Inca Clinic supports the calculation of taxes such as VAT and GST. You just need to enable the feature.
Rounding is an envitable consequence of working with percentages. This is recognised by taxation authorities and they provide guidelines on how rounding is to be carried out. Inca Clinic adopts the UK rules (see UK VAT Notice 700: The VAT Guide), but these are similar to the rules in many other countries
The product prices that are entered into Inca Clinic price books are tax-inclusive. For example, the sales-tax-incluxive price for “Aloe Gel” is shown here to be 15.50:
The Show pre-VAT price button allows you to see the sales tax calculation for that individual product.
However, as will be explained later, the tax on each individual product is treated slightly differently when they are part of a multi-product invoice.
An invoice is generated either via the Waiting Room or via a Patient Record page.
Here's a sample invoice (the sales tax is called GST in this example):
All of the prices and tax are shown in the invoice to two decimal places (e.g., tax of 16.65). However, internally within Inca Clinic the tax calculations are done to 3 decimal places.
Here's the internal calculation for the above invoice:
Notes:
Internally in Inca Clinic, to ensure that the final tax calculations are correct, line items are stored to 3 decimal places. However, as is normal for invoices, line items are displayed rounded to 2 decimal places, and therefore occasionally there may seem to be rounding anomalies in the printed invoices. Even where these do arise, the all important final tax amount will be correct. If required, you can run a report that shows a full 3 decimal place analysis of invoice line items. If you wish to have invoice line items displayed to 3 decimal points or have an analysis report created, please contact support@incaplex.com.
17.5.1 Calculation based on lines of goods or services. Where VAT is calculated separately for a line of goods or services, which are included with other goods or services in the same invoice, you should calculate the separate amounts of VAT either by rounding:
Whichever option is chosen must be consistently used in all calculations.
The final total amount of VAT payable may be rounded down to the nearest whole penny.
(Inca Clinic adopts the first of the two choices above.)
This is planned for a future release
Inca Clinic uses what are known as Field Sets to allow you to configure what appears on an Invoice PDF. Field Sets allow you to optionally include certain fields on standard pages and pdf pages. To add/remove fields from the Invoice PDF, you should do the following: