2,864
edits
Changes
Jump to navigation
Jump to search
===Obligatory Percentage 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.
=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-PROPERTIES-) BOOKING ENGINE > UPSELL ITEMS.
== 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.
=== VAT - on extras ===If VAT applies on an upsell item you can set it in the "VAT" field in {{#fas:cog}} (SETTINGS->PROPERTIES-) BOOKING ENGINE >UPSELL ITEMS.
=The VAT rate is 8% Vat included in the invoicebalance [INVOICEBALANCE] [-.2] [INVOICEBALANCE] [/.2] 1.08Invoicebalance net [INVOICEBALANCE] [/.2] 1.08 Vat included in the payments [INVOICEPAYMENTS] [-.2] [INVOICEPAYMENTS] [/.2] 1.08Invoicebalance net [INVOICEPAYMENTS] [/.2] 1.08 = Reports ==
== Examples ==
Tax
,[[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 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.
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.
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.
To show included taxes in the invoice use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2]
[[Image:tax4.png|550px|link=]]
[[Media:tax4.png|view large]]
You can use math template variables to show the VAT amount included in certain values of the booking.
Example:
In REPORTS->CUSTOM REPORTS you can create custom reports which show Upsell Items (additional taxes) and VAT.
'''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 {{#fas:cog}} (SETTINGS->PROPERTIES-) 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->PROPERTIESBOOKING 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)
Go to SETTINGS->PROPERTIES->BOOKING RULES and set "Vat Rate %" = 7
Go to SETTINGS->PROPERTIESBOOKING 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->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 ({{#fas:cog}} (SETTINGS->PROPERTIES-) GUEST MANAGEMENT >CONFIRMATION MESSAGES) and invoice template ({{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT->INVOICING) to use the template variable [INVOICETABLEVAT].
'''Example 54''': 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
