1. Accounting
  2. Taxation
  3. Tax Reporting Framework
  4. Tax Reporting Framework
  5. Installing Tax Reporting Framework

Installing Tax Reporting Framework

The NetSuite Tax Reporting Framework SuiteApp is the tax reporting framework accounts with SuiteTax, accounts without SuiteTax, and accounts with localization SuiteApps installed. It provides the tax report setup options, permissions, and generation preferences. The following describes the setup requirements for you to make use of all the features and capabilities in Tax Reporting Framework:

Prerequisites for Accounts With SuiteTax

The following are the setup requirements for installing Tax Reporting Framework in accounts with SuiteTax:

  • Enable SuiteTax – To enable the SuiteTax feature, see Enabling the SuiteTax Feature.

  • Install SuiteTax Engine – To install the SuiteTax Engine, see Installing the SuiteTax Engine.

    Note:

    Do not install the SuiteTax Engine if your account only needs India or Brazil taxation. For information about NetSuite’s India Localization, see India Help Topics . For information about Brazil Reports SuiteApp, see Brazil Reports SuiteApp Installation.

  • Install SuiteTax Data Records – To install the SuiteTax Data Records, see Installing the SuiteTax Data Records Bundle.

  • Enable the following features – In NetSuite, go to Setup > Company > Setup Tasks > Enable Features and enable the following features:

    Enable Feature subtab

    Feature to enable

    Company

    • File Cabinet

    Accounting

    • Accounting Periods

    SuiteCloud

    • Item Options

    • Custom Records

    • Advanced PDF/HTML Templates

    • Client SuiteScript

    • Server SuiteScript

    • SuiteFlow

    For information about enabling features in NetSuite, see Enabling Features.

Prerequisites for Accounts Without SuiteTax

The following are the setup requirements for installing Tax Reporting Framework in accounts without SuiteTax:

  • The country is in the list of supported countries. For more information, see Tax Reporting Framework Support For Accounts Without SuiteTax.

  • A localization SuiteApp exists for your country.

  • Enable features – In NetSuite, go to Setup > Company > Setup Tasks > Enable Features and enable the following features:

    Enable Feature subtab

    Feature to enable

    Company

    • File Cabinet

    Accounting

    • Accounting Periods

    SuiteCloud

    • Item Options

    • Custom Records

    • Advanced PDF/HTML Templates

    • Client SuiteScript

    • Server SuiteScript

    • SuiteFlow

    For information about enabling features in NetSuite, see Enabling Features.

Additional Prerequisites for Tax Audit Files

The following table lists other required features and SuiteApps you must install to generate additional France, Mexico, and Singapore reports using the Tax Reporting Framework SuiteApp.

Tax Audit Files

Required Features

Required SuiteApps

France Fichier d'Ecritures Comptables (FEC)

On the Accounting subtab, enable the following features:

  • GL Audit Numbering

  • Period End Journal Entries

France Localization SuiteApp. For more information, see Installing the France Localization SuiteApp.

Note:

If you installed the Tax Reporting Framework after the France Localization has been installed or upgraded to the new version, you must update the France Localization SuiteApp component on the France Localization Overview page. For more information, see Management of France Localization Components.

Mexico Electronic Accounting

On the Accounting subtab, enable GL Audit Numbering.

Mexico Localization SuiteApp

To install, see Mexico Localization SuiteApp Installation.

Note:

If you have installed Tax Reporting Framework prior to Mexico Localization, you need to rerun the Search Installer Scheduled Script. For more information, see Adding Mexico Tax Audit Files in Saved Searches.

Singapore IRAS Audit File

On the Accounting subtab, enable GL Audit Numbering.

Singapore Localization SuiteApp. For more information, see Singapore Localization

For information about the tax audit files provided by Tax Reporting Framework, see Tax Audit Files in Tax Reporting Framework.

Installing Tax Reporting Framework

Tax Reporting Framework SuiteApp is automatically updated whenever there are enhancements or new features added. This SuiteApp is free.

Note:

You must be an administrator to install the Tax Reporting Framework SuiteApp.

To install Tax Reporting Framework:

  1. In NetSuite, go to Customization > SuiteBundler > Search & Install Bundles.

  2. In the Keywords field, enter Tax Reporting Framework.

  3. Click Search.

  4. Click Tax Reporting Framework.

    Bundle ID: 237699.

  5. On the Bundle Details page, click Install.

  6. On the Preview Bundle Install page, click Install Bundle.

    For more information about installing SuiteApps, see Installing a Bundle.

  7. After the installation completes, you must install the regional or country-specific localization SuiteApp for your nexus. See Tax Reporting Framework Localization Requirements.

To learn about the limitations of Tax Reporting Framework, see Known Limitations of Tax Reporting Framework.

To uninstall Tax Reporting Framework, see Uninstalling a Bundle. After you uninstall the SuiteApp, go to the File Cabinet and delete the bundle folder. In NetSuite, go to Documents > Files > File Cabinet > SuiteBundles. Click Delete Files and check the box for Bundle 237699. Click Delete.

Related Topics

General Notices