Tax Postings

The Tax Postings report allows users to view a list of taxes posted on each account by date. Exporting the report enables users to download and view a summary or detailed version of the report in Excel. When an account number or reservation number is available, it’s linked to the account and opens in a separate tab when selected. It’s not available if it does not appear in the report. As a property manager, user can use this information to export tax postings from Stay and import them into third party software.

Perform the following steps to generate the report:

Navigate to Reports ➜ All Reports ➜ Tax Postings (under Accounting).

Select a date from the calendar to generate dates for the report.

Choose which sorting options to include in the report:

Field	Description
Sort by Date/Time	Sorts the report alphanumerically by date and time.
Sort by Item Code	Sort the report alphanumerically by item code.

Choose which Account Type field to include in the report.

Choose which Transaction Type field to include in the report.

Click Generate. The report with the selected data appears.

Click Print to send a copy of the report to the printer.

Sample Report

Report Parameters

This report displays the following parameters:

Field	Description
Item	The posted item grouped by category of each transaction.
Property Date	The current date of the property.
Posted Date/Time	The date the tax postings were made
Account Name	The name on the account.
Destination Account Code	The account code of each posting item that has at least one transaction identified as tax on the selected date.
Source Account Code	The account code of each posting item that has at least one transaction identified as tax on the selected date.
Transaction Type	Identifies the transaction type: charge, credit, payment, refund, adjustment and correction.
Amount	The sum of all postings identified as tax on the selected date. Amount includes each price times quantity.
Sales Tax	The amount charged as sales tax.