Create a new 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.
Use the Tax Group page to create, define, and manage your property's taxes 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.
A tax collection includes 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.
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.
If your property requires an additional tax group, follow the steps below.
To create a tax group
- In the Tax Groups section of the Property page, click New. The New Tax Group page displays.
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Complete the fields on this page as appropriate.
Details Property This is the name of the property with this tax group. Name Enter 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 Enter 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 Enter 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. - 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.