Creating or Customizing Roles to Use the International Tax Reports

Important:

International Tax Reports SuiteApp is not compatible with the SuiteTax feature. If the SuiteTax feature is enabled in your NetSuite account, please do not install this SuiteApp.

The international tax reporting features are accessible to the following standard NetSuite roles: Administrator, Accountant, Accountant Reviewer, and Chief Financial Officer. In addition, the following roles provided by the International Tax Reports SuiteApp have already been set up with all the required permissions, and can be used as templates for creating customized roles:

• Tax Reporting Accountant

• Tax Reporting Accountant Reviewer

• Tax Reporting CFO

• Tax Reporting Bookkeeper

If you are an Administrator, you can create a new role, or create a customized role based on a standard role or tax reporting role, and grant those new roles access to the international tax reporting features. But before you do that, take note of the following:

• If you customize any standard NetSuite role, then you must add permissions and access to scripts and other components to the new custom role so that the role can use the international tax reporting features.

• The standard Bookkeeper role cannot access the reports in the International Tax Reports SuiteApp even if you add permissions and grant the role access to scripts and reports. You should use the Tax Reporting Bookkeeper role provided by the SuiteApp.

• If you create a new role, then you must add permissions to use other NetSuite features, not those required for the International Tax Reports SuiteApp.

• If you have previously created a script that has parameters, then the new role must be granted access to both the script deployments and the script deployment parameters.

Important:

Copying a tax reporting role and saving it as a new role does not copy the script deployments and custom fields used for tax reporting. If you want to use your own customized roles to use the international tax reporting features, you should customize the Tax Reporting Accountant, Tax Reporting Accountant Reviewer, Tax Reporting CFO, or Tax Reporting Bookkeeper roles that are already included in the International Tax Reports SuiteApp. You must give your customized roles access to script deployments and other custom fields.

To enable your custom roles to use the features provided by the International Tax Reports SuiteApp, complete the steps in the following topics:

For all countries

• Permissions to Use International Tax Reports

• Granting Access to VAT/GST Reporting

• Granting Access to Sales and Purchase Reports Grouped by Tax Code

For European Union member states

• Permissions to Use International Tax Reports

• Granting Access to VAT/GST Reporting

• Granting Access to Sales and Purchase Reports Grouped by Tax Code

• Granting Access to the Manage Tax Reporting Page

• Granting Access to Intrastat Reports

• Granting Access to EU Sales Lists

Important:

Before granting access to Intrastat Reports and EU Sales Lists, you must first grant access to scripts for VAT/GST Reporting. See Granting Access to VAT/GST Reporting.

Related Topics

• NetSuite Users & Roles
• NetSuite Permissions Overview
• Defining Preferred Forms
• Defining Script Audience
• International Tax Reports
• Installing and Setting Up International Tax Reports

General Notices