Migration of Legacy Records and Transactions to SuiteTax
Enabling SuiteTax changes most of the tax-related records across NetSuite. To understand the changes on NetSuite records when the SuiteTax feature is enabled and how existing tax information on legacy records are migrated to SuiteTax, read the following help topics:
Some tax codes and tax groups can have subsidiary restrictions on sales tax payable accounts. Certain subsidiary restrictions on a record can be incompatible with some tax types. For example, the tax code CA_CA has a tax type that contains a sales tax payable account. This tax code is also part of the CA tax group, which is inaccessible because SuiteTax is enabled. You must make sure you set the same subsidiaries on your related tax codes and tax groups in your account.
SuiteTax data is also accessible through SuiteAnalytics Connect. To query your SuiteTax data with Connect, you must access the NetSuite2.com data source, also known as the analytics data source. Note that legacy tax records are accessible through the NetSuite.com data source only. However, the NetSuite.com data source is no longer being updated, and all users are encouraged to use the NetSuite2.com data source. For more information about this change, see Changing from NetSuite.com to NetSuite2.com.