Taxes

This rule allows you to apply various sales, lodging and use taxes. 

It is recommended to create a separate tax rule for each tax type that is applied for more manageable reporting.

Rule Name

A name is required to create the tax rule, noting that this is customer facing and will appear on their invoice.

Site Types & Add-on Types

 Either a Site Type or an Add-on type must be selected, but cannot include both within the same rule. Multiple Site Types or Add-on Types can be selected for the same rule. Click within the field for a drop-down of active site types to appear to add to the rule.

A separate rule will need to be created for the same tax, if it needs to apply to both site types and add-on types.

If Stay Is

First, select from the drop-down menu one of the below options:

• Less Than (No Repeat) – the reservation must be for less than the nights entered for the tax rule to apply.
• Greater Than (No Repeat) – the reservation must be for more than the nights entered for the tax rule to apply.
• Equal To (No Repeat) – the reservation must be for the exact number of nights entered for the tax rule to apply.
• Select Any Length if the tax rule applies to any length reservation.

Tax Rate

Enter the tax rate into the field, can enter up to four (4) decimal places.

Select if the tax is either a percentage (%) or dollar ($) amount.

Applies

Select one of the below options from the drop-down menu:

• Flat Rate for Eligible Period - the tax rule will apply as a flat charge for the eligible period selected in the next step.
• Flat Rate for All Days – the tax rule will apply as a whole to the entire reservation.
• Daily Rate for Eligible Period – the tax rule will apply to the daily rate for the eligible period selected in the next step.
• Daily Rate for All Days (used nearly 100% of the time) – the tax rule will apply to the daily rate for all days of the reservation.

Eligible Period

If Flat Rate for Eligible Period or Daily Rate for Eligible Period were selected in the previous step, a number of nights needs to be determined to create the eligible period.

Financial Account

Select the financial account from the drop-down menu in which the taxes will be reflected on the Journal Entry reporting.

Deferred Financial Account (Accrual)

Select the deferred financial account from the drop-down menu in which the taxes will be reflected on the Journal Entry reporting. Even if running on a cash-based accounting system, this drop-down is still required.

Tax Applies To

Select any and all items that are to be taxable on the reservation:

• Campsite Reservation – will apply the tax rule to only the reservation dollars.
• Locked Site Fees – will apply the tax rule to the locked site fee (if site is locked).
• Pet Fees – will apply the tax rule to any pet fees associated with the reservation.
• Occupancy Fees – will apply the tax rule to any occupancy fees associated with the reservation.
• Reservation Surcharges – will apply the tax rule to any reservation surcharges association with the reservation.

Note: If creating a tax rule for add-on type and an add-on type is selected, the Tax Applies To option for Add-on Reservation will be available for selection, for tax rules that are for site types, that option is grayed out.