Create, edit, delete or remove taxes and fees

This article shows the steps to follow to create, edit, delete/remove taxes and fees on Cloudbeds PMS.

See this article for more information about which types of taxes/fees can be setup for your property.

Manage taxes and fees

Create new taxes and fees
  1. In your Account menu, go to the Settings Page and click in the Payments section
  2. Click in the Taxes and Fees tab
  3. Click on +New Tax or Fee
  • Creating a tax does not automatically apply it to room rates (this needs to be done separately). Learn how to Apply Taxes and Fees To Reservation Sources
  • It is not possible to create an inclusive flat fee per reservation/accommodation on Cloudbeds PMS.
  1. Select whether you are adding a Tax or a Fee
  2. Set whether the tax/fee is for items or reservation. Check both boxes if it applies to more than one.
  3. Name the tax/fee
    • This is public facing and seen by guests on their reservation summary, invoice, and folio.
    • The text entered appears on your booking engine.
    • To translate the text to the language in which the guest is viewing the bookings page, enter the translation of this text for each language. Leaving it empty for that language will show the same text as your main application language.
  4. Code: Optional and for internal use. These are often issued by state or federal governments.
  5. How is your tax/fee calculated? Exclusive or Inclusive.
  6. If it is a Tax, the system displays an extra option which allows you to configure if this tax should be charged on top of any fees.
    • If YES, a Charged on box will appear. Use this to select which fees this tax will be added to.
    • If NO, no further action is required.
  7. Select the type of your Tax/Fee               
  8. Amount: Up to 5 decimal places are currently supported. (Example: 15.50511%)
  9. Click Save

The system does not allow configuring a Tax with rate of 0%.

Check the following article to link your taxes/fees to an item/product or services: Apply Taxes and Fees to Items or Services

Edit taxes and fees

Things to note:

  • Once the tax/fee is set up and saved, it is not possible to edit the type. In this case, the solution is to create a new tax/fee.
  • If changes are applied in the tax availability (Items/Reservations) by deselecting Items, the system will remove this tax from all the applicable products. In case of Reservations, the tax will be removed from the sources were it was previously added to. If the tax needs to be added back, users will have to add it manually one more time. More information here.
  1. Go to the Taxes and Fees tab within the Payments section
  2. Find the tax/fee to be edited and click on the edit (pencil) icon
  3. Apply the required changes
  4. Click Save

If you are updating existing taxes/fees after your property has gone live, the following warning might appear. Select the applicable option and click Continue:

Delete taxes and fees
  • Deleting a tax or fee will only apply to new future reservations. It will not apply to all the transactions and reservations that already exist within the system.
  • To remove taxes and fees from existing reservations, see the section below.
  1. Go to the Taxes and Fees tab within the Payments section
  2. Find the tax/fee to be deleted and click on the (x) icon
  3. A system alert will appear to confirm the removal. Click Delete to proceed
Remove taxes or fees from existing reservations

When a reservation has taxes and fees applied, these are displayed in the reservation breakdown (See the example below: Pet fee). To remove taxes or fees from existing reservations, it will be required to adjust a charge in the corresponding reservation folio.

To adjust the charge and remove the taxes or fees from the reservation, follow the steps below:

  1. Go to the reservation which tax or fee should be removed, go to the Folio tab
  2. Click on add/adjust charge, and select Adjust charge
  3. Add the corresponding adjustment details, and make sure to apply the adjustment to the correct category (pet fee, in this example)
  4. Click on Adjust charge
  1. The reservation balance due will be updated accordingly, and the fee will appear in 0
  2. The adjustment will be reflected in the reservation folio
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