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Setting up a tourist tax

Description

The tourist tax is a mandatory payment from the proceeds of hotel activities. Previously, the Shelter automation system implemented a Service Fee setting function, which in the new version is adapted to the Tourist Tax.

In the system interface, the name "Service fee (tour tax)" will be widely used to designate the tourist tax.

Legislative framework

According to the provisions of paragraph 39 of the annex 2 to the Order of the Federal Tax Service dated November 5, 2024 N ED-7-3/992@ "On approval of the form, the procedure for filling it out and the format for submitting a tourist tax return", the tax base from which the tax is calculated at the rate is calculated as the difference between the value of the indicator of line 070 and the values of the indicators of lines 080, 086 and 090" (line 100). At the same time:

  • Line 070 indicates the total cost of all services for the provision of temporary accommodation in the accommodation facility (part of it) excluding tax and value added tax amounts;

  • Line 080 indicates the cost of services for the provision of temporary accommodation, which is not included in the tax base on the basis of paragraph 2 of Article 418.4 of the Code (general beneficiaries);

  • Line 086 indicates the cost of services for the provision of temporary accommodation, which is not included in the tax base based on paragraph 3 of Article 418.4 of the Code (additional beneficiaries);

  • Line 090 indicates the cost of services for which the minimum tax has been calculated in accordance with paragraph 2 of paragraph 1 of Article 418.7 of the Code.

Thus, the cost of services for additional beneficiaries (persons according to paragraph 3 of Article 418.4) is already deducted from the general tax base. From this amount, the tax is calculated at the rate (line 120) by multiplying by the rate (line 110), that is, additional beneficiaries are already excluded from the tax calculated at the rate. They are also excluded from the minimum tax (line 130). The actual amount of tax to be paid will be calculated as the sum of lines 120 and 130, with no need to subtract line 140 from it.

Customization

Step 1. Enabling the Tourist tax setting

  1. Define the role of the user who will be responsible for setting the tourist tax.

  2. Go to Settings → Directories → Roles.

  3. Select a role and activate the right to Create/change a service fee (tour tax) for it.

Step 2. Activation of the tourist tax

  1. Go to Settings → System Settings and then to the blockAccruals →Use the service fee/tour tax.

  2. Activate the Calculate service fee/Tour tax option and click Save.

        

  3. After completing the settings, restart the program.

    4. Step 3. Adding the service

  1. Go to Settings → Directories →Rates → Service Fee/Tour tax and click + Add to add a new fee.

  2. Fill in the required fields as shown in the picture below and click Save.

  3. Fill in the fields as follows:

    • The code is a short name, for example, "TN".

    • The name is the name of the function, in our case "Tour.tax".

    • The currency is the Russian ruble.

    • Bid — specify the bid applicable for your region.

    • The minimum amount per night is 100 rubles. According to the legislation, the minimum amount per night is 100 rubles. If the amount of tax calculated as a percentage of the cost of accommodation per night is less than 100 rubles, this parameter will automatically round up the amount of the tour tax to 100 rubles.

    • Included in the price — if the option is inactive, the tour tax will be charged in excess of the cost of accommodation. If this option is activated, the tourist tax will be calculated using the 1/101 formula.

  4. ClickSave.

  5. As a result, in the sectionPricing → Service fee (tour tax) the corresponding line will appear.

    6.       

Step 4. Determining the service and the interest rate

Determine which services and at what percentage rate the tour tax will be calculated at your accommodation facility. Together with the accountant, it is necessary to decide which services to include in the calculation of the cost of the tour.tax.

  1. To specify these services, open the previously created tour.tax by double-clicking.

  2. Right-click in the gray field below and select Add in the context menu.

  3. A window will open to add the service and the interest rate. Each service, from the amount of which the tour tax will be calculated, is added separately. We will add the Accommodation service.

    Specify the following parameters:

    • Transaction Type — Operation;

    • Service — select the service from which the tour will be calculated.tax, in our case — Accommodation;

    • Percentage/amount — specify the tax percentage, as the tour tax is calculated as a percentage;

    • Discount/extra charge —Extra charge;

    • Rate — specify the interest rate accepted in your region;

    • Count from the entire period of stay — if this option is active, the total cost of the stay will be taken into account in the calculation, not the number of days.

  4. Click Save. The corresponding line will appear in the tour.tax settings window.

To calculate the tour tax from another service, for example, "Breakfast", you need to add the corresponding service in the same way as "Accommodation".

Add all the services that will be used to calculate the tourist tax. 

Important! If accommodation in an additional place is charged as a separate service, then this service must also be added to the tourist tax card if a tour tax is charged on it. It is necessary to add all the services of the tariff from which the tour will be calculated.taxes (breakfast, breakfast for extraplaces, travel package, etc.).

After adding all the services, clickSave.

Step 5. Specifying the tourist tax in the general settings

  1. Go to the sectionSettings → System settings and then to the blockAccruals →Use the service fee/tour tax. 

  2. Select the operation to charge the Service fee / tour. tax by default — Tour.tax.

  3. Click Save.

Step 6. Setting up automatic tour tax calculation

  1. Go to the Reference Books sectionci → Tariffs → Tariff types.

  2. Open the fare card for which the tour. tax will be calculated automatically.

  3. Go to the Conditions tab and in the default Service fee/tour.tax line, click on the three dots and select the previously created tour.tax.

  4. ClickSave.

  5. If your hotel has rates where you will not use tour.tax, then in the Conditions in the fare type you need to activate the Do not use service fee/tour.tax setting.

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