Taxes added on top of the price, such as sales tax or city tax, are obligatory upsell items in Settings > Booking Engine > Upsell Items. VAT that's already included in your prices is set as a rate in Settings > Properties > Description, and per upsell item.
Table of Contents
- Obligatory percentage tax
- Obligatory fixed amount tax
- VAT included in the price
- VAT on extras
- Reports
- Examples
Obligatory percentage tax
Create one or more upsell items of type obligatory percentage tax in Settings > Booking Engine > Upsell Items to add one or more sales taxes. The value is added to the Price field and the Tax field in the Charges and Payments tab of the booking.
| Per | Calculated on | In the example |
|---|---|---|
| Room | The room price only, not other upsell items. You can define several per-room taxes and each is applied, for example a city tax and a sales tax. | Not applied to the breakfast. |
| Booking | The room price plus all selected items that appear before this one. | Applied to the breakfast. |
The order of the upsell items matters. See Upsell Items: Order of the items.
Obligatory fixed amount tax
Set up taxes of a fixed amount per stay or per night, such as city or bed taxes, as obligatory upsell items in Settings > Booking Engine > Upsell Items. Depending on how the tax is calculated, set Period to per day or one time, and Per to per room, per adult, per person and so on.
VAT included in the price
If your prices include VAT, set the VAT rate in Settings > Properties > Description. To show included taxes on the invoice, use the template variables [INVOICETABLEVAT] or [INVOICETABLEVAT2].
VAT on extras
If VAT applies to an upsell item, set it in the VAT field of the item in Settings > Booking Engine > Upsell Items.
You can use math template variables to show the VAT included in certain values of the booking. Example with a VAT rate of 8%:
| To show | Template variable |
|---|---|
| VAT included in the invoice balance | [INVOICEBALANCE] [-.2] [INVOICEBALANCE] [/.2] 1.08 |
| Invoice balance net | [INVOICEBALANCE] [/.2] 1.08 |
| VAT included in the payments | [INVOICEPAYMENTS] [-.2] [INVOICEPAYMENTS] [/.2] 1.08 |
| Payments net | [INVOICEPAYMENTS] [/.2] 1.08 |
Reports
In Reports > Custom Reports, you can create custom reports that show upsell items (additional taxes) and VAT. See Custom Reports.
Examples
Example 1: 7% VAT included in the room price
- In Settings > Properties > Description, set Vat Rate % = 7.
- If VAT is also included in your extras, enter 7 in the VAT % setting of the items in Settings > Booking Engine > Upsell Items.
Example 2: 5% city tax on all bookings
In Settings > Booking Engine > Upsell Items, add the tax as an upsell item:
| Setting | Value |
|---|---|
| Type | obligatory % tax |
| Description | City Tax (if several languages are activated, enter it in all languages) |
| Amount | 5 |
| Per | booking |
| Period | one time |
| Vat % | The VAT rate, if applicable |
Example 3: Different VAT on room and breakfast, plus city tax
7% VAT is included in the room price. The lodging offers breakfast as an extra with 19% VAT included. It also charges 5% city tax, on which 7% VAT applies.
- In Settings > Properties > Description, set Vat Rate % = 7.
- In Settings > Booking Engine > Upsell Items:
- Add breakfast as an upsell item with Vat % = 19.
- Add city tax as an obligatory % tax upsell item with Amount = 5 and Vat % = 7.
- To show VAT, change your confirmations (Settings > Guest Management > Confirmation Messages) and invoice template (Settings > Guest Management > Invoicing) to use the template variable
[INVOICETABLEVAT].
Example 4: City tax only for children over 10
- In Settings > Booking Engine > Property Booking Page > Developers > Custom Text, replace the default text for children:
Children|Children under 10 Child|Child under 10
- Set up your tax as obligatory, per day or per booking, per adult.
For more upsell examples, such as city tax for the first 7 nights only or two taxes on the base price, see Upsell Items: Examples.