How to create a room tax report in Cloudbeds - a tutorial for hotel and hostel managers.
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How to do End-of-Month Taxes in Cloudbeds (including the special Excel formula):
1. Make sure no Practice reservations have real payments on them. Then, delete all.
2. Export all cash and credit card transactions - Use Cloudbeds Transaction report
3. Export all Paypal totals related to room purchases
4. Export all non-room-taxable folio items - Use Cloudbeds Transaction report
5. Adjust for all cash balancing issues
6. Adjust for all credit card balancing issues - mostly, chargebacks
7. Export all positive Account Balances
8. 18:03 - Select Nontaxable reservation number Column, Conditional formatting, New Rule, Use a formula to determine
=MATCH(F1, AmountDue!$A:$A,0) [greaterThanSymbol] 0
(make sure the balance due report is stored on a tab with title AmountDue)
9. Pick the formatting you want: I picked to fill with orange, OK
10. Research all orange reservation numbers in Cloudbeds. Void any unpaid NON-Taxables only
11. Finish your calculations
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👩🏻‍🦰 Whitney
🏠 Las Vegas, NV
👷‍♀️ Manager at Hostel Cat
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🛒Customer of Cloudbeds since June 2018
📬 howtocloudbeds@gmail.com
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