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Install AvaTax for NetSuite SuiteTax

This article applies to:Avalara AvaTax for NetSuite SuiteTax

After you activate AvaTax and set up your company profile, install and configure AvaTax for NetSuite SuiteTax. Before you install and configure, make sure you already did the following in SuiteTax:

  • Enable nexus
  • Set up tax codes
  • Set up tax types (for example, sales tax, VAT, etc.)
  • Ensure you have tax registrations set up in your subsidiaries

Install the AvaTax bundle for NetSuite SuiteTax

  1. Log in to SuiteTax, and go to Customization > Suitebundler > Search & Install Bundles.
  2. On the Search & Install Bundle menu, in the Keywords field, type "AvaTax for SuiteTax," and then click Search.
  3. Choose AvaTax for SuiteTax.
  4. On the Bundle Details age, click Install. The Preview Bundle Install page shows items to be added by the AvaTax bundle.
  5. In the Preference dialog box, find potential conflicts with elements or add-ons.
  6. Select appropriate actions from the drop-down menus to resolve conflicts.
  7. Click Install Bundle.
  8. To watch the progress of the installation, go to Customization > Suitebundler > Search & Install Bundles > List.

Validate your AvaTax account in NetSuite SuiteTax and set up the Avalara plug-in

Steps

  1. Validate your AvaTax account.
    1. In NetSuite SuiteTax, go to Avalara > Setup > Configure Avalara.
    2. On the Setup Assistant page, fill in the following, and then click Validate:
      Field Action
      • Account Number
      • License Key
      View your account number in AvaTax. Select Settings > All AvaTax settings. The account number is listed at the top of the page as your Account ID. If you don't know your license key, get a new one.
      Service URL Select the type of account you're connecting to in AvaTax.
    3. Click Next to enter the configuration menu. Return here an make changes any time there's a business need.
  2.  Assign subsidiaries in NetSuite SuiteTax to companies in AvaTax.
    1. Go to Avalara > Setup > Configure Avalara, and then select the tax calculation tab.
    2. Select a company you created in AvaTax to associate with each subsidiary. These must be distinct companies in AvaTax.
  3. Enable the Avalara plug-in.
    Give Avalara permission to use AvaTax to calculate tax in your NetSuite SuiteTax system.
    1. Go to Customization > Plug-ins > Manage Plug-ins.
    2. Check the Avalara Plugin to enable tax calculation.
  4. Associate the Avalara plugin with subsidiaries.
    Ensure each subsidiary you set up in SuiteTax uses AvaTax to calculate tax.
    1. Go to Setup > Company > Subsidiaries.
    2. For each subsidiary, click Edit, go to Tax Registrations tab, and under tax engine, select Avalara Plugin. Do this for tax registrations for each subsidiary.
  5. Associate tax codes with nexus.
    Make sure SuiteTax knows which tax type to associate with transactions.
    1. Go to Setup > Tax > Nexuses.
    2. For each place your company has nexus, click Edit.
    3. Click Avalara Default Tax Codes on the nexus page.
    4. Select the desired Default Tax Code.

NetSuite scripts installed with the AvaTax bundle

Customize these scripts based on your NetSuite implementation. Visit NetSuite to learn more about bundles and script types.

UserEvent scripts

Script name Script functionality NetSuite records used on
AVA_TransactionTab_1 Tax calculation Cash Refund, Cash Sale, Credit Memo, Invoice
AVA_TransactionTab_2 Tax calculation Sales Order, Quote, Return Authorization
AVA_PurchaseTransactionTab Use tax and VAT functionality Vendor Bill, Vendor Credit
AVA_Customer Maps entity use code and exemption certificate number Customer, Lead, Prospect
AVA_Customer_Address Address validation Customer, Lead, Prospect, Vendor
AVA_Customer_Certs CertCapture functionality Customer, Lead, Prospect, Partner
AVA_ExpenseCategories Maps Avalara tax codes to Expense Category Expense Category
AVA_InventoryTab_1 Maps Avalara tax codes and a user-defined reference to items Assembly/Bill of Materials, Download Item, Inventory Part, Kit Item, Non-Inventory Part, Other Charge Item, Service
AVA_InventoryTab_2 Maps Avalara tax codes and a user-defined reference to items Gift Certificate Item, Item Group, Lot Numbered Assembly/Bill of Materials, Lot Numbered Inventory Item, Serialized Assembly/Bill of Materials, Serialized Inventory Item
AVA_Location Hides custom field Location
AVA_Subsidiary Stores subsidiary information in custom records used in AvaTax configuration Subsidiary

Client scripts

Script name Script functionality NetSuite records used on
AVA_Transaction_Client Tax calculation Cash Refund, Cash Sale, Credit Memo, Invoice, Sales Order, Quote, Return Authorization
AVA_Purchase_Client Use tax and VAT functionality Vendor Bill, Vendor Credit
AVA_AddressValidationResult_Client Batch address validation NA
AVA_AddressValidation_Client Batch address validation NA
AVA_Config_Client AvaTax configuration NA
AVA_DeleteBatch_Client Batch reconcile utility NA
AVA_EntityMap_Client Entity use code creation NA
AVA_Entity_Client Client side address validation and CertCapture functionality Customer, Lead, Prospect, Vendor, Partner
AVA_GeneralScript_Client Client side validation NA
AVA_GetCertificates_Client Client side validation NA
AVA_Inventory_Client Stores Avalara tax codes in custom fields Inventory Part, Lot Numbered Inventory Item, Non-Inventory Part, Other Charge Item, Serialized Inventory Item, Service
AVA_RecalculateUtility_Client Batch reconcile utility NA
AVA_ReconcileList Batch reconcile utility NA
AVA_ReconcileResult_Client Batch reconcile utility NA
AVA_Shipping_Client Shipping code creation NA
AVA_TransactionList_Client Shows committed and voided transaction list NA

Scheduled scripts

Script name Script functionality NetSuite records used
AVA_AddressValidate_Sched Batch address validation Subsidiary, Customer, Location
AVA_DeleteAddressValidationBatches_Sched Deletes batch address validation NA
AVA_DeleteLogsOfDeletedTransactions Delete logs from custom records NA
AVA_DeleteReconcileBatches_Sched Delete Reconcile batches NA
AVA_RecalculateTaxes_Sched Tax calculation Cash Refund, Cash Sale, Credit Memo, Invoice,Sales Order, Quote, Return Authorization
AVA_ReconcileTax_Scheduled Batch reconcile utility Cash Refund, Cash Sale, Credit Memo, Invoice
AVA_SubsidiaryCreation_Sched Stores subsidiary information in custom records used in AvaTax configuration. Used in NetSuite OneWorld, not in NetSuite. Subsidiary
AVA_UpdateValidatedAddress_Sched Updates validated addresses Subsidiary, Customer, Location
AVA_TransactionLogTransform_Sched Deletes user notes Note

Suitelets

All the Suitelets installed through the AvaTax bundle are used for creating customized Avalara pages (in the Avalara menu) in NetSuite.

Fine-tune your AvaTax for NetSuite SuiteTax settings

The default settings for AvaTax for NetSuite SuiteTax meet many customers' needs. But don't let us stop you digging into things. If your business needs to fine-tune how AvaTax and SuiteTax work together, change these settings any time you'd like.

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