Setting U.S. Tax Preferences

You can set U.S. sales tax preferences at Setup > Accounting > Taxes > Set Up Taxes.

The following preferences are available when configuring tax for nexuses in the United States.

In NetSuite U.S. edition accounts without Advanced Taxes, a customer isn't taxable only if the following conditions are true:

Previously, on the customer record, if the Tax Item field has a value, the system ignores it if the Taxable box isn't checked.

Similarly, the system ignores any tax codes or tax schedules selected on the item record or transaction record for that customer.

In 2012.2, a change in the tax lookup for U.S. edition NetSuite accounts removed the values in the Tax Item field on customer records in which the Taxable box isn't checked. If you are using the Tax Item field for purposes other than tax lookup, manually set the Tax Item field back to its original value. If Tax Item field has a value, the tax lookup returns that value instead of not taxable even if the Taxable box isn't checked. For example, you can set the Tax Item field to Avalara even if the Taxable box isn't checked.

Changing the Tax Total Label

You can change the label for the Tax Total field. This field appears on transactions forms for printing and for sending by email.

To change the Tax Total label:

  1. Go to Customization > Forms > Transaction Forms.

  2. For custom forms, select the Edit link next to the form name. If you want to create a custom form, click the Customize link next to the form name.

  3. Click the Printing Fields subtab, and click the Footer subtab.

  4. Edit the label of the Tax Total.

  5. Click Save.

Related Topics

General Notices