DentiPath Tools
Monthly Associate Income Summary Builder
Build a compact one-month view of production, collections, estimated contract pay, deposits, and professional expenses. Nothing is stored or transmitted.
Enter decimals with a period. Commas can separate thousands.
What this estimates
The builder summarizes one month. It calculates adjusted production, selects the contract pay basis, estimates pay after the entered lab share, and compares that estimate with deposits received. It also subtracts tracked professional expenses from deposits.
Formula or method
Adjusted production equals gross production less adjustments and write-offs. Estimated pay equals the selected basis multiplied by the split, less your entered lab share. Tracked cash equals deposits received less tracked expenses.
Worked example
With $60,000 gross production, $6,000 of adjustments, a 40% production split, and $2,250 of associate lab cost, estimated pay is $19,350. If deposits are $19,000 and expenses are $1,200, tracked cash is $17,800.
Inputs explained
- Gross production before adjustments.
- Write-offs and adjustments shown on the report.
- Collections attributable to the selected period.
- Contract split, lab share, deposits, and professional expenses.
Common mistakes
- Mixing cash and accrual periods.
- Subtracting personal spending as a professional expense.
- Treating tracked cash as taxable income.
- Using the summary instead of retaining source reports and statements.
Use the related guide: What Dental Associates Should Track Every Month.
Keep the monthly trail in Ledger.
Ledger moves beyond a temporary browser summary with recurring local records and reconciliation workflows.
Questions
Does this tool send my numbers anywhere?
No. The current calculator runs locally in your browser. Values are not transmitted to DentiPath or saved to an account.
Is this professional advice?
No. It is an educational scenario model. Verify important decisions with qualified professionals and the original documents.
Is tracked cash the same as taxable income?
No. It is only deposits less the expenses entered here. Tax treatment depends on status, jurisdiction, and documentation.
Methodology and sources
How this tool produces its result
Method
Summarize de-identified production, adjustments, collections, lab fees, expected pay, deposits, expenses, and variance for one month.
Boundaries to verify
Exclude patient identifiers and treatment details. The summary does not establish payroll accuracy.
Official sources
- Dentists Tax and Financial Guide Ontario Dental Association
- Keeping records Canada Revenue Agency
- Collection, use, and disclosure of personal health information Information and Privacy Commissioner of Ontario
- Information on dental recordkeeping Royal College of Dental Surgeons of Ontario
Privacy guidance
Use deidentified financial totals only. Exclude patient names, chart numbers, birth dates, insurance identifiers, and clinical details.
This builder is an educational record-organizing aid. It is not tax, accounting, payroll, legal, employment, or financial advice and does not replace original statements or professional review.