| NETSUITE ACCOUNT INFORMATION | ||
| Are you a new or existing customer? | Existing customer means production account with transactions | |
| Company Name | ||
| Sandbox Account ID (if you have one) | ||
| NetSuite Production Account ID | ||
| Which account do you want SuiteTax enabled in – Production or Sandbox? | We strongly recommend enablement and testing in a sandbox account first |
| COUNTRIES AND SUITETAX PARTNER | ||
| List the key countries that you operate in and have tax requirements for using NetSuite | This helps us understand your requirements and assess if there are other dependencies like localization in some countries | |
| Whose tax determination engine do you intend to use for tax calculations? USA Canada VAT/GST countries India Brazil Note: the NetSuite SuiteTax engine does not support China at present | You must state clearly NetSuite or SuiteTax partner name or N/A against each | SuiteTax partners are Avalara, Sovos, TaxJar, Thomson Reuters, Wolters Kluwer and Vertex Multiple partner engines in the same account are not yet supported in production accounts |
| NOTES FOR CURRENT CUSTOMERS WITH TRANSACTIONS IN NETSUITE |
| These SuiteApps and features are not supported in SuiteTax and will need to be uninstalled or disabled first before SuiteTax can be enabled in your account. International Tax Reports (ID 43003)* – VAT returns, EU Intracommunity Sales, Intrastat reportsTax Audit Files (ID 47492)*Withholding Tax (ID 47459)*Supplementary Tax Calculation* (ID 123426)Portugal Invoice Certification* (ID 33315) Mexico Compliance Features (ID 131375) – SuiteTax equivalent available Japan Localization (ID 238465, 321605 and 249424) *Warning: uninstalling these SuiteApps may result in a loss of filing data/settings from those SuiteApps so it is your responsibility to ensure reports are saved for audit purposes etc NetSuite SuiteTax has localized regional reporting bundles (there is no cost for these) for the following countries: UK, Ireland, Germany, France, Belgium, Netherlands, Sweden, Australia, New Zealand, Philippines, Singapore and India. Tax Audit files available for Germany GOBD and France FEC |
| Please list any partner SuiteApps that you currently use (for tax or non-tax). This allows us to check if the partner SuiteApp is SuiteTax compatible or not |
| NOTES FOR ALL CUSTOMERS |
| SuiteBilling with Multisub Customer requires SuiteTaxOpen Air requires each cutomers to do their own testing as configurations may differUSA Use tax – whilst not auto-calculated, purchase transaction forms have fields and the nexus is determined for you, but the selection of the tax rate is manual Not yet supported: Multiple Shipping Routes – taxes on shipping/handling charges at line levelMultibooks reporting Term Discounts – Tax on Prompt Payment discountsSuitePromotions. (internal team testing not yet complete) Features not going to be supported in SuiteTax by the NetSuite tax engine Mini One Stop ShopEU 2021 OSS and IOSS – we intend to support this but cannot provide guidance on timingCash basis tax reporting Advanced Promotions (being discountinued, to be replaced by SuitePromotions)Recurring BillingDistance Sellling (manual selection of jurisdiction and rate is possible) |
| FOR COMMERCE USERS | Response | |
| Do you use any other external e-commerce front-end? | If yes, please state name (if known) | |
| Do you use any of these features? SuiteCommerce requires 2019.1 (or later) with SuiteCommerce Base Theme 2019.1 (or later) SuiteCommerce Advanced requires SuiteCommerce Advanced 2019.1 (or later) SuiteCommerce In Store is not compatible with SuiteTax yet SiteBuilder will not be supported in SuiteTax and customers should upgrade to SuiteCommerce | Only USA and Canada are currently supported with the SuiteTax engine with commerce. VAT countries will be supported in 2022 Consult Support and the AMO contact for any questions SCIS = not planned in 2021/22 SiteBuilder upgrades should be discussed with your AMO |
| INDIA LOCALIZATION ONLY Complete only if you have a requirement for India GST/TDS Answer Yes/No to each question | ||
| Do you pay tax on exports? | ||
| Do you charge tax when you transfer stock between branches or locations? | ||
| Do you charge CESS on GST? | If yes do you charge state specific CESS? | |
| Do you operate from SEZ? | If yes do you operate from SEZ and NON SEZ? | |
| Do you require Tax inclusive pricing? | ||
| Do you charge TCS? | If yes, please provide more details on what transactions and how? | |
| Do you require E-Invoicing? |
IMPORTANT:
- SuiteTax is a non-reversible feature. Once enabled you cannot go back to the legacy engines
- SuiteTax applies to the whole NetSuite account and not selected subsidiaries
- SuiteTax uses the new Tax Point Date for tax reporting and no longer has Tax Periods
- Please read the SuiteTax topics (including SuiteTax Known Limitations) published in the Help Center
- Sandbox testing is highly recommended for all customers with transaction data
- Completion of this questionnaire does not guarantee SuiteTax enablement