Tax rates in Clinicminds determine how much tax is added to your treatments and products when you invoice. They apply account-wide, across all locations linked to your clinic.
Tax systems vary by country. Some clinics use a single VAT rate; others require separate rates such as GST, sales tax, or city tax. Clinicminds supports all of these.
If your country doesn't apply tax to certain treatments, you can set the rate to 0% and apply it to the relevant treatment category. When you're required to set up a tax rate but some treatments are eligible for tax exemption because they're medical treatments, you can exempt those treatments while recording the treatment.
Required permissions
Any user with admin access, or any role to which an admin has granted permission to manage clinic settings, can add or edit tax rates.
How to add a tax rate
Go to Menu > Clinic Settings > Finance > Tax Rates.
Click the plus icon in the top right corner to open the New tax rate form.
Fill in the fields:
Name: the label you'll see when applying this rate, for example, "High VAT" or "City Tax."
Tax type: choose VAT, or select Other to enter a custom type such as GST, IVA, or TVA.
Tax rate: the percentage. Use 0% for countries where no tax applies.
General ledger account (optional): shown in bookkeeping export reports when the tax is booked as a separate line.
Code in bookkeeping (optional): shown in reports when the tax is included in the main booking.
Code for exemption in bookkeeping (optional): same as above, for exempt bookings.
Click Save.
Important: creating a tax rate here doesn't apply it automatically. You still need to add it to the relevant treatments or products under Menu > Record Settings > Treatments & Products. Without that step, the tax rate won't show up on invoices.
If your clinic needs to invoice more than one tax rate on the same treatment (common in the US and Canada, for example, combining state tax and city tax), see "How do I add multiple sales taxes to Clinicminds?" for how to combine rates on a single treatment.
Important: changes to prices or tax settings only apply to new records. Existing records continue to use the old values. To test or apply new values, change the setting first, then create a new record. Read more.
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