Difference between revisions of "Tax"

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[[Category:How to]]
 
[[Category:How to]]
 
[[Category:Invoice]]
 
[[Category:Invoice]]
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<div class="heading">Taxes</div>
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== Taxes  which are added to the price ==
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  This page explains how to set taxes.
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Sales taxed and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in SETTINGS-PROPERTIES-UPSELL ITEMS.
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= Taxes  which are added to the price =
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Sales taxes and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in {{#fas:cog}} (SETTINGS) BOOKING ENGINE >UPSELL ITEMS.
  
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===Obligatory Percentage or Fixed Amount tags Tax===
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==Obligatory Percentage Tax==
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You can create one or more "obligatory percentage" upsell items to add one or more sales taxes in SETTINGS-PROPERTIES-UPSELL ITEMS.
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You can create one or more "obligatory percentage tax" upsell items to add one or more sales taxes in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.
  
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Additional taxes like city or bed taxes which a fixed amount per stay or per night are set up as "obligatory" upsell items. Depending on how they are calculated the apply "per day" or "per booking" "per person".
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The setting "Per Room" means the value is calculated as a percentage of the room price and not other upsell items. In this example it will not be applied to the breakfast.  
  
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The setting "Per Room" means the value is calculated as a percentage of the room price and not other upsell items. In this example it will not be applied to the breakfast.  
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Multiple "Per Room" taxes can be defined and each will be applied, for example a city tax and a sales tax.  
  
 
[[Image:tax2.png|550px|link=]]
 
[[Image:tax2.png|550px|link=]]
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== VAT - tax which is included in the price ==
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The value will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab  the booking.
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If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.
 
  
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To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2]
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==Obligatory Fixed Amount Tax==
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You can create one or more "obligatory" upsell items to add one or more sales taxes in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.
  
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=== VAT - on extras ===
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Additional taxes like city or bed taxes which a fixed amount per stay or per night are set up as "obligatory" upsell items. Depending on how they are calculated the period setting  is "per day" or "one time" and the per setting can be "per room", "per adult", "per person" etc.
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By default the system will apply the VAT rate set in SETTINGS->PROPERTIES->BOOKING RULES to all upsell items. If an upsell item has a different VAT rate you can set it in the "VAT" field in SETTINGS->PROPERTIES->UPSELL ITEMS.
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= VAT - tax which is included in the price =
 +
If your prices include VAT you can set the VAT rate in {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION.
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 +
To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2] .
 +
 
 +
== VAT - on extras ==
 +
If VAT applies on an upsell item you can set it in the "VAT" field in {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.
  
 
[[Image:tax4.png|550px|link=]]
 
[[Image:tax4.png|550px|link=]]
 
[[Media:tax4.png|view large]]
 
[[Media:tax4.png|view large]]
  
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If the VAT rate is the same for lodging and extras you do not need to enter anything in the "VAT" field.
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You can use math template variables to show the VAT amount included in certain values of the booking.  
  
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[[Image:tax3.png|550px|link=]]
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Example:
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[[Media:tax3.png|view large]]
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== Reports ==
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The VAT rate is 8%
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Vat included in the invoicebalance  [INVOICEBALANCE] [-.2] [INVOICEBALANCE] [/.2] 1.08
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Invoicebalance  net [INVOICEBALANCE] [/.2] 1.08
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Vat included in the payments  [INVOICEPAYMENTS]  [-.2] [INVOICEPAYMENTS]  [/.2] 1.08
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Invoicebalance  net [INVOICEPAYMENTS] [/.2] 1.08
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= Reports =
 
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
 
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
  
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== Examples ==
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= Examples =
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'''Example 1''': 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies
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'''Example 1''': 7% VAT are included in the room price.  
  
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Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" =  7
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Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" =  7
  
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Go to SETTINGS->PROPERTIES->UPSELL ITEMS and  
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If you have extras in which VAT is also included go  to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELL ITEMS and enter 7 in the VAT% setting.
  
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1) add breakfast as an "Upsell Item" with "Vat %" = 19
 
  
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2) add city tax as an obligarory % "Upsell Item"  
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'''Example 2''': A lodging needs to charge 5% city tax on all bookings.
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Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
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Type = obligatory % tax
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Description = City Tax (if multiple languages are activated enter the description in all languages)
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Amount = 5
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Per = booking
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Period = one time
  
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To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
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Vat % = if applicable enter the VAT rate
  
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'''Example 2''': 13% VAT are included in the room price which is 95 per night. The lodging offers and obligatory breakfast as an extra costing a fixed 5% of the room price. 23% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on the price net lodging price and on the net breakfast price.
 
  
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Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" =  13
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'''Example 3''': 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies
  
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Go to SETTINGS->PROPERTIES->UPSELL ITEMS and  
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Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" =  7
  
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1) add breakfast with the settings "obligatory %"  "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23
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Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and
  
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2) add city tax with the settings "obligatory %" "Amount" =4.4 "Per" = Booking  "Period" = Daily "Vat % " = 0
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1) add breakfast as an "Upsell Item" with "Vat %" = 19
  
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2) add city tax as an obligatory % tax "Upsell Item" with Amount = 5 and Vat = 7
  
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To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
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To show VAT change your confirmations ({{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > INVOICING) to use the template variable [INVOICETABLEVAT].
  
  
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'''Example 3''': City tax only applies to children over 10 years of age.
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'''Example 4''': City tax only applies to children over 10 years of age.
  
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Go to SETTINGS->BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
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Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > DEVELOPERS "Custom Text" and exchange the default text for children:
  
 
Children|Children under 10
 
Children|Children under 10

Latest revision as of 10:26, 10 January 2024

Taxes
This page explains how to set taxes.

1 Taxes which are added to the price

Sales taxes and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in (SETTINGS) BOOKING ENGINE >UPSELL ITEMS.

1.1 Obligatory Percentage Tax

You can create one or more "obligatory percentage tax" upsell items to add one or more sales taxes in (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.

The setting "Per Room" means the value is calculated as a percentage of the room price and not other upsell items. In this example it will not be applied to the breakfast.

Multiple "Per Room" taxes can be defined and each will be applied, for example a city tax and a sales tax.

Tax2.png view large

The setting Per Booking means the value is calculated as a percentage of the room price plus all selected items appearing before this one. In this example it will be applied to the breakfast.

Tax1.png view large


The value will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab the booking.

1.2 Obligatory Fixed Amount Tax

You can create one or more "obligatory" upsell items to add one or more sales taxes in (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.

Additional taxes like city or bed taxes which a fixed amount per stay or per night are set up as "obligatory" upsell items. Depending on how they are calculated the period setting is "per day" or "one time" and the per setting can be "per room", "per adult", "per person" etc.

2 VAT - tax which is included in the price

If your prices include VAT you can set the VAT rate in (SETTINGS) PROPERTIES > DESCRIPTION.

To show included taxes in the invoice use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2] .

2.1 VAT - on extras

If VAT applies on an upsell item you can set it in the "VAT" field in (SETTINGS) BOOKING ENGINE > UPSELL ITEMS.

Tax4.png view large

You can use math template variables to show the VAT amount included in certain values of the booking.

Example:

The VAT rate is 8%

Vat included in the invoicebalance [INVOICEBALANCE] [-.2] [INVOICEBALANCE] [/.2] 1.08 Invoicebalance net [INVOICEBALANCE] [/.2] 1.08

Vat included in the payments [INVOICEPAYMENTS] [-.2] [INVOICEPAYMENTS] [/.2] 1.08 Invoicebalance net [INVOICEPAYMENTS] [/.2] 1.08

3 Reports

In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.

4 Examples

Example 1: 7% VAT are included in the room price.

Go to (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" = 7

If you have extras in which VAT is also included go to (SETTINGS) BOOKING ENGINE > UPSELL ITEMS and enter 7 in the VAT% setting.


Example 2: A lodging needs to charge 5% city tax on all bookings.

Go to (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings

Type = obligatory % tax

Description = City Tax (if multiple languages are activated enter the description in all languages)

Amount = 5

Per = booking

Period = one time

Vat % = if applicable enter the VAT rate


Example 3: 7% VAT are included in the room price. The lodging offers breakfast as an extra. 19% VAT are included in the price for the breakfast. Additionally the lodging needs to charge 5% city tax on which 7% VAT applies

Go to (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" = 7

Go to (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and

1) add breakfast as an "Upsell Item" with "Vat %" = 19

2) add city tax as an obligatory % tax "Upsell Item" with Amount = 5 and Vat = 7

To show VAT change your confirmations ( (SETTINGS) GUEST MANAGEMENT > CONFIRMATION MESSAGES) and invoice template ( (SETTINGS) GUEST MANAGEMENT > INVOICING) to use the template variable [INVOICETABLEVAT].


Example 4: City tax only applies to children over 10 years of age.

Go to (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > DEVELOPERS "Custom Text" and exchange the default text for children:

Children|Children under 10 Child|Child under 10

Then set your tax as "obligatory" "per day" or "per booking" "per adult".

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