Night Audit Tax Exempt Report (Cloud) 🎥

Night Audit Tax Exempt Report (Cloud) 🎥

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The Tax Exempt report shows the total Revenue that was exempted, the amount of tax posted, and the type of exemption (Partial or Exempt).
A tax-exempt room revenue will only show on the report if it was posted by the night audit. A charge that was posted taxable and then voided and reposted manually tax-exempt will not show on the tax-exempt report.
Is considered tax exempt:
- revenue that is set up for partial or total exemption in the reservation.
- revenue to which a discount is applied. The amount discounted is considered as exempted revenue.
- complimentary or free (on BW rewards points), if set up as exempted revenue in Management > Property Settings > Taxes. By default, complementary rooms are set up to be considered as tax-exempt revenue.
- room rate overriden to $0.01 generating taxes of $0... Visual Matrix will count that charge as Tax Exempt. Use the Comp code instead.
Path: Accounting > Night Audit > Reprint Reports > Room and Tax.

Generate report

1. Choose "Tax Exempt" in the Reports dropdown.



2. Choose to get the last audit report or change the date.



3. Choose to generate the report for a specific tax or all taxes.



4. Click Refresh.



Detailed report

- Room number.
- Name of the guest occupying the room.
- Confirmation number for the reservation.



- Type of charge, normal room charge or no-show.
- First exempted date of the stay.
- Date for which the tax was exempted.
- Room rate exempted.
- Amount of tax posted.
- Type of exemption.



- Amount of extra #1 if any.
- Amount of extra #2 if any.
- In the case of a transfer of charge, this field will show the origin of the transaction.
- Reason entered for the exemption.



- Total of rooms charged on the date/date range with single or doule occupancy.
If the report is generated for multiple days and a room is exempted for multiple days, this room will count multiple times in the number of rooms exempted.



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