Taxes and FACTURA settings

• Taxes invoiced: taxes on accepted documents in the period, net of credit notes.
• Effective rate: taxes divided by the subtotal.
• Your tax settings, with a Review → link to FACTURA settings.

Then taxes by tax and by month, By document type, a Taxes per month chart and a Download CSV button. Taxes on documents still to send are shown apart.

The effective rate is total taxes divided by total subtotal on accepted documents. It can differ from the rates you set when documents carry different taxes or some lines are taxed differently. A big gap is worth reviewing with your accountant.

Only accepted documents, net of their credit notes. Drafts, documents still waiting for an answer and rejected ones are left out, so the figure reflects what the tax authority has accepted.

Open Hotelmente FACTURA → FACTURA settings, or click Review → on the Taxes page. From top to bottom:
- While something required is missing, the guide Let’s activate Hotelmente FACTURA, with a (done/total) counter per step.
- The tax details form (the same one as Set up now on your Hotelmente home).
- What FACTURA invoices.
- Numbering and environment.
- Sending to the tax authority.
- Credentials for sending (owners only).

• Your tax identity: legal name, commercial name, tax ID type and number, and in Costa Rica your economic activity code.
• Where you invoice from: fiscal address, region, branch or issuing point, and the email that sends and receives invoices.
• How you invoice guests: default document, tax rates, emailing the invoice at checkout, and the invoice language.

How your documents are numbered and where they go, per your country: for example the branch and terminal or issuing point, and in Honduras and Nicaragua the authorized ranges (CAI or series, from and to, deadline). Environment is Test (sandbox) or Production: stay on Test until your first documents are accepted. Only an owner can change it, with Save tax settings.

The legal name (razón social) is your company’s registered name, as the tax authority knows it. The commercial name is the name guests know you by, such as the hotel’s name. The commercial name is optional.

• Costa Rica: cédula jurídica, cédula física, DIMEX or NITE.
• Panama: RUC.
• Guatemala: NIT.
• Honduras: RTN.
• El Salvador: NIT or NRC.
• Nicaragua: RUC.

The number field shows an example of the format for your country.

Only in Costa Rica: the code of your registered economic activity with Hacienda, required in the form. The hint shows 551001 (hotel lodging) as an example. Confirm with your accountant which code your hotel has registered.

Your fiscal address as registered with the tax authority, and your region: province, canton and district in Costa Rica, or department and municipality in the other countries. Both are required.

The place or point you invoice from. Its name follows each country: Sucursal / terminal (Costa Rica), Sucursal / punto de facturación (Panama), Establecimiento (Guatemala), Establecimiento / punto de emisión (Honduras), Establecimiento / punto de venta (El Salvador), Sucursal / caja (Nicaragua). Leave it empty if you have a single location.

The mailbox for your electronic invoicing, where related messages arrive. Use one your team or accountant reads. It is required.

Each country’s form comes with one field per tax, filled in with a starting rate:
- Costa Rica: IVA 13%.
- Panama: ITBMS on lodging 10%.
- Guatemala: IVA 12% and INGUAT tourism tax 10%.
- Honduras: ISV 15% and tourism tax 4%.
- El Salvador: IVA 13% and tourism contribution 5%.
- Nicaragua: IVA 15% and INTUR tourism tax 2%.

They are starting points. Confirm them with your accountant.

Yes. Each rate is a field you can edit, from 0 to 50 in steps of 0.5. Change it only on your accountant’s advice, then click Save. New documents use the new rate; documents already issued keep theirs.

FACTURA settings have no exemption setting. If exemptions apply to some of your guests, tell Hotelmente support when FACTURA is set up for you, and confirm the rules with your accountant.

• Email the invoice to the guest at checkout: Yes (default) or No.
• Invoice language: Español (default), English or Both.

Legal name, tax ID type and number, economic activity code (Costa Rica only), fiscal address, region, invoice email, default document and each tax rate. Commercial name, branch, checkout email and language are optional. The percentage at the top counts the required fields, and the (done/total) counter next to FACTURA settings in the menu counts every required item of the page. Documents are issued automatically only once the form is complete.

The facts for your country: which tax authority receives your documents, what its electronic invoicing system is called, and which documents Hotelmente FACTURA issues there.

Hotelmente switches on sending to the tax authority for your country, and an owner enters the digital certificate or provider access under Credentials for sending, with Hotelmente support’s help. The Sending to the tax authority panel shows whether sending is connected. Step by step: the guide Tax authority credentials for FACTURA, in Keys & connections.

Owners and managers can fill in and save the tax details form. What FACTURA invoices, Numbering and environment and the Credentials for sending are for owners only. Viewers can only read. Many hotels fill them in together with their accountant.