View tax group and tax details

The information in this topic applies to the enhanced taxes feature available with version R21 and higher. If you are using non-enhanced taxes, refer to Overview: Taxes and tax groups. You need to be an administrator to create or edit a tax group.

The Tax Group page displays a tax group's effective date range and the existing taxes. Open this page by clicking a tax group in the Tax Groups section of the Property page. In addition to viewing details about each tax group, you can use the Tax Group page to do the following:

The Tax Group page is divided into the following areas:

Details
Property This is the name of the property with this tax group.
Name This is the name of the tax group.

This is for internal purposes only and does not display on the banquet check or booking check.
Active This is the status of the tax group. Leave this checkbox selected to ensure correct taxes on the banquet check and booking check.
Description This is a brief description of the tax group.

This is for internal purposes only and does not display on the banquet check or booking check.
Start Date and End Date This is the effective date range of the tax group. If a new or modified booking is not within the tax group's date range, a message displays at the top of the Booking page. A warning icon also displays next to the record in the Manage Events or Manage Guestrooms grid.
Tax collection configuration details

Percent tab

 This displays all the tax collections defined for this tax group. A tax collection contains all the taxes that apply to the same revenue classifications. All properties have at least one collection for their base taxes. Your property might have additional tax collections, for example, a liquor tax. Select a tax collection to see the individual taxes it contains.

Tax collections only refer to taxes with percentage rates.
Tax Collections This area displays the tax group's existing taxes.
Occupancy tab This displays the flat rate taxes for the guestroom revenue classification only, for example, a per roomnight occupancy tax.

Any amounts entered here are not used with inclusive pricing.
Occupancy Taxes This area displays the tax group's existing occupancy taxes.
Taxes tab This displays individual taxes, along with the rates and the following information.
  • Base – The tax only applies to the item but not to gratuity or the administrative charge.
  • Admin - The tax applies to the item and the administrative charge.
  • Gratuity - The tax applies to the item and the gratuity.
  • Compound - The 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 reorder the taxes.

  • Inclusive - The tax is included in the price of the menu or item. How is the exclusive price calculated?ClosedExclusive price = Inclusive price - tax. Both prices display to users in the application. In addition to menus and items, inclusive pricing can also be used for function room rental, guestrooms, and packages.

    Inclusive pricing is available with version R21 and higher and needs to be enabled by an administrator.
Applies To This displays all the corporate and property revenue classifications available at your property. Select each checkbox to associate the tax with all applicable revenue classifications.
  • Revenue Classification - This displays property and corporate revenue classifications available for the property.
  • Assigned Tax Collection - This displays the current tax collection assigned to the corresponding revenue classification.
Learn more...

Overview: Taxes (Enhanced)

Create a new tax group (Enhanced)

Edit a Tax Group (Enhanced)

Delete tax group (Enhanced)

Clone enhanced taxes (Enhanced)