Tax Exempt Report

OVERVIEW

The purpose of the Tax Exempt Report is to provide a list of all tax exempt reservations (Reservation Status: DUE IN, DUE OUT, CHECKED IN, CHECKED OUT, NO SHOW, CANCELLED), which can be identified when the tax exempt flag on the stay card is toggled ON.

REPORT FILTERS

DATE RANGE (FROM/TO)	Select a date range.
COMPANY/TRAVEL AGENT	Name of the Company or Travel Agent associated with a reservation.
GROUP CODE	Name of the group associated with a reservation.
VAT	Select checkbox for SHOW VAT WITH RATES
INCLUDE LONG STAYS	Select checkbox for INCLUDE LONG STAYS. Instead of looking at arrival and departure dates, this includes reservations whose stay dates fall within the selected date range.
TAX EXEMPT TYPE	Filter on specific tax exempt type.

REPORT FUNCTIONALITY

In the report filter, the date range indicates the Arrival and Departure Dates for a reservation. The first date is for the Arrival Date, and the second date is for the Departure Date. The report will list reservations whose Arrival Date is on or after the FROM DATE and the Departure Date is on or before the TO DATE.

For example, if you provide a date range from April 24 to April 26, it will list all the reservations whose Arrival Date is on or after April 24 and Departure Date is on or before April 26. Similarly, if you provide a date range of April 25 to April 25, it will list reservations whose Arrival Date is on or after April 25 and Departure Date is on or before April 25 (essentially Day Use reservations). It is for this reason that the report often does not yield any data when run for a single date.

Furthermore, now when you select the checkbox INCLUDE LONG STAYS, the functionality changes. It will list all reservations with stay dates within the selected date range. So, when you enter April 25 to April 25 and select this checkbox, the report will list reservations whose Arrival/Departure Date or any other stay date is April 25.

REPORT OUTPUT

The Tax Exempt Report can be printed or exported via CSV, and it will appear in the Reports Inbox as pictured in the section below. You will see the following fields on the report:

TOTAL TAX EXEMPT RESERVATIONS: Number of tax exempt reservations for the date range selected
RESERVATION: Reservation information
TAX EXEMPT TYPE: Tax exempt type selected for the reservation
STAY DATE: Stay dates for the reservation
RATE: Rate applied to the reservation

REPORTS INBOX

PRINT REPORT

CSV EXPORT