How to Setup Tax Setting on Softinn PMS

Hello Softinn PMS user! Do you know that you can setup different tax and charges on Softinn PMS for your hotel or lodging business?

The taxes could be set up not only for room charges but also other product & services offered by your hotel to your guest.

Check out the video & guidelines below to find out how to setup tax setting on Softinn PMS & how would it be when you create a reservation.

Steps to Setup Tax Setting on Softinn PMS.


Follow the guidelines below:

PART 1 : Introduction to Tax Setup Page on Softinn PMS

Step 1 : Login to Softinn Extranet: https://booking.mysoftinn.com/

Step 2 : Select the right property

Step 3 : Click on your email ID on the top right of the page.

Step 4 : Click “Go to PMS”.  You will be automatically logged-in to Softinn PMS.

Step 5 : Click “Setup”.

Step 6 : Click “General”.  

Step 7 : Click “Tax”. You could create and edit Tax on this Tax Setup page. 

 

There are 2 types of Calculation for Tax Setup. They are:

(i) Tax & Fee Calculated from Charges. For example, 6% SST calculated from room charges.

(ii) Tax & Fee Not Calculated from Charges. For example, a flat amount of RM 10 Tourism Tax per room per night, regardless of how much the room charges.

 

PART 2 (i) : Setup Tax & Fee Calculated from Charges 

Example 1 : 6% Sales & Service Tax (SST) on Booking

Step 1 : From Tax Setup page, click “Add Tax”.

Step 2 : Click “Calculated from Charges”

Step 3 : Put the SST Tax Name, Description and Code.

Step 4 : Insert Amount & tick %.   

Step 5 :  Tick “Reservation” for this tax to be applied.

Step 6 :  Select “Per Room” for the Charge unit.

Step 7 : Check the Extra box to make this tax mandatory. If unticked, it will be optional.

Step 8 : Click “Save Changes” and SST Tax is now in the Tax list. 

 

Example 2: 10% Service Charge on Booking

Step 1 : From Tax Setup page, click “Add Tax”.

Step 2 : Click “Calculated from Charges”

Step 3 : Put the Charge Name, Description and Code.

Step 4 : Insert Amount. Tick %.   

Step 5 :  Tick “Reservation”.

Step 6 :  Select a “Charge Unit”.

Step 7 : Click “Save Changes” and Service Charge is now in list.

 

PART 2 (ii) : Tax & Fee NOT Calculated from Charges 

Example 1: Melaka Heritage Fee RM2 per room per night

Step 1 : From Tax Setup page, click “Add Tax”.

Step 2 : Click “Not Calculated from Charges”

Step 3 : Put Heritage Fee Name, Description and Code.

Step 4 : Insert Amount and tick Rate.   

Step 5 :  Tick “Reservation”.

Step 6 :  Select “per room per night”.

Step 7 : Click “Save Changes” and Heritage Fee is now created.

 

Example 2: Tourism Tax RM 10 per room per night 

Step 1 : From Tax Setup page, click “Add Tax”.

Step 2 : Click “Not Calculated from Charges”

Step 3 : Put Tourism Tax Name, Description and Code.

Step 4 : Insert Amount and tick Rate.   

Step 5 :  Tick “Reservation”.

Step 6 :  Select “per room per night”.

Step 7 : Click “Save Changes” and Tourism Tax is now created.

 

PART 3 : Create a Reservation with Tax

Step 1 : On Reservation page, add a new Reservation.

At the “Charges” section of Reservation, you can choose to have the Room Charge to be Tax Exclusive or Tax Inclusive.

Step 2 : Insert Room Charge, say RM 100. If your Room Charge does not include tax, leave “Tax Inclusive” unchecked. 

Step 3 : Select the Tax & Charges applied.

Step 4 : You would see that the Amount Before Tax = RM 100 and the Amount After Tax = RM116. 

Step 5 : If the Room Charge you insert (e.g. RM 100) has included taxes, please check the box “Tax Inclusive”.

Step 6 : You would then see the Amount Before Tax = RM 86.21 and Amount After Tax = RM 100.

Step 7 : Select other tax NOT calculated from charges, if applicable. These are the Tax and Fees independent of Room Charges. Observe the changes in Total amount After Tax.

Step 8 : Click “Save Reservation”. 

 

You could view the Tax Summary of the Reservation from guest Folio & Invoice.

Step 1 : Click the “Folio” icon of the Reservation in Reservation page. 

Step 2 : Click  the “i” icon on the amount to view the Tax Summary

Step 3 : Proceed to Click “Add Payment” to add payment for the Charges. 

Step 4 : Click “Generate Receipt” to get the Receipt.

Step 5 : Click “Receipt List” to print or send receipt to guest.

Step 6 : Proceed to Check-out the Guest to generate Invoice.

Step 7 : Click “Generate Invoice” at Folio pageTax & Charges are listed in Invoice.

Step 8 : You could print or send invoice to guest. Click “Print Invoice” to print Invoice.

Step 9 : Click “Email Invoice” to send Invoice. Check that the email is correct. 

 

Let’s setup taxes for your hotel charges on Softinn PMS 🙂

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