The Taxes page (/settings/tax) defines the tax rates your clinic can apply — VAT, GST, sales tax, or whatever applies in your jurisdiction — as a named rate with a percentage. Those rates are the only ones staff will ever see offered when building an invoice, so this page needs to be right before invoicing starts in earnest.
It's worth being explicit about a design decision that trips up anyone coming from software that works differently: ClinyPal has no single clinic-wide tax calculation method setting. There's nothing here that says "this clinic charges 10% on everything." Instead, every individual line item on an invoice carries its own tax rate, chosen at the moment that line is added. A clinic that sells a taxable retail product alongside a tax-exempt consultation handles both correctly on the same invoice, because tax is a property of the line, not the invoice as a whole.
In this article
Why tax is applied per line item instead of one clinic-wide method
Adding, editing, and removing tax rates
What happens to invoices that already used a rate you later change or delete
Where to see collected tax reported over time
The Taxes settings page showing a grid of tax rates with name, rate percentage, and edit/delete actions.
Tax is set per line item, not per invoice There's no clinic-wide tax calculation method to configure here. Each billable line item on an invoice carries its own tax rate, chosen from the rates you define on this page — that's what makes mixed-tax invoices possible.
Adding and managing tax rates
1
Open Taxes
Go to <strong>Settings > Taxes</strong>.
2
Add a new rate
Click <strong>Add</strong>, enter a clear name (for example, the tax's local name and the rate itself) and the percentage, and save.
3
Edit an existing rate
Click into a row to update its name or percentage, then save your changes.
4
Remove a rate you no longer use
Delete it from the grid. It stops being selectable when adding line items to new invoices immediately.
Changing a rate's percentage doesn't touch past invoices If your local tax percentage changes, edit the rate here going forward — but understand that invoices already issued at the old percentage keep their original amounts. Add a new rate instead of editing an existing one if you need both the old and new percentages to coexist for a transition period.
How this connects to invoicing and reporting
Once a rate exists here, it shows up in the Line Item Builder every time someone builds an invoice, and every line's chosen rate rolls up into the tax total shown on that invoice. Over time, that same data is what powers the tax reporting your bookkeeper or accountant will actually use at filing time.
Yes. Tax is applied per line item, so one invoice can mix line items with different tax rates, or a mix of taxable and tax-exempt lines.
They keep the rate exactly as it was applied at the time. Deleting a rate only removes it from the options available for new line items — it doesn't retroactively change anything already invoiced.
The <a href="/reports-financial/tax-summary/">Tax Summary</a> report totals collected tax over any date range, broken down by rate, which is what you'll hand to your accountant at filing time.
