Creating Taxes and Fees

There are many different ways to utilize the Taxes and Fees section of your system. We'll help explain not only how to create a tax or fee but also help define what each of the different types of taxes and fees means and how best to use them.

This article will cover the following topics:

• How do I create a Tax/Fee?
• Different types of Taxes/Fees and when to use them
• What are Surplus Fees and how do they differ from taxes?

How do I create a Tax/Fee?

1. From the navigation bar, select Settings > Pricing > Taxes & Fees.
2. Click on Create New Tax from the shortcuts panel. 
3. Enter the Name of your tax/fee, for example, GST.
4. Select what you would like the tax/fee to be applied to, for the above example, select Products/Activities and Packages.
5. Select whether you would like it to be a flat rate or a percentage.
6. Enter the amount of the tax/fee.
7. Select whether you would like this tax/fee to be taxable or not.
8. Enter the date bands of when this tax/fee will be applicable.
9. The Restrict by Destination flag is used if wish to add on a fee for a particular destination, for example, if you have a fee in place for airport pick-ups.
   
   

Different types of Taxes/Fees and when to use them

Administrative Fee

• This fee can only be set up as a flat fee and is a per person fee.
• It is used for companies that need to add an additional service fee.
• Tax can be applied to this fee.
• For transportation companies, you can restrict this fee by pick-up and drop-off location.
• This fee is assigned on an activity level and calculated on the subtotal of the activity.
• Cannot be included in discounts or online promotional codes.
• Example - a Conservation Fee for a whale watching company, or an Airport Fee for bus service. 

EFTPOS / Debit Transaction Surcharge

• This fee can be set up as a flat or a percentage fee.
• Can only be applied in Zaui Core (back office).
• This fee is applied on the booking level and when processing payment.
• Example - for any company that would like to charge an extra fee for debit transactions.

Entire Reservation

• This fee can be set up as a flat or a percentage fee and is a per booking fee.
• The fee is applied to the entire booking. 
• Example - used to charge a flat fee for a large group booking. 

Per Person per day:

• This fee can be set up as a flat or a percentage fee.
• Flag within activity settings "when booking this activity apply all per person per day charges" must be enabled in order for the tax to be added to the booking.
• This tax will be reported on each day of activity for multi-day activities unlike Administrative or Products/Activities and Packages tax which is applied on the first day only.
• Example - used to charge an add-on fee for hotels or accommodation. 

Products/Activities and Packages Most commonly used tax in Zaui!

• This fee can be set up as a flat or a percentage fee.
• This fee is applied to the activity level.
• This fee is calculated on the subtotal of the activity.
• Tax can be applied to this fee.
• companies use this tax for their state/provincial or federal taxes
• Example - state, provincial or federal taxes such as GST.

If a fee is taxable, any percentage taxes that are also applied to the subtotal will be calculated on the subtotal + the taxable fee.

What are Surplus Fees and how do they differ from taxes?

What is a surplus fee?

• A surplus fee refers to an additional charge, which is part of your total cost for an activity, but which covers a charge that is externally imposed.
• Examples include government land use fee, park fee, or a cost for transportation which your company does not provide such as a ferry. 
• These fees can be taxable or non-taxable depending on the nature of the charge for which you are using it.

How does a surplus fee differ from a tax?

Once your taxes and fees are created, you will need to select which ones are applicable to each of the activities you create.