TherapyNotes is now collecting sales tax for the following states:
- Arizona
- Chicago (excluding the state of Illinois)
- Connecticut
- District of Columbia
- Hawaii
- Kentucky
- Louisiana
- Maryland
- Massachusetts
- New Mexico
- New York
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Washington
- West Virginia
- Wisconsin
To review your sales tax pricing or other information in your TherapyNotes Subscription:
Click 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 Settings > TherapyNotes Subscription > Sales Tax Exemption - Practice is responsible for sales tax (under Practice Documents and Agreements section)
- Upload a signed tax exemption documentation by clicking the Upload button. Click Choose File to locate the scanned file. After selecting the document click the Add Document button.