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Monthly Tax Detail Report

Updated

On this page
  1. Purpose
  2. Who uses it
  3. About this report on screen
  4. Before you start
  5. Step by step
  6. Filters
  7. Columns
  8. Totals and grouping
  9. How to read an example
  10. Common questions it answers
  11. Troubleshooting
  12. Messages you may see
  13. Export, print and e-mail
  14. Related reports
  15. Screenshots

The Monthly Tax Detail Report has one row per Day. It shows the number of rooms sold, the rent and the tax of each configured tax (City Tax, State Tax, GST 12% on the demo hotel) with their Total, then the other charges (Charge Amount, Sales Tax, Total), and finally the Rent (No-Show/Cancel) with its own tax columns and Total.

Monthly Tax Detail Report on the demo hotel (SunTatva Demo Hotel)

Purpose

Give the figures needed for tax returns: how much rent was taxed, how much tax of each kind was charged per day, and what the taxable no-show / cancellation income was.

Who uses it

Accountants and tax consultants; owners who sign the tax return.

About this report on screen

Every report page has an About this report bar under its header (button Explain / Hide). It explains the report in plain words:

  • Summary: Rent, charges and tax for every day of a period.
  • What this report shows: One line per day with rooms sold, rent, rent from no-shows and cancellations, charge amounts and totals.
  • How to read it:
  • Rows called "Total" or "Grand Total" are added by the report itself and are highlighted.
  • Good to know:
  • From Date starts on the 1st of the current business month; change it for any other period.

Columns explained (the same text shows on the help icon next to a column title):

Column Meaning
Room Sold Number of room nights sold.
Rent Room rent (without other charges).
Rent (No-Show/Cancel) Rent charged as a fee for no-shows and cancellations.

Before you start

  • The tax columns come from Property Setup > Tax and the rate start dates in Tax Configuration. Days before a tax starts show 0.00 tax (on the demo hotel GST 12% starts on 17-Oct-2026).
  • Run it after night audit so that no-show and cancellation revenue has been posted.
  • You need the privilege Monthly_Report_MonthlyTaxDetailReport (Property Setup > User & Access > Assign Report Privileges). Without it the card is not shown on the Reports screen and a direct address signs you out.

Step by step

  1. Click Reports in the left menu (or press Ctrl+K and type the report name). The report library opens at #/reports.
  2. Choose the category Monthly Reports (or type in the search box) and click the card Monthly Tax Detail ("Detailed tax collected"). You can also open #/report/monthly-tax-detail directly.
  3. The report opens and runs once with its default criteria, so you already see data. Under Report criteria set From Date, To Date as you need (in a date calendar, Working Date jumps to the current business date).
  4. Click Show to run it again with the new criteria. The line under Results tells how many rows are shown.
  5. Read the result as a Table or as Cards (switch at the top right). Columns shows or hides columns and lets you drag them into another order; click a column title to sort. Hide criteria / Show criteria folds the criteria away; on a tablet or phone it folds by itself after Show and leaves a one-line summary.
  6. Click Export and choose PDF, Excel or Email (PDF). The button is always in the header but stays disabled until the report has rows.

Filters

Filter What it does Default
From Date First day of the period. The calendar greys out days before the property start date (16-Oct-2026 on the demo hotel); the Working Date button sets the PMS date. First day of the PMS month
To Date Last day of the period; it cannot be before From Date. A date after the PMS date is accepted (stays booked for those days then show their rent, nothing is paid yet). PMS date

The Columns button in the header opens a panel: untick a column to hide it, drag the grip icon to reorder. Hidden columns are also left out of PDF and Excel. If you hide every column, Export is disabled.

Columns

All columns of the Monthly Tax Detail Report (wide screen)

Column Meaning and how it is calculated
Day The date.
Room Sold Rooms sold that day (rooms charged rent).
Rent Rent of the day for checked-in folios.
City Tax / State Tax / GST 12% Tax charged on the rent, one column per configured tax (names from the tax master).
Total Rent + the tax columns (first Total).
Charge Amount Other charges of the day.
Sales Tax Tax on the other charges.
Total (second) Charge Amount + Sales Tax.
Rent (No-Show/Cancel) Rent posted as revenue for no-show and cancelled reservations that day.
City Tax / State Tax / GST 12% (third block) Tax on that no-show / cancel rent.
Total (third) No-show / cancel rent + its taxes.

Totals and grouping

No grouping. One row per day and a Total row adding every column (rooms sold, rent, each tax, charges and the no-show block).

How to read an example

Run for 16-Oct-2026 to 17-Oct-2026:

  • 16-Oct-2026: 10 rooms sold, Rent 26,920, no tax (the tax rate starts on 17-Oct), Total 26,920, Charge Amount 6,360.
  • 17-Oct-2026: 19 rooms sold, Rent 67,250, GST 12% 6,006, Total 73,256; Rent (No-Show/Cancel) 3,785.71.
  • Total row: 29 rooms, Rent 94,170, GST 12% 6,006, Total 100,176.

Common questions it answers

  • How much tax of each kind did we collect per day?
  • How many rooms were sold per day and at what rent?
  • What is the taxable income from no-shows and cancellations?
  • What is the sales tax on other charges?

Troubleshooting

Problem Cause and what to do
Tax is 0.00 although rent is charged The tax rate may start later than the date (see Tax Configuration) or the guest was tax exempt. See Monthly Tax Exempt.
Room Sold differs from Monthly Room Sold The Monthly Room Sold report also counts reserved rooms that have not arrived yet (on 17-Oct-2026: 20 against 16 here, the difference being the 4 reserved rooms); this report counts the rooms with rent on checked-in folios.
Columns have the same name (Total, City Tax) There are three blocks (rent, other charges, no-show rent); read the heading position, or hide the blocks you do not need in the Columns panel.

Messages you may see

Message Why it appears What to do
No record found! The service returned no rows for the filters. Change the dates or filters and click Show.
Email sent successfully. You chose Email (PDF). Check the property mailbox. The message appears even if the mail server refuses the mail.

Export, print and e-mail

  • PDF is built in the browser and opens in a new tab (allow pop-ups). If the property has no uploaded logo the PDF is simply drawn without it.
  • Excel downloads Monthly Tax Detail Report.xlsx: property name, print date, report name and date range, then the visible columns and the same rows.
  • Email (PDF) has the server mail the PDF to the property e-mail address and shows "Email sent successfully." at once, even if delivery fails.
  • The Export button is always in the report header; it is disabled (grey) until the result has at least one row.

Screenshots

Monthly tax detail filters
Monthly tax detail filters