Tax Report
Report Description: The Tax report offers a comprehensive breakdown of taxes incurred within a specified period, including details on taxable and exempted revenue, payable tax amounts, and exemption categories.
Date Range: Report can be retrieved up to 365 days in the past.
Note: this report is specific to individual property tax configurations. The below is only an example of property taxes.
Summary section: Provides a summary of revenue by tax name.
Available Report Columns for Following Sections:
|
Column Name |
Column Description |
Amount Include Taxes and Fees |
Calculation |
|
Tax Name |
Name of the tax applied |
Not Applicable |
Not Applicable |
|
Taxable Revenue |
Total revenue subject to taxation |
NO |
=sum(taxable revenue) |
|
Exempted Revenue |
Total revenue exempted from taxation |
NO |
=sum(exempted revenue) |
|
Payable Tax |
Total amount of tax payable |
YES |
=sum(payable tax) |
|
Exempted Tax |
Total amount of tax exempted |
YES |
=sum(exempted tax) |
Exempted Tax Details section: provides a list of reservations which were tax exempted, the tax exempted category and the exempted taxes.
Available Report Columns for Following Sections:
|
Column Name |
Column Description |
Amount Include Taxes and Fees |
Calculation |
|
Transaction Number |
Unique identifier for each transaction |
Not Applicable |
Not Applicable |
|
Transaction Type |
Type of transaction (e.g., room stay, service charge) |
Not Applicable |
Not Applicable |
|
Room Number |
Identifier of the room associated with the transaction |
Not Applicable |
Not Applicable |
|
Guest Name |
Name of the guest associated with the transaction |
Not Applicable |
Not Applicable |
|
Company Name |
Name of the company associated with the transaction |
Not Applicable |
Not Applicable |
|
Tax Exemption Category |
Category under which tax exemption is granted |
Not Applicable |
Not Applicable |
|
Check In Date |
Date when the guest checked into the room |
Not Applicable |
Not Applicable |
|
Check Out Date |
Date when the guest checked out of the room |
Not Applicable |
Not Applicable |
|
Exempted Revenue |
Revenue exempted from taxation |
NO |
=sum(exempted revenue) |
|
Occupancy |
Tax on room occupancy |
YES |
=sum(exempted revenue) x (occupancy tax) |
|
State Tax |
Tax imposed by the state |
YES |
=sum(exempted revenue) x (state tax percent) |
|
Stay Enhancement Tax |
Additional tax for enhancing the stay experience |
YES |
=sum(exempted revenue) x (stay enhancement tax) |
|
Service Charge |
Charge for additional services provided |
YES |
=sum(exempted revenue) x (service charge tax) |
|
City Tax |
Tax imposed by the city |
YES |
=sum(exempted revenue) x (city tax) |
Non Exempted Tax Details section: provides a list of reservations which were tax eligible and the amount of tax applied. Note: tax names and types may vary by property.
Available Report Columns for Following Sections:
|
Column Name |
Column Description |
Amount Include Taxes and Fees |
Calculation |
|
Transaction Number |
Unique identifier for each transaction |
Not Applicable |
Not Applicable |
|
Transaction Type |
Type of transaction (e.g., room stay, service charge) |
Not Applicable |
Not Applicable |
|
Room Number |
Identifier of the room associated with the transaction |
Not Applicable |
Not Applicable |
|
Guest Name |
Name of the guest associated with the transaction |
Not Applicable |
Not Applicable |
|
Company Name |
Name of the company associated with the transaction |
Not Applicable |
Not Applicable |
|
Check In Date |
Date when the guest checked into the room |
Not Applicable |
Not Applicable |
|
Check Out Date |
Date when the guest checked out of the room |
Not Applicable |
Not Applicable |
|
Revenue |
Revenue subject to taxation |
NO |
=sum(revenue) |
|
Occupancy |
Occupancy tax revenue |
YES |
=sum(revenue) x (occupancy tax) |
|
State Tax |
State tax revenue |
YES |
=sum(revenue) x (state tax) |
|
Stay Enhancement Tax |
Stay enhancement tax revenue |
YES |
=sum(revenue) x (stay enhancement tax) |
|
Service Charge |
Service charge revenue |
YES |
=sum(revenue) x (service charge tax) |
|
City Tax |
City tax revenue |
YES |
=sum(revenue) x (city tax) |
Misc Report Information:
Available Features:
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Export: ability to download and save the file into an alternate format.
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Filter: filter a range of data based on criteria defined by the user.
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Highlight: also known as conditional formatting is the ability to highlight certain values making them easier to identify.
Available Configuration:
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User Preferences: allows the user to customize their report view by repositioning or removing columns.
-
Property Preferences: allows the property to customize the report view for all users by repositioning or removing columns.
Baseline Configuration:
-
Property Preferences Settings:
-
Following columns to be disabled for initial deployment:
-
Not Applicable
-
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