Edit a Tax Group
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.
You can modify the taxes included in a tax group. When you save, all bookings where the tax group applies are updated. Any banquet or booking checks merged after the changes are also updated. If a record is not within any tax group's date range, a message displays at the top of the Booking page, along with a warning icon next to the record.
Amadeus created a default and tax exempt tax group for your property. You need to add your property-specific tax collections to each tax group. The individual taxes that you add to the default tax group automatically apply to the events and guestrooms within the tax group date range. Users can remove taxes from an event or guestroom block by selecting the tax exempt tax group.
You need to be a property administrator to make any changes to a tax group.
To set up the default tax group
- In the Tax Groups section of the Property page, click Default Tax Group. The Tax Group page displays.
- Click Edit.
- Confirm the Active checkbox is selected.
- Enter a Description for the tax group.
- Enter a Start Date and End Date. This date range applies to all taxes assigned to the tax group.
Bookings created outside the date range display a message at the top of the Booking page, along with a warning icon next to the record.
- On the Percent tab, create a new tax collection.
- Under Tax Collections, click Add to create a new row.
- Enter the tax collection name and press Enter.
Tax collections are created only for taxes with percentage rates.
- Under Taxes, enter the taxes that are part of this collection.
- Click Add to create a new row.
- Enter the Tax Name and the Rate percentage. Then select what that tax applies to: Base, Admin, or Gratuity.
- Select the Compound checkbox if this tax applies to a revenue value that includes previous taxes.
Taxes compound in the order they display in the tax collection. If needed, you can drag the taxes up and down to reorder them.
- Select the Inclusive checkbox if this tax is included in the price.
The inclusive checkbox displays only if this feature is enabled. This feature is available with version R21 and higher.
- Under Applies To, select the revenue classifications that the tax applies to.
All the taxes in this collection need to apply to the same revenue classifications. Revenue classifications that have different tax rates need a new tax collection for those taxes.
- Continue adding taxes to the current collection as needed.
- To create an additional tax collection, follow steps 6-9.
- To enter a flat rate tax, select the Occupancy tab.
- Click Add.
- Enter the Tax Name and Rate and press Enter.
- Click Save.
To edit a tax group
- Do one of the following to open the Tax Group Edit page:
- Navigate to the Tax Groups section of the Property page, and click Edit next to the tax group.
- On the Tax Group page, click Edit.
- In the Details section, update the tax group's Name, Description, Start Date, and End Date as needed.
- In the Tax Collection Configuration section, make your changes.
- Click Save.
To deactivate a tax group
- Do one of the following to open the Tax Group Edit page:
- Navigate to the Tax Groups section of the Property page, and click Edit next to the tax group.
- On the Tax Group page, click Edit.
- Clear the Active checkbox to make it unavailable to users.
- Click Save.
To modify a tax collection in a tax group
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Do one of the following to open the Tax Group Edit page:
- Navigate to the Tax Groups section of the Property page, and click Edit next to the tax group.
- On the Tax Group page, click Edit.
- Under the Taxes tab, modify the Tax Name and Rate, and what the tax applies to: Base, Admin, or Gratuity as needed.
- Under Applies To, select the revenue classifications that are applicable to the tax.
- Click Save.
To add new tax collection to a tax group
- Do one of the following to open the Tax Group Edit page:
- Navigate to the Tax Groups section of the Property page, and click Edit next to the tax group.
- On the Tax Group page, click Edit.
- On the Percent tab, create a new tax collection.
- Under Tax Collections, click Add to create a new row.
- Enter the tax collection name and press Enter.
Tax collections are created only for taxes with percentage rates.
- Under Taxes, enter the taxes that are part of this collection.
- Click Add to create a new row.
- Enter the Tax Name and the Rate percentage. Then select what that tax applies to: Base, Admin, or Gratuity.
Select the Compound checkbox if this tax applies to a revenue value that includes previous taxes.
Taxes compound in the order they display in the tax collection. If needed, you can drag the taxes up and down to reorder them.
- Select the Inclusive checkbox if this tax is included in the price
The inclusive checkbox displays only if this feature is enabled. This feature is available with version R21 and higher.
- Under Applies To, select the revenue classifications that the tax applies to.
All the taxes in this collection need to apply to the same revenue classifications. Revenue classifications that have different tax rates need a new tax collection for those taxes.
- Continue adding taxes to the current collection as needed.
- To create an additional tax collection, follow steps 2-5.
- To enter a flat rate tax, select the Occupancy tab.
- Click Add.
- Enter the Tax Name and Rate and press Enter.
- Click Save.