SuiteTax Engine Permissions

The following are permissions and permission levels specific to the SuiteTax Engine:

Permission

Description

Level

Define Tax Registrations Format

This permission enables you to define the tax registration number format for different nexuses.

  • None

  • View

  • Create

  • Edit

  • Full

Tax Schedules

This permission enables you to access Tax Schedules and One Stop Shop (OSS) Tax Schedules information.

  • None

  • View

  • Create

  • Edit

  • Full

Nexus Setting

This permission enables you to access the Nexus Preferences on the nexus record.

The Nexus Setting permission only works if the assigned role also has the Tax Records permission.

  • None

  • View

  • Full

US Exemption Certificates

This permission enables you to create and modify Exemption Certificates.

  • None

  • View

  • Create

  • Edit

  • Full

Item Taxability Rules

This permission enables you to add and modify item taxability rules.

  • None

  • View

  • Create

  • Edit

  • Full

Note:

Full permission is defined as a permission with View, Create, Edit, and Delete enabled.

To assign permissions to roles in the SuiteTax Engine:

  1. Go to Setup > SuiteTax Engine > Manage SuiteTax Engine Roles.

  2. Click Assign SuiteTax Engine Permissions to Role.

  3. In the Role field, select a role from the list. The roles listed include all standard and custom roles.

  4. On the SuiteTax Engine Permissions subtab, select a level for each listed permission.

  5. Click Save.

To change permissions for roles in the SuiteTax Engine:

  1. Go to Setup > SuiteTax Engine > Manage SuiteTax Engine Roles.

  2. Click Edit next to the role you want to update.

  3. On the SuiteTax Engine Permissions subtab, update the selected level for the permissions listed.

  4. Click Save.

General Notices