Setting up Taxes

The task of adding, editing, or deleting taxes begins at the Taxes window.

 

Taxes.gif

To add a tax:

  1. Click Add in the Taxes section of the Tax window to display the Add Tax window.

 

TaxAdd.gif

 

  1. Define the following information for the tax:

 

  1. Type a name for the tax.

  2. Select the amount as a percent and type in the percentage rate, or as a fixed amount and type in the fixed amount. The fixed amount can be charged per day , per reservation , per room per day , or per room per reservation.

 

  1. Click OK.

To edit a tax:

  1. Highlight the tax in the Taxes section of the tax window to edit and click Edit to display the Edit Tax window.

 

TaxEdit.gif
 

  1. Change any of the information.

  2. Click OK.

 

To add a tax adjustment with an effective date:

 

  1. Highlight the tax in the Taxes section of the tax window to edit and click Edit to display the Edit Tax window.

  2. Click the Add tax adjustments link.

    TaxAdjustment0.gif

  3. The Tax Adjustments panel will appear.  Click the Add button.

    TaxAdjustment1.gif

  4. Enter the adjusted tax amount (this can be either higher or lower than the existing tax rate), enter the Effective Date, and click OK.  If you select Earliest date then the tax will be effective as of today, through whatever date you set.  If you select Indefinitely, then the tax will be effective as of whatever date you set, for all future dates.

    TaxAdjustment2.gif

  5. The tax adjustment will be listed.  If you wish, you can add additional tax adjustments.

    TaxAdjustment3.gif

  6. Click OK, and you will be prompted to update all future reservations that are affected by this tax change.

    TaxAdjustment4.gif
     

To delete a tax:

  1. Highlight the tax in the Taxes section of the tax window to delete and click Delete to delete it.

  2. Click OK when the deletion confirmation box appears.