Tax Permissions

• Tax Setup Permissions

• Other Tax Permissions

Tax Setup Permissions

Administrators can access the tax setup tasks in the Accounting section of the Setup tab.

If you are an administrator, you can create new roles or customize roles to add tax permissions or modify access levels for tax permissions. For information about assigning permissions to roles, see Customizing or Creating NetSuite Roles.

Refer to the following table for permissions required for the tax setup tasks.

For details about permissions, see Permissions Documentation.

Setup Task	Permission	Help Topic
Setup > Accounting > Set Up Taxes	Tax Items	See Set Up Taxes and Customizing Tax Fields on Transaction Forms
Setup > Accounting > Nexuses Setup > Accounting > Nexuses > New	Tax Items	See Nexuses and Subsidiaries
Setup > Accounting > Tax Control Accounts Setup > Accounting > Tax Control Accounts > New	Accounts	See Tax Control Accounts Overview
Setup > Accounting > Tax Types Setup > Accounting > Tax Types > New	Tax Items	See Tax Types Overview
For U.S. only: Setup > Accounting > Use State Sales Tax Tables	Import State Sales Tax	See Importing the State Sales Tax Table
Setup > Accounting > Manage Tax Periods	Manage Tax Reporting Periods Manage Accounting Periods – Required for setting up a full year on the Manage Tax Reporting Periods page Note: For custom roles with Manage Tax Reporting Periods permission, the menu item link is visible only if the role or user is in a subsidiary that has at least one VAT nexus.	See Working with Tax Periods
Setup > Accounting > Tax Codes Setup > Accounting > Tax Codes > New	Tax Items	See Tax Codes Overview
Setup > Accounting > Tax Schedules Setup > Accounting > Tax Schedules > New	Tax Schedules	See Creating Tax Schedules
Setup > Accounting > Tax Groups Setup > Accounting > Tax Groups > New	Tax Items	See Tax Groups Overview
Setup > Accounting > Manage Tax Reporting	For information about roles and permissions for VAT/GST reporting, see Creating or Customizing Roles to Use the International Tax Reports.	See Nature of Transaction Code and Applying Nondeductible Input Tax on Transactions
Setup > Withholding Tax	For information about roles and permissions for withholding tax features, see Creating or Customizing Roles to Use Withholding Tax Features.	See Setting Up Withholding Tax

Other Tax Permissions

The following table shows the permissions for using tax fields, records, reports, and setup pages.

Permission	Usage
Accounts	View, edit, and create tasks for tax control account records and lists
Tax Items	View, edit, create, and search tasks for the following records, lists, fields, and pages: Nexus Sales Tax Item State Set Up Taxes Tax Code Tax Detail Tax Group Tax Item Tax Type Taxation Type
Tax Schedules	View, edit, create, and search tasks for tax schedules
Balance Sheet	View the Sales Tax Liability By Tax Agency report
Purchases	View the following reports: GST on Purchases Detail GST on Purchases Summary GST/HST on Purchases Detail GST/HST on Purchases Summary PST on Purchases Detail PST on Purchases Summary VAT on Purchases Detail VAT on Purchases Summary
Sales	View the following reports: GST on Sales Detail GST on Sales Summary GST/HST on Sales Detail GST/HST on Sales Summary PST on Sales Detail PST on Sales Summary VAT on Sales Detail VAT on Sales Summary
Tax	Set up the Business Activity Statement View the Business Activity Statement report View the Tax Form for Japan Use the following tasks and reports: GST on Purchases Detail GST on Purchases Summary GST/HST on Purchases Detail GST/HST on Purchases Summary PST on Purchases Detail PST on Purchases Summary VAT on Purchases Detail VAT on Purchases Summary GST on Sales Detail GST on Sales Summary GST34 Worksheet GST/HST on Sales Detail GST/HST on Sales Summary PST on Sales Detail PST on Sales Summary VAT on Sales Detail VAT on Sales Summary Sales Tax Liability By Tax Agency Sales Tax Liability By Tax Item Sales Tax Liability Sales Tax on Sales Detail Sales Tax on Sales Summary Sales Tax Transaction Detail GST/HST Audit Summary GST/HST on Purchases Detail GST/HST on Purchases Summary GST/HST on Sales Detail GST/HST on Sales Summary
Manage Accounting Periods	Search accounting periods Generate tax reporting periods
Manage Tax Reporting Periods	Manage tax reporting periods (close and open periods) View, create, edit, and search tax reporting periods
Pay Sales Tax	Use the following tasks: Pay PST Pay Sales Tax Search Tax Payments Tax Payments
Pay Tax Liability	Use the following tasks: GST Liabilities Pay Tax Liability Tax Liabilities VAT Liabilities Write GST Liability Write Tax Liability
Process GST Refund	Use the Process GST/HST Refund task

General Notices