Sales Tax Settings (Cloud)
Sales Taxes are percentage-based taxes that can be applied to non-room revenue transactions, such as restaurant charges, retail sales, parking fees, or other taxable services. Visual Matrix allows properties to create multiple Sales Tax Codes and assign them to accounting codes through Accounting Code Setup.
Path: Management > Property Settings > Taxes Settings > Sales Tax Codes
Configure Sales Tax Codes
Sales Tax Codes define the tax percentages that can be applied to sales-related transactions throughout the PMS.
Account Code
Identifies the Sales Tax Code used for this sales tax.
After creating a Sales Tax Code, it can be assigned to an accounting code through Accounting Code Setup.
Important: A tax code used in the Sales Tax Codes section cannot also be used in the Revenue Tax Codes section.
Tax Percent
Defines the sales tax percentage applied when the Sales Tax Code is used.
Example:
| Sales Amount | Tax Percentage | Tax Amount |
| $100.00 | 8% | $8.00 |
Post Separately
Controls whether the sales transaction and tax appear as separate lines or as a combined amount on guest folios.
When enabled:
| Description | Amount |
| Restaurant Charge | $100.00 |
| Sales Tax | $8.00 |
When disabled, the charge may appear as a single combined amount.
This setting affects folio presentation only and does not change how taxes are calculated.
Assign Sales Tax Codes to Accounting Codes
Sales Tax Codes do not apply automatically. After creating a Sales Tax Code, it must be assigned to an accounting code through Accounting Code Setup.
- Sales Tax Code 1: Assigns the primary Sales Tax Code to an accounting code.
- Sales Tax Code 2: Assigns an additional Sales Tax Code when multiple sales taxes are required.
A single accounting code can have up to two Sales Tax Codes assigned.
Example:
The following Sales Tax Codes have been created:
Sales Tax Code | Percentage |
State Sales Tax | 6% |
County Sales Tax | 2% |
The codes are assigned to a restaurant revenue accounting code. When a $100.00 restaurant charge is posted:
- Restaurant Revenue: $100.00
- State Sales Tax: $6.00
- County Sales Tax: $2.00
- Total Charge: $108.00
Save Changes
After modifying the Sales Tax settings, click Save at the top of the page to store your changes. Unsaved changes will not be applied to the property configuration.
Understanding the Sales Tax Settings
Setting | Purpose |
Account Code | Identifies the Sales Tax Code. |
Tax Percent | Defines the sales tax percentage. |
Post Separately | Controls how sales taxes appear on guest folios. |
Sales Tax Code 1 | Assigns the primary Sales Tax Code to an accounting code. |
Sales Tax Code 2 | Assigns a secondary Sales Tax Code when required. |
Still Need Help With This Topic?
Ask Yourself:
- Have the correct Sales Tax Codes been created?
- Is the correct tax percentage configured for each Sales Tax Code?
- Does the accounting code require one or two Sales Tax Codes?
- Should sales taxes appear separately on guest folios?
Support May Ask You:
- Which accounting code should receive the sales tax?
- What tax percentage should be applied?
- Are multiple sales taxes required?
- Which Sales Tax Codes are assigned in Accounting Code Setup?
- Should taxes appear separately on guest folios?
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