📝 Overview
The Tax Information Report shows the total charges placed on patient ledgers and breaks out how much of that total came from taxable items (inventory items) and how much sales tax was applied to those items. It is commonly used to provide accountants with a summary of taxable sales and tax collected for a given period.
To access the Tax Information Report, go to Reporting > All Reports Beta, select a location, and click Tax Information under Daily Reports.
📊 What the Report Shows
The Tax Information Report is organized into the following sections:
Section | What It Means |
Total Sales | The total default billed amount of all services and inventory items added to ledgers in the date range — this mirrors what you would see on the Sales Report |
Total Taxable Sales | The portion of Total Sales that came from inventory items only — services cannot be taxed, so only inventory items appear here |
Total Tax Added | The total sales tax applied to taxable inventory items in the date range |
Collected Tax Breakdown | A breakdown of the tax figures above — this section mirrors the totals and is not a separate calculation |
⚠️ Important — the word "Collected" is misleading: The Tax Information Report uses the label "collected" in several places, but this does not mean payments have been received. The report reflects charges placed on ledgers, not money that has come in. Whether or not a patient has paid has no impact on any figure in this report. The label is a known labeling issue — treat every figure here as "charged" or "added," not "collected."
📄 Summary vs. Detail
Summary
Shows the top-level totals: Total Sales, Total Taxable Sales, and Total Tax Added
Best for providing a quick overview to an accountant
Detail
Breaks down the taxable inventory items individually — showing each item, its charge amount, and the tax applied
The Detail view only breaks down the taxable sales and tax sections — it does not add detail to the Total Sales figure, which is covered by the Sales Report
Best for offices that need to show an accountant exactly which products were taxed and at what amount
🔽 Report Filters
Filter | What It Does |
Start Date / End Date | Sets the date range for ledger charges to include |
Export options: PDF and CSV
💡 How This Report Relates to Other Reports
The Tax Information Report is intentionally paired with the Sales Report — they pull from the same data source (ledger charges) and their totals should align:
Total Sales on this report = Sales Report total — both reflect the default billed amount of all services and inventory items on the ledger
Total Taxable Sales = the inventory item portion of that Sales total
Total Tax Added = sales tax applied on top of those inventory items (this amount does not appear in the Sales Report, which is why Tax Information is needed to get the full picture)
Example: If your Sales Report shows $5,000 for the month and your office sells supplements with 6% tax, the Tax Information Report will show $5,000 in Total Sales, the inventory item subtotal under Total Taxable Sales, and the tax amount under Total Tax Added.
⚠️ What This Report Does Not Include
Write-offs — any amounts written off on the ledger are not reflected here. This report shows gross billed amounts, just like the Sales Report. Run the Write-Offs Report separately if your accountant needs to see adjustments to billed amounts.
Collections — payments received do not affect any figure in this report. Adding a payment to ChiroHD will not change any total shown here.
Services — services are not taxable and will not appear in the Taxable Sales or Tax Added sections. They are included only in the Total Sales figure.
🧾 Common Use Case: Providing Data to Your Accountant
Offices most commonly run this report during tax season or at the end of a fiscal period. The typical documents accountants ask for are:
Tax Information Report — for taxable sales and tax applied to inventory items
Write-Offs Report — for amounts that were written off and not collected
Sales Report — for total services and inventory items billed
Running all three and providing them as PDFs or CSVs gives an accountant the most complete picture of what was billed, what was adjusted, and what tax was applied.
❓ Common Questions
Why does it say "collected" if I haven't received any payments? The labeling in this report is inaccurate — "collected" in this context refers to tax that was applied to charges, not tax that has been received as payment. Adding payments to ChiroHD does not change any figure on this report. This is a known labeling issue.
Why does my Total Sales here match my Sales Report? Both reports pull from the same source — charges added to patient ledgers. Total Sales on the Tax Information Report is looking at the same ledger data as the Sales Report, so the figures should match.
Why are there no taxable sales showing? Taxable Sales only appear if your office sells inventory items (supplements, pillows, orthotics, etc.) and tax has been configured and applied to those items. Services are not taxable and will not appear in that section regardless of the date range selected.
Does this report update when I post payments or write-offs? No. Payments and write-offs do not affect any figure on the Tax Information Report. Only charges added to the ledger impact this report.
What is the Collected Tax Breakdown section at the bottom? This section mirrors the Tax Added totals above and breaks them down if there are multiple inventory items. It does not represent a separate or different calculation — and despite the label, it does not reflect money that has been received.
✅ Key Takeaways
The Tax Information Report shows what was charged on the ledger — not what has been paid. The word "collected" in this report is a known labeling issue and does not mean payments have been received.
Total Sales mirrors the Sales Report. Total Taxable Sales is the inventory item portion. Total Tax Added is the sales tax applied to those items.
Only inventory items appear in the Taxable Sales and Tax Added sections — services are not taxable.
The Detail view breaks down individual taxable inventory items and their tax amounts.
Write-offs and payments do not affect any figure in this report.
This report is most commonly used at tax time, alongside the Write-Offs Report and Sales Report, to provide accountants with a complete picture of billed amounts and taxes applied.
📌 Conclusion
The Tax Information Report gives you a clear breakdown of your office's taxable sales and applied tax for any date range. It is straightforward to use but contains labeling that can create confusion — specifically around the word "collected," which does not reflect payments received. Understanding that this report is entirely ledger-based, just like the Sales Report, will help you explain it accurately and set the right expectations when offices run it for their accountants.