1. Country-Specific Features
  2. Region-Specific SuiteApps
  3. LATAM E-Document Certification
  4. LATAM E-Document Certification Setup
  5. Certification Tax Authority Implementation
  6. Creating a Tax Authority Certification Service Record

Creating a Tax Authority Certification Service Record

Note:

To access the LATAM E-Document Certification SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM E-Document Certification.

A tax authority is a government agency responsible for regulating taxes in a territory, such as a city, state, region, or country. In some countries, a tax authority can oversee the certification of e-documents due to fiscal requirements.

In NetSuite, the tax authority certification service record stores information about the agency to which you send e-documents for certification.

Make sure that you have created a tax authority custom plug-in implementation before you create the tax authority certification service record. For more information, see Creating a Custom Plug-in Implementation for a Tax Authority.

If you have installed a SuiteApp that leverages the LATAM E-Document Certification, you may need to associate a certification monitoring plug-in implementation with the tax authority. This plug-in type enables other SuiteApps to receive updates about the status of certification requests.

To create a tax authority certification service record:

  1. Go to Setup > E-Document Certification > Tax Authority Certification Service > New.

  2. In the Name field, enter a name for the tax authority certification service.

  3. In the Description field, enter a description for the tax authority certification service.

    You can mention the tax authority's jurisdiction or location. For example, the city or the state of the tax authority.

  4. (Optional) If the tax authority requires that you send e-documents in sequential order, check the Send E-Documents in Sequential Order box.

    The order is based on the transitory e-document number sequence. For more information, see Setting Up Sequential Order Sending.

  5. In the Tax Authority Plug-in Implementation field, select the tax authority plug-in implementation for the tax authority.

  6. (Optional) In the Certification Monitoring Plug-in Implementation field, select the certification monitoring plug-in implementation you want to associate with this tax authority certification service.

  7. Click Save.

After you save the tax authority certification service record, set up the record with relevant information about the tax authority.

See the following diagram for more information about the structure of records placed under the tax authority certification service:

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             

For more information about creating the records, see the following topics:

Related Topics

Certification Tax Authority Implementation
Prerequisites for Creating a Certification Tax Authority Implementation
Creating a Custom Plug-in Implementation for a Tax Authority
Cloning a Tax Authority Certification Service Record

General Notices