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Version: Current

Tax Rates

Overview

📥 Direction: NetSuite → Zudello
🔄 Sync Type: Full sync
⏱️ Frequency: Daily or on-demand

Tax rate data flows from NetSuite to Zudello to maintain accurate sales tax calculations. This integration synchronizes sales tax items with their associated rates, converting NetSuite's decimal format to Zudello's percentage representation.

Key Benefits

Accurate Tax Calculations - Precise rate synchronization
Multi-Jurisdiction Support - Handle complex tax scenarios
Automatic Conversion - Decimal to percentage transformation
Compliance Ready - Up-to-date tax rates for reporting

Field Mappings

Zudello FieldNetSuite FieldData TypeNotes
codeitemIdStringTax item code
namedisplayNameStringTax rate description
rateratePercentageConverted from decimal (e.g., 0.1 → 10%)
tax_typetaxTypeRelationReference to tax type/solution
effective_dateeffectiveFromDateRate effective date
statusisInactiveStringtrue = INACTIVE, false = ACTIVE
subsidiarysubsidiaryRelationApplicable subsidiary

API Configuration

SuiteQL Configuration

  • Table: SalesTaxItem
  • Join Tables: TaxType, Subsidiary
  • Record Type: Tax items only (not tax groups)
  • Filter: Both active and inactive rates

Query Optimization

  • Filtered by item type = 'Tax Item'
  • Ordered by subsidiary, then code
  • Includes historical rates
  • Excludes tax groups/codes

Sync Configuration

Full Sync Rationale

  • Tax rates change infrequently
  • Critical for calculation accuracy
  • Ensures no orphaned rates
  • Simplifies rate management

Processing Strategy

  1. Extract all tax items
  2. Convert rate format
  3. Validate relationships
  4. Replace entire dataset

Processing Logic

Rate Conversion

NetSuite Rate (Decimal) → Zudello Rate (Percentage)
- NetSuite: 0.1 → Zudello: 10%
- NetSuite: 0.075 → Zudello: 7.5%
- NetSuite: 0.0825 → Zudello: 8.25%

Status Mapping

  • Active Rates: isInactive = false → Status = "ACTIVE"
  • Inactive Rates: isInactive = true → Status = "INACTIVE"
  • Expired Rates: May remain active with date restrictions
  • Future Rates: Loaded but effective date controlled

Multi-Rate Handling

  • Same tax type can have multiple rates
  • Effective dating determines applicable rate
  • Historical rates preserved for reporting
  • Rate changes tracked over time

Special Features

Jurisdiction Management

  • Federal/national rates
  • State/provincial rates
  • County/local rates
  • Special district rates

Rate Components

  • Base rate percentage
  • Surtax additions
  • Exemption thresholds
  • Cap amounts

Subsidiary Assignment

  • Rates linked to specific entities
  • Multi-subsidiary rate sharing
  • Entity-specific overrides
  • Consolidated rate management

Troubleshooting

IssueCauseSolution
Rate calculation errorsDecimal not convertedVerify rate conversion formula
Missing tax typesTax type not syncedRun tax solutions sync first
Duplicate ratesMultiple effective datesReview date-based filtering
Wrong percentageIncorrect decimal placesCheck decimal precision (0.1 = 10%)
Subsidiary mismatchEntity restrictionsVerify subsidiary assignments