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The Tax Exempt Report displays bookings that have been set to "Tax Exempt" in the Booking Data of the booking. See Booking Data

This is a manual setting that prevents tax from being automatically added to the folio when Room Rent is charged to the folio during Night Audit. The booking must be set to "Tax Exempt" before night audit in order to prevent the tax from being automatically added to the folio. Again, if this setting is checked, then ONLY Room Rent will be charged to the folio and NOT Room Tax.

The report displays guest and booking information, folio balance and payments, the tax amount that would have been charged and the total room rent of the booking without tax.

Note that this report is based on creation date of the booking, not the Arrival and Departure dates.

To run a Tax Exempt Report:

Go to REPORTS | MANAGERS | TAX EXEMPT REPORT
Click on TAX EXEMPT 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

The Tax Exempt Report displays the following information:

Room: Room assignment of Booking
Room Type: Description of Room Type.
Name: Name of Guest
Date Booked: Date the booking was created
Room Nights: Number of nights in booking
Status: CONFIRMED, UNCONFIRMED, CANCELLED, COMPLETE
User: User ID for front desk users; XML for website bookings; admin for online bookings including OTA channels.
Balance: Actual balance of guest folio
Tax: Amount of tax that would have been charged to the booking.
Rent: Total Room Revenue from booking NOT including taxes.
Adults: Number of Adults
Children: Number of Children
Infants: Number of Infants
Arrival: Arrival date of booking
Departure: Departure date of booking