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Universal Search Term: To locate this page quickly, search for Taxes.

Location: Setup – Booking Engine – Taxes

Required Setup: To view this page, you must have the 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 Taxes Page

From here, you can manage all of the taxes applied to booking statements. From here, you can add, modify, and delete taxes. You can customize taxes in a variety of ways. For example, taxes can be set for a set amount or a percentage. Taxes can be set to apply to specific properties, or all of the properties at your company.

Depending on where your property is located, you may be required to collect and remit various sales and lodging taxes. Collecting taxes for vacation rental properties can vary based on your locality. For assistance in determining the appropriate taxes to collect, contact your local sales tax office for guidance.

In some cases, you may be required to collect several different types of taxes, including sales tax, lodging tax, or other ancillary taxes. Using Kigo, you create each tax separately, which means that each tax type can be tracked separately, and each tax shows as a separate line item on the booking statement.

Additionally, many localities only require that taxes be collected on short-term rentals. On longer rentals, certain taxes may be reduced or eliminated. When you create a tax in Kigo you can make a tax applicable for a range of nights stayed.

Taxes Page

The top section of this page includes a variety of search filters that you can use to help find a specific tax. The lower section of the page lists the taxes. The most recently added or modified taxes appear first.

Some common actions that you can performed include:

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

Field Definitions

Search Filters

  • Type: This drop-down list allows you to filter the list of taxes based on category. Possible options include:
    • Lodging Tax: Local government typically defines these taxes. Lodging tax revenue is typically used to promote local tourism.
    • Sales Tax: State, county, and local governments typically establish these taxes.
    • Other Tax: Use this category to define taxes that you cannot strictly define as sales or lodging taxes.
  • Status: This drop-down list allows you to filter the list of taxes based on the current status of the tax. 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 to be used on booking statements.

Taxes List

  • Name: This is a descriptive name of the tax.
  • Type: This is the type of tax. Possible types include:
    • Lodging tax
    • Sales tax
    • Other tax
  • Tax: This is the tax rate, which could be a flat amount or a percentage.
  • Notes: Any additional notes about the tax appear here.
  • (Scope): This shows the applicability of the tax. Possible options include:
    • Applies to All Properties
    • Applies to Specific Properties

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.
    • 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 where you want to 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 opens.
    • 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 is applied 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 be 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 this tax should be collected on fees, select the Include Fees When Calculating this Task check box.
    • If this tax should be collected on services, select the Include Services When Calculating this Task check box.
    • If this tax should be calculated 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. 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 in the Taxes List. The tax opens.
  3. Make any necessary changes.
  4. Click Save.

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.
  4. 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 opens.
  4. Click OK to delete the tax, or click Cancel to keep the tax.

Additional Information/Related Topics

New/Edit Tax

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