In countries where more than one tax needs to be invoiced on a treatment (for example, a federal tax and a local tax in the US or Canada), Clinicminds lets you apply multiple tax rates to the same treatment.
Before you start, make sure the tax rates you need already exist. If they don't yet, add them first following Setup Guide: Tax Rates.
Who can do this
Any user with admin access, or any role to which an admin has granted permission to edit treatments and products, can assign tax rates to a treatment.
How to apply multiple tax rates to a treatment
Go to Menu > Record Settings > Treatments & Products > Treatments.
Open the treatment you want to update.
Under Tax rates, click Add tax rate and select from the rates you've already set up. Repeat to add a second rate if the treatment genuinely has more than one applicable tax, for example, a federal tax and a local tax.
All rates you add here get applied together. Only add more than one if the treatment truly has multiple applicable tax types; adding rates that don't apply will overcharge tax on that treatment.
If the treatment is a medical service exempt from tax, tick "Exempted from tax as a medical service" instead. This lets you mark individual records as eligible for the exemption later on, separate from the tax rate itself.
To control whether prices are shown including or excluding tax, see How to show sales prices including or excluding taxes.