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For Income Tax Purposes, Patients Would Like a List of All Payments made in the Past Year for tax purposes. Is there a Report We can Use? 



Summary:

The Payment Summary report is commonly used for income tax purposes.  This report  will list all payments made by an Account Holder (and their family members) for a specific period of time.

Note: It does not include adjustments, insurance assigned payments, or insurance payments that have been signed over to your office by the patient.


Steps to Print a Pay Summary Report:

1. Click Reports > Financial > Pay Summary.

2. Enter the Account Holder (only) PID number in the From and to field.
3. Enter the date range in the next From and to field.
4. Do one of the following:

  • If the patient simply wants a list of the payments made, click the Summary only check box.
  • If they want the report to list each payment separately, click the Show Payment Detail check box.
  • If they want the report to show only payments of a specific type, such as Cash or Credit Cards, click the Extra button. Include and exclude the payment types you want to appear in the report.

5. Click OK when you have completed the dialog box.
6. Click the Preview button to view the report on screen or click the Print button.


 

Product (s): ABELDent
Category: Reports
Classification: Public
Date Created: 3 July 2015
Created by: Brian Neale
 

Keywords: Income Tax, List, Payments, Past, Year, Report, reports, reporting, payment