Tax Charge Code Type

To set up tax charge code types, navigate to Setting > Financials > Charge Codes > + ADD NEW.

Click on "FINANCIALS" in the navigation bar.

Select "Charge Codes" from the Financials section.

In the Charge Codes section, click on "ADD NEW."

Enter the charge code in the CHARGE CODE field. Using numeric codes makes it easier to search in a certain range what is set up already.

Enter the Charge Code in the provided field. Using numeric codes makes it easier to search in a certain range what is setup already,

You can add a description of the charge code in the DESCRIPTION field. This is what will show on the invoice.

Enter the Description in the designated area. This is what will show on the invoice.

Select a charge group from the CHARGE GROUP dropdown.

The option ALLOW MANUAL POSTING needs to be toggled ON if you want to allow users to post to this charge code.

In the form, click on the "Charge Group" dropdown menu to select an option. The option allow manual posting needs to be toggled ON in case you want to allow users to post to this charge code.

From the CHARGE CODE TYPE dropdown, select TAX.

In the form, click on the "Charge Code Type" dropdown menu tand select TAX.

In the AMOUNT field, enter the desired currency amount or percentage.

In the form, enter the desired percentage.

Select if you entered an amount or a percentage.

From the AMOUNT TYPE dropdown, choose an amount type. The options are Flat by room, By adult, By person, or By child.

In the form, click the "Select Amount Type" dropdown to choose an amount type. Options are Flat by room, by adult by person or by child.

POST TYPE is always Nightly.

Post type is always Nightly.

Underneath POST TYPE is the option to CONFIGURE NEW TAX RULE AMOUNTS.

Underneath the post type is an option to configure future TAX changes. This is activated in the financial settings TAX RULES option.

Finally, click SAVE CHANGES.

In the form section, click the "Save Changes" button highlighted in green.