NetSuite LegacyTax 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 LegacyTax

  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 Sales Tax Payable Account

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

Step 4 - 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
  3. Click "Save"

Step 5 - Generate an Anrok certificate

  1. In Anrok, Navigate to the Data Sources page.
  2. Select: Integration then NetSuite
  3. Hit the 'Generate certificate' button to generate a certificate file. Save the certificate file locally.
  4. Do not exit page, keep the page open and fill in the client ID, certificate ID, and the rest after step 3 and 4.

Step 6 - Create Integration Records for Applications

  1. In Netuite, Go to Setup > Integration > Manage integrations > New
  2. Boxes to check:
    1. Name: Anrok client credentials oauth application
    2. Under 'Oauth 2.0' , check the 'CLIENT CREDENTIAL (MACHINE TO MACHINE) GRANT' box
    3. Under 'Scope', check all three boxes
  3. Hit 'Save'
  4. Copy the 'CONSUMER KEY/CLIENT ID' value and enter this under 'Client ID' in Anrok's Data Source page on Step 1. Once the page is closed, this cannot be retrieved (user will need to edit the application and reset credentials).

Step 7 - Create a mapping for the machine-to-machine client credential

  1. In NetSuite, go to Setup > Integration > Manage Authentication > OAuth 2.0 Client Credentials (M2M) Setup
  2. Click 'Create new'
    1. Select the 'Entity' and 'Role' accordingly. For 'Application', select the name of the integration record created in Step 1.
    2. Upload the certificate file downloaded from step 2.
  3. After saving the mapping, copy the certificate ID and enter this under 'Certificate ID' in Anrok's Data Source page.

Step 8 - Fill in the rest of fields in Data Source page

  1. In Anrok, on the Data Source page, now we've filled in the client ID and certificated ID.
  2. Fill in Company ID (get from app URL. Example: `https://{tstdrv2629170}.app.netsuite.com/` )
  3. Fill in Tax Code with '0' (this field is only used for the SuiteTax integration)
  4. Fill in Taxation Type '0' (this field is only used for the SuiteTax integration)
  5. Hit 'Connect' and configure the Product IDs ingested from NetSuite
  6. Initiate a transaction backfill for the desired date range

Step 9 - 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 10 - Deploy Anrok User Script

  1. In NetSuite, Navigate to "Page: Scripts"
    • Click "New Script"
    • Script File: AnrokLegacyTaxUserScript.js
    • 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) for Credit Memos

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