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Schedule a tax change

How to schedule a Tax change in RMS.

 

Overview

Tax Schedules will apply the change to all existing reservations if the applied charge is created in RMS for on or after the Effective From date.

✎ 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.

 

Example

A Service Charge tax against a Category with an increase effective from 12th December will apply the old amount on accommodation charges for the 11th December and the new tax amount for 12th December onwards.

 

Guide

In the side menu of RMS, go to Setup > Accounting > Taxes.

  1. Select 'Edit' on an existing Tax.
    Screenshot of the Taxes setup screen in RMS showing a list of existing taxes with one tax selected and the Edit option used to open it.
     
  2. Navigate to the 'Schedule' tab.
  3. Select 'Add'.
    Screenshot of the Tax edit window in RMS with the Schedule tab selected, displaying an empty or existing schedule list and the Add button highlighted to create a new tax schedule entry.
     
  4. Select the Effective From Date.
  5. Select and Enter the new Tax Amount.
  6. Select 'Save/Exit'.
    Screenshot of the Add Tax Schedule dialog in RMS showing fields to choose an Effective From Date and enter the new Tax Amount, with a Save/Exit button to confirm the scheduled change.
     
  7. Select 'Save/Exit'.
    Screenshot of the Tax edit window in RMS displaying the newly added schedule row with its Effective From Date and Tax Amount, and the main Save/Exit button highlighted to save the tax changes.

 

 

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