Wolters Kluwer CCH® SureTax®

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    CCH® SureTax® for Legacy NetSuite User Guide

    Updated: June 27, 2024

    Overview of CCH SureTax

    CCH SureTax for NetSuite is a plug-in that integrates the CCH SureTax Console solution with NetSuite. With CCH SureTax for NetSuite installed, you can accurately calculate sales tax for the United States without the need to maintain sales tax rates inside NetSuite.

    When you compute sales tax on a transaction in NetSuite, the CCH SureTax for NetSuite Plug-in sends order information from NetSuite through CCH SureTax Web Services to the CCH SureTax Console. The calculated sales tax is then sent back to NetSuite through CCH SureTax Web Services.

    Features

    With CCH SureTax for NetSuite, you can do the following:

    • Manage sales tax for transactions created on any of the following NetSuite forms: -New Sales Order -New Invoice -New Estimate -New Cash Sale -New Credit Memo -New Authorize Return -New Cash Refund -New Purchase Order -New Bill -New Requisition -New Bill Credit -New Vendor Authorize Return -Time Tracking Forms
    • Display detailed results of the sales tax calculation on the transaction summary of NetSuite transaction forms
    • Quickly validate any customer's or vendor's address within the United States for proper tax assignment
    • Manage customer/vendor exemptions
    • Automatically calculate tax on orders imported from Excel
    • Track tax calculation status for each order
    • Calculate tax on orders submitted through your SuiteCommerce Advanced web store

    Installing and Configuring CCH SureTax

    Accessing the CCH SureTax Bundle

    In order to access the CCH SureTax bundle, contact CCH Support and provide your NetSuite account ID. A CCH representative will submit a request to make the bundle available for installation.

    As a precaution, a company needs to determine the level of access for their users. By default, the CCH SureTax-Configuration record type only allows Administrators to access the data. A company needs to grant appropriate permissions to any user role that modifies customer records or creates or edits transactions. If a user does not have appropriate permissions, they will receive an error message.

    The following permissions are required for all roles in order to use CCH SureTax for NetSuite:

    Record Name Permission Level
    CCH® SureTax® - Batch Record Type View
    CCH® SureTax® - Exemption Code View
    CCH® SureTax® - Reg. Type Code View
    CCH® SureTax® - Sales Type Code View
    CCH® SureTax® - Tax Included Code View
    CCH® SureTax® - Tax Object Setup View
    CCH® SureTax® - Tax Situs Rule View
    CCH® SureTax® - Tax Types View
    CCH® SureTax® - Trans Type Code View
    CCH® SureTax® - Unit Type Code View
    CCH® SureTax® - Basic Config View
    CCH® SureTax® - Call Log Edit
    CCH® SureTax® - Call Detail Log Edit
    CCH® SureTax® - Exemption Reason View
    CCH® SureTax® - Expense Cat Mapping View
    CCH® SureAddress® - Configuration View
    CCH® SureTax® - Map Tax Types View
    CCH® SureTax® - Tax Code Mapping View
    CCH® SureTax® - Sales Tax Mapping View

    Installing the Bundle

    To install the CCH SureTax bundle, do the following:

    1. Select Customization > SuiteBundler > Search & Install Bundles.
    2. Select Advanced.
    3. Enter the keywords SureTax for NetSuite.
    4. Click Search.
    5. The following bundles need to be installed:
      • CCH SureAddress for NetSuite
      • CCH SureTax for NetSuite Sales (Includes SuiteCommerce Standard and SuiteCommerce Advanced)
      • CCH SureTax for NetSuite Purchasing
    6. Click Install for each bundle.
    7. On the Preview Bundle Install window, select your preference of replace or preserve for the build contents that are affected by the install.
    8. Click Install Bundle. Note: We recommend you use the default selections.

    Configuring CCH SureTax for NetSuite

    The following section contains information about required configurations that must be performed before CCH SureTax for NetSuite can be used.

    Configuring System Settings

    To use CCH SureTax for NetSuite, system level settings including CCH SureTax credentials, AV Connection Config, default ship-from address, order defaults, and shipping and handling defaults must be configured. To configure the system settings, do the following:

    1. Select CCHSureTax > Configuration > Basic Configuration.
    2. Enter the CCH SureTax URL, CCH SureTax RP URL, Client Number, and the Validation Key provided by CCH support. Installing and Configuring CCH SureTax®. This Company ID will default for every subsidiary. If you have multiple subsidiaries that need unique Company IDs, complete the following steps:
      • Select Setup > Company > Subsidiaries.
      • Select Edit from the menu to assign the subsidiary its own Company ID.
      • In the Company ID section, enter the ID created in the CCH SureTax Console.
      • Click Save.
    3. Select a default tax code. This tax code will default to new and existing customer accounts if the tax item field is blank when the record is saved. The setting also acts as the default for new accounts created through NetSuite SuiteCommerce. For more flexibility, you can set up a default tax code for each subsidiary using the Default Tax Code setting on the subsidiary card. Please note that new customer accounts created through NetSuite SuiteCommerce will always default to the selected tax code on the CCH SureTax Configuration screen, regardless of the subsidiary.
    4. Click Save to test your connection.
    5. Select the Default Ship-From Address tab
    6. Enter the default ship-from street address in Address line 1.
    7. Enter the default ship-from city, state, and postal code in Address line 2.
    8. Click Validate Ship-From Address.

    Configuring the Order of Scripted Records

    Before using CCH SureTax with NetSuite, confirm that the order of the SuiteApps scripted records follows the following recommendations:

    1. Select Customization > Scripting > Scripted Records.

    2. Click Edit on the records supported by the CCH SureTax

      1. Order (Sales Order)
      2. Cash Sale
      3. Credit Memo
      4. Cash Refund
      5. Invoice
      6. Estimate
      7. Return Authorization
    3. Drag all CCH SureTax user event scripts and client scripts to the bottom of the list.

      Note: This is the recommended order to be sure CCH SureTax is using the most up-to-date

    information to make the tax calc for each order. If you have other SuiteApps, you will need to decide if their added functionality will affect the fields used to calculate tax. If so, we recommend our scripts run after.

    Testing Configuration

    Do the following to test each subsidiary to be sure your tax codes were created properly:

    1. Create a sales order.
    2. Select a customer that belongs to each subsidiary that a tax code was created for.
    3. Add a line to the order.
    4. Click Save.
    5. Verify the tax was calculated and saved in the Tax Total field. Make sure no errors were thrown on the NetSuite side.
    6. Repeat steps 1 through 5 for all other subsidiaries affected by this change.

    Creating a New Tax Item

    By default, the following tax items exist in CCH SureTax with NetSuite:

    SureTax - Federal Sales and Use Tax SureTax – State Sales and Use Tax SureTax – County Sales and Use Tax SureTax – City Sales and Use Tax SureTax – Local Sales and Use Tax SureTax – (authority) Sales and Use Tax

    Do the following to create a new tax item:

    • Navigate to Lists > Accounting > Items.
    • Click New Item and create a new item of type: Other Charge – For Resale.
    • Enter the Item Name/Number.
    • Under the Classification section banner, select the appropriate Subsidiary.
    • Select the Accounting tab and choose the correct General Ledger account and Tax Schedule.
    • Click Save.

    Mapping Tax Types

    The purpose of the Map Tax Types function is to map similar CCH SureTax tax types to a designated name by State only; State and County only; or State, County, and City. With the map tax types function, same tax types are grouped together by state, county, and city, and listed as a single tax item in reporting.

    1. Select CCH SureTax > Configuration > Map Tax Types.

    2. Click New CCH SureTax – Map Tax Types and do the following:

      • To map the tax types at the State level, enter the values for State only.

      • To map the tax types at the County level, enter the values for State and County.

      • To map the tax types at the City level, enter the values for State, County, and City.

        Note: All entries must be made in capital letters. Priority of mapped tax types will be City level, then County level, and then State level.

      • Select the created map tax type item and the CCH SureTax tax type code to which you are mapping.

      • Click Save.

    3. On any Accounts Receivable form, go to the CCH SureTax tab and select the Group Like Taxes check box.

    4. Enter the mapped addresses on the forms.

    5. As taxes are generated, the like taxes will be grouped.

    6. The generic tax names will be replaced with the name of the mapped tax items.

      Notes:

      • The same number of Tax Items are displayed when Mapped/Unmapped with Group Like Taxes Option is checked.
      • The map tax type item and the item which is selected on any form should be in the same subsidiary.
      • Admin users can map tax items.

    Generating Reports

    To generate reports which list out sales tax:

    1. Navigate to Reports > Sales > Sales by Item > Detail.
    2. Sales tax will be listed under the "Other Charge" parent.

    For a tax item to be posted to a GL account, the tax item must be associated with a GL account. When tax is calculated on a transaction, the tax is itemized and each tax item is added to the sales order as line items. Once the transaction is invoiced, the tax items flow to their associated GL accounts.

    Setting Defaults

    Setting the Default Ship-from Address

    Before using CCH SureTax with NetSuite, CCH SureTax field defaults must be configured. To configure the Default Ship from Address, do the following:

    1. Select SureTax > Configuration > Basic Configuration.
    2. Select Default Ship-from Address.
    3. Enter information for the Default Ship-from Address:
      • Address 1
      • Address 2 (Optional)
      • City
      • State
      • Zip
      • Country
    4. Click Save.

    Setting Order Defaults

    Before using CCH SureTax with NetSuite, CCH SureTax field defaults must be configured. To configure the CCH SureTax field defaults, do the following:

    1. Select SureTax > Configuration > Basic Configuration.

    2. Select Order Defaults.

    3. Configure defaults for the following SureTax fields:

      • Group Like Taxes
      • Enable SureTax Calculation
      • Sales Type Code
      • Regulatory Code
      • Tax Exemption Code
      • Unit Type Code
      • Tax Exemption Reason
      • Tax Included Code
      • Tax Situs Rule
      • Transaction Type Code
      • Default Tax Code
      • Tax Exemption Reason
    4. Click Save.

      Note: The CCH SureTax fields on transaction forms will first default from the selections made on the Customer and Item forms.

    Configuring Shipping and Handling Defaults

    Before using CCH SureTax with NetSuite, CCH SureTax field defaults must be configured. To configure the CCH SureTax Shipping and Handling field defaults, do the following:

    1. Select SureTax > Configuration > Basic Configuration.

    2. Select Shipping and Handling.

    3. Configure defaults for the following SureTax Shipping and Handling fields

      • Enable SureTax Calculation
      • Sales Type Code
      • Regulatory Code
      • Tax Exemption Code
      • Unit Type Code
      • Tax Included Code
      • Tax Situs Rule
      • Shipping Transaction Type Code
      • Handling Transaction Type Code
      • Tax Exemption Reason
    4. Click Save.

      Note: The CCH SureTax fields on transaction forms will first default from the selections made on the Customer and Item forms.

    Using CCH SureTax for NetSuite: Accounts Receivable

    With CCH SureTax for NetSuite, you can quickly and accurately calculate sales tax on seven separate forms in your NetSuite ERP. For each form, you will see the same customized fields showing the line item rate, line item amount, description, Enable CCH SureTax, Tax Situs Rule, Sales Type Code, Unit Type, Transaction Type Code, Tax Included Code, Tax Exemption Code, and Regulatory Code. Also on these forms, you will see an additional tab called CCH SureTax. Under this tab, you can view the total tax, latest CCH SureTax Transaction ID, and CCH SureTax call log grid where you can view the ID, last modified date, method, header message, error message, item messages, response code, successful, status, and transaction ID columns.

    The following forms are supported:

    • New Sales Order
    • New Invoice
    • New Estimate
    • New Cash Sale
    • New Credit Memo
    • New Authorize Return
    • New Cash Refund
    • Time Tracking Forms

    Validating a Customer's Address

    1. Select Lists > Relationships > Customers > New or Search.
    2. Select Edit.
    3. Under the Address tab, enter an address 1, City, State, Zip, and Country.
    4. Click OK and verify the result.

    Calculating Tax for Supported Forms

    1. Add items.
    2. Click Save.
    3. All the SureTax type code 01 – 05 and U1 – U5 will be combined together in the items grid.
    4. The Total Tax Amount under the CCH SureTax tab will be populated.
    5. See the CCH SureTax tab for the latest CCH SureTax Transaction ID and to check whether tax was calculated with like taxes checked.
    6. To check for errors returned from CCH SureTax while calculating tax, select the CCH SureTax tab, and then select CCH SureTax Call Log.

    Managing Customer Exemptions

    When calculating sales tax, exemptions can be managed through NetSuite or through the CCH SureTax console:

    To manage exemptions through NetSuite, do the following:

    1. Select Lists > Relationships > Customers.

    2. Edit a customer.

    3. Select the CCH SureTax tab.

    4. Add the exempt number and the exempt reason.

      Note: If a customer has an exempt number and exempt reason in NetSuite, all orders for that customer will be 100% exempt.

    NetSuite Fields Sent to CCH SureTax Console

    This section defines the relationship and value for each field between the plug-in and CCH SureTax.

    -SureTax Class. The name of the class from the web service that is used for our plug-in. -Class field. The name of each field used in the plug-in. -NetSuite Form. The path to the form in which that particular field can be found. -Value. Explains what that field is.!

    NetSuite Fields Sent to CCH SureTax Console

    This section defines the relationship and value for each field between the plug-in and CCH SureTax.

    • Field name. The name of each field used in the plug-in.
    • NetSuite Form. The path to the form in which that particular field can be found.
    • Value. Explains what that field is.
    Field Name NetSuite Form Value
    Customer Identifier Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Internal ID
    Tax Included code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Tax included code in detail transaction
    Unit type Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Unit type in detail transaction
    Tax situs rule Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Tax situs rule in detail transaction
    Trans type code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Trans type code in detail transaction
    Sales type code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Sales type code in detail transaction
    Regulatory code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Regulatory code in detail transaction
    Tax exemption code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Tax exemption code in detail transaction
    Trans Date Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Transaction Date
    Total revenue Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Total revenue in detail transaction
    Transaction ID Sales Order/Invoice/Cash Sales Quote/Credit Memo/Return Authorization Trans ID
    Item ID Quotes/Sales Order/Invoice/Cash Sales /Credit Memo/Return Authorization First item is 1, Second is 2, etc.
    Lines Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Items sub list
    ProductCode Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Internal Item ID or Shipping Method
    Quantity Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Unit
    SalesAmount Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Revenue
    Ship From Address Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Ship from Zip code
    ShipToAddress Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Ship-to address zip code
    Tax Exemption Reason Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization/Cash Refund/Opportunity ExemptReasonCode

    Fields Updated in NetSuite from CCH SureTax Console

    Field Name NetSuite Form Value
    Tax Rate Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Tax rate on Items and Expenses sublist for item returned by CCH SureTax Tax Calc
    Transaction ID Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Latest SureTax Transaction ID on SureTax Tab returned by SureTax Tax Calc
    Total Tax Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Total Tax on Suretax Tab returned by SureTax Tax Calc
    Header Message Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Header Message on SureTax Tab returned by SureTax Tax Calc
    Status Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Status of Tax Calculation on SureTax Tab returned by SureTax Tax Calc
    Response Code Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Response code on SureTax Tab returned by SureTax Tax Calc
    Successful Quotes/Sales Order/Invoice/Cash Sales /Credit Memo/ Return Authorization Successful on SureTax Tab returned by SureTax Tax Calc
    Item Message Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Item message on SureTax Tab returned by SureTax Tax Calc
    Tax Type Description Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Tax type desc on Items and Expenses sublist for item returned by SureTax Tax Calc
    Total Sales Amount Quotes/Sales Order/Invoice/Cash Sales/Credit Memo/Return Authorization Total sales amount on Items and Expensessublist for heading returned by SureTax Tax Calc

    Using CCH SureTax for NetSuite: Accounts Payable

    With CCH SureTax for NetSuite, you can quickly and accurately calculate sales tax on five separate forms in your NetSuite ERP. For each form, you will see the same customized fields showing the line item rate, line item amount, description, Enable CCH SureTax (A/P), Tax Situs Rule (A/P), Sales Type Code (A/P), Unit Type (A/P), Transaction Type Code (A/P), Tax Included Code (A/P), Tax Exemption Code (A/P), and Regulatory Code (A/P). Also on these forms, you will see an additional tab called CCH SureTax. Under this tab, you can view the total tax, latest CCH SureTax Transaction ID, and CCH SureTax call log grid where you can view the ID, last modified date, method, header message, error message, item messages, response code, successful, status, and transaction ID columns.

    The following forms are supported:

    • New Purchase Order
    • New Bill
    • New Requisition
    • New Bill credit
    • New Vendor Authorize Return!

    Validating a Vendor's Address

    1. Select Lists > Relationships > Vendors.
    2. Select Edit.
    3. Under the Address tab, enter an address 1, City, State, Zip, and Country.
    4. Click OK and verify the result.

    Calculating Tax for Supported Forms

    1. Add items.
    2. Add expenses.
    3. Click Save.
    4. All the CCH SureTax type code 01 – 05 and U1 – U5 will be combined together in the items grid.
    5. Verify the line item Amount column added to the Items grid.
    6. Verify the tax details are added in the description column in the items grid.
    7. Verify the tax summary or SureTax tab for Total Tax.
    8. Verify the Sales Tax tab for the calculation status. The status field will provide information regarding whether the tax calculation was successful or if errors occurred.

    Managing Vendor Exemptions

    When calculating sales tax, exemptions can be managed through NetSuite or through the CCH SureTax console.

    To manage exemptions through NetSuite, do the following:

    1. Select Lists > Relationships > Vendors.

    2. Edit a vendor.

    3. Select the CCH SureTax tab.

    4. Add the exempt code, Sales type code, and check Enable CCH SureTax calculation.

      Note: If a vendor has an exempt code in NetSuite, all orders will be 100% exempt.

    NetSuite Fields Sent to CCH SureTax Console

    This section defines the relationship and value for each field between the plug-in and CCH SureTax.

    • Field name. The name of each field used in the plug-in.
    • NetSuite Form. The path to the form in which that particular field can be found.
    • Value. Explains what that field is.
    Field Name NetSuite Form Value
    Customer Identifier Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Internal ID
    Tax Included code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Tax included code in detail transaction
    Unit type Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Unit type in detail transaction
    Tax situs rule Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Tax situs rule in detail transaction
    Trans type code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Trans type code in detail transaction
    Sales type code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Sales type code in detail transaction
    Regulatory code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Regulatory code in detail transaction
    Tax exemption code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Tax exemption code in detail transaction
    Trans Date Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Transaction Date
    Total revenue Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Total revenue in detail transaction
    Transaction ID Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Trans ID
    Item ID Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization First item is 1, Second is 2, etc.
    Lines Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Items sublist
    ProductCode Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Internal Item ID or Shipping Method
    Quantity Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Unit
    SalesAmount Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Revenue
    Ship From Address Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Ship from ZIP code
    ShipToAddress Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Authorization Ship-to address ZIP code
    Tax Exemption Reason Tax Exemption Reason NetSuite Form = Purchase Order/Bill/Bill Credit/Vendor Return Authorization ExemptReasonCode

    Fields Updated in NetSuite from CCH SureTax Console

    Field Name NetSuite Form Value
    Tax Rate Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Tax rate on Items and Expenses sublist for item returned by SureTax Tax Calc
    Transaction ID Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Latest SureTax Transaction ID on SureTax Tab returned by SureTax Tax Calc
    Total Tax Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Total Tax on Suretax Tab returned by SureTax Tax Calc
    Header Message Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Header Message on SureTax Tab returned by SureTax Tax Calc
    Status Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Status of Tax Calculation on SureTax Tab returned by SureTax Tax Calc
    Response Code Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Response code on SureTax Tab returned by SureTax Tax Calc
    Successful Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Successful on SureTax Tab returned by SureTax Tax Calc
    Item Message Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Item message on SureTax Tab returned by SureTax Tax Calc
    Tax Type Description Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Tax type desc on Items and Expenses sublist for item returned by SureTax Tax Calc
    Total Sales Amount Purchase Order/Bill/Bill Credit/Requisition/Vendor Return Total sales amount on Items and Expenses sublist for heading returned by SureTax Tax Calc

    Using CCH SureTax for NetSuite: Project Management

    The Project Management Module allows the user to invoice a billable item, when the project's billing type is Time and Materials.

    1. In the Project Management Module, create a project of Billing Type – Time and Materials.
    2. Submit a time tracking form where the Billable check box is checked and the service item is selected.
    3. When you invoice, the CCH SureTax taxes are generated for the Billable Time Records.
    4. The CCH SureTax fields and values are retrieved from the Customer, Item, and Basic Configuration forms as mentioned in the below table.
    Transaction Item Field Source Form Source Field Secondary Choice
    Enable CCH SureTax Customer Enable CCH SureTax Basic Configuration/ Order Defaults — Enable CCH SureTax
    Unit Type Item Unit Type Basic Configuration/ Order Defaults — Unit Type Code
    Tax Included Code Item Tax Included Code Basic Configuration/ Order Defaults — Tax Included Code
    Tax Situs Rule Item Tax Situs Rule Basic Configuration/ Order Defaults — Tax Situs Rule
    Transaction Type Code Item Transaction Type Code Basic Configuration/Order Defaults — Transaction Type Code
    Sales Type Code Customer Sales Type Basic Configuration/Order Defaults — Default Sales Type
    Regulatory Code Basic Configuration Default Provider Type Basic Configuration/ Order Defaults – Regulatory Code
    Tax Exemption Code Customer Exemption Code Basic Configuration/Order Defaults — Tax Exemption Code
    Group Like Taxes Basic Configuration Group Like Taxes Basic Configuration/Order Defaults – Group Like Taxes
    Default Tax Code Basic Configuration Default Tax Code Basic Configuration/Order Defaults – Default Tax Code
    Tax Exemption Reason Customer Exemption Reason Basic Configuration/Order Defaults — Tax Exemption Reason

    Using CCH SureTax for SuiteCommerce Advanced

    With CCH SureTax for NetSuite v1.0, you can quickly and accurately calculate sales tax on sales orders submitted using the web store checkout. To do this you must have the CCH SureTax for NetSuite v1.0 plug-in installed.

    Configure Your NetSuite Account

    1. Select Setup > SuiteCommerce Advanced > Set Up Web Site.

    2. Select Edit.

    3. Under the Setup tab, enable Scriptable Cart and Checkout.

    4. Click Save.

    5. Select Setup > CCH SureTax > Configuration.

    6. Select a default tax code for new accounts created through NetSuite SuiteCommerce. If this is left blank, users may receive errors when trying to submit an order using a customer account with blank tax item.

      Note: This will also be a default for new and existing customer accounts in NetSuite, unless

    you are using the subsidiary tax code default setting. Any customer records with a blank tax item will update to the default when saved.

    How it Works

    Once your website is configured, CCH SureTax will calculate tax each time the website triggers a tax calculation and the tax amount returned from CCH SureTax will be updated in the tax amount field. Furthermore, all orders created on the web site will be sent to CCH SureTax as queries so they will not impact the tax liability until they are transferred as a cash sale or invoice in NetSuite.

    Things to Note

    For sales orders created on the website, CCH SureTax can only exempt customers based on exemptions assigned to them in the CCH SureTax Console. The add-on will not recognize the tax-exempt number field on the customer card in NetSuite.

    Different from sales orders created in NetSuite, CCH SureTax will calculate tax on all web site orders regardless if the customer account is using a CCH SureTax tax item or not, except if the tax item is blank. However, in order to calculate tax with CCH SureTax on an order in NetSuite, a CCH SureTax tax code needs to be assigned.

    CCH SureTax supports item-specific promotions on web site orders and promotions that are applicable for all items.











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