{"id":1663,"date":"2026-01-20T07:28:20","date_gmt":"2026-01-20T07:28:20","guid":{"rendered":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/?p=1663"},"modified":"2026-01-27T13:12:01","modified_gmt":"2026-01-27T13:12:01","slug":"advanced-billing-tax-system","status":"publish","type":"post","link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation\/features\/advanced-billing-tax-system\/","title":{"rendered":"Advanced Billing &amp; Tax System"},"content":{"rendered":"<div class=\"nolwrap\">\n<p>Enable professional, tax-compliant billing with automatic tax calculations, support for multiple tax rates, and accounting-ready reports\u2014designed for clinics operating in regulated tax regions.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h3>\n\n\n\n<p>KiviCare Pro offers a powerful and flexible tax management system for regions that require compliant medical billing, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>GST (Goods &amp; Services Tax)<\/strong> \u2013 India, Australia, New Zealand, Canada<\/li>\n\n\n\n<li><strong>VAT (Value Added Tax)<\/strong> \u2013 European Union, United Kingdom, UAE<\/li>\n\n\n\n<li><strong>Sales Tax<\/strong> \u2013 United States (state-level)<\/li>\n\n\n\n<li><strong>Other Regional Tax Systems<\/strong> \u2013 Fully configurable<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Key Features<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li> Support for multiple tax rates<\/li>\n\n\n\n<li> Inclusive and exclusive tax options<\/li>\n\n\n\n<li> Automatic tax calculation on invoices<\/li>\n\n\n\n<li> Professionally formatted, tax-compliant invoices<\/li>\n\n\n\n<li> Detailed tax collection reports<\/li>\n\n\n\n<li> Accounting-ready export formats<\/li>\n\n\n\n<li> Service-level tax assignment<\/li>\n\n\n\n<li> Clinic-specific tax rates (multi-clinic support)<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Understanding Tax Types<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Inclusive Tax (Tax Included in Price)<\/strong><\/h5>\n\n\n\n<p><strong>Definition:<\/strong> The displayed service price already includes tax.<\/p>\n\n\n\n<p><strong>Example:<\/strong><\/p>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Service Price: $100 (includes 18% tax)\nTax Amount: $15.25\nBase Price: $84.75\nTotal: $100\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                            <span class=\"line-number\">5<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<p><strong>Best Used When:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Retail or consumer-facing environments<\/li>\n\n\n\n<li>B2C billing models<\/li>\n\n\n\n<li>You want to display all-inclusive pricing<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Exclusive Tax (Tax Added to Price)<\/strong><\/h3>\n\n\n\n<p><strong>Definition:<\/strong> Tax is calculated separately and added to the base price.<\/p>\n\n\n\n<p><strong>Example:<\/strong><\/p>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Service Price: $100\nTax (18%): $18\nTotal: $118\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<p><strong>Best Used When:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>B2B environments<\/li>\n\n\n\n<li>Professional or medical services<\/li>\n\n\n\n<li>Tax must be shown clearly as a separate line item<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setting Up Tax Rates<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Create a Tax Rate<\/h3>\n\n\n\n<p><strong>Navigation:<\/strong> Billing \u2192 Taxes<\/p>\n\n\n\n<p><strong>Steps:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Add New Tax<\/strong><\/li>\n\n\n\n<li>Enter tax details<\/li>\n<\/ol>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Basic Details<\/strong><\/h5>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Tax Name: GST 18%\nDescription: Standard GST rate for medical services<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h5 class=\"wp-block-heading\"><strong>Tax Configuration<\/strong><\/h5>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Tax Rate: 18\n(Enter numeric value only)\n\nTax Type:\n\u25cb Inclusive\n\u25cf Exclusive (recommended)\n\nStatus:\n\u25cf Active\n\u25cb Inactive\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                            <span class=\"line-number\">5<\/span>\n                                            <span class=\"line-number\">6<\/span>\n                                            <span class=\"line-number\">7<\/span>\n                                            <span class=\"line-number\">8<\/span>\n                                            <span class=\"line-number\">9<\/span>\n                                            <span class=\"line-number\">10<\/span>\n                                            <span class=\"line-number\">11<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h5 class=\"wp-block-heading\"><strong>Advanced Settings (Optional)<\/strong><\/h5>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Clinic: All Clinics or specific clinic\nService Category: All Services or selected category\nEffective Date: 2026-01-01\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<p><strong>Then,<\/strong> Click <strong>Save Tax<\/strong><\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<p>\u2705 The tax rate is now ready for use.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Create Multiple Tax Rates<\/strong><\/h3>\n\n\n\n<p><strong>Example: India GST Structure<\/strong><\/p>\n\n\n\n<p>Create the following tax rates:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>GST 18%<\/strong><\/h4>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Rate: 18 | Type: Exclusive\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h4 class=\"wp-block-heading\"><strong>GST 12%<\/strong><\/h4>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Rate: 12 | Type: Exclusive\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h4 class=\"wp-block-heading\"><strong>GST 5%<\/strong><\/h4>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Rate: 5 | Type: Exclusive\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h4 class=\"wp-block-heading\"><strong>Exempt Services<\/strong><\/h4>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Rate: 0 | Type: Exclusive\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Assign Tax Rates to Services<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Method A: During Service Creation<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Services \u2192 Add New Service<\/strong><\/li>\n\n\n\n<li>Enter service details:<\/li>\n\n\n\n<li>Select the applicable tax (e.g., GST 18%)<\/li>\n\n\n\n<li>Click <strong>Save Service<\/strong><\/li>\n<\/ol>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Service Name: General Consultation\nDuration: 30 minutes\nPrice: $100\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Method B: Bulk Tax Assignment<\/strong><\/h5>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Services \u2192 All Services<\/strong><\/li>\n\n\n\n<li>Select multiple services<\/li>\n\n\n\n<li>Choose <strong>Apply Tax<\/strong> from Bulk Actions<\/li>\n\n\n\n<li>Select a tax rate<\/li>\n\n\n\n<li>Click <strong>Apply<\/strong><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tax Display on Invoices<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Automatic Tax Calculation<\/strong><\/h5>\n\n\n\n<p>When billing tax-enabled services, taxes are calculated automatically.<\/p>\n\n\n\n<p><strong>Sample Invoice:<\/strong><\/p>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Subtotal: $150.00\nTax (GST 18%): $27.00\nTotal Due: $177.00\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h5 class=\"wp-block-heading\"><strong>Key Highlights<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Subtotal shows pre-tax value<\/li>\n\n\n\n<li>Tax is clearly itemized<\/li>\n\n\n\n<li>Final total includes tax<\/li>\n\n\n\n<li>Fully transparent for patients<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Multiple Tax Rates on One Invoice<\/strong><\/h5>\n\n\n\n<p>When services use different tax rates, KiviCare automatically calculates and displays a detailed breakdown.<\/p>\n\n\n\n<p><strong>Example:<\/strong><\/p>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">GST 18% on $100: $18.00\nGST 5% on $50:  $2.50\nTotal Tax:      $20.50\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tax Reports &amp; Analytics<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Access Path<\/strong><\/h5>\n\n\n\n<p><strong>Reports \u2192 Tax Reports<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Available Reports<\/strong><\/h3>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>1. Tax Collection Summary<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total tax collected<\/li>\n\n\n\n<li>Breakdown by tax rate<\/li>\n\n\n\n<li>Taxable sales vs tax amount<\/li>\n\n\n\n<li>Period comparisons<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>2. Tax by Service<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Service-wise tax contribution<\/li>\n\n\n\n<li>Identifies high-revenue services<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>3. Tax by Clinic<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clinic-level tax reporting<\/li>\n\n\n\n<li>Ideal for multi-location practices<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>4. Tax Audit Trail<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax changes and history<\/li>\n\n\n\n<li>Invoice edits<\/li>\n\n\n\n<li>Complete compliance log<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Exporting Reports<\/strong><\/h5>\n\n\n\n<p>Generate and export reports in:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Excel<\/strong> \u2013 Detailed analysis<\/li>\n\n\n\n<li><strong>PDF<\/strong> \u2013 Filing and printing<\/li>\n\n\n\n<li><strong>CSV<\/strong> \u2013 Import into accounting software<\/li>\n<\/ul>\n\n\n\n<p>Perfect for monthly, quarterly, or annual tax filing.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Tax Scenarios<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Exclusive Tax Example<\/strong><\/h5>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Service: $100\nTax (18%): $18\nTotal: $118\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h5 class=\"wp-block-heading\"><strong>Inclusive Tax Example<\/strong><\/h5>\n\n\n    <div class=\"docsy-code-block with-line-numbers\" data-language=\"javascript\">\n                \n        <div class=\"code-header\">\n            <span class=\"code-language\">JAVASCRIPT<\/span>\n            <button class=\"code-copy-btn\" aria-label=\"Copy code\">\n                <i class=\"ph ph-copy\"><\/i>\n                <span class=\"copy-text\">Copy<\/span>\n                <span class=\"copied-text\">Copied!<\/span>\n            <\/button>\n        <\/div>\n        \n        <div class=\"code-wrapper\">\n            <pre class=\"language-javascript\"><code class=\"language-javascript\">Displayed Price: $500\nBase Amount: $423.73\nTax: $76.27\n<\/code><\/pre>\n            \n                            <div class=\"line-numbers-wrapper\" aria-hidden=\"true\">\n                                            <span class=\"line-number\">1<\/span>\n                                            <span class=\"line-number\">2<\/span>\n                                            <span class=\"line-number\">3<\/span>\n                                            <span class=\"line-number\">4<\/span>\n                                    <\/div>\n                    <\/div>\n        \n            <\/div>\n    \n\n\n<h5 class=\"wp-block-heading\"><strong>Multiple Services with Different Taxes<\/strong><\/h5>\n\n\n\n<p>Automatically calculated and itemized per service.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Partial Payments<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax tracked proportionally<\/li>\n\n\n\n<li>Reported only when payment is collected<\/li>\n\n\n\n<li>Outstanding tax remains pending<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Advanced Tax Configuration<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Clinic-Specific Tax Rates<\/strong><\/h5>\n\n\n\n<p>Ideal for multi-state or multi-country operations.<br>The system automatically applies the correct tax based on the clinic location.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Time-Based Tax Changes<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Supports future tax rate updates<\/li>\n\n\n\n<li>Preserves historical accuracy<\/li>\n\n\n\n<li>Maintains a full audit trail<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Category-Based Tax Rules<\/strong><\/h5>\n\n\n\n<p>Assign taxes at the service category level for faster configuration, with optional overrides per service.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Payments &amp; Tax Integration<\/strong><\/h2>\n\n\n\n<p>When using online payments:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax is included in the payment amount<\/li>\n\n\n\n<li>Base amount and tax are recorded separately<\/li>\n\n\n\n<li>Supports split payments and insurance billing<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tax Compliance &amp; Audit Features<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Tax-Compliant Invoices Include:<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tax registration number<\/li>\n\n\n\n<li>Sequential invoice number<\/li>\n\n\n\n<li>Invoice date<\/li>\n\n\n\n<li>Clinic and patient details<\/li>\n\n\n\n<li>Line-item tax breakdown<\/li>\n\n\n\n<li>Total payable amount<\/li>\n\n\n\n<li>Payment details<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Audit Trail<\/strong><\/h5>\n\n\n\n<p>Every tax-related action is logged, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invoice creation and edits<\/li>\n\n\n\n<li>Tax changes<\/li>\n\n\n\n<li>Payments and refunds<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tax Exemptions<\/strong><\/h2>\n\n\n\n<p>Handled via:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Zero-rate tax configuration, or<\/li>\n\n\n\n<li>Bill-level tax exemption with reason logging<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Troubleshooting Common Issues<\/strong><\/h2>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Tax Not Applied<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Verify tax assignment on services<\/li>\n\n\n\n<li>Ensure tax rate is active<\/li>\n\n\n\n<li>Check the effective date range<\/li>\n\n\n\n<li>Clear system cache if needed<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Incorrect Tax Rate<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Confirm service-level tax<\/li>\n\n\n\n<li>Verify clinic-specific rules<\/li>\n\n\n\n<li>Check the bill date vs tax validity<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>Report Mismatch<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Align date ranges<\/li>\n\n\n\n<li>Review partial payments<\/li>\n\n\n\n<li>Confirm refund handling<\/li>\n\n\n\n<li>Compare exported reports line by line<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Best Practices<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set up all tax rules before going live<\/li>\n\n\n\n<li>Use clear tax naming conventions<\/li>\n\n\n\n<li>Never delete old tax rates\u2014deactivate instead<\/li>\n\n\n\n<li>Regularly export and back up tax reports<\/li>\n\n\n\n<li>Stay updated with regional tax regulations<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Related Features<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation-kivicare-pro\/features-documentation-kivicare-pro\/multi-clinic-management\/\"><strong>Multi-Clinic Management<\/strong> <\/a>\u2013 Clinic-specific taxes<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/kivicare-pro\/documentation-kivicare-pro\/advanced-feature-pro\/reports-analytics\/\">Reports &amp; Analytics<\/a><\/strong> \u2013 Financial insights<\/li>\n\n\n\n<li><strong>Print Templates<\/strong> \u2013 Invoice customization<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Enable professional, tax-compliant billing with automatic tax calculations, support for multiple tax rates, and accounting-ready reports\u2014designed for clinics operating in regulated tax regions. Overview KiviCare Pro offers a powerful and flexible tax management system for regions that require compliant medical billing, including: Key Features Understanding Tax Types Inclusive Tax (Tax Included in Price) Definition: The [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"class_list":["post-1663","post","type-post","status-publish","format-standard","hentry","category-features-documentation-kivicare-pro"],"featured_image_src":null,"author_info":{"display_name":"wordpressadminiq","author_link":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/author\/wordpressadminiq\/"},"_links":{"self":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/comments?post=1663"}],"version-history":[{"count":6,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1663\/revisions"}],"predecessor-version":[{"id":2729,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/posts\/1663\/revisions\/2729"}],"wp:attachment":[{"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/media?parent=1663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/categories?post=1663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/documentation.iqonic.design\/kivicare-wordpress\/wp-json\/wp\/v2\/tags?post=1663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}