Quick Start Guide: Account Setup

Quick Start Guide: Tax Setup

This article explains how to configure automated tax calculations for sales quotes.  It covers:
  1. Understanding and configuring the tax table for automation to quotes
  2. Setting up the tax tables
  3. Updating tax rates (including percentage-based and per-passenger rates)

Tax Table Features

Finance > Settings (tab) > Taxes (tab) > Taxes (side-tab) and Configurations (side-tab)

Taxes Tab

The Taxes tab centralizes all tax rate management.  You can create new taxes as well as edit, activate and inactive current entries.  


  1. Example Tax Rates to add to the table: 
    1. FET
    2. FET Passenger Segment Fee
    3. AK and HI Head Tax
    4. International Head Tax


Info
There may be some entries for Contract taxes pulled from Aircraft and Accounts from an account which was present prior to the Avianis Platform Update Feb 2025
  1. When creating a tax, there is an option to select between a Percentage unit and a Passenger unit. 
    1. If Percentage is selected, the tax will be the percentage of the value entered of the total charge. 
    2. If Passenger is selected, the tax will be the value entered in the currency select times [x] the number of pax indicated for the flight leg. 
  2. Passenger unit taxes will have the option to select the currency only if the Base Currency has been set for the account. If the Base Currency has not been set, then all Passenger unit taxes will be applied in US Dollar ($USD).

Configuration tab

The Configuration tab allows users to automate the application of taxes, including conditionally based on the itinerary. 

  1. Configurations named 'Default for Flight Legs' for flight legs and 'Default for Line Items' for line items will be present, applying 'Always', and include the Default tax.
  2. Custom Tax Configurations may be created that apply to flight legs or line items. 
    1. If for flight legs, then the Passenger unit taxes may be used and applying based on itinerary conditions is available.
    2. If for line items, only Percentage unit taxes may be used and only for always applying automatically. 
  3. Flight leg conditional application must have a 'From' selection and a 'To' selection. Possible selections include countries, US states, Canadian Provinces, airports, and other unique designations such as 'Anywhere' the '225 Mile Zone', Rural' and 'Non-Rural Airports', 'All International', and 'Continental US'. These are the same selections as the Master Line Item, Itinerary conditions. 
    1. The itinerary may be fixed as a From>To, or by selecting Bidirectional = Yes will operate in either direction: From<>To.
Examples: 








Notes
Configurations STACK!
 If a flight itinerary is applicable to multiple tax configurations, then the taxes from all applicable configurations will be applied. 

Taxes on Quotes

  1. When a Quote is created or edited, if the itinerary matches a tax configuration condition (or an 'always' configuration exists), then those taxes will be applied to the flight legs and/or the line items. 
  2. If the Contract for the Quote has Taxes = Custom, then those taxes will be applied as selected in addition to all the matching configuration taxes.  
  3. Segment Fees or Passenger unit taxes will also be visible in the Tax field on the flight legs. 
  4. Once a quote has been created and taxes may or may not have been applied, all remain editable. However, if there are changes to the itinerary that trigger the tax configuration to rerun any manual adjustments/edits may be lost. 

Notes
Taxes will only apply to Retail quotes. If the quote is Wholesale, no taxes will be applied.

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