Tax Exemptions.

The start date from which the report must be generated. By default, the current property date is displayed. This is a mandatory field that allows users to select any date in the past up to the current property date. Future dates cannot be selected.

The end date up to which the report must be generated. By default, the current property date is displayed. The duration between the start and end dates can be a maximum of one month. This is a mandatory field that allows users to select any date in the past up to the current property date. Future dates cannot be selected.

This is a multi-select drop-down list that allows users to select from the following account types to be included in the report:

• Reservation

• Group

• A/R

This is a multi-select drop-down list that allows users to select from the following transaction types to be included in the report:

• Adjustment

• Charge

• Correction

• Credit

This is a single-select drop-down list that allows users to select from the following options based on which the records must be grouped:

• Account: This option is selected by default. When selected, the records are grouped at the account-level.

• Date: When selected, the records are grouped based on dates.

The overall charge value and tax value exempted for each tax class.

The data in this column is displayed based on the Group By option selected. By default, the records are grouped by account. Users can filter records using this value. This column can be sorted.

The type of account in which the transaction is done when the report is grouped by Date. The account type is displayed as a hyperlink. When clicked, users are navigated to the account. All the dates selected in the date range are displayed when grouped by Account. Users can filter records using this value. This column can be sorted.

• Reservation: When the transaction was performed in a reservation, the account type is displayed in the following format: RES/<reservation confirmation ID>.

• Group: When the transaction was performed in a group, the account type is displayed in the following format: GROUP/<group code>.

• A/R Account: When the transaction was performed in an A/R account, the account type is displayed in the following format: AR/<A/R account number>.

The name of the account in which the transaction has occurred is displayed as a hyperlink. When clicked, users are redirected to the respective profile. The following account names are displayed:

• The guest name for reservations

• Group name for group transactions

• A/R account name for A/R account transactions

Users can filter records using this value. This column can be sorted.

The name of the item for which tax is exempted. Users can filter records using this value. This column can be sorted. This column will not be selected by default. Users must select this column from the Column Settings screen.

The item code for which tax is exempted. Users can filter records using this value. This column can be sorted. Users must select this column from the Column Settings screen.

The exemption ID added to the account at the time of report generation. Users can filter records using this value. This column can be sorted.

The exemption reason added to the account at the time of report generation. Users can filter records using this value. This column can be sorted.

The type of transaction. Users can filter records using this value. This column can be sorted.

The amount posted for each item. This column also displays the total charge value at the account and date levels. This column can be sorted.

At the time of generating the report, the name of the tax classes for which tax is exempted for each item is displayed as dynamic columns. This column also displays the total tax amount exempted at the account and date levels.