How to override tax point date in NetSuite SuiteTax

This feature is available in the following transactions only:
  • Invoice
  • Cash sale
  • Opportunity
  • Credit memo
  • Credit card
  • Return authorization
  • Estimate

If you want GTD to use a custom tax point date to calculate taxes instead of the current date, you can override the tax point date.

Open the transaction, then follow these steps:

  1. Enter the customer, location, items, and all the other required information marked by an asterisk.
  2. Go to the Tax Details tab and select Override.
  3. Enter the tax point date.



  4. Click Preview Tax or Save.