acctg ar008 12-15 - tax exempt worksheet
DESCRIPTION
Tax Exempt WorksheetTRANSCRIPT
In all cases, you are listing the REVENUE that is exempt. Do not list the TAX AMOUNT.
Tax Exempt Worksheet - Instructions
1. Change your Hotel Name, Hotel Code2. On Rooms Tab, E11 and F11, insert your hotel's tax percentages for the 6%, 7% exampes, and in G11 Rename the 1% example for any local tax you may ha3. SAVE this form as a Master, then save one form for each new Month.
Please note that these are only examples. The exemptions listed may or may not apply to your locale
EXEMPTDATE NAME OF GUEST ORGANIZATION / REASON
1-Nov Jimmy Sergeant US Military20-Nov Amy Jones University of Arizona30-Nov Southwest Air Crew Long Term Stay
5. EXAMPLES of Banquet/Restaurant Exempt Please note that these are only examples. The exemptions listed may or may not apply to your locale
EXEMPT
DATE NAME OF GUEST ORGANIZATION / REASON4-Nov ABC Organization 501c3 Non Profit Organization
15-Nov The White House Government Organization
6. EXAMPLE of reporting that you had NO tax exempt revenue for the month at all. You must still submit a Worksheet to the Corporate Office.
EXEMPTDATE NAME OF GUEST ORGANIZATION / REASON
NONE
7. If you require additional lines, please send your spreadsheet to Debbie Miller. Do not attempt to add lines yourself.
4. EXAMPLES of Rooms Exempt
Write NONE on the first line of both tabs on the spreadsheet indicating no exempt revenue in Rooms and Banquet & Restaurant, OR, just one tab, as the case may be.
In all cases, you are listing the REVENUE that is exempt. Do not list the TAX AMOUNT.
2. On Rooms Tab, E11 and F11, insert your hotel's tax percentages for the 6%, 7% exampes, and in G11 Rename the 1% example for any local tax you may ha If you have none, use 0.
TYPE OF EXEMPT ROOM REVENUEDOCUMENTATION City Tourism 1%
Military Exemption Certificate $ 99.00 $ 99.00 $ 99.00 Educational Exemption Certificate $ 158.00 Signed Contract $ 22,230.00 $ 22,230.00 $ 22,230.00
TYPE OF EXEMPT EXEMPT EXEMPT
DOCUMENTATION FOOD BQT RM RENTIRS Letter $ 1,500.00 Government Exemption Certificate $ 500.00 $ 525.00 $ 2,000.00
6. EXAMPLE of reporting that you had NO tax exempt revenue for the month at all. You must still submit a Worksheet to the Corporate Office.
TYPE OF EXEMPT ROOM REVENUEDOCUMENTATION
7. If you require additional lines, please send your spreadsheet to Debbie Miller. Do not attempt to add lines yourself.
State 8.5% City 7.35%
SVC CHG/GRAT
on the spreadsheet indicating no exempt revenue in Rooms and Banquet & Restaurant, OR, just one tab, as the case may be.
State 6% City 7% Local 1%
If your hotel does not have a
(EX: $2.50 per rm/per night)DO NOT COMPLETE this section.
# EXEMPT FROMROOM PER NIGHT FEE?
NIGHTS YES / NO1 NO This is a single night stay2 NO Is the guest exempt from State, City, Local or perhaps all? This example guest is only exempt from State.
570 YES This is a full month contract, assuming 570 rooms @ $39 are exempt.
EXEMPT EXEMPT
TOTALA/V $ 1,500.00
$ 50.00 $ 3,075.00
EXEMPT FROM# ROOM PER NIGHT FEE?NIGHTS YES / NO
Per Night FLAT Fee or Tax
OTHER / MISC
on the spreadsheet indicating no exempt revenue in Rooms and Banquet & Restaurant, OR, just one tab, as the case may be.
Your YES/NO option is available via DropDown menu
Is the guest exempt from State, City, Local or perhaps all? This example guest is only exempt from State. This is a full month contract, assuming 570 rooms @ $39 are exempt.
ATRIUM HOSPITALITYROOM REVENUE TAX EXEMPT WORKSHEET
LOCATION: HOTEL NAME HERE
HOTEL CODE: XXXXX
MONTH: November-15 FLAT FEE ONLYEXEMPT AMOUNT # EXEMPT FROM
EXEMPT TYPE OF EXEMPT ROOM REVENUE ROOM PER NIGHT FEE?DATE NAME OF GUEST ORGANIZATION / REASON DOCUMENTATION NIGHTS YES / NOState 6% City 7% Other Local 1%
TOTAL ROOM REVENUE: $ - $ - $ - 0NIGHTS
NOTES: EXEMPT
MAKE SURE TO KEEP ON FILE THE APPROPRIATE DOCUMENTATION AS DISCUSSED IN THE TAX-EXEMPT PROCEDURES.
ATRIUM HOSPITALITY
BANQUET & RESTAURANT TAX - EXEMPT WORKSHEET
LOCATION: HOTEL NAME HERE
HOTEL CODE: XXXXX
MONTH: November-15EXEMPT AMOUNT
EXEMPT TYPE OF EXEMPT EXEMPT EXEMPT EXEMPT EXEMPT
TOTALDATE NAME OF GUEST ORGANIZATION/REASON DOCUMENTATION FOOD BQT RM RENT A/V $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - NOTES:
MAKE SURE TO KEEP ON FILE THE APPROPRIATE DOCUMENTATION AS DISCUSSED IN THE TAX-EXEMPT PROCEDURES.
SVC CHG/GRAT
OTHER / MISC