This is article will show you how to set up different kinds of taxes.
The system has two general taxes. The branch tax, which is the main one, and a secondary set, that may be location taxes. These taxes will apply only if any of your locations have a different tax than the one configured in your branch.
Taxes per Branch
The system allows you to set up two types of taxes per branch. The first one serves as a sales tax or how it may apply in your case. The second one is a Government tax.
Navigate to the Settings > Fleet > Branches, then select a Company Branch.
Next, scroll down to the Financial Specifications section. Here you can set up your tax amount in percentage and modify the label of the tax of your preference.
Scroll down and click on “Save” to apply the changes.
First, we will need to enable the government to be displayed on the summary of the reservation, which can be achieved by navigating to Settings > Car Rental > Car Rental Settings, and then by clicking on the Charges & Fees tab, as shown in the image below.
Once located in the Charges&Fees tab, navigate to the Taxes&Fees section, and enable the “Show government Tax on the Summary”, as displayed on the image below.
Make sure to navigate to the bottom of the page, and click on the blue “Save” button to keep the changes.
Now that the government tax has been enabled, navigate to Settings > Fleets > Branches > Advanced branches Settings; to set it up, as shown in the picture below.
Make sure to scroll down to the bottom of the page, and click on the blue “Save” button to keep the changes.
How to set max amount of days for the government tax
As the government tax is going to be a tax charged on a daily basis, the system will allow you to set up a limit of days for this tax to be charged.
You can set up this by navigating to Settings > Car Rental > Charges and Fees tab; Taxes & Fees, and then putting the number of days in the “Max days for Government Tax” fields.
Remember to navigate to the bottom of the page, and then click on the “Save” changes button to keep the changes.
Taxes per Location
Go to Settings > Fleet > Fleet Locations > Click on the location name >Additional Charges & Fees section. Here, we must locate the tax fields, and set them up accordingly, as we did for the branch.
NOTE: The location tax will override the branch tax, for the reservations made through this location.
How to Set Up Additional Taxes?
Besides the branch and location tax, the system will allow you to configure additional taxes by using the additional charges module. For example, Florida State Surcharge, which is $2 a day or a fixed %. In order to create this configuration follow the steps shown below.
Navigate to our Settings > Car Rental > Additional Charges. Click on the Add additional charge button located in the right top corner.
Now the new additional charge page will appear, in here make sure to fill all the information fields accordingly, set the amount of the tax, and set the tax as “Mandatory”, as highlighted in orange in the image below.
Now, navigate to the “Default Settings” section, and set all the highlighted options below to “Yes”. Then scroll to the end of the page and click on the “Save” button to keep the changes.
How to manage tax visibility?
The system will offer you different options to show/hide the different taxes in the system. The system will always display sales/location by default.
Hide them by navigating into your Settings > Car Rental > Charges & Fees tab.
In the Charges & Fees section, navigate to the Additional Charges section, and mark “Yes” to the tax you would like to hide.
Finally, go to the bottom of the page and click on the “Save” button to keep the changes.