Editing a Tax Rate
1. Click the Administration tab, and select Item Taxes.
2. Within the list, find the Tax Rate you wish to update and click Edit.
3. Once all updates have been made, click Save Tax.
4. Once you're back on the main Item Taxes page, this tax should be listed in the table below.
5. Repeat steps 2-3 for as many supplier adjustments as needed.
Important Note: Tax updates are automatically applied to all the items and/or services where this tax is already attached.
Removing a Tax Rate
1. Click the Administration tab, and select Item Taxes.
2. Within the list, find the Tax Rate you wish to remove and click Delete.
3. As a precaution, an alert box will appear as confirmation that you wish to proceed. To continue, click Remove Tax Item, if not, click Cancel.
4. Once you're back on the main Item Taxes page, this tax is no longer listed.
5. Repeat steps 2-3 for as many tax rate removals as needed.
Important Note: If that Tax Rate has items linked to it in Items and Services, it cannot be removed until it's de-selected from those items. To locate items tied to this tax rate, click the Administration tab and select Items and Services.
Attaching a Tax Rate to Items and Services
1. Click the Administration tab, and select Items and Services.
2. If you are creating a new item, click Create New Item. If you are altering an existing item, locate that item within the Items and Services list and click Edit.
3. Under the Item Pricing section, select the newly created tax from the Taxes dropdown.
4. When finished, scroll to the bottom of the Item Setup page, and click Save Item.
5. Through the Checkout tab, when that item or service is added to a patient's invoice, the tax will calculate automatically.
What areas of the system use these Tax calculations?
The tax rate is recorded through the invoicing screen for items and services as they are used. This is then logged and visible on a variety of Graphical, Summary, and Detailed reports to assist with End of Day or Year End reconciliation. Reports: Processing End of Day