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 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 - 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: 0
5. Fill in Taxation Type with: 0
6. Connect with OAuth and configure the Product IDs ingested from NetSuite
7. Initiate a transaction backfill for the desired date range

Step 6 - 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 7 - Deploy Anrok User Script

1. 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