NetSuite Legacy Tax setup

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

Step 2 - Install and Enable Anrok Legacy Tax

1. Navigate to the SuiteApps page in your NetSuite instance
2. Search for "Anrok - Sales Tax for SaaS Business (Legacy Tax)" & install the app

Step 3 - Create Anrok Tax Nexus

1. Navigate to the Nexuses page in your NetSuite instance
   • 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 Anrok Tax Control Account

1. Navigate to the Tax Control Accounts page in your NetSuite instance
   • Setup > Accounting > Tax Control Accounts
2. Click "New"
   • Select the Anrok "United States" nexus from Step 3
   • Name: "Sales Tax Payable Anrok"
3. Click "Save"

Step 5 - Create Anrok Tax Code

1. Navigate to "Page: Tax Codes"
2. Click "New Tax Code"
   • 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"
4. When you create a new invoice line item in NetSuite, "Anrok" is the tax code you should select to have Anrok apply tax. In order to check your NetSuite line item tax configuration:
   • Setup > Accounting > Set Up Taxes
   • Select the "United States" nexus tab
   • Make sure "Per-Line Taxes on Transactions" is checked
   • Make sure "Anrok" is selected as the "Default Tax Code"
   • Make sure "Anrok" is the "Home Tax Code" for any state tax agencies if listed

Step 6 - Connect To NetSuite

1. In Anrok, Navigate to the Data Sources page.
2. Select "Integrate System" then "NetSuite"
3. Select your Accounting Time Zone to match your NetSuite settings (this will only be available for your first integration setup with Anrok)
4. Enter your Company account ID. Your Company account ID can be located in your NetSuite accounts URL as the subdomain. It will look like the green text in the following example: https://gstarv1234567.app.netsuite.com. If your Company account ID has a hyphen character -, you must replace that hyphen with an underscore _ character.
5. Enter your 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. Fill in the Tax Code with '0' (this field is only used for the SuiteTax integration)
7. Fill in the Taxation Type with '0' (this field is only used for the SuiteTax integration)
8. Hit the 'Generate certificate' button to generate a certificate file. Save the certificate file locally.
9. Do not exit page, keep the page open and fill in the client ID, certificate ID.

Step 7 - Create Integration Records for Applications

1. In NetSuite, Go to Setup > Integration > Manage Integrations > New
   
   • Name: Anrok client credentials oauth application
   • Under 'Token-based Authentication', deselect all checkboxes.
   • Under 'Oauth 2.0', check the 'CLIENT CREDENTIAL (MACHINE TO MACHINE) GRANT' box. 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 and enter this under 'Client ID' in Anrok's Data Source page. 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 NetSuite, navigate to "Page: 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 and enter this under 'Certificate ID' in Anrok's Data Source page.

Step 9 - Configure Product IDs and Backfill Transactions

1. Click "Connect" and configure the Product IDs ingested from NetSuite and set a default product on the integration if desired
2. Initiate a transaction backfill for the desired date range

Step 10 - 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. Click "Create New" and input the following:
   • Name: Anrok API Token
   • ID: _anrok_api_token
   • Password: provide the Anrok API key copied from your clipboard
   • In Restrictions:
     • Select "Allow for all scripts"
     • Select "Allow for all domains" 

Step 11 - Deploy Anrok User Script

1. In NetSuite, Navigate to "Page: Scripts"
   • Click "New Script"
   • 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: <checked>
   • Roles: Select All
   • Departments: Select All
   • Subsidiaries: Select appropriate
   • Employees: Select All
   • Click "Save"
3. Repeat step (2) above for Credit Memos using "Actions" -> "Make Copy" and fill in the same information except Applies To: "Credit Memo"

Step 12 - Configure Company Names (Optional)

There is a configuration on the Anrok side 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, please email support@anrok.com to set this configuration on your NetSuite integration.