Using the Sales Tax Feature
The Sales Tax screen will help you track amounts collected on applicable products and services from your account.
- To navigate to the screen, hover over Billing and then select Sales Tax from the menu on the left.
- You have the option to sort by date or date range, or by code. Once you make your selections, click the blue Search button. Once populated, you also have the option of exporting to a file. The file will populate and be available in your message center.
This is how the information will populate on your screen. For additional information on any of the lines, click on the blue date of service. It will take you to the Live Claims Feed and the appointment where the particular item/service was originally charged.
Here is a video that will walk you through using the Sales Tax feature in DrChrono.