1. NetSuite Integration
  2. Exporting Data From OpenAir to NetSuite
  3. Invoices (Invoices) Export Workflow
  4. Invoices (Invoices) Export Workflow Settings
  5. Import taxes applied to exported invoices

Import taxes applied to exported invoices

Check this box to import the total tax calculated in NetSuite for the invoice back into OpenAir. When you export invoices from OpenAir to NetSuite, NetSuite calculates the tax and OpenAir NetSuite Connector imports the calculated total tax back into OpenAir and the OpenAir invoice includes the total tax calculated in NetSuite.

Setting Up Invoice Tax Import

Additional setup is required before you can import tax information from NetSuite back into OpenAir when exporting invoices.

To set up invoice tax import

  1. If you use the Legacy Tax features in NetSuite, enable the Advanced Taxes feature for your NetSuite account. See Enabling Advanced Taxes (External link to NetSuite SuiteAnswers | Answer Id: 8020).

    Important:

    If the SuiteTax is enabled for your NetSuite account, NetSuite OpenAir SRP Integration bundle 369637 (previously 2851) 2.11 or later version is required in order for the tax amount calculated in NetSuite to be imported into OpenAir. With earlier versions, the tax amount calculated in NetSuite with SuiteTax cannot be imported back into OpenAir.

    Note that SuiteTax compatibility testing is currently in progress. You should test the NetSuite <> OpenAir integration with the SuiteTax feature on sandbox accounts before you enable the feature in your NetSuite production account. See Known Limitations of SuiteTax (external link to NetSuite SuiteAnswers). See also Legacy Tax or SuiteTax.

  2. Create tax code or tax group records and enter the relevant tax information on customer records in NetSuite.

    1. In NetSuite, set up tax nexus, tax codes and tax groups as required. See topics under Advanced Taxes (External link to NetSuite SuiteAnswers | Answer Id: 8775) and Managing Tax Codes (External link to NetSuite SuiteAnswers | Answer Id: 8031).

      Note:

      NetSuite uses the term nexus to describe a tax jurisdiction or geographic area where you pay taxes and where specific tax rates and regulations apply.

    2. Go to each customer records and select the standard tax code or tax group associated with each customer.