Changes

Jump to navigation Jump to search

Tax

598 bytes added, 11:43, 29 July 2020
[[Category:How to]]
[[Category:Invoice]]
<div class="heading">Taxes</div> This page explains how to set taxes.== Taxes which are added to the price ==Sales taxed taxes and other taxes which are added to the price of the lodging are "Upsell Items" which can be added in {{#fas:cog}} (SETTINGS-PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS.
===Obligatory Percentage or Fixed Amount tags Tax===You can create one or more "obligatory percentagetax" upsell items to add one or more sales taxes in {{#fas:cog}} (SETTINGS-PROPERTIES-) BOOKING ENGINE > UPSELL ITEMS.
Additional taxes like city or bed taxes which a fixed amount per stay or per night are set up as The setting "obligatoryPer Room" means the value is calculated as a percentage of the room price and not other upsell items. Depending on how they are calculated In this example it will not be applied to the period setting is "per day" or "one time"breakfast.
The setting Multiple "Per Room" means the value is calculated as a percentage of the room price taxes can be defined and not other upsell items. In this example it each will not be applied to the breakfast, for example a city tax and a sales tax.
[[Image:tax2.png|550px|link=]]
The value will be added to the "Price" field and the "Tax" field in the "Charges and Payments" tab the booking. ==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. = VAT - tax which is included in the price ==If your prices include VAT you can set the VAT rate in {{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING RULES.
To show included taxes in the invoice use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2]
=== VAT - on extras ===By default the system will apply the If VAT rate set in SETTINGS->PROPERTIES->BOOKING RULES to all upsell items. If applies on an upsell item has a different VAT rate you can set it in the "VAT" field in {{#fas:cog}} (SETTINGS->PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS.
[[Image:tax4.png|550px|link=]]
[[Media:tax4.png|view large]]
If 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 same for lodging and extras you do not need to enter anything invoicebalance [INVOICEBALANCE] [-.2] [INVOICEBALANCE] [/.2] 1.08Invoicebalance net [INVOICEBALANCE] [/.2] 1.08 Vat included in the "VAT" fieldpayments [INVOICEPAYMENTS] [-.2] [INVOICEPAYMENTS] [/.2] 1.08Invoicebalance net [INVOICEPAYMENTS] [/.2] 1.08
[[Image:tax3.png|550px|link=]][[Media:tax3.png|view large]]== Reports ==
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
== Examples =='''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
Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7
Go If you have extras in which VAT is also included go to {{#fas:cog}} (SETTINGS->PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS and enter 7 in the VAT% setting. 
1) '''Example 2''': A lodging needs to charge 5% city tax on all bookings. Go to SETTINGS->BOOKING ENGINE->UPSELL ITEMS and add breakfast the tax as an "Upsell Item" with "Vat the settings Type = obligatory %" tax Description = City Tax (if multiple languages are activated enter the description in all languages) Amount = 5 Per = 19booking
2) add city tax as an obligarory % "Upsell Item" Period = one time
To show Vat % = if applicable enter the VAT change your confirmations (SETTINGS->PROPERTIES->CONFIRMATION MESSAGES) and invoice template (SETTINGS->GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].rate
'''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.
Go '''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 SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate charge 5% city tax on which 7%" = 13VAT applies
Go to SETTINGS->PROPERTIES->UPSELL ITEMS BOOKING RULES and set "Vat Rate %" = 7
1) add breakfast with the settings "obligatory %" "Amount" = 5 "Per" = Room "Period" = Daily "Vat % " = 23Go to SETTINGS->BOOKING ENGINE->UPSELL ITEMS and
21) add city tax with the settings breakfast as an "obligatory %Upsell Item" "Amount" =4.4 "Per" = Booking "Period" = Daily with "Vat % " = 019
2) add city tax as an obligatory % tax "Upsell Item" with Amount = 5 and Vat = 7
To show VAT change your confirmations ({{#fas:cog}} (SETTINGS->PROPERTIES-) GUEST MANAGEMENT >CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
'''Example 34''': City tax only applies to children over 10 years of age.
Go to {{#fas:cog}} (SETTINGS-) BOOKING ENGINE >PROPERTY BOOKING PAGE -> DEVELOPERS "Custom Text" and exchange the default text for children:
Children|Children under 10
2,864

edits

Navigation menu