In all cases, you are listing the REVENUE that is exem

Tax Exempt Worksheet - Instructions

1. Change your Hotel Name, Hotel Code

2. On Rooms Tab, E11 and F11, insert your hotel's tax percentages for the 6%, 7% exampes, and in G1
3. SAVE this form as a Master, then save one form for each new Month.
4. EXAMPLES of Rooms Exempt
Please note that these are only examples. The exemptions listed may or may not apply to your locale

DATE
NAME OF GUEST
1-Nov Jimmy Sergeant
20-Nov Amy Jones
30-Nov Southwest Air Crew

EXEMPT
ORGANIZATION / REASON
US Military
University of Arizona
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
4-Nov ABC Organization
15-Nov The White House

ORGANIZATION / REASON
501c3 Non Profit Organization
Government Organization

6. EXAMPLE of reporting that you had NO tax exempt revenue for the month at all. You must still subm
Write NONE on the first line of both tabs on the spreadsheet indicating no exempt revenue in
EXEMPT
DATE
NAME OF GUEST
ORGANIZATION / REASON
NONE

7. If you require additional lines, please send your spreadsheet to Debbie Miller. Do not attempt to add

e listing the REVENUE that is exempt. Do not list the TAX AMOUNT.

s for the 6%, 7% exampes, and in G11 Rename the 1% example for any local tax you may hav
If you have none, use 0.

TYPE OF
EXEMPT ROOM REVENUE
DOCUMENTATION
State 8.5%
City 7.35% 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
SVC
CHG/GRAT

DOCUMENTATION
FOOD
IRS Letter
$ 1,500.00
Government Exemption Certificate $
500.00 $

EXEMPT
BQT RM RENT

525.00 $

2,000.00

the month at all. You must still submit a Worksheet to the Corporate Office.
heet indicating no exempt revenue in Rooms and Banquet & Restaurant, OR, just one tab, as the case may be.
TYPE OF
EXEMPT ROOM REVENUE
DOCUMENTATION
State 6%
City 7%
Local 1%

Debbie Miller. Do not attempt to add lines yourself.

If your hotel does not have a

Per Night FLAT Fee or Tax
(EX: $2.50 per rm/per night)
DO NOT COMPLETE this section.
#
EXEMPT FROM
ROOM
PER NIGHT FEE?
NIGHTS
YES / NO
1
NO
This is a single night stay
2
NO
Is the guest exempt from State, City, Local or perhaps all? This exam
570
YES
This is a full month contract, assuming 570 rooms @ $39 are exempt

EXEMPT
A/V

EXEMPT
OTHER /
MISC
$

$
50.00 $

ne tab, as the case may be.

EXEMPT FROM
# ROOM PER NIGHT FEE?
NIGHTS
YES / NO

TOTAL
1,500.00
3,075.00

al or perhaps all? This example guest is only exempt from State.

0 rooms @ $39 are exempt.

ATRIUM HOSPITALITY
ROOM REVENUE TAX EXEMPT WORKSHEET
LOCATION:
HOTEL CODE:
MONTH:
DATE

NAME OF GUEST

HOTEL NAME HERE

XXXXX
November-15
EXEMPT
ORGANIZATION / REASON

TYPE OF
DOCUMENTATION

FLAT FEE ONLY

EXEMPT AMOUNT
#
EXEMPT FROM
EXEMPT ROOM REVENUE
ROOM PER NIGHT FEE?
State 6%
City 7%
Other Local 1% NIGHTS
YES / NO

TOTAL ROOM REVENUE:

NOTES:

MAKE SURE TO KEEP ON FILE THE APPROPRIATE DOCUMENTATION AS DISCUSSED IN THE TAX-EXEMPT PROCEDURES.

0
NIGHTS
EXEMPT

ATRIUM HOSPITALITY
BANQUET & RESTAURANT TAX - EXEMPT WORKSHEET
LOCATION:
HOTEL CODE:
MONTH:

HOTEL NAME HERE

XXXXX
November-15
EXEMPT AMOUNT
EXEMPT

DATE

NAME OF GUEST

ORGANIZATION/REASON

TYPE OF

EXEMPT

DOCUMENTATION

EXEMPT

FOOD

EXEMPT

SVC
CHG/GRAT BQT RM RENT

NOTES:

MAKE SURE TO KEEP ON FILE THE APPROPRIATE DOCUMENTATION AS DISCUSSED IN THE TAX-EXEMPT PROCEDURES.

EXEMPT

EXEMPT

A/V

OTHER /
MISC

TOTAL
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