Employees and Taxes

The Employee Functions entry form is reached via the main switchboard. In this form, you can add employees, update their information, enter pay records and time off records.


To create a new employee pay record, you simply click the "New" button. If the employee record above has the pay period set to monthly or weekly, all you have to do is input the date in the employee pay record. You must also input the amount of income tax to be witheld, if the employee qualifies for income tax witholding. If the pay period is set to hourly or daily, you also must input the hours or days worked. Employee and Employer Social Security taxes are calculated automatically for you.

The Print buttons will print either the employee pay slip or employee time-off reports. There are reports that include totals for all employees time off, as well as pay and social security taxes that can be found on the Reports and GST and Tax Reports switchboards.

GST Invoices Form

If you do not have a General Sales Tax in your area, the GST Invoices Form will not be useful to you. In areas that do have a General Sales Tax, you will want to use this to record the GST taxes paid by you for clinic supplies.

Below is the data entry form for the GST paid by the clinic. In this form, you will enter the date, company name, TIN(Tax Identification Number) and TotalSales amount. The program assumes local sales, and fills in the LocalSales and GSTPaid fields for you. If the invoice is for imported goods, simply tab to the ImportSales field, enter a 0 (or any number), and tab to the next field - the program will adjust the form to make it look like the fourth line in this image.

Each time you enter a date (or anything in a blank record), a new blank row of fields will appear just below it. You can enter as many invoice records as you need to. The form only shows records for the current month when it opens (you aren't going to want to see all the records), however you can enter any date in the InvoiceDate field. This allows you to add invoices for the previous month (for instance), so that you don't have to enter all your invoices before the end of the month.

Sales and Business Tax Reports

The Sales Tax and Business Tax reports are generated for the previous months data. All of the data for those reports is automatically generated and saved at the time that a payment is recorded for a patient invoice.