Best Practices when using the India Localization SuiteTax Engine

You should note the following when using the India Localization SuiteTax Engine SuiteApp:

■ If you allow transactions outside of posting periods, enable this preference by going to Setup >

Accounting > Accounting Preferences > General, then check the Allow Transaction Date Outside of

Posting Period box.

■ To ensure proper tax calculation for your shipping or handling rates, enable the Charge for Shipping

or Charge Handling Separate From Shipping preference.

■ If you have vendor bills with multiple tax rate rules with different tax rates in a financial year, then you

should delete them.

■ If vendor bills are already created for a vendor, then you should not edit PAN Availability and Vendor

Type field values.

■ To ensure invoices and vendor bills are saved successfully, set the Maximum Entries in Dropdown

field value to 50 or higher. To manage this preference at the company level, go to Setup > Company

> Preferences > General Preferences. To manage this preference at the user level, go to Home > Set

Preferences.

■ If you are using the electronic invoicing features, then you should take note of the following:

□ Install the Electronic Invoicing SuiteApp and NetSuite SuiteApps License Client SuiteApp.

□ Contact ClearTax for webservice URL, connection token, and owner ID details.

□ Configure webservice URL and connection token in the India GSP Configuration record and the

owner ID details in the subsidiary record.

□ Verify if the e-documents templates are already installed in your account. If not installed, go to

Setup > India Localization > India Localization Components and manually install the templates.

□ Assign subsidiary to the e-document templates and sending methods by going to Setup > E–

Documents.

□ In customer records, assign an e-document package and update e-document email recipients.

□ In transaction records, select an e-document template and select email as the e-document

sending method.

□ After generating an e-document, certify the document and send it to customers.