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[[Category:How to]]
[[Category:How to]]
[[Category:Invoice]]
[[Category:Invoice]]
   
<div class="heading">Taxes</div>
== Taxes  which are added to the price ==
  This page explains how to set taxes.
Sales taxes and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in SETTINGS-PROPERTIES-UPSELL ITEMS.
= 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 {{#fas:cog}} (SETTINGS) BOOKING ENGINE >UPSELL ITEMS.


===Obligatory Percentage Tax===
==Obligatory Percentage Tax==
You can create one or more "obligatory percentage" upsell items to add one or more sales taxes in SETTINGS-PROPERTIES-UPSELL ITEMS.
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.


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.  
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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===Obligatory Fixed Amount Tax===
The value will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab  the booking.
You can create one or more "obligatory" upsell items to add one or more sales taxes in SETTINGS-PROPERTIES-UPSELL ITEMS.
 
==Obligatory Fixed Amount Tax==
You can create one or more "obligatory" upsell items to add one or more sales taxes in {{#fas:cog}} (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.
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.


= 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.


== VAT - tax which is included in the price ==
To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2] .
If your prices include VAT you can set the VAT rate in SETTINGS->PROPERTIES->BOOKING RULES.
 
To show included taxes in the invoice use the template variables [INVOICETABLEVAT]  or [INVOICETABLEVAT2]  


=== VAT - on extras ===
== VAT - on extras ==
If VAT applies on an upsell item you can set it in the "VAT" field in SETTINGS->PROPERTIES->UPSELL ITEMS.
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]]


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


== Reports ==
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
 
= 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.


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


Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" =  7
Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" =  7


If you have extras in which VAT is also included go  to SETTINGS->PROPERTIES->UPSELL ITEMS and enter 7 in the VAT% setting.
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.




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


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and add the tax as an "Upsell Item" with the settings


Type = obligatory %
Type = obligatory % tax


Description = City Tax (if multiple languages are activated enter the description in all languages)
Description = City Tax (if multiple languages are activated enter the description in all languages)
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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
'''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->BOOKING RULES and set "Vat Rate %" =  7
Go to {{#fas:cog}} (SETTINGS) PROPERTIES-> DESCRIPTION and set "Vat Rate %" =  7


Go to SETTINGS->PROPERTIES->UPSELL ITEMS and  
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE->UPSELL ITEMS and  


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


2) add city tax as an obligarory % "Upsell Item"  
2) add city tax as an obligatory % tax "Upsell Item" with Amount = 5 and Vat = 7
 
To show VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
 
 
'''Example 4''': 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.
 
Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" =  13
 
Go to SETTINGS->PROPERTIES->UPSELL ITEMS and
 
1) add breakfast with the settings "obligatory %"  "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23
 
2) add city tax with the settings "obligatory %"  "Amount" =4.4 "Per" = Booking  "Period" = Daily "Vat % " = 0
 


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




'''Example 5''': City tax only applies to children over 10 years of age.
'''Example 4''': City tax only applies to children over 10 years of age.


Go to SETTINGS->BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
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
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