Configuring Tax Types

Prerequisites for Configuring Tax Types

The Tax Types feature enables you to define categories to identify specific guests or reservations and reference these tax types in tax generates configuration. In doing so you can setup varying tax calculations or tax exemption based on tax type. By creating Tax Type codes such as Regular Guest, Sales Tax Exempt, Diplomat and so on, you can control whether a tax generate is applied to sale charges, how the amount is calculated and also the effective dates for the posting of tax generates.

The Tax Type Calculation OPERA Control determines whether the tax type selected in profiles or reservations is to be used for tax generate calculations at your property. By using Page Composer you then customise the profile overview or the reservation stay details panel to add the tax type list field to the panel.

After configuring tax types, you can select a default tax type in the Default Tax Type OPERA Control. The value selected is set for all new profiles or reservations created, depending on Tax Type Calculation OPERA Control.

As an option, you can enable the Tax Exempt report when configuring Tax Types. The report gives a detailed daily breakdown of room revenue and the tax exemptions held by each guest/reservation. For more information, see Financials Reports

Adding Tax Types

1. From the Administration menu, select Financial, select Cashiering Management, and then select Tax Types.

2. Click New and complete the following

   1. Property: Enter or confirm the property.

   2. Tax Type: Enter a tax type code.

   3. Description: Enter a description of the tax type.

   4. As an option, complete the Tax Exempt Report Configuration selections.

3. Exempt Days: Specifies the number of days in the report date range after the guest becomes tax exempt.

4. Tax Percentage: Sets the tax types as a percentage, such as four percent or so on.

5. Print Auto Adjust: Enables printing Room Revenue for all days before the guest became tax exempt; Number of nights before the guest became tax exempt, and Tax paid on room revenue for all days before the guest became tax exempt.

6. Collecting Agent: Select check box to enable tax type in Collecting Tax Agent configuration. (Available when the Collecting Agent Taxes OPERA Control is active). For more information, see Configuring Collecting Tax Agents.

7. Click Save.

Editing Tax Types

1. From the Administration menu, select Financial, select Cashiering Management, and then select Tax Types.

2. Enter search criteria, click Search.

3. Select the tax type, click the vertical ellipsis Actions menu, select Edit.

4. Update details.

5. Click Save.

Deleting Tax Types

1. From the Administration menu, select Financial, select Cashiering Management, and then select Tax Types.

2. Enter search criteria, click Search.

3. Select the tax type, click the vertical ellipsis Actions menu, select Delete .

4. Click Delete to confirm.