Overview: Taxes

The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.

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.

Correct taxes are important for banquet check and booking check calculations. Administrators need to ensure that the property's taxes for menus and items, function room rental, other income, and guestrooms comply with state and local laws.

A tax group is a collection of taxes that are managed together from one central location. Use the Tax Collection Configuration section of the Tax Group page to edit and update the taxes that apply during the tax group’s date range.

For example, most of the events at your property are subject to a state sales tax of 4.0% and a local sales tax of 4.5%. Rather than manually applying those taxes to each menu and item at your property, you can create a Default Tax Group. Then, add the taxes to the group, and assign that tax group as the default for your property. When a user creates a new event, the Default Tax Group defaults on to the event and the appropriate taxes are automatically calculated when the banquet or booking check is merged.

If the property's default tax group is not applicable to a certain event, the user can select a different tax group for this event only. For example, you might also have a Tax Exempt Group that is used for non-profit organizations, where only one or no tax is charged.

The advantages of Tax Groups

Additional requirements

To use the enhanced taxes feature, you need to do the following:

  1. Add any additional revenue classifications.
  2. Enter the default gratuity and administrative charge for every revenue classification.
  3. Set up your tax groups.
  4. Assign a default tax group on the Property Detail page.