Sales Tax in TherapyNotes
As of September 24, 2024, TherapyNotes is now collecting sales tax for the following states:
- Arizona
- Connecticut
- Kentucky
- Massachusetts
- New York
- Ohio
- Pennsylvania
- Texas
- Utah
- West Virginia
To review your sales tax pricing or other information in your TherapyNotes Subscription:
Click User Icon > Settings > TherapyNotes Subscription > Practice Documents and Agreements > Sales Tax Exemption
You will be able to see if your practice is responsible for sales tax or if this is being collected on your behalf.
Sales Tax Exemption Certificate
Quick Tip: Nonprofit, educational, and government practices must upload a signed Tax Exemption Certificate to avoid being charged sales tax.
Role Required: Practice Admin
- Locate the form in Practice Documents and Agreements.
- Click User Icon > Settings > TherapyNotes Subscription > Sales Tax Exemption - Practice is responsible for sales tax (under Practice Documents and Agreements section)
- Access your state Tax Exemption Certificate by clicking the download our Tax Exemption Certificate text link.
Print and fill out the form, then scan it back into your computer.
- Upload the signed certificate by clicking the Upload button. Click Choose File to locate the scanned file. After selecting the document click the Add Document button.
