Tax config (settings)
Configure default tax rate, mode, and per-service exemptions for the whole clinic.
Overview
Sets the default tax for invoices. Per-service overrides and per-patient exemptions are layered on top.
Prerequisites
- Owner or Admin role
- Knowledge of your country's healthcare tax rules
Steps
Open Financial settings. Settings → Financial.
Set the default tax rate. Nigeria 7.5%, Ghana 12.5% (sample). Adjust per your local rules.
Pick tax mode. Inclusive (most consumer-facing) or Exclusive (added at checkout — more for B2B).
Tax-exempt patient feature. Enable if your clinic occasionally serves tax-exempt categories (charity, government).
Per-CDT-code overrides. Some procedures are statutorily tax-free. Mark them in Settings → CDT Codes → tax-exempt.
Set tax registration number. Appears on invoices for compliance — VAT number, TIN, etc.
Save. Future invoices use the new config.
Generate the tax report. Reports → Financial → Tax Report — for filing.
Expected outcome
- Invoices apply the right tax
- Compliance documents (registration number) included
- Reports aggregate accurately
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Tax not applying on some invoices | Per-code or per-patient override | Check overrides |
| Wrong rate on imports | Imported invoices keep their original tax | Edit individually |
| Compliance number missing on receipts | Receipt template doesn't include it | Edit template in Settings → Receipts |
| Tax mode toggle doesn't update existing invoices | By design — existing keep original | New invoices only |
| Cross-country edge cases | Multi-country clinics not supported | Each tenant is single-country |