1. Country-Specific Features
  2. India Help Topics
  3. India Localization SuiteTax Engine
  4. Setting Up the India Localization SuiteTax Engine

Setting Up the India Localization SuiteTax Engine

To set up the India Localization SuiteTax Engine, complete the following tasks in the order specified:

  1. Go to Customization > Plug-ins > Manage Plug-ins to enable the NetSuite India SuiteTax Engine SS2 tax engine plug-in for tax calculation. For more information, see Enabling the NetSuite India SuiteTax Engine SS2 Plug-in.

  2. Go to Setup > Users/Roles > Manage Roles to assign the required permissions to your custom roles. For more information, see Assigning Roles and Permissions to Use India Tax Features.

  3. Go to Setup > Company > Classifications > Subsidiary to set up tax information about subsidiary records for GST and TDS calculation. For more information, see Setting up India Tax Information about Subsidiary Records

  4. Go to Setup > Import/Export > Import Tasks > Import CSV Records to import India tax rules through CSV. For more information, see Importing India Tax Rules through CSV.

Enabling the NetSuite India SuiteTax Engine SS2 Plug-in

The India Localization SuiteTax Engine SuiteApp uses the NetSuite India SuiteTax Engine SS2 tax engine plug-in for tax calculation.

To enable the NetSuite India SuiteTax Engine SS2 Plug-in:

  1. Go to Customization > Plug-ins > Manage Plug-ins.

  2. On the Manage Plug-in Implementations page, check the NetSuite India SuiteTax Engine SS2 box.

  3. Click Save.

Assigning Roles and Permissions to Use India Tax Features

The India Localization SuiteTax Engine SuiteApp includes the India Tax Manager role after installation. This default role has the required permissions to use the SuiteApp.

Using the Administrator role, you can assign the India Tax Manager role to your employees or create customized roles using this default role as a template. You need to assign the permissions in the following table to your customized roles.

For information about customizing and creating roles, see Customizing or Creating NetSuite Roles.

For information about assigning permissions, see NetSuite Permissions Overview.

Subtab

Permission

Access Level

Lists

Accounts

Full

Custom Record Entries

Warning:

This permission is not restricted to India Localization SuiteTax Engine only. Adding this permission will also provide access to other custom record entries where access type is set to Require Custom Record Entries Permission. For more information, see Setting Permissions for a Custom Record Type.

Full

Shipping Items

Full

Subsidiaries

View

Subsidiaries – Tax Engine Selection

Full

Tax Details Tab

Full

Tax Items

Full

Setup

SuiteScript Scheduling

Full

Set Up Company

View

SuiteScript

Full

Web Services

Full

Setting up India Tax Information about Subsidiary Records

The India Localization SuiteTax Engine SuiteApp enables you to calculate various taxes that applies to businesses in India. However, you must complete the following setup to calculate GST and TDS on transactions.

To set up India tax information about a subsidiary record:

  1. Go to Setup > Company > Classifications > Subsidiary.

  2. Click Edit beside the subsidiary you want to edit.

  3. Complete the following fields:

    • Tax Deduction Account Number – This is the subsidiary's 10-digit alphanumeric Tax Deduction Account Number (TAN).

    • Permanent Account Number – This is the subsidiary's 10-digit alphanumeric Permanent Account Number (PAN).

    • Deductor Type

    • Name of Person Responsible for Deduction – This is the name of the person responsible for deduction on behalf of the deductor.

    • Designation of the Person Responsible for Deduction – This is the designation of the person responsible for deduction on behalf of the deductor. The value must contain alphanumeric characters.

    • Responsible Person’s Address – This the valid address of the person responsible for deduction. The value must not contain any special characters.

    • Responsible Person’s State – This is the location of the person responsible for deduction.

    • Responsible Person’s PIN – This is the PIN code of the person responsible for deduction.

    • Responsible Person’s Email ID – This is the email address of the person responsible for deduction.

    • Mobile Number – This is the 10-digit mobile number of the person responsible for deduction.

    • PAN of Responsible Person – This is the Permanent Account Number (PAN) of the person responsible for deduction. The value must contain 10 alphanumeric characters.

To set up India tax registration on a subsidiary record:

  1. Go to Setup > Company > Classifications > Subsidiary.

  2. Click Edit beside the subsidiary you want to edit.

  3. Click the Tax Registrations subtab.

  4. In the Country column, select India.

  5. In the Nexus column, select a nexus. This dropdown list includes nexuses of the selected country only. When you select a nexus, the Tax Agency field automatically populates.

    For information about setting up nexuses, see Setting Up Nexuses in SuiteTax.

  6. In the Tax Reg. Number column, enter the Goods and Services Tax Identification Number (GSTIN).

  7. In the Tax Engine column, select NetSuite India SuiteTax Engine SS2.

  8. In the Effective From column, enter the start date of the nexus's validity for the subsidiary.

  9. In the Valid Until column, enter the end date of the nexus's validity for the subsidiary.

    You can leave the field blank if there is no end date for the nexus’s validity for the subsidiary. However, if the subsidiary is no longer registered for tax in this nexus or if the fiscal structure has changed, you must enter a date in this field.

  10. In the Registration Type column, select the subsidiary’s GST registration type:

    • Regular – Select this type if the subsidiary is registered under GST and has a GSTIN.

    • Composite Dealer – Select this type if the subsidiary is registered under the Composition Scheme of GST and has a GSTIN.

  11. Click Save.

GSTIN is a unique identification number issued to businesses registered under GST in India. GSTIN consists of 15 alphanumeric characters. You can verify GSTIN on the GST online portal of the Government of India.

Importing India Tax Rules through CSV

You can import India tax rules through CSV. To import tax rules successfully, ensure the following:

For more information about importing data through CSV, see Guidelines for CSV Import Files.

To import India tax rules using a CSV file:

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

  2. In 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 a value based on the tax rule you are uploading:

      • For GST, select Tax Rate Rule.

      • For TDS, select any of the following:

        • Tax Deduction at Source

        • Education Cess

        • Secondary Education Cess

        • Surcharge

        • Vendor Exemption

      • For TCS, select TCS Tax Rate Rule.

    3. Click Select to select your CSV file.

  3. Click Next.

  4. In the Import Options step, do the following:

    1. Select the appropriate data handling option.

    2. To display additional settings, click Advanced Options.

    3. In the Custom Form field, select Custom Tax Rate Rule Form.

  5. Click Next.

  6. In the Field Mapping step, the mapping panel displays the CSV file fields that are automatically mapped to NetSuite fields.

  7. Click Next.

  8. In the Save Mapping & Start Import step, do the following:

    1. In the Import Map Name field, enter a name for this mapping.

    2. Click Save & Run.

Related Topics

Overview
Setting Up the India Localization SuiteTax Engine
Tax Deduction at Source (TDS) for India
Goods and Services Tax (GST) for India
Tax Collection at Source (TCS) for India
Electronic Invoicing for India
Setting Up Customized Notifications
Voiding Transactions for India
Generating Invoices with QR Codes for India

General Notices