Tax Compliance Text

If you are using either Legacy Tax or SuiteTax in your NetSuite account, you can apply the Tax Compliance Text records to add various tax-related texts to be printed on your invoices or credit memos.

Every Tax Compliance Text record consists of the text itself and several conditions (filters) for this text to be printed. This text will be printed on every invoice or credit memo but only if all specified conditions are met.

To create a new Tax Compliance Text record, go to Setup > Accounting > Customize Invoice Template, select the Tax Compliance Text subtab, and click the New Tax Compliance Text button. The Tax Compliance Text subtab also displays all already existing Tax Compliance Text records. You can view or edit them. Use the respective links.

Alternatively, you can access these records without using the ALF Invoice Template Customization dashboard. In that case, go to Lists > Accounting > Tax Compliance Text.

The Tax Compliance Text record contains the following mandatory field:

Field

Description

Text to Print

Enter the tax-related text. It will be printed on your invoice or credit memo if all defined conditions are met.

The optional fields (filters) are as follows:

Field (Filter)

Description

Language

Use this filter to specify the language in which the text is defined. Please note the text in the Text to Print field must also be in this language.

Nexus

Use this filter to specify the nexus that the tax compliance text should apply to.

Tax Code

Use this filter to specify the tax code that the tax compliance text should apply to.

Tax Transaction Type

This option is only applicable if you are using SuiteTax (otherwise, this field is not visible). Use this filter to specify the tax transaction type that the tax compliance text should apply to.

Tax Item Type

This option is only applicable if you are using SuiteTax (otherwise, this field is not visible). Use this filter to specify the tax item type that the tax compliance text should apply to.

Related Topics

Advanced Localization Features Overview
ALF Additional Features and Configuration
New Fields on Subsidiary and Customer Records
Transaction Bank Details
Method of Payment
Color Scheme and Layout
Labels and Texts Customization
Invoice Locking

General Notices