What you owe the tax office, made visible
Tax Summary totals the tax collected over a date range — VAT, GST, or whatever your jurisdiction calls it — broken down by the tax rate applied. It exists for the moment every clinic dreads slightly less once they have this report: preparing a tax return or handing figures to an accountant.
ClinyPal doesn't assume every clinic operates under a single flat tax rate, which is why this report is structured around rates rather than one number. Some services might be zero-rated, some standard-rated, and some exempt entirely, and because tax in ClinyPal is set per invoice line item rather than clinic-wide, a single invoice can legitimately span more than one rate. Tax Summary is what reassembles those line-level rates back into the totals a tax filing actually needs.
- Which filters Tax Summary uses
- What the three KPI tiles show
- How the Tax by rate table is structured
- Where the tax rates themselves are defined and managed
Filters
- <strong>Date range</strong>
- <strong>Location</strong>
- <strong>Compare</strong> — measure the selected range against the immediately preceding period
KPI tiles
- <strong>Tax collected</strong> — total tax across every rate, for the period
- <strong>Taxable revenue</strong> — the portion of billed revenue that tax was actually calculated on
- <strong>Tax rates used</strong> — how many distinct rates appeared on at least one invoice line
Table: tax by rate
| Rate | Taxable amount | Tax collected |
|---|---|---|
| — | — | — |
Each row is one configured tax rate, with the revenue taxed at that rate and the tax it generated. If Tax rates used shows more rates than you expect to be actively charging, this table is where to spot which rate is being applied where — it's often the fastest way to catch a line item that was set up with the wrong rate before it compounds across a full reporting period.
Configuring tax rates
Tax Summary only reports against rates your clinic has already defined — it doesn't infer or suggest rates on its own. If a rate is missing entirely, or you need to adjust one going forward, that's done from the Taxes settings page, not from within this report.