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, credit memos or sales orders.

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, credit memo or sales order but only if all specified conditions are met.

To create a new Tax Compliance Text record, go to Setup > Accounting > Customize Document 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 Customize Document Template page. In that case, go to Lists > Accounting > Tax Compliance Text.

The Tax Compliance Text record contains the following required field:

Field	Description
Text to Print	Enter the tax-related text. It will be printed on your invoice, credit memo or sales order if all defined conditions are met.

Field

Description

Text to Print

Enter the tax-related text. It will be printed on your invoice, credit memo or sales order 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. Note the text in the Text to Print field must also be in this language. The setting must match customer, transaction, or subsidiary language setting.
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.

Field (Filter)

Description

Language

Use this filter to specify the language in which the text is defined. Note the text in the Text to Print field must also be in this language. The setting must match customer, transaction, or subsidiary language setting.

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.

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