How do I set up property tax, custom tax, and fee categories?

Tax categories: A Tax category can be used to calculate and apply tax in a variety of places. For example, defining tax for a room type, tax for an item being added to an invoice or tax for products in a shop.

Custom tax categories: A Custom tax property is used to define and configure specific tax rules for their property.

Fee categories: A Fee category can be used to calculate and apply fees in a variety of places. For example, defining fee for a room type, fee for an item being added to an invoice, or fee for products in a shop.

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Below are the step-by-step guidelines for amenities both at the property and room level from Property configuration:

1. Logging into Your Stayflexi Dashboard:
   • Enter your username and password to log in.
2. Go to Property Configuration:
   • Once logged in, click on the More Apps icon (represented by four blocks) in the top right corner.
   • From the dropdown menu, select Property Configuration (as shown in Image 1).
3. Navigating Tax and fee categories:
   • On the left side of the Property Configuration page, you’ll see various options.
   • Click on the Tax and fee categories dropdown (as shown in Image 2) to reveal more options, including:
     • Tax categories
     • Group tax categories
     • Custom tax categories
     • Fee categories
     • Group fee categories
4. Create Tax category:
   • Click on the Tax Categories option from the Tax and Fee Categories dropdown.
   • Click on the Add New Tax Category button(as shown in Image 2) at the top of the Tax Categories page.
   • Tax category section will appear (as shown in Image 3):
     • Enter the Tax name and Tax percentage.
     • Click on the Save button to save the Tax category.
5. Create Custom tax category(as shown in Image 4):
   • Click on the Custom Tax Categories option from the Tax and Fee Categories dropdown.
   • Click on the Add New Custom tax button at the top of the Custom tax Categories page
   • Create custom taxes based on various factors such as:
     • Tax Name: The name of the custom tax (e.g., service tax).
     • Tax Value: The percentage or fixed amount for the tax.
     • Room Type: The types of rooms or accommodations the tax applies to.
     • Per Person/Per Night: Option to apply the tax on a per-person or per-night basis.
     • OTA, Booking Engine, Walk-in: The ability to specify whether the tax applies to bookings from Online Travel Agencies (OTAs), the booking engine, or walk-in customers.
     • Click on the Save button to save the Custom tax category.
6. Create Fee category (as shown in Image 5):
   • Click on the Fee Categories option from the Tax and Fee Categories dropdown.
   • Click on the Add New Fee Category button at the top of the Fee Categories page.
   • The fee category section will appear:
     • Enter:
       • Fee category name
       • Fee value
       • Value type dropdown which consists of:
         • ABSOLUTE
         • PERCENT
       • Fee type dropdown which consists of:
         • Per Booking
         • Per Room
         • Per Room Night
     • You can select the checkbox next to Apply for walk-ins section if required.
     • Click the Save button to save the Fee category.