Now that your patients have started receiving their W-2s from their employers and 1099s from their clients for tax purposes, you will start receiving phone calls from your patients asking you for a printout of what they paid last year for dentistry. Depending on exactly what patients need for tax reporting will depend on what printout works best. Do they need a printout with ADA codes? Do they just need a list of payments? Here are a couple of options for you, depending on what your patient needs.
The first option is if the patient does not need the year-end statement to have ADA codes. This will give you a nice clean list of just the payments the family has made in the date range you choose. Open the Ledger, click File and Search Payments. This will open a new window where you will select the parameters for your search (date range, guarantor name, payment types, etc.), then select Print.
The second option is if you need a payment history that includes ADA codes (most HSA plans want the ADA codes included). First, go to the Office Manager > Maintenance > Practice Setup > Preferences and make sure the “use ADA codes in description” is checked. Next, from the Office Manager > Reports > Billing, we are going to create a customized billing statement as a year-end printout. Below is a list of parameters to choose.
- Change the Beginning Balance Forward date to the beginning of the year reported and the Statement Date to the end of the report year
- Select the Guarantor family
- Set the Minimum Balance to Bill to 0
- Uncheck all options
- Clear out the Statement Message
- Uncheck Save as Default
Printout for taxes . . . two options for you
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