Documentation Index
Fetch the complete documentation index at: https://docs.pxaccounting.com/llms.txt
Use this file to discover all available pages before exploring further.
For OwnerRez accounts, PX maintains the OwnerRez Catalog - a list of the tax, surcharge, and commission rules audits use as the baseline. Most rows are detected for you automatically from your booking history; you confirm or edit them.
You configure the actual rates in OwnerRez itself (Settings -> Taxes, Settings -> Surcharges, Property Management -> Setup & Configuration). The catalog in PX is the audit’s source of truth.
How catalog entries are created
Three ways:
- Inferred from booking history. Click Detect from bookings and PX scans your last 18 months of bookings, looking for patterns in line items. Any rule that recurs is added as
inferred.
- Manually added. Click Add row to enter a tax, surcharge, or commission you know exists but PX did not pick up.
- Imported from OwnerRez during the initial sync if catalog data is found in any payload PX can read.
After detection, every row sits in inferred status until you review it.
Statuses
Each catalog row has a status:
| Status | Used by audits? | Meaning |
|---|
inferred | No | Auto-derived. Awaiting review. |
user-added | Yes | You created the row manually. |
confirmed | Yes | You reviewed and approved an inferred row. |
archived | No | Hidden from audits but kept for history. |
user-added or confirmed. Until you confirm at least one tax row, audits short-circuit with a CATALOG_EMPTY finding instead of running per-reservation checks.
Detection options
Click Detect from bookings to open the detection dialog:
- Lookback days - how far back to scan. Default 60.
- Rebuild - if checked, PX wipes existing inferred rules before re-deriving. Use this when your catalog has gone stale.
For accounts with many listings (200+), detection runs as a background job. You will see a progress card on the Home page under Accounting Diagnostic Job Runs. For smaller accounts, detection runs inline and returns immediately.
Row anatomy
| Field | Meaning |
|---|
| Kind | tax, fee, or commission. |
| Name | Display label. |
| Rate | The numeric value. |
| Unit | percent or fixed. |
| Applies to | Categories the rule applies to (accommodation, cleaning, total, etc.). |
| Scope | Account-wide or specific listings. |
| Status | One of the four above. |
| Notes | Free-text. Useful for jurisdiction notes. |
user-added row. On inferred rows, editing a field auto-confirms the row.
Scoping to listings
A catalog row can be:
- Account-wide - applies to every listing.
- Listing-scoped - applies only to a specific subset.
Use listing scope when a tax or fee is specific to a property (a city tax that only applies to a city-located listing, for example). The picker on the row lets you select multiple listings.
If a row is account-wide, every listing-scoped row that overlaps with it takes precedence on its listings.
Workflows
After connecting OwnerRez for the first time
- Open PMS Configuration.
- Click Detect from bookings with default settings.
- Review the resulting list.
- Confirm rows that match your reality.
- Edit rows where the inferred rate is close but not exact.
- Add any tax or fee PX missed.
- Archive rows that are no longer used.
This usually takes 10-30 minutes for a typical PMC.
After a tax rate change
- Update the tax in OwnerRez.
- Open the catalog in PX.
- Edit the affected row, update the rate, and Save.
- From that point on, audit findings on bookings will be evaluated against the new rate.
When PX detects a new pattern
PX may surface new inferred rows after future runs of Detect from bookings. Review them and confirm or archive as appropriate. Confirmed rows stay confirmed; inferred rows are recreated each time you re-detect.
Audit interaction
The audit consults the catalog as its baseline:
- Tax findings check the booking’s tax lines against the tax rows in the catalog scoped to that listing.
- Fee findings check fees against the fee rows.
- Commission findings check commission lines against the commission rows.
- A CATALOG_EMPTY finding is emitted if the catalog has no confirmed rows of the relevant kind, so the audit short-circuits instead of running misleading checks.
Each finding points back to the specific catalog row that drove the expectation, so you can edit the row and re-run the audit to see if the finding clears.
Where on this page does each item live in OwnerRez?
| In PX | In OwnerRez |
|---|
| Tax rows | Settings -> Taxes |
| Fee rows (cleaning, pet, etc.) | Settings -> Surcharges |
| Commission rows | Property Management -> Setup & Configuration |
