PS: How to Enter Daily Tax Exempts

The Hook: Use this screen to log tax-exempt guests daily, ensuring your Tax Report reconciles the difference between estimated tax (based on revenue) and actual tax collected.

Prerequisites:

• Must have guest room number, name, and exemption reason.
• Tax Rates must be configured in Accounting Admin.

The Steps:

1. Navigate to Daily > Input Tax Exempt.
2. Click the Add button to create a new line.
   • To copy the tax exemptions from the previous day select the Copy from Previous Day icon. Update exempts if needed. 
   • To import the Tax Exempts from a template select the Upload Icon.
3. Enter the Room Number, Guest Name, Check In, and Check Out dates.
4. Enter the Exempt Amount (the revenue amount that was not taxed).
5. Select the Tax Account the guest is exempt from (e.g., State Tax, City Tax).
6. Select the Exemption Form Type from the dropdown.
7. Click Save.

The Result Validation:

• Success: The Net Difference on the Tax Report reduces or zeroes out for the specific tax category.

Troubleshooting:

• Note: If a guest is exempt from multiple taxes (e.g., State AND City), you must add a separate line for each tax type.