Clone enhanced taxes
The information in this topic applies to the enhanced taxes feature available with version R21 and higher. If you are not using enhanced taxes, refer to Overview: Taxes and tax groups. You need to be an administrator to create or edit a tax group.
If your tax rates are changing, you can clone an existing tax group, enter a new date range, and update the tax rates. When the new tax rates go into effect, you also need to update the default tax group on the Property page.
To clone a tax group
- In the Tax Groups section of the Property page, click the tax group you want to clone. The Tax Group page displays.
- Click Clone.
When cloning a tax group created before the R21 enhanced taxes feature was enabled, a Clone to Enhanced Taxes button displays. When you click this button, the tax group is converted to the new structure.
- Enter the New Tax Group Name, Start Date, and End Date, and then click Clone. The Tax Group page displays the new tax group.
The Start Date can be a date in the future, as you can set up the tax group before the new tax rates go into effect. The system taxes all new bookings that occur within the tax group's effective date range.
- Click Edit.
- Under Tax Collection Configuration, update the tax information to reflect the new rates.
- Click Save.
- In the Original tax group, update the End Date to the last day the tax group is applicable.