The Product Tax Category determines the amount of Sales Tax to be applied when a Charge for the Product or Service is added to an Order. The Product Tax Category is assigned to the Product or Service. For each Tax Jurisdiction, the Tax Category is assigned an appropriate Tax Rate. Tax Jurisdictions are combined within a Tax Region.
Product Tax Categories are configured via the 'Product Setup' screen → 'Tax Setup' tab → 'Product Tax Category Setup' subtab.
For each Tax Jurisdiction, each Tax Category is assigned the Tax Rate for a valid period.
Tax Jurisdictions are combined into Tax Regions, which usually represent a geographic area.
A Tax Region will contain the Point of Sale, or a Tax Nexus (in the case of Field Services), or the Customer Location to which a Taxable Product was delivered.
The Tax Region is assigned to the Hospital Unit via the 'Hospital Setup' screen → 'Unit Setup' tab → 'Unit Details' subtab; OR,
Selected from the 'Tax Region' drop-down list at the top of the 'Order Management' screen → 'Order Details' section.
