Customizing Localized Tax Returns

Note:

This feature is not available for Tax Reporting Framework in accounts without SuiteTax.

With Tax Reporting Framework, you can customize a localized tax return using the tax return template in the Set Up Tax Return page. For a list of tax returns supported by Tax Reporting Framework, see VAT/GST Reports in Tax Reporting Framework.

The tax return template is pre-configured according to local requirements by default. You can customize the template by adding a new filter or configuring the existing filters. These filters affect how the SuiteApp selects the transactions to include in the report. For information about a report’s default filter configuration, refer to the country tax report’s help topic in VAT/GST Reports in Tax Reporting Framework.

When you customize a tax return template, a Use Custom Template switch appears on the Set Up Tax Return page. Disabling this feature reverts the tax return filters to its default setting. Enabling the feature restores your last saved custom template.

Note:

Only an administrator can customize a country tax report. To have full access to the Tax Return Setup page, contact your account administrator. For more information, see Roles and Permissions in Tax Reporting Framework.

• Adding a Tax Return Filter

• Configuring Tax Return Filters

When you customize localized tax returns, duplication of transactions can occur. For information on how to avoid duplicates of transactions, see Avoiding Duplicates of Transactions in Customized Tax Returns.

Adding a Tax Return Filter

You can customize a VAT/GST report by adding a new filter to the tax return template. Add a new filter when:

• You need to add a chart of account where the report retrieves the data.

• You created a custom tax code that must be included on the report.

• You want to add a search filter that is not provided on the default template.

To add a filter in the tax return template:

1. In NetSuite, go to Setup > Tax Reporting > Tax Returns.

2. Click View on the report that you want to customize.

3. Go to the report label where you want to add a new filter.

   The report labels are arranged in order of its appearance on the report. You can also use the report label’s box or line number as a guide.

4. Click Add Filter.

5. Select the report conditions for each filter box:

   Tip:

   You can select multiple report conditions on each filter box. To clear a selection, click the report condition again.

   • Search Type – This filter determines whether to search for Sales, Purchases, Expenses, or Billable Expenses.

     • To include journal entries in the report, select Sales or Purchases first, then check the Use Journals box.

     • To include shipping costs in the report, select Sales or Purchases, and then check the Include Shipping box.

   • Transaction Types – This filter determines which type of transaction to include in the report: Cash Refund, Cash Sale, Credit Memo, Credit Card, Invoice, Bill, Bill Credit, or Expense Report.

   • Tax Codes – Tax codes determine how much tax is applied to each line item on your transaction records. By default, tax codes are selected based on the requirements specific to a field in the tax return. If you need to create a custom tax code, see Creating Tax Codes in SuiteTax.

   • Tax Transaction Types – This filter determines which type of tax transaction to include in the report: Domestic Purchases, Domestic Sales, Exports, Imports, Intra-Community Purchases, or Intra-Community Sales. For more information about tax transaction types, see Tax Transaction Types in the SuiteTax Engine.

   • Tax Item Types – This filter determines which tax item to include in the report: Goods or Services. You can also select – None – to report items without a tax item type. For more information about tax item types, see Tax Item Types in the SuiteTax Engine.

   • Tax Reporting Category – Select the tax reporting category that identifies the item or select – None – to report items without a tax reporting category. For more information about Tax Reporting Category, see Assigning a Tax Reporting Category.

   • Account – This filter only appears on reports that retrieve data from the chart of account. Using this filter, you can select which account you want to include in the report.

6. Review your selected filters in Your Selections pane.

7. Click Save.

Configuring Tax Return Filters

You can customize a VAT/GST report by modifying the configuration of the filters in the tax return template.

To configure filters in the tax return template:

1. In NetSuite, go to Setup > Tax Reporting > Tax Returns.

2. Click View on the report that you want to customize.

3. Go to the report label where you want to make a filter modification.

   The report labels are arranged in order of appearance on the report. You can also use the report label’s box or line number as a guide.

4. Select a new report condition for the filter boxes:

   Tip:

   You can select multiple report conditions on each filter box. To clear a selection, click the report condition again.

   • Search Type – This filter determines whether to search for Sales, Purchases, Expenses, or Billable Expenses.

     • To include journal entries in the report, select Sales or Purchases first, then check the Use Journals box.

     • To include shipping costs in the report, select Sales or Purchases, and then check the Include Shipping box.

   • Transaction Types – This filter determines which type of transaction to include in the report: Cash Refund, Cash Sale, Credit Memo, Credit Card, Invoice, Bill, Bill Credit, or Expense Report.

   • Tax Codes – Tax codes determine how much tax is applied to each line item on your transaction records. By default, tax codes are selected based on the requirements specific to a field in the tax return. If you need to create a custom tax code, see Creating Tax Codes in SuiteTax.

   • Tax Transaction Types – This filter determines which type of tax transaction to include in the report: Domestic Purchases, Domestic Sales, Exports, Imports, Intra-Community Purchases, or Intra-Community Sales. For more information about tax transaction types, see Tax Transaction Types in the SuiteTax Engine.

   • Tax Item Types – This filter determines which tax item to include in the report: Goods or Services. You can also select – None – to report items without a tax item type. For more information about tax item types, see Tax Item Types in the SuiteTax Engine.

   • Tax Reporting Category – Select the tax reporting category that identifies the item or select – None – to report items without a tax reporting category. For more information about Tax Reporting Category, see Assigning a Tax Reporting Category.

   • Account – This filter only appears on reports that retrieve data from the chart of account. Using this filter, you can select which account you want to include in the report.

5. Review your selected filters in Your Selections pane.

6. Click Save.

Related Topics

• Assigning a Tax Reporting Category
• Setting Up Country Tax Reporting Preferences
• Generating Localized Country Tax Reports
• Viewing a Generated Country Tax Report
• Making Adjustments on a Country Tax Report
• Exporting a Country Tax Report
• Electronic Tax Filing in Tax Reporting Framework
• Country Tax Reports in Tax Reporting Framework
• Building Tax Reports with Tax Reporting Framework
• Tax Reporting Framework Error Codes
• Known Limitations of Tax Reporting Framework
• Installing Tax Reporting Framework
• Roles and Permissions in Tax Reporting Framework

General Notices