Calculating Sales Tax for Transactions Manually

You may be required to calculate the total sales tax for transactions manually if the Tax Calculator is unavailable.

  1. In AcuityLogic POS, open a patient profile and click the Orders tab.
  2. Open the Pricing window using one of the following methods:
    • Create an order and click Complete Order to Pricing.
    • Select Price from the Actions drop-down list next to an order.
      If the Tax Calculator is unavailable, AcuityLogic displays a message when you open the Pricing window. Review the message and click OK to enter tax rates manually.
  3. Click the tax amount link in the Tax column for an item in the order.

    The Update Tax Rate Breakdown window opens.

  4. Type the total tax rate in the Tax Rate % field for the item.
    The total tax rate is the sum of the tax rates for all tax authorities. For example, enter a total tax rate of 8% if the tax rates for the tax authorities are 6.5% and 1.5%.
  5. Select one of the following options in the Tax Calculation drop-down list, if needed:
    • Apply Tax To Net Price: Calculates tax for the item based on the net price after discounts. This is the default option selected.
    • Apply Tax To Retail Price: Calculates tax for the item based on the retail price.
    • Remove Tax: Does not charge tax for the item.

  6. Click Update Tax.
  7. Repeat steps 3–6 for each item in the order.

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