If in your practice you have items that are taxable, TotalMD can calculate that tax for you.
By going to Setup>Setup the Practice and choosing the Program Settings Tab, you will see an area where you can Enable Manual or Auto Tax options:
If you enable Manual Tax – you will have to manually figure taxes for your taxable items. If you enable Auto Tax, the system will calculate the tax for you when you enter a taxable item.
To create a Taxable Item, you will go to Lists>Service Code List:
This will bring you to the Service Code List screen:
You will Create a New Code and it will bring you to the Service Code Entry screen. You will add the Code, Description and click the Taxable code:
This will create your taxable item. In the Ledger, you will add your Taxable Item:
Then, when you move to the next transaction, the tax will appear in the ledger:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.