The BookingCenter MyPMS system has a complete front and back office reporting system, and can bill for all room charges, POS items, taxes and service fees. To run a tax report in MyPMS do this:
Go under Reports | Accounting | Transactions
Chose a Start date and End date and choose the Transaction category for Tax.
This will return all transactions that were recorded between the time period for Tax(es), and will subtotal each tax sub-category for you.
Depending on how you run your property - charging at time of booking, charging on a nightly basis via Night Audit, or manually at check-in - this method is is best. Stay consistent with how you report Tax and Room Nights and your tax authority will respect you.
If taxes are later removed or refunded, then those will reflect on a future list of tax Transactions. It's for this reason that we recommend using the 'Transaction ledger' approach to keep a consistent record.
There are many reporting options in MyPMS. The best way to learn about the reporting features is to experiment with MyPMS experience the system in 'real time' to view how the report data looks.
Also, read the various articles about MyPMS Reports at:
https://support.bookingcenter.com/index.php?/Knowledgebase/List/Index/43/reporting to get more detail on specific reports and approaches to reconciling reports and activity.Accounting Reports provide a daily summary and a running month and year to date total of all transactions: revenue, charges, and payments, etc. The most comprehensive summary or "day-at-a-glance" of actual transactions is the Transaction Summary Report. This report is often run daily to see daily transactions (payments received and charges) The report provides a summary of daily, month-to-date and year-to-date totals of charges, payments, and AR payments. To get a report of all of your taxable transactions and taxes paid by date range, use Tax Transactions Report The Tax Transactions Report displays every taxable transaction posted during the time period selected with the transaction amount and the tax amount charged to that transaction. The Reports are designed to be used in combination to give a summary view and detailed information when needed. For example, run the Transaction Summary Report to see a summary of transactions, then to see the details of Room Rent charges use the Transactions Report for the same date or date range. To see the details of each taxable transaction, run the Tax Transactions Report for the same date or date range. For an explanation and details on the Tax Transactions Report, please see Tax Transactions Report To run a Tax Transactions Report:
- Go to REPORTS | ACCOUNTING
- Click on TAX TRANSACTIONS REPORT
- Choose Date: Choose a single date or date range. I.e. for a single date choose Dec. 1, 2015 and Dec. 1, 2015 in both the start and end dates.
- Choose the report format: HTML, Excel or Text.
- Click Generate Report
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