Avalara Tax functionality

When working with an invoice in NetSuite, the tax amount may change after you select Save. This happens due to how tax is calculated in NetSuite and Avalara.

Environment: NetSuite

  • Tax calculates automatically whenever a change is made to a transaction, such as an invoice, estimate, or credit memo.
  • Selecting Save triggers tax calculation to ensure any updates affecting tax are reflected in the tax amount.
  • In Edit mode, NetSuite calculates tax using a flat percentage based on the invoice subtotal. Other factors are not considered at this stage.
  • When you select Save, NetSuite sends a call to the Avalara service. This recalculates tax using Avalara Nexus, item mapping, tax codes, and tax rules, ensuring accurate tax amounts.
  • Nexus must be added to the company and subsidiary before creating the sales order.
  • You can disable tax calculation for specific document types, such as quotes or sales orders. However, automatic tax calculation on invoices cannot be disabled without turning off all tax calculations.

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