Night Audit Tax Exempt Report (Desktop) 🎥
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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. 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.