Tax

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-PROPERTIES-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-PROPERTIES-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.

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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.

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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.

1.2 Obligatory Fixed Amount Tax

You can create one or more "obligatory" upsell items to add one or more sales taxes in SETTINGS-PROPERTIES-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->BOOKING RULES.

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->PROPERTIES->UPSELL ITEMS.

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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->BOOKING RULES 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.

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

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->BOOKING RULES and set "Vat Rate %" = 7

Go to SETTINGS->PROPERTIES->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->PROPERTIES->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 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".