NetSuite SuiteTax setup

Introduction

Hello and welcome to the Anrok/NetSuite integration guide. This guide outlines the configuration process for installing Anrok in your NetSuite account. The resulting integration will automatically synchronize transactions and update sales tax on your invoices in NetSuite.

Note:The Anrok SuiteApp requires the installation of SuiteTax which is the newer version of NetSuite's tax engine that all accounts will eventually transition to. If you're currently using Legacy Tax, you'll need to switch your account over before proceeding with Anrok. The NetSuite team can help you understand the impact of this and whether any additional features or services you're using currently will be affected by the switch.

Supported NetSuite Transaction Types

Tax will be calculated and added to NetSuite Invoices and Credit Memos by default. Support for the following additional NetSuite transaction types can be added to your integration on request:

• Cash Refund
• Cash Sale
• Credit Card Charge
• Credit Card Refund
• Credit Memo
• Estimate
• Expense Report
• Invoice
• Journal Entry
• Opportunity
• Purchase Order
• Return Authorization
• Sales Order
• Vendor Bill
• Vendor Credit
• Vendor Return
  

Step 1 - Enable Features

1. Navigate to the Enable Features page in your NetSuite instance
2. On the "SuiteCloud" subtab enable:
   • Server SuiteScript
   • Rest Web Service 
   • OAuth 2.0
3. On the “Tax” subtab install:
   • SuiteTax Engine
   • SuiteTax Data Records
   • SuiteTax Reports
4. Click save before exiting the page

Step 2 - Install and Enable Anrok SuiteTax

1. Navigate to the SuiteApps page in your NetSuite instance
2. Search for Anrok & install the app
3. Navigate to Manage Plug-ins under the Customization page in your NetSuite instance
4. On the Tax Calculation subtab enable:
   • SuiteTax Engine
   • Anrok SuiteTax

Step 3 - Create Sales Tax Payable and Receivable Accounts

Note: NetSuite requires both a payable and receivables account for every nexus. Tax collected on transactions will always appear in the payable account.

1. Navigate to the Accounts page in your NetSuite instance
2. Select New and input the following values:
   • Name: "Sales Tax Payable United States"
   • Number: (your choice)
   • Type: "Other Current Liability"
   • Subsidiaries: Select all that apply
3. Select Save then New and input the following values:
   • Name: "Sales Tax Receivables United States"
   • Number: (your choice)
   • Type: "Other Current Asset"
   • Subsidiaries: Select all that apply
4. Select Save

Step 4 - Create Tax Agency USA Nexus

Note: In NetSuite, a nexus is a tax jurisdiction where you have a business or taxable presence in. In NetSuite, it is usually defined at the country level. This type of entity is available when the Advanced Taxes feature is enabled, to allow users to manage and calculate taxes for different jurisdictions within the same NetSuite account.

1. Navigate to the Nexuses page in your NetSuite instance
2. Select New Nexus and input the following values:
   • Country: United States
   • State/Province: (leave blank)
   • Parent Nexus: (leave blank)
   • Description: United States
   •  Add new Tax Agency with the following values
     • Type: Company
     • Company Name: "Tax Agency USA"
     • Primary Subsidiary: "Parent Company"

Step 5 - Configure Taxation Type

1. Navigate to the Tax Types page
2. Select or create US_STATE_SALES 
3. Edit the US_STATE_SALES tax type:
   • Nexus: "United States"
   • Payables Account: "Sales Tax Payable United States"
   • Receivables Account: "Sales Tax Expense United States"

Note: Document the Internal ID for this tax type as it will be used as the taxationType in your Anrok integration

Step 6 - Configure Tax Code

1. Navigate to the Tax Codes page
2. Select or create US_STATE_SALES
   • Name: US_STATE_SALES
   • Type: US_STATE_SALES

Note: Document the Internal ID for this Tax Code as it will be used as the taxCode in your Anrok integration.

Step 7 - Connect NetSuite to Anrok

1. Navigate to the Data Sources page in your Anrok instance
2. Select: Integration then NetSuite
3. Select: Connect to NetSuite
4. Fill in Tax Code with the tax code internal ID for US_STATE_SALES 
5. Fill in Taxation Type with the internal ID for US_STATE_SALES
6. Connect with OAuth and configure the Product IDs ingested from NetSuite
7. Initiate a transaction backfill for the desired date range

Step 8 - Add the Anrok API Secret Token

1. Navigate to “Data Sources” in Anrok
2. Click “...” next to your NetSuite data source
3. Click “Manage Anrok API Key”
4. Click “Generate Anrok API Key”
5. Copy the API key to your clipboard
6. Navigate to the API Secrets page in your NetSuite instance. Select Create New and input the following:
   • Name: Anrok API Token
   • ID: _anrok_api_token
   • Password: <paste Anrok API key><SELLER_ID>/<SELLER_INTEGRATION_ID>/secret.<API_KEY_SECRET>
   • Select "Allow for all scripts"
   • Select "Allow for all domains"

Step 9 - Assign Anrok SuiteTax For Each Nexus

1. Navigate to the Subsidiaries page in your NetSuite instance
2. Select "Edit" for the subsidiary that needs sales tax
3. Navigate to "Tax Registrations"
4. Add a new row in the tax registrations table for "United States" and input the following:
   • Country: "United States"
   • Nexus: "United States"
   • Tax Engine: "Anrok SuiteTax"
   • Effective From: Today
5. Click "Add"
6. If there are any additional tax registrations in this table for "United States":
   • Edit each of them:
     • Select "SuiteTax Engine" as the tax engine
     • Select Today as the "Valid Until" date

Step 10 - Test your integration

Note: You may need to adjust your invoice template to include tax.

1. Navigate to the "Create invoices" page in your NetSuite instance
2. Select any customer in a taxable jurisdiction
3. Select any taxable items configured in Anrok
4. Select the "Preview Tax" button
5. Confirm that tax appears and there are no errors