Taxes and Fees

• You can enter effective dates for taxes and fees at the company (supplier), product-category, or product-specific levels.
• Fees can only be entered at the product level and can not be applied company-wide or applied to an entire product category.
• Product-category taxes override company taxes.
• Product-specific taxes override both product-category and company-wide taxes.
• You can designate a category or product exempt from tax. Taxes specified as "exempt" will not apply the tax information effective at the company (supplier) level. In the category-specific tax table, any exempt tax does not apply to products of the specified category. For example, if product category Shuttle is exempt from GST, then GST is not calculated on any shuttle products.
• The Taxes screen shows an Active and Scheduled area. The Active area shows taxes currently in effect. The Scheduled area shows taxes scheduled to take effect by the date listed in the Effective Date field.
• The Show/Hide Inactive and Superseded Taxes exposes and hides a list of the inactive taxes associated with this supplier. Taxes appearing on this table have either an ‘Inactive Date’ in the past, or there is a new tax of the same type with a more recent effective date. The tax with the most recent effective date supersedes all others. When a tax has been superseded by a tax with a newer effective date, the word “Superseded” appears in the Inactive Date column.
• The amount of tax to be paid to the supplier is configured on the Accounting Rules tab of each sales channel. You can select to pay the entire tax collected from the guests to your suppliers (Pay tax on retail amount) or to pay the tax amount on only the net rate owed to the suppliers (Pay tax on wholesale amount). Choosing to pay the tax amount on only the net (wholesale) rate will require the reseller to remit the tax owed on their margin/commission earned.
• The amount of fees paid to the supplier is always based on the retail amount collected from the guest as well as any tax collected on the fee.
• If you remit taxes in British Columbia, CA, you can request activation of functionality to exclude tax from supplier payables.

To see a sample of how the taxes and fees you set up for a specific product will be calculated before you commit to them, you can use the Try It tab. This tab opens a new page on which you can enter information to see a sample calculation based on the taxes and fees you have set up.

1. From the Taxes and Fees page for a specific product, click the Try It tab. The Tax and Fee Calculation screen appears. You can enter as much or as little information as you want for your sample calculation.

   

2. In the Sample Price field, enter a sample price for the product. (The default sample price is $1000.00.)
3. In the Sample Net Price field, enter a sample net price for the product. (The default sample net price is $800.00.)
4. In the Arrival Date field, enter an arrival date. (The default date appears as one month from today’s date.)
5. In the Departure Date field, enter a departure date. (The default accounts for a three-day reservation.)
6. In the Quantity field, enter the number of products for which you want to calculate tax.
7. In the Reservation Date field, enter a reservation date. (The default is today’s date.)
8. Click Calculate. The system performs a sample calculation based on the information you entered and on the taxes and fees you set up.
9. View the results in the table. If you are satisfied with the results, you can save your taxes and fees information. If you are not satisfied with the results, you have the opportunity to go back and make changes to the taxes and fees information.