How to set a Tax Exemption on a reservation in RMS.

Overview

Tax Exemptions are rules that can be setup to prevent selected taxes from being applied when certain conditions are met.

Taxes are allocated to a Category so they post automatically on the charges for that Category, which means they apply to every reservation in that Category. Selecting a Tax Exemption on a reservation overrides that for the selected reservation only, so exempt and taxable reservations can coexist in the same Category and on the same rate.

Tax Exemptions require Taxes to be setup in RMS.

Tax Exemptions can be setup to apply to specific taxes, change the taxes applied or make an exemption from all inclusive taxes.

Exempt Taxes will only apply to taxes that have not been made exempt when this Tax Exemption is selected on a reservation.

Additional Taxes will apply the selected alternate taxes in place of the exempt taxes when this Tax Exemption is selected on a reservation.

Any Exempt Taxes will post a transaction line on the account with the amount of 0.00 when a charge is applied that would otherwise include this tax.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Guide

Open the Reservation in RMS

1. Select a Tax Exemption.
2. Select 'Save/Exit'.