Connector for NetSuite

Milestones

1. Create a company profile.
   
   If you haven't already, or if you want to add an additional company, start by telling us a little about your company and where you're registered to collect and pay tax.
2. Connect NetSuite to AvaTax.
   
   Get your transactions flowing to AvaTax for automated sales tax calculation.
3. Fine-tune your company profile.
   
   Adjust product taxability and learn about options for exempting customers.
4. Test your setup.
   
   Preview tax calculations and make sure the connection is working.
5. Set up Returns.
   
   Complete this milestone only if you purchased Returns.
   • If you're using Returns for Small Business, schedule your returns.
   • If you're using any other version of Returns, import transactions if needed, schedule your returns, and send them to our compliance team for review.

Manage transactions in NetSuite

• Calculate sales tax
• Enable cross-border tax calculation on a transaction
• Display an item price with tax included
• Override sales tax on a transaction
• Override the tax date on a transaction
• Add the AvaTax Taxcode field to the list of NetSuite fields
• Recalculate sales tax on transactions
• Verify vendor-calculated VAT
• Verify vendor-charged tax and assess consumer use tax
• View tax transaction details in NetSuite
• EU Triangulation
• Triangulation purchase transaction
• Triangulation sales transaction
• Calculate tax on the dropship purchase order created manually
• VAT Code and Transport fields in the enhanced VAT transactions
• View the invoice details in local currency (NetSuite OneWorld)
• Calculate tax on purchase orders for VAT-specific countries
• Classify items as pre-owned

Reconcile transactions in NetSuite

• Reconcile tax transactions

Adjust product taxability in NetSuite

• Map many items to tax codes at once in NetSuite
• Map an item to a tax code
• Map an item to a UPC
• Map expenses to tax codes
• Map groups of items to tax codes

Exempt customers in NetSuite

• Exempt customers from sales tax in NetSuite with an entity use code
• Create a custom entity/use code
• Exempt customers from sales tax in NetSuite with an exemption number
• Check the status of a CertCapture exemption certificate request in NetSuite
• Add a customer record to CertCapture in NetSuite
• Request a CertCapture exemption certificate in NetSuite
• View and download CertCapture exemption certificates in NetSuite

Manage customers and addresses in NetSuite

• Add customers to CertCapture
• Create a tax code for transactions in the U.S.
• Assign customers to the AvaTax tax item
• Create tax codes and a tax group for transactions in Canada
• Validate a batch of addresses
• Validate any address
• Use billing address for tax calculation
• View and export validated addresses
• New address types for VAT customers and vendors

Other

• NetSuite scripts installed with the Connector for NetSuite bundle
• Connector for NetSuite secret key
• Send multiple items to AvaTax
• India GST and GSTINs in NetSuite OneWorld

Basics

• Transactions in AvaTax
• Transaction status in AvaTax

Adjust transactions

• Edit transactions
• Change how AvaTax rounds the tax amount
• Change freight and handling taxability
• Choose the drop-shipping address to use for tax calculation
• Set the importer of record in a transaction

Import transactions

• Import transactions
• Guidelines for importing data into AvaTax
• Fix transaction import errors
• Import Fulfillment by Amazon transactions

Add consumer use tax

• Add or import consumer use tax
• Consumer use tax scenarios

Reconcile the information in your application with AvaTax

• Reports in AvaTax
• Run a sales tax transaction report
• Run a liability worksheet report
• Run an exemption report
• Run an export report
• Reports to reconcile discrepancies

Reconcile and file

• File your own taxes
• Set up Returns
• Reconcile and file using Returns
• Reconcile returns with general ledger
• Reconcile scheduled returns with transactions in AvaTax
• Reconcile returns with consumer use tax
• Edit your scheduled returns
• Vendor discounts and appied or excluded credits

Keep your returns up to date

• Schedule returns for new locations
• Amend and file a return late
• Confirm ACH payments on returns
• Tax notices
• Find and download your filed returns
• Recurring prepayments and prior payments

Update companies and settings

• Create a company profile
• Update company information
• Change advanced company settings

Update where you're registered to collect and pay tax

• Update where you collect and pay tax
• Add places where you collect additional taxes and fees
• Create a jurisdiction override
• Change importer of record and establishment settings
• Sell in a European Union country without calculating tax
• U.S. economic sales thresholds
• U.S. states with special sourcing rules

Add company locations and online marketplaces

• Add other company locations for location-based filing
• Import company locations
• Guidelines for the location import template
• Set up your company profile for online marketplace transactions

Adjust product taxability

• Avalara tax codes
• Guidelines for mapping items to tax codes
• Map the items you sell to Avalara tax codes
• Assign a different Avalara tax code to an item
• Import and map items to tax codes
• Guidelines for the item and tax code import template
• Fix item import errors
• Create and update custom tax codes
• Use the tax calculator
• Create a custom tax rule
• Import custom tax rules
• Guidelines for the tax rule import template
• Update or delete a custom tax rule
• Calculate freight tax using Avalara tax codes

Exempt customers

• Options for exempting customers
• Set up Exemptions
• Add a customer to Exemptions
• Add exemption details for a cutomer in Exemptions
• Request exemption documents from customers
• What does an exemption document request look like to my customer?
• Import exemptions
• Guidelines for the exemptions import template
• Audit your exemption records in AvaTax Exemptions
• Audit your exemption records in CertCapture

Reference articles

• Information you need to set up AvaTax
• Information you need to set up Returns
• License keys
• Exempt reason matrix for the US and Canada (Entity use code list)
• Powers of attorney forms for notices
• Glossary of terms for Avalara products and services

Suggestions for staying compliant

• Keep your changing business in compliance
• Monthly tasks to maintain sales tax compliance
• You're new to Returns but your business isn't
• You're new to AvaTax but your company isn't
• Schedule returns for new locations

Troubleshooting

• Reports to reconcile discrepencies
• Fix item import errors
• Fix transaction import errors
• Troubleshoot company location import errors

Sales tax

• Tax registration
• Interactive guide to U.S. tax rules
• States and tax types
• Tax types
• Sales and sellers use tax
• Local jurisdictions
• Returns Central
• Streamlined Sales Tax (SST)
• Avalara tax codes

AvaTax

• Change your password
• Add users and assign permissions

Integrations

• Get your license key
• Get your integration

Billing and subscriptions

• Manage billing
• Confirm ACH payments on Returns
• Find your company ID number
• Change your Avalara products or services