Predefined Tax Determination Rules Import for Colombia

To create the predefined tax determination rules that the SuiteTax Latam Engine - Colombia Records SuiteApp provides, you must import the CSV files to your account.

For each set of rules, you must upload two CSV files:

• First, upload the CSV file that creates the tax determination rules records

• Then, upload the CSV file that creates tax determination settings related to the rules

You must import first the tax determination rules, and then the tax determination settings. If you do not import the records in the recommended order, you may face issues on the import.

To import CSV files, you must have the proper permissions to perform the imports and to access the record types you are creating. For more information about the permissions required to access the custom records, see Roles and Permissions for the SuiteTax Latam Engine

For more information about how to import the files, see the following topics.

• Importing Predefined Tax Determination Rules for Colombia

• Importing Predefined Tax Determination Settings for Colombia

Importing Predefined Tax Determination Rules for Colombia

Start by importing the CSV files that create the tax determination rules records for Colombia.

To import the predefined tax determination rules for Colombia:

1. Go to Setup > Import/Export > Import CSV Records.

2. On the scan & upload CSV file step, do the following:

   1. In the Import Type field, select Custom Records.

   2. In the Record Type field, select Tax Determination Rules.

   3. In the Character Encoding field, select Unicode (UTF-8).

   4. In the CSV Column Delimiter field, select Semicolon.

   5. In the CSV File(s) field, choose if you are uploading one or multiple files.

   6. Click Select... and select one or multiple CSV files from your local storage.

   7. Click Next.

3. On the import option step, do the following:

   1. Under Data Handling, choose Add.

   2. Click Next.

4. On the field mapping step, if the mapping is not automatically populated, do the following:

   1. In the Your Fields pane, click on the name of a field from the CSV file.

   2. In the NetSuite Fields pane, click on the name of the corresponding NetSuite field.

   3. Repeat the previous two steps until you match all the the CSV file fields to the NetSuite fields.

      Match the fields according to this chart:

      Your Fields	NetSuite Fields
      Name	Name (Req)
      custrecord_fte_taxrules_l_itemcode	Item Code
      custrecord_fte_taxrules_l_taxregime_orig	Tax Regime of the Issuer
      custrecord_fte_taxrules_l_taxregime_dest	Tax Regime of the Receiver
      custrecord_fte_taxrules_t_city_ori	City of the Issuer
      custrecord_fte_taxrules_t_city_des	City of the Receiver
      custrecord_fte_taxrules_d_eff_from	Effective From (Req)

   4. Click Next.

5. (Optional) On the save mapping & start import step, enter the relevant mapping information.

   Mapping information can help you when you are tracking the import's progress, or if you want to edit or run the import again later. For more information, see Step Five Save Mapping & Start Import.

6. Click Save & Run.

   This saves and runs the import. A message confirms that the import process started.

7. Click Job Status to view the import status.

   Refresh the page until the status in the Status column states that the import is Completed.

Importing Predefined Tax Determination Settings for Colombia

After the tax determination rules are successfully imported to your NetSuite account, you can import the settings related to the rules.

To import the predefined tax determination settings for Colombia:

1. Go to Setup > Import/Export > Import CSV Records.

2. On the scan & upload CSV file step, do the following:

   1. In the Import Type field, select Custom Records.

   2. In the Record Type field, select Tax Determination Settings.

   3. In the Character Encoding field, select Unicode (UTF-8).

   4. In the CSV Column Delimiter field, select Semicolon.

   5. In the CSV File(s) field, choose if you are uploading one or multiple files.

   6. Click Select... and select one or multiple CSV files from your local storage.

   7. Click Next.

3. On the import option step, under Data Handling, choose Add.

4. Click Next.

5. On the field mapping step, if the mapping is not automatically populated, do the following:

   1. In the Your Fields pane, click on the name of a field from the CSV file.

   2. In the NetSuite Fields pane, click on the name of the corresponding NetSuite field.

   3. Repeat the previous two steps until you match all the the CSV file fields to the NetSuite fields.

      Match the fields according to this chart:

      Your Fields	NetSuite Fields
      custrecord_fte_taxrate_l_taxrule	Tax Determination Rule
      custrecord_fte_taxrate_l_taxcode	Tax Code (Req)
      custrecord_fte_taxrate_p_rate	Rate (Req)
      custrecord_fte_taxrate_d_effective_from	Effective From (Req)

   4. Click Next.

6. (Optional) On the save mapping & start import step, enter the relevant mapping information.

   Mapping information can help you when you are tracking the import's progress, or if you want to edit or run the import again later. For more information, see Step Five Save Mapping & Start Import.

7. Click Save & Run.

   This saves and runs the import. A message confirms that the import process started.

8. Click Job Status to view the import status.

   Refresh the page until the status in the Status column states that the import is Completed.

For more information about CSV imports, see CSV Imports.

Related Topics

Tax Determination Rules Setup for Colombia

Finding the Predefined Tax Determination Rules CSVs for Colombia

Tax Determination Rules Preferences for Colombia

General Notices