Exclude Taxes from Owner Bookings

We'd like to request the feature to exclude taxes from owner bookings. The hope would be a feature could be introduced under the taxes screens where we could exclude the source 'owner bookings' like we do on other surcharges, etc. 

Thanks for putting this feature request together! These ideas grow when more voices weigh in, so if you know other users who'd find this useful, send them the link and ask them to upvote. Community feedback really helps us prioritize what to build next.

In the meantime, once an owner booking has been created, you can edit the charges to remove the taxes and make any other changes:  https://www.ownerrez.com/support/articles/changing-the-charges-for-a-quote#booking-charges

Yes! Owners already pay the property taxes and as PMs we are tracking & submitting the lodging taxes for non-airBnB bookings, so this really skews our reporting and could significantly affect our accounting. 

Most of what you need is already possible with how taxes work on owner bookings today.

Taxes are calculated on taxable charges. Most owner bookings have $0 rent, so the tax usually comes from a taxable surcharge like cleaning that also applies to owner stays. Stop the surcharge from being taxed and the tax goes away.

The workaround:

1. Go to Settings > Surcharges and edit your existing cleaning fee (or other taxable surcharge). Add a condition: Booking Type is One Of: Guest. It will now only apply to guest bookings.
2. Create a second surcharge with the condition Booking Type is One Of: Owner, and set Is Taxable to No.
3. Set the amount to $0. Under Property Management > Expense, choose PM gets $___ and owner gets the rest and enter your cleaning cost. Pick the expense Category (e.g., Cleaning) and a vendor if you use one, and set Commission to No commission.

The owner booking will show a $0 cleaning line with no tax, and the cleaning cost is recorded as an expense on the owner's statement. If you don't charge owners for cleaning at all, leave Expense as "Owner gets the entire amount" and the $0 line won't record anything.

This happens automatically on every new owner booking, so you don't have to edit charges by hand after each one. @Switchback, this should also keep owner stays out of your lodging tax reporting.

We're also working on a "percent on category" feature, which will let taxes and surcharges apply by charge category (rent, cleaning, etc.). That will give you finer control over what gets taxed and may cover this request on its own. We'll update this thread once it's available.