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New/Edit Tax

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Location: Setup – Booking Engine – Taxes – New

Required Setup: In order to view this page, you must have role of General Manager, or a custom role that includes the Solution permission.

Scope: This feature is available in all versions of Kigo.

About the Tax Page

From here, you can add or modify taxes for use at some or all of your properties. You can customize these taxes in a variety of ways, to best fit your business.

newtaxSome common actions that you can performed here include:

  • Creating a New Tax
  • Modifying an Existing Tax
  • Changing the Status of a Tax
  • Deleting a Tax

Field Definitions

General

  • Name: This is a descriptive name for the tax. The Kigo application uses this name internally.
  • Public Name: This the public name associated with the tax. This is the name displayed to guests on Kigo websites.
  • Type: This is the tax category. Possible options include:
    • Lodging tax
    • Other tax
    • Sales tax
  • Status: This is the status of the task. Possible options include:
    • Active: This means that the tax is available for use and appears on relevant booking statements.
    • Inactive: This means that the tax is not available for use on booking statements.
  • Applicability: This shows the where the tax is applicable. Possible options include:
    • Applies to All Properties
    • Property-Specific

Values

  • Amount: This is the amount of the tax, and defines whether it's a percentage or a flat rate.

Number of Nights

  • Min: This is the minimum number of nights a guest must stay before the tax applies.
  • Max: This is the maximum number of nights that the tax can apply. If the guest stays more than the number listed here, the tax is not applied to their stay.

Options

  • Include Fees When Calculating this Tax: Select this option if you want the tax to include the rental amount as well as any taxable fees.
  • Include Services When Calculating this Tax:
  • Per Night: Select this option to add a line item to each night for this tax.
  • Include in Owner's Commissions (for VATs - does not show on booking statements): Select this option if you want the tax to be included in the owner's commissions. This option may be required in specific circumstances.

Description

Enter a description of the tax here.

Notes

Enter any additional notes about the tax here.

Creating a New Tax

  1. From the Taxes page, click New.
  2. In the General section, complete the following:
    • Enter a descriptive Name for the tax. This name appears on booking statements.
    • Enter the Public Name for the tax. This is the name of the tax as it appears on Kigo websites.
    • Choose the tax Type. Possible options include:
      • Lodging tax
      • Sales tax
      • Other tax
    • Choose the Status of the tax. Possible options include:
      • Active: This is the default option and the tax appears on booking statements once saved.
      • Inactive: When selected, the tax is not active, and does not appear on booking statements.
    • Choose where you want to tax to apply from the Applicability drop-down list. Options include:
      • Applies to All Properties: This is the default option. When selected, the tax that you create is available for all properties.
      • Property-specific: When you select this option, you can choose to apply the tax only to specific properties. This is useful when you have multiple properties in different municipalities, where each property has unique tax requirements. If selected, you also need to designate the specific properties that use this tax.
  3. If you selected the "Property-Specific" option for the Applicability field, complete these additional steps to assign the specific properties. You do not need to complete these steps if you selected the "Applies to All Properties" option.
    • Click Save.
    • Click the Apply to Multiple Properties button. The Properties/Rooms page displays.
    • Select the check box for any properties that you want to apply the fee to. When finished, click OK.
  4. In the Values section, enter the Amount of the tax. This can be accomplished in two ways:
    • Flat Rate: When using the flat rate method, enter the dollar amount of the tax. For example, if you want to include a $20 bed tax, it would be entered here as 20.00.
    • Percentage: This is the default option. When using percentages, enter the percentage amount here. For example, if you wanted to add a ten-and-a-half percent lodging tax, it would be entered here as 10.5.
  5. In the Number of Nights section, complete the following:
    • You can optionally choose to restrict the tax based on the minimum number of nights that the guest must stay to incur the tax. Enter the number of nights in the Min field. If you leave this blank, the tax applies to all booking regardless of the minimum number of nights stayed.
    • You can also optionally choose to restrict the tax based on the maximum number of nights that the guest must stay to incur the tax. Enter the number of nights in the Max field. This is useful for localities that have a permanent resident tax exemption for guests that book for extended stays. For example, if your local tax code has an exemption for guests that stay longer than 30 nights, enter 30 here. Once the guest stays longer than 30 days, the tax is no longer collected. If you leave this blank, the tax applies to all bookings regardless of the maximum length of stay.
  6. In the Options section, complete the following:
    • If you want to collect this tax on fees, select the Include Fees When Calculating this Task check box.
    • If you want to collect this tax on services, select the Include Services When Calculating this Task check box.
    • If you want to calculate this tax separately each night, select the Per Night check box.
    • If you want to include this tax on owner commissions, select the Include in Owner's Commissions (for VATs - does not show on booking statements) check box.
  7. In the Description section, enter a short description of the fee.
  8. In the Notes section, enter any additional internal notes related to the fee.
  9. To save your changes, click Save.

Modifying an Existing Tax

  1. From the Taxes page, use the search criteria to locate the tax that you want to work with.
  2. Click anywhere on the appropriate tax displayed in the Taxes List. The tax opens.
  3. Make any necessary changes.
  4. Click Save to save your changes, or click Cancel to discard your changes without saving.

Changing the Status of a Tax

  1. From the Taxes page, use the search criteria to locate the tax that you want to work with.
  2. Select the associated check box for the tax.
  3. Click Set Status, and then choose one of the following options:
    • Set Selected Records to Inactive: This makes the tax unavailable for use.
    • Set Selected Records to Active: This makes the tax available for inclusion on booking statements.

Deleting a Tax

When you delete a tax, it is no longer available for use, but historical usage remains intact.

  1. From the Taxes page, use the search criteria to locate the tax that you want to remove.
  2. Select the associated check box for the tax.
  3. Click More Actions, and then choose Delete. A confirmation message displays.
  4. Click OK to delete the tax, or click Cancel to keep the tax.

Additional Information/Related Topics

Taxes
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