Tax audit

Find out what you actually owe, before someone tells you.

We connect to your PMS, rebuild the occupancy tax every past booking should have carried, and compare it to what was really collected. What comes back is your liability from the past, the true state of your tax settings, and every property where the two disagree.

Request an audit → See how it runs

Connect Your PMS, read-only

Rebuild The rate each address required

Compare Against what was collected

Report Per property, per period

Connects to where you list & manage

HostawayGuestyHostfullyOwnerRezVRPlatformTrack Hospitality

What an audit tells you

Four things you cannot get from a payout report

Your PMS knows what it charged. It does not know what the property's address actually required. The audit is the difference between those two numbers, made explicit.

Your liability from the past

A real number for the history you already have, broken down by property, jurisdiction, and period, rather than a vague sense that the back years are probably fine.

Whether your PMS settings are right

Every rate and rule configured in your PMS is checked against what the property's exact address requires, so a setting that has quietly been wrong since setup stops being invisible.

Where you under-collected

Tax that was never charged on a booking is still owed. Under-collection is the part that compounds quietly across periods and turns into the assessment nobody budgeted for.

Where you over-collected

Charging more tax than the address requires raises the total a guest sees at checkout. It is not margin either, so it costs you bookings and gives you nothing back.

Which jurisdictions you are exposed in

The audit resolves every authority that taxes each address, so properties operating in a county or special district nobody registered for surface as part of the same pass.

A record behind every figure

The output is not a headline number. It is the booking-level working behind each period, which is exactly what you need if a jurisdiction ever does come asking.

How it runs

Connect the PMS. We do the rest

No exports, no reconstructing a year of bookings by hand, and no change to how you operate while it runs.

Connect your PMS

Bookings, nightly rates, fees, stay lengths, and property addresses come across from the system you already run. Read-only, and it takes a few clicks rather than a project.

Set the period

Pick how far back to look. A year of history is the usual starting point, and it is the unit the audit is priced and scoped in.

Rebuild what was owed

Each booking is recalculated against the combined state, county, city, and special-district rate its exact address required at the time, on that jurisdiction's own definition of taxable revenue.

Compare against what was collected

The rebuilt figure is set against what your PMS actually charged and what marketplaces already remitted, booking by booking, so the gap is attributable rather than estimated.

Get the report

Liability per property and per jurisdiction, every setting that is wrong, and the over- and under-collection behind each one, with the workings attached.

The gap runs both ways

Getting it wrong is expensive in both directions

Most operators only worry about collecting too little. Collecting too much is the one that never shows up on a balance sheet, because it costs you the booking you never got.

Under-collected

A liability that grows while you cannot see it

Tax that was never charged to the guest is still owed to the authority. It does not resolve itself, and every period it stays open makes it bigger.

The shortfall comes out of your margin, not the guest's
Interest and penalties typically accrue on top of it
One wrong setting repeats on every booking that property takes
You find out the number now, or a jurisdiction sets it later

// Under-collectedPer property

Charged to the guestToo little

Still owedIn full

Who absorbs itYou

Direction over timeGrows

Over-collected

A higher price than the listing down the road

Guests compare the total at checkout, not the tax line. Charge more tax than the address requires and you are quietly the more expensive option on every search.

The all-in price a guest sees goes up for no reason
You lose bookings to comparable properties without ever seeing why
The extra is not yours to keep, so it buys you nothing
Nothing in a payout report flags it, because the money arrived

// Over-collectedSame stay, two listings

Nightly rateIdentical

Tax chargedHigher than required

Total the guest seesHigher

BookingGoes elsewhere

Per property

Liability and settings resolved address by address

Both directions

Under-collection and over-collection surfaced together

From your PMS

Built on the booking data you already have

What it costs

A flat fee for each year of history audited

Quoted once we know your property count and the markets they sit in. It is a one-off engagement, separate from the monthly plans, so you can audit the past without moving your ongoing filing first.

Get a quote

Learn more

Dive deeper

Once you know where the past stands, the work is making sure the next twelve months do not repeat it.

Explore

Automate filing & remittance → Look up a property's combined rate → The compliance checklist → State lodging tax center → Compare plans & pricing →

FAQ

Questions about the audit

What is a Monterra tax audit?

A one-off review of what your portfolio actually did, rather than what it was supposed to do. We connect to your PMS, rebuild the occupancy tax that each past booking should have carried based on the property's exact address, and compare that to what was really collected and remitted. You end up with your historical liability, the state of your PMS tax settings, and a list of every property and period where the two do not line up.

What do you need from me to run it?

A connection to your PMS and the period you want covered. Monterra integrates with Hostaway, Guesty, Hostfully, OwnerRez, VRPlatform, and Track Hospitality, so booking data, nightly rates, fees, and stay lengths come across directly. If you have filed returns or remittance records for the period, those sharpen the comparison, but the audit does not depend on them.

What happens if the audit finds under-collection?

You find out the size of it, per property and per jurisdiction, while it is still yours to deal with. Under-collected tax is a liability that does not go away on its own and typically grows with interest and penalties the longer it sits. Knowing the number lets you decide how to close it deliberately, rather than being told the number by a jurisdiction later.

Why does over-collection matter if the tax gets remitted anyway?

Because the guest sees the total, not the breakdown. If your listing charges more tax than the address actually requires, your all-in price is higher than the identical property down the road, and you lose bookings you never knew you were competing for. Over-collected tax is also not margin: it is either remitted to an authority that was never owed it or refundable to the guest.

What does an audit cost?

It is a flat fee for each year of history audited, quoted once we know your property count and which markets they sit in. It is a one-off engagement and separate from the monthly plans, so you can run an audit without moving your ongoing filing to Monterra.