Tax Rules - Setting Up Taxes

Last Updated: April 1, 2025

Link to Feature: https://app.fireflyreservations.com/taxes (or click here)

 

Quick Links:

Overview

Set Up Taxes

Apply Taxes to Units

Apply Taxes to Point of Sale

Override Taxes on a Charge

Edit an Established Tax

Delete an Established Tax

How are taxes calculated?

Overview

Each unit is able to have custom tax rules so you have the ability to apply different taxes to your RV, lodging, storage, or boat units as needed. For example, you can apply local tax to all reservations with a hotel tax on Cabin reservations less than 30 days and sales tax on RV reservations less than 30 days, and you can still have other units not taxed at all. This is all possible in Firefly!

Set Up Taxes

To apply taxes in Firefly you first need to set up your tax names and rates. From the main menu, click on Settings Taxes to view all your current taxes. To add a tax, just enter the name of the tax and the rate and click Add.

CS-Firefly-KB-Taxes-New-TaxScreenshot of process to add new tax under Settings > Taxes

 

Once you have added all your possible taxes, you are ready to set up the taxes for each unit.

 

Apply Taxes to Units

To apply a tax to a reservation's unit charges, you must set up tax rules on your units. Go to Settings Units > select a unit to open it > Taxes tab > Add Tax Rule.

Screenshot of Add Tax Rule button on unit's Taxes tab.

Screenshot of New Unit Tax setup window.

Select the tax you want to add to this unit and enter other settings as needed to indicate when the tax should be applied. For example, if you only want a tax to be applied when the reservation is 30 days long or less you will set the Max Stay Length to 30 days.

Click Save once you have addressed all necessary setup fields. 

CS-Firefly-KB-Unit-Tax-rules
Screenshot of a list for all the tax rules applied to a unit.

You will now see all your tax rules listed for that unit. If you want to copy these same tax rules to any other units, you can export the tax rules using the import/export unit info feature.

 

Apply Taxes to Point of Sale

Taxes may be applied to Point of Sale items through a POS Item Category or on an individual item. Check out this article for more information on setting up taxes in your POS: Point of Sale

 

Override Taxes on a Charge

If you ever need to modify taxes applied to a specific charge, you can manually edit taxes from the Edit Charge dialogue box. Simply navigate to a reservation's Charges tab, click the 3 dots on a charge to open its Options menu and select Edit.

CS-Firefly-KB-Reservation-Detail-Edit-charge-taxesScreenshot showing tax dropdown in the Edit Charge window.

Next, select or deselect the taxes' checkboxes as needed.

CS-Firefly-KB-Reservation-Detail-Set-taxesScreenshot of Edit Charge dialogue box and the list of taxes associated with the charge. 

After you have ensured taxes are applied as desired, click out of the taxes dropdown to close the list of taxes. The charge's taxes total is automatically recalculated to include only the taxes you just selected. Click Save on the charge, and the charge will the saved with the new taxes!

 

Edit an Established Tax

Once a tax has been established, it cannot be modified. If you need to change the rate for an existing tax, you will create a new tax at the new rate then apply the new tax throughout the system to replace the old tax. If desired, you may delete the previous tax once it is no longer applied to any items in Firefly.

TIP: Check out this article for an all-in-one walkthrough: How to Change a Tax Rate.

 

 

Delete an Established Tax

To delete an existing tax from the system, it must fist be removed or replaced on all items it has been applied to. Then, from the main menu, go to Settings > Taxes and click the tax to open it. In the lower right corner of the taxes settings, you will see a red delete button.

Screenshot of a tax's settings with the red delete button in the lower right.

 

How are taxes calculated in Firefly?

Tax amounts are rounded at the line-item level. In this case, the total tax value is calculated by applying the tax rate to each item in the order, rounding the result, and then adding these item subtotals together to arrive at the total value of the order.

Rounding taxes at the line level improves the calculation of different tax rates and makes it easier to calculate taxes for orders that include taxable and non-taxable products.

 

🙋‍♀️ Still need help? Email: support@fireflyreservations.com and one of our technicians can help answer your questions.

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