NetSuite Legacy Tax setup

Step 1

 Enable features

1. In the NetSuite app , navigate Menu: Setup > Company > Enable Features.
2. On the "SuiteCloud" sub-tab:
   • Select the checkbox    next to Server SuiteScript.
   • Select the checkbox    next to Rest Web Service. 
   • Select the checkbox    next to OAuth 2.0.
     
3. Click Save.

Step 2

Install and enable Anrok Legacy Tax

1. In the NetSuite app , navigate to the SuiteApps page.
2. Search for Anrok - Sales Tax for SaaS Business (Legacy Tax).
3. Click Install.
   

Step 3

Create the Anrok tax nexus

1. In the NetSuite app , navigate to Setup > Accounting > Nexuses.
2. Select New Nexus and input the following values:
   • Country: United States
   • State/Province/County: your choice - this selection has no effect
   • Description: United States
3. Click Save.

Step 4

Create the Anrok tax control account

1. In the NetSuite app , go to Setup > Accounting > Tax Control Accounts.
2. Select New
   • Select the nexus created in Step 3 – Create Anrok Tax Nexus.
     • Nexus: United States
   • Name: Sales Tax Payable Anrok
   • Description is optional.
3. Click Save.

Step 5

Create and configure the Anrok tax code

There are three key components to make sure that the Anrok tax code to show as the default tax code for your transactions.

First, we need to create an Anrok Tax Code. 

1. In the NetSuite app , navigate to Setup > Accounting > Tax Codes.
2. Click New Tax Code. Enter the following details: 
   • (if required) Country: United States
   • Tax Name: Anrok
   • Rate: 0.0%
   • Tax Type: <blank>
   • Subsidiaries: <select applicable>
   • Tax Agency: Click '+' to create new
     • Company Name: Anrok
     • Primary Subsidiary: <select applicable>
     • Click Save.
       
   • Tax Account: Sales Tax Payable Anrok
3. Click Save.

Next, let's check your NetSuite line item tax configuration. When you create a new invoice line item in NetSuite, Anrok is the tax code you should select to have Anrok apply tax. How to set Anrok as your default: 

1. Navigate to Setup > Accounting > Set Up Taxes
2. Select the nexus tab United States.
   • Confirm that "Per-Line Taxes on Transactions" is checked.
     • Note: If you currently do not have per-line taxes checked and use a pre-existing tax solution with transaction-level taxes, please contact technicalsolutions@anrok.com for additional technical support. 
   • Confirm: Anrok is selected as the Default Tax Code.
   • Confirm: Anrok is the "Home Tax Code" for any state tax agencies if listed.

The last step is to ensure your NetSuite customers are marked taxable and have Anrok selected as their tax item. Use the NetSuite Mass Update feature to bulk update your customer records. To update your NetSuite customers's tax values, follow these steps: 

1. Navigate to Lists > Mass Update > Mass Updates.
2. Select General Updates > Customer
3. For the Title of Action field, use this title: Set default tax item to Anrok
   • Criteria is optional. Set it only if you wish to update subset of customers.
   • Still on the Customer Mass Updates page, navigate to the Results sub-tab.
     • Add Taxable and Tax Item
       
       
   • Navigate to the Mass Update Fields tab:
     • Select the checkbox    next to Taxable
     • Select the checkbox    next to Tax Item
       • select Anrok from the dropdown.
         
4. Select Preview to see a preview of records that will be updated.
5. Click Perform Update.

Wait for the mass update to complete. This may take a few minutes, depending on the size of your customer base.

Step 6

Connect Anrok to NetSuite

1. In Anrok , navigate to the Data Sources page. Take me there!
2. Select Integrate System > NetSuite.
3. Select your Accounting Time Zone to match your NetSuite settings.
   • Note: this will only be available for your first integration setup with Anrok, please make sure to match these time zones exactly.
4. Enter your NetSuite Company Account ID.
   • Your Company Account ID can be located in your NetSuite account URL as the subdomain. It will look like the green text in the following example: https://gstarv1234567.app.netsuite.com.
   • Note: if your Company account ID has a hyphen character -, you must replace that hyphen with an underscore _ character.
5. Enter your NetSuite Subsidiary ID.
   • To find your Subsidiary ID: navigate to Setup > Company > Subsidiaries and use the Internal ID column for the subsidiary you want to connect.
6. Tax Code and Taxation Type fields are static for the Legacy Integration, so use the following default values:
   1. For Tax Code, enter 0.
   2. For Taxation Type, enter 0.
7. Select Generate certificate to generate a certificate file. Save the certificate file locally.
8. Do not exit this page. Please keep the page open to fill in the Client ID and Certificate ID from Steps 7 and 8.

Step 7

Create a new NetSuite integration record

1. In the NetSuite app , go to Setup > Integration > Manage Integrations > New.
   
   • Name: Anrok client credentials oauth application
   • Under 'Token-based Authentication', deselect all checkboxes.
     • Note: You'll need to check the Token-Based Authentication box in order to uncheck the TBA: Authorization Flow. Then you can uncheck both.
   • Under 'Oauth 2.0'
     • Select the checkbox   for CLIENT CREDENTIAL (MACHINE TO MACHINE) GRANT. Deselect any other checkboxes in the column.
   • Under 'Scope', check all three boxes next to Restlets, Rest Web Services, and SuiteAnalytics Connect.
   • Click Save.
2. Copy the CONSUMER KEY / CLIENT ID value to your clipboard or a secure notepad.
3. In the Anrok app , enter this under Client ID on your Data Sources tab.
   1. Note: once the page is closed, this cannot be retrieved without editing the application and generating new credentials. 

Step 8

Create a mapping for the machine-to-machine client credential

1. In the NetSuite app , navigate to OAuth 2.0 Client Credentials (M2M) Setup
2. Click Create New
   • Select the 'Entity' and 'Role' for an administrator user. For 'Application', select the name of the integration record created in Step 7.
   • Upload the certificate file downloaded from Anrok.
3. After saving the mapping, copy the Certificate ID.
4. In the Anrok app ,  enter this under Certificate ID in your Data Sources tab.
5. Confirm that you have entered all relevant connection details. 
6. Click Connect.

Step 9

Configure product IDs and backfill transactions to Anrok

1. In the Anrok app , configure the Product IDs ingested from NetSuite and set a default product on the integration if desired.
2. Initiate a transaction backfill for your desired date range.

Step 10

Add the Anrok API secret to NetSuite

1. In the Anrok app , navigate to Data Sources. Take me there!
2. Next to your NetSuite connection, select the three dots >  Manage Anrok API Key > Generate Anrok API Key.
3. Copy the API key to your clipboard or a secure notepad. 
4. In the NetSuite app , go to Setup > Company > API Secrets.
5. Click Create New, then under the Details tab, enter the following information:
   • Note: It is important to name this API key exactly as referenced below. If your company has pre-existing API secrets named Anrok API Token, delete them before starting the next step, as they will no longer be valid.  
   • Name — enter Anrok API Token.
   • ID — enter _anrok_api_token.
   • Password — paste your Anrok API key.
6. Navigate to the Restrictions tab, then complete the following:
   • • Select the checkbox    next to Allow For All Scripts.
     • Select the checkbox    next to Allow For All Domains.
7. When you are finished, click Save.

Step 11

Deploy the Anrok user script

1. In NetSuite, Navigate to Customization > Scripting > Scripts > New.
   
   • Script File: AnrokLegacyTaxUserScript.js
   • Click Create Script Record.
   • Name: Anrok Legacy Tax User Script.
   • Click Save.
2. Click Deploy Script.
   • Applies To: Invoice
   • Status: Released
   • Log Level: Debug
   • Deployed:   
   • Roles: Select All
   • Departments: Select All
   • Subsidiaries: Select appropriate.
   • Employees: Select All
   • Click Save.
3. Repeat Step 11.2 above for Credit Memos using Actions > Make Copy. All information is the same except the following:
   • Applies To: Credit Memo
   • After updating the Applies to field, click Save.
4. Note: if your company uses Sales Orders, then you will need to repeat Step 11.2 for Sales Orders as well. 

Step 12

Add support for multiple VAT IDs (Optional)

For meeting tax compliance in some regions, Anrok sellers may require that multiple Tax IDs are associated to a single customer.  To add more than one VAT or Tax ID to Customer records in NetSuite Legacy tax, create a custom entity field. 

1. In NetSuite, Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
   
   • Label: Additional Tax IDs
   • ID: _additional_tax_ids
   • Type: Free-Form Text
   • Description: Anrok-required field to add multiple Tax or VAT IDs to a customer record. 
2. In the Applies To sub-tab:
   • Select the checkbox   next to CUSTOMER.
3. Click Save.

Step 13

Configure company names (Optional)

There is a configuration option in Anrok that allows you to use NetSuite Company Names or Customer Names as the Customer Names in Anrok.

If you'd like to use Company Names instead of Customer Names for your Anrok records, please email support@anrok.com to set this configuration on your NetSuite integration.