Keep your business financially compliant and efficient by configuring your tax settings on Upvio.
Accurate tax calculation ensures financial compliance. Follow the steps below to set it up:
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Select the tax calculation type:
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Inclusive - includes taxes in the invoice total
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Exclusive - adds taxes on top.
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Set your head office address for taxation purposes.
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Assign a default tax code, such as General Services, based on your country’s tax regulations.
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Add all locations where your business is registered to collect taxes (e.g., USA, Australia). Taxes will not apply to invoices in unregistered locations.
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Ensure patients provide a billing address to apply taxes; invoices without a billing address will exclude taxes.
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For Exclusive taxes, they will be added on top of the service price and displayed during invoice creation.
Note: Payment processors charge a fee for tax calculations.