Next Gen - How do I setup Tax?

Next Gen - How do I setup Tax?

How do we set up tax for the clinic ?

Step 1: Go to "Set up"

Step 2: Under "Organizations" go to clinics

      

Step 3: Go clinic "Settings"


Step 4:  Go to "Taxation"

Step 5: You can click on "Add New" to add new tax information



Step 6: Select "Status" If you want the tax to be as Active or inactive.

Step 7: Please select "Actions" If you want make any changes to the Tax (Modify Tax) and save


How to Set "Category Tax & Sub Category Tax" ?

Step 1: Go to "Money Manager "

Step 2: Under "Accounting Settings" go to "Taxation"


(A) Category Tax:

Step 1: Select " Add New" to add new tax details.

Step 2: Chose the "Category" from the drop down

Step 3: Select the Tax level accordingly as per your requirement.

 

 

(B) Sub Category Tax:

Step 1: Go to "Add New"

Step 2: Select the Category, followed by Sub Category and you can set the tax accordingly.

Step 3: Select the Level of Tax as per your requirement accordingly and save.



    • Related Articles

    • Next Gen - Clinic Setup

      Adding a Clinic Step 1: Go "Setup" Step 2: Click on "Organization" Step 3: Select "Clinics" Step 4: Click on "Add Clinic" Step 5 (A) : Please fill up the application completely and also the once marked with asterisk as very important. Select the ...
    • Next Gen - Single clinic setup

      Step 1: Go to Set up Step 2: Under "Organization" select Clinics Step 3: click on "Add Clinic" and from the drop down keep it as Main clinic Step 4: This divided into two parts CLINIC DETAILS: You need to update the complete clinic information CLINIC ...
    • Next Gen - Adding a Staff

      Step 1: Select "Setup" Step 2: Click on " Organization" Step 3: Click on "Staff List" Step 4: Click on "Add Staff" (Which would guide you to add update the complete) below are the details that you need to update. General Details Other Details
    • VETport Account Setup - First Login

      1. Visit VETport Instance URL on your browser This will take you to your VETport Account 2. Enter your Username & Password Click on forget password if you are not remembering your passowrd 3. (OPTIONAL) If a popup like this comes up, then save your ...
    • Next Gen - Kiosk Registration & Check In

      Kiosk Registration Step 1: Select "Setup" Step 2: Select "Organization" Step 3: Select " Kiosk Logins" Step 4: Select "Add Kiosk User" Step 5: Select "Clinic" for which you need the kiosk user id to be created. Step 6: Create now by filling up the ...