Edit a Tax Group

The information provided in this topic applies to the enhanced taxes feature available in R21 and higher. If you are not using enhanced taxes, please refer to Overview: Taxes and tax groups. You must be an administrator to create or edit a tax group.

A tax group is a collection of taxes that can be applied as a single set of rules. The Tax Group page makes it easy for you to modify and manage your property's taxes from one central location. This is where you can edit and update the name of a tax group and its effective date range. It also displays a Tax Collection Configuration area, where the list of tax collections for the group can be found.

Think of a tax collection as a container that holds all the revenue classifications that apply to the same tax rate. All properties will have at least one collection for their base taxes (state sales tax, city sales tax, etc.), but you might also have a few additional tax collections if you have a liquor tax, occupancy tax, and so on.

You can modify the taxes that have been added to the tax group. Once changes are saved, the system will update all events, guestrooms, and other income where the tax group has been applied, as well as any banquet or booking checks that are merged after the changes have been made. If a record, such as an event, no longer falls within the tax group's date range, a message will be displayed at the top of the Booking page.

Amadeus has already created a default and tax exempt tax group, your job is to add your property specific tax collections to each tax group. The individual taxes that you add to the default tax group will automatically be applied to the events and guestrooms in bookings within the tax group date range. Users can have the option to remove taxes by manually selecting the tax exempt tax group as needed.

For events and guestrooms, a warning icon will also be displayed next to the record.

To ensure accurate taxing on the banquet check and booking check, you'll need to make sure each of those records are updated and assigned a tax group with an applicable date range.

You must be a property administrator to make any changes to a tax group.

  1. In the Tax Groups section of the Property page, select Default Tax Group.

    The Tax Group page opens.

  2. Confirm the Active check box is selected.
  3. (Optional) Enter a Description for the tax group.
  4. Enter a Start Date and End Date. This date range applies to all taxes that are assigned to the tax group.

    If you create an event, room block, or other income item that is outside the date range of the applied tax group, you are alerted with a message at the top of the detail page and a warning icon next to the record.

  5. Under Tax Collections, create a new tax collection.
    • On the Percent tab, click Add to create a new row.
    • Enter the tax collection name (for example, Standard Taxes) and press Enter.

Tax collections are created only for taxes with percentage rates.

  1. Under Taxes, enter the taxes that are part of this collection.
    • Click Add to create a new row.
    • Enter the Tax Name and Rate (percentage) and select what that tax applies to: Base, Admin, and/or Gratuity.
    • Select the Compound check box if this tax will be applied to a revenue value that includes previous taxes.

Taxes compound in the order they're displayed in the tax collection. If needed, you can reorder the taxes by clicking and dragging them into the correct position.

  • Select the Inclusive check box if this tax is included in the price of the menus or items that have this tax applied. In addition to menus and items, inclusive pricing can also be used for function room rental, guestrooms, packages, and other income.

Inclusive checkbox will only appear if this feature has been enabled and your version is R21 or above.

  1. Under Applies To, select the revenue classifications that the tax applies to.

    All the taxes in this collection must apply to the same revenue classifications. Revenue classifications that have different tax rates will need a new tax collection for those taxes. For example, you might have one collection called Standard Taxes which includes your state sales tax and city sales tax, both of which apply to all revenue classifications. You might also have a collection called Guestroom Taxes for your hotel occupancy tax which only applies to Guestroom (though this is not technically a revenue classification, it is treated as such on the tax group).

  2. Continue adding taxes to the current collection, as needed.
  3. To create an additional tax collection, follow steps 6 - 9.
  4. (Optional) To enter a flat rate tax, select the Occupancy tab.
    • Click Add.
    • Enter the Tax Name and Rate (for example, 2.00) and press Enter.
  1. Click Save.
  1. Do one of the following to open the Tax Group Edit page:
    • Navigate to the Tax Groups section of the Property page, click Edit next to the tax group you want to modify.
    • On the Tax Group page, click Edit.
  1. In the Details section, update the tax group's Name, Description, and Start/End Date, as needed.
  2. In the Tax Collection Configuration section, add applicable taxes and/or edit the Percent Tab, Occupancy Tab, Taxes Tab and Applies To.
  1. Do one of the following to open the Tax Group Edit page:
    • Navigate to the Tax Groups section of the Property page, click Edit next to the tax group you want to modify.
    • On the Tax Group page, click Edit.
  1. Clear the Active check box, to make it unavailable to users.
  1. Click in the tax fields to modify the Tax Name and Rate, as well as what the tax applies to: Base, Admin, and/or Gratuity.
  2. Under Applies To, select the revenue classifications that are applicable to the tax.
  3. Click Save.
  1. Do one of the following to open the Tax Group Edit page:
    • Navigate to the Tax Groups section of the Property page, click Edit next to the tax group you want to modify.
    • On the Tax Group page, click Edit.
  1. Under Tax Collections, create a new tax collection.
    • On the Percent tab, click Add to create a new row.
    • Enter the tax collection name (for example, Standard Taxes) and press Enter.

Tax collections are created only for taxes with percentage rates.

  1. Under Taxes, enter the taxes that are part of this collection.
    • Click Add to create a new row.
    • Enter the Tax Name and Rate (percentage) and select what that tax applies to: Base, Admin, and/or Gratuity.
    • Select the Compound check box if this tax will be applied to a revenue value that includes previous taxes.

Taxes compound in the order they're displayed in the tax collection. If needed, you can reorder the taxes by clicking and dragging them into the correct position.

  • Select the Inclusive check box if this tax is included in the price of the menus or items that have this tax applied. In addition to menus and items, inclusive pricing can also be used for function room rental, guestrooms, packages, and other income.

Inclusive checkbox will only appear if this feature has been enabled and your version is R21 or above.

  1. Under Applies To, select the revenue classifications that the tax applies to.

    All the taxes in this collection must apply to the same revenue classifications. Revenue classifications that have different tax rates will need a new tax collection for those taxes. For example, you might have one collection called Standard Taxes which includes your state sales tax and city sales tax, both of which apply to all revenue classifications. You might also have a collection called Guestroom Taxes for your hotel occupancy tax which only applies to Guestroom (though this is not technically a revenue classification, it is treated as such on the tax group).

  2. Continue adding taxes to the current collection, as needed.
  3. To create an additional tax collection, follow steps 6 - 9.
  4. (Optional) To enter a flat rate tax, select the Occupancy tab.
    • Click Add.
    • Enter the Tax Name and Rate (for example, 2.00) and press Enter.
  1. Click Save.
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Create taxes

Delete taxes

Overview: Enhanced taxes