Tax Solutions
Overview
📥 Direction: NetSuite → Zudello
🔄 Sync Type: Full sync
⏱️ Frequency: Daily or on-demand
Tax solution data flows from NetSuite to Zudello to maintain consistent tax type configurations. This integration synchronizes tax types and solutions that serve as the foundation for tax rate calculations across different jurisdictions.
Key Benefits
✅ Tax Framework Setup - Establish core tax type structure
✅ Jurisdiction Management - Handle multi-state/country tax rules
✅ Compliance Foundation - Proper tax type categorization
✅ Calculation Accuracy - Correct tax type for rate application
Field Mappings
| Zudello Field | NetSuite Field | Data Type | Notes |
|---|---|---|---|
| code | name | String | Tax type code/abbreviation |
| name | description | String | Full tax type description |
| category | taxType | String | Tax category (Sales, Use, VAT, etc.) |
| jurisdiction | country | String | Applicable jurisdiction |
| status | isInactive | String | true = INACTIVE, false = ACTIVE |
API Configuration
SuiteQL Configuration
- Table: TaxType
- Record Type: Tax types and solutions
- Filter: All active and inactive types
- Order: By jurisdiction, then name
Data Requirements
- Tax types must exist before tax rates
- Categories properly defined
- Jurisdiction codes standardized
Sync Configuration
Full Sync Strategy
- Tax types change infrequently
- Foundation for other tax data
- Ensures complete taxonomy
- Simplifies relationship management
Processing Order
- Extract all tax types
- Categorize by jurisdiction
- Validate naming conventions
- Create/update in Zudello
Processing Logic
Tax Type Categories
- Sales Tax: Standard sales transactions
- Use Tax: Untaxed purchases requiring remittance
- VAT: Value-added tax for international
- GST: Goods and services tax
- Excise: Specific product taxes
- Import Duty: Cross-border taxes
Jurisdiction Handling
- Federal: National-level taxes
- State/Province: Regional taxes
- County: Local jurisdiction taxes
- City: Municipal taxes
- Special Districts: Specific area taxes
Status Management
- Active types available for assignment
- Inactive types preserved for history
- Deprecated types handled gracefully
- Future types prepared for activation
Special Features
Multi-Jurisdiction Support
- Same tax type across jurisdictions
- Jurisdiction-specific configurations
- Cross-border tax handling
- International compliance
Tax Calculation Rules
- Rate application methods
- Compound tax handling
- Exemption rules
- Threshold calculations
Reporting Categories
- Financial statement grouping
- Regulatory reporting alignment
- Audit trail maintenance
- Compliance documentation
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Tax types missing | Permissions insufficient | Check tax setup access in role |
| Category errors | Invalid tax type values | Verify tax type field mappings |
| Jurisdiction mismatch | Country code issues | Standardize jurisdiction codes |
| Orphaned rates | Tax type not synchronized | Run tax solutions sync before rates |
| Duplicate entries | Multiple tax type records | Review consolidation logic |
Related Documentation
- Tax Rates - Tax rate configurations using these types
- Subsidiaries - Entity-specific tax setups
- NetSuite Overview - General integration guidelines
- Purchase Transactions - Tax application in invoicing