Define tax rates
The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.
The information in this topic applies to the tax function with version R20 and lower. To learn about the enhanced taxes feature available with version R21 and higher, refer to Overview: Enhanced taxes.
Each tax you define can have a schedule of tax rates. For example, your local sales tax might be 4.5% this year but is projected to go up to 4.7% next year. When you add the local sales tax, you can define both rates and indicate the date ranges. The correct rate applies to each booking event based on the event date.
When all date ranges have passed, the tax expires and is no longer used to calculate taxes on the banquet check.
Taxes are defined at the property level by an administrator. Users cannot modify taxes when they create a booking event. Changes can be made only on the Property page.
To define a tax rate
- In the Taxes section of the Property page, click the appropriate tax.
- In the Tax Rates section, click New Tax Rate. The New Tax Rate page displays.
- Enter the Effective Start Date and Effective End Date for the rate.
- Enter the tax's Flat Rate, which is the monetary amount, or Rate, which is the percentage amount.
- Do one of the following:
- Click Save to add the rate to the tax.
- Click Save & New to define another rate and date range for the tax.
- Click Cancel to discard your changes.
After you set up your taxes, you can add them to the appropriate tax groups.