Tax Report

Juss Reyes

Updated February 20, 2025 18:39

Overview

The Tax Report in Cloudbeds PMS, shows the taxes and fees associated with reservations and Products (items and services). This article outlines the steps for accessing, navigating, and understanding the Tax Report effectively.

Learn more about Taxes and Fees.

Access the Tax Report

Click on the Main menu of your Cloudbeds PMS.
Go to Classic Reports.
Click on Financial Reports*. If this section is not available for your user, refer to the colored box below to learn how to enable it.
Select Tax Report.

*Property owners have access to Financial Reports by default.
Other users must be granted permission in the Roles section.

Navigate the Tax Report

Apply filters

Choose the date: You can choose the past and present days.
Select the tax/fee type.
Apply Adjustments: Choose whether you want the system to display Adjustments for tax/fee or single records without adjustments.
Click Apply to run the report.

View report

Total tax/fee amount - For the selected date in the filter.
MTD (Month to date) amount - Tax/fee amount of the month up to the selected date in the filter.
YTD (Year to date) amount - Tax/fee amount of the year up to the selected date.

💡Click on the hyperlinked figures (in blue) for more detailed information about the related/included Transactions.

Criteria of the taxes and fees displayed

The tax or fee will be displayed in the report once posted in the Debit column in the reservation folio or the House Account (regardless of whether they have been paid for or not).
The tax or fee applied to a room rate will be posted to the reservation folio on the reservation stay date. Note: The reservation must be checked in (status: In-House) on the date it is supposed to be checked in.
- If the status has never been changed to In-House but stays as Confirmed or Confirmation Pending, the tax or fee applied to the room rate will not be posted in the folio unless you add the exclusive tax/fee to the reservation manually.
- If you change the reservation status that has never been checked in to Cancelled or No-Show, the tax or fee applied to the room rate will not be posted in the folio unless you add the exclusive tax/fee to the reservation manually.
- If the status is once changed to In-House but then later changed to Cancelled or No-Show, the tax/fee applied to the room rate of the current date will be posted to the folio; only tax/fee for future dates (if any) will not be posted.