Prepare your Smoobu data for year-end and taxes

At year-end most accountants ask for three things from Smoobu: your revenue, your bookings (including cancellations), and the invoices you issued to guests. Each comes from a different page. One thing Smoobu does not hold is what each channel kept in commission, so you pull that from the channel yourself.

Before you start

Decide your reporting period first: a calendar year, a fiscal year, or a quarter. Most hosts use the calendar year, January 1 to December 31. Smoobu filters revenue and bookings by the period you set, so use the same dates on every page.

Steps

1. Pull your revenue from Analytics. Go to Analytics, set the Date range to your reporting period, and set Accommodations to All (or to a single property if your accountant wants a per-property split). The Tables view lays the figures out per table on screen. Analytics tables cannot be exported or copied, so note the figures you need by hand, for example into your own spreadsheet.
2. Export your bookings. Go to Bookings, set the same date range, open Filters, and switch on all status types (Booked, Cancelled, Offer, Overbooking, Blocked). By default only Booked is shown, so cancellations are missing until you enable the others. Then export. See export-your-bookings for the full export options.
3. Download the invoices you issued to guests. Go to Analytics > Issued Invoices. This lists every invoice you finalised in Smoobu for the period. Download the invoices you need for your records. See create-and-send-guest-invoices to create or find guest invoices.
4. Export your contacts, only if your accountant needs them. Some operations (for example B&Bs with corporate guests) need guest details. Go to Experience > Contacts and export.

Where to get the numbers Smoobu doesn't hold

Smoobu records the gross value of each booking, not the amount a channel paid out to you, and it does not record the commissions or fees a channel keeps. Get those from the channel's own reporting:

• Booking.com: open the Extranet, then Finance > Invoices for monthly commission invoices, and Finance > Reservation statements for a per-reservation breakdown you can download.
• Airbnb: open Menu > Earnings, filter by listing and date range, then Get report to export a CSV that includes your host service fees and gross earnings.

The rest comes from outside Smoobu too: bank statements, payout reports from Stripe or PayPal, and your property expenses (cleaning, maintenance, supplies). Smoobu does not track bank cashflow or expenses.

Check it worked

For your reporting period you now have the revenue figures you noted from Analytics, a bookings export that includes cancellations, and the guest invoices you downloaded. Together with your channel commission reports and bank statements, that is the set most accountants ask for. Smoobu prepares the data. How you file it, and what is deductible, is a question for your accountant.

Common problems

My bookings export is missing cancellations and blocks

The export defaults to Booked only. Open Filters in Bookings and switch on the other statuses (Cancelled, Offer, Overbooking, Blocked) before you export.

The revenue figure looks too high

Analytics revenue is the gross booking value, not your net payout. For exactly what the figure includes (the channel's commission, and for imported bookings the cleaning fee and tourist tax) and why, see read-your-revenue-and-financial-reports.

Smoobu doesn't produce a ready-made tax report for my country

Smoobu exports your revenue, bookings, and invoices as data, not as a pre-filled tax return for a specific country. Your accountant works from the exports.

Related articles

• read-your-revenue-and-financial-reports
• export-your-bookings
• create-and-send-guest-invoices

Still stuck?

If these steps didn't fix it, contact the Smoobu team: open the Help menu to open a ticket or book a call slot, or use the chat bubble in the bottom-right corner. To get the fastest answer, please include:

• Your Smoobu User ID (in the profile-icon menu, top right).
• The property name or ID, if it's about one property.
• The Booking ID, if it's about one booking (Bookings, then View more).
• The channel name, if it's about channel sync (Booking.com, Airbnb, Vrbo, and so on).
• A short step-by-step: what you did, what you expected, and what happened.
• Screenshots or a short screen recording of the problem.
• Your browser and operating system, if something looks wrong on screen.