The Taxes, Non-taxable Sales, and Discounts Report is a summary of all taxes, non-taxable sales, and discounts on invoices that were closed during the selected reporting period. Keep in mind that the date range selected when generating this report is the date range that invoices were closed, which may be a different date then when the patient was checked out of Instinct.
For this report, any line items on the invoice that were voided will not be included. It is important to note that taxable sales are the sum of each line item after any discounts have been applied and for the discounted sales, it is the sum of each line item after discounts are applied and excludes taxes.
Users need to have the analytics_taxes_discount_report permission added to a role in order to access this report in Analytics.
💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!
The Taxes, Non-taxable Sales, and Discounts Report consists of the following:
Report Info Tab
The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location. It will also show what date/time range the report is for, when the report was created, and the time zone for the report.
Glossary Tab
The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.
The Note at the top of the glossary explains that this report only includes invoices that were closed during the reporting period when calculating the totals for taxes and discounts.
Terms Listed:
- Tax Class Name: Name of the tax class. Non-taxable sales will be displayed at the bottom.
- Discount Class Name: Name of the discount class
- Abbreviation: Abbreviation of the tax class name
- Rate: The rate at which sales are being taxed/discounted
- Pre-tax Sales: The total pre-tax sales amount
- Discounted Sales: The total post-discounted sales amount
- Total Tax Invoiced: Total amount of tax invoiced on sales
- Total Discount: Total amount discounted from sales
Taxes and Non-taxable Sales Tab
The Taxes and Non-taxable Sales tab displays a list of all tax classes, with the last row being Non-taxable Sales. The rate each tax class is calculated by is provided, as well as, the total of the pre-tax sales and total tax invoiced. Remember, the pre-tax sales amounts are the sum total of taxable line items after any discounts have been applied.
Discounts Tab
The Discount tab displays a list of all discount classes. The rate each discount class is calculated by is provided, as well as, the total of the discounted sales and total amount of discounts. Remember, the discounted sales amounts are the sum total of discounted line items before any taxes have been applied.
👍ProTip: Looking for a detail list of invoice line items that have been discounted or taxed? Utilize the Provider Summary and Details – Gross Invoicing Report, Provider Details tab! Since both reports pull data by the date the invoice was closed, generating these reports with the same date/time ranges, will allow you to filter the Provider Details tab by tax classes or discount classes to easily pull a detail list of invoice items that have been discounted or taxed.