How to set up tax calculation overrides in the NetSuite SuiteTax Adapter for GTD

NetSuite allows you to override GTD’s tax details for a transaction and manually enter tax information. When you set up the adapter, you can choose to manually enter tax information for transactions or to have GTD do the tax determination for you.

To change this setting, follow these steps:

1. Go to Customization > Lists, Records, & Fields > Record Types.
2. In the Sovos Configuration Record row, click List.
   
   
   
   
3. In the Sovos Configuration row, click Edit.
   
   
   
   
4. On the Sovos Configuration Record screen go to the Sovos Tax Configuration tab.
5. Select the appropriate options based on what you want to happen in GTD when there's an override in NetSuite:
   • If you want overrides through NetSuite to trigger a back tax calculation call to GTD:
     • Select Sovos Enable Tax Calc Type 5 For Overrides
     • Clear Do Not Audit To Sovos
   • If you want overrides through NetSuite to trigger a calc tax calculation call to GTD:
     • Clear Sovos Enable Tax Calc Type 5 For Overrides
     • Clear Do Not Audit To Sovos
   • If you don't want overrides through NetSuite to trigger any calls to GTD:
     • Select Do Not Audit To Sovos
     
     
     
     

6. Click Save.