What is Tax Rate Management?
Tax rates in Digitail control how tax is applied across your products and services at the point of sale. All tax rates are now managed from a single, unified table - giving you clearer visibility, more control, and the flexibility needed to support multi-rate tax setups like GST + PST.
📌This replaces the previous separate lists for product and service rates, and tax rates are now managed from Company Fiscal Information rather than Preferences.
Before You Start
You must have Administration access to configure tax rates
Tax rates are now found under Company Fiscal Information, not Preferences
Decide whether your clinic collects tax at all - this affects how you configure rates
If you're setting up a new clinic in the US or Canada, note that default tax rates are no longer created automatically - you'll need to add your own
Step-by-step Setup
Phase 1: Navigate to Tax Rates
Go to Settings - Company Fiscal Information
Scroll down past the bank account details to the Tax Rates section
Phase 2: Review Existing Rates (for existing clinics)
When you arrive, you'll see all your existing tax rates in a single table with the following columns:
Name - optional label (e.g. GST, PST, VAT)
Rate - the percentage value
Applicable Tax Area - Products only, Services only, or Products & Services
Status - Active or Disabled
Actions - edit name or disable/enable
⚠️ If a rate previously existed for both products and services separately, it now appears as a single row showing Products & Services as the applicable area.
⚠️ Any rates that were previously deleted may reappear in the table as Disabled. This is expected - they are included for reporting continuity. You can leave them as-is.
Phase 3: Add a New Tax Rate
Click Add Tax Rate in the top-right of the Tax Rates table
Enter a Name (optional, but recommended - e.g. GST, PST, VAT, Sales Tax)
Select the Applicable Tax Area: Products only, Services only, or Products & Services
Enter the Percentage
Click Save
⚠️ Once saved, the Percentage and Applicable Tax Area cannot be changed. Only the Name can be edited later. Double-check both values before saving.
The rate will now appear in the relevant setup options when configuring products and/or services, based on the tax area you selected.
Phase 4: Set Up Tax Rates Alongside Fiscal Configuration
When configuring whether your clinic is a taxpayer in Section 1 of Company Fiscal Information, also take that opportunity to create or review your tax rates. These two settings work together - having the right rates active ensures tax is applied correctly at the point of sale.
How to Verify It Works
After adding a rate, confirm it appears in the Tax Rates table with the correct Rate, Applicable Tax Area, and Status: Active
Navigate to a product setup screen - the new rate should appear in the tax dropdown if you selected Products only or Products & Services
Do the same for a service - the rate should appear there if you selected Services only or Products & Services
If something looks off, check that the rate is not set to Disabled
Related Settings
Company Fiscal Information - where you configure whether your clinic is registered as a taxpayer, invoice settings, and bank details
Product Setup - where you assign a tax rate per product
Service/Visit Type Setup - where you assign a tax rate per service
Common Questions
Why can't I change the percentage or tax area of an existing rate?
Once a tax rate is saved, the Rate and Applicable Tax Area are locked. This protects the integrity of historical data and reporting. If you need a different rate, create a new one and disable the old one.
What happens if I disable a tax rate?
Disabled tax rates are excluded from reports - including past periods - and can no longer be selected when configuring products, services, or sales. Only disable a rate when you're certain it's no longer needed.
Why are there rates in my table that I deleted before?
Previously deleted rates are restored as Disabled entries. This is part of the migration to the new system and ensures historical records remain intact. You don't need to take any action on them.
Why isn't my new rate showing up on products or services?
Check the Applicable Tax Area on the rate. A rate set to Products only won't appear in service configuration, and vice versa.
We're a new clinic in the US or Canada - why are there no default rates?
Default tax rates are no longer created automatically for new clinics, as the previous defaults didn't reflect accurate regional rates. You'll need to add the rates that apply to your clinic based on your local tax requirements.