SuiteTax QUALIFYING QUESTIONNAIRE
SUBMISSION PROCESS
Completed questionnaires should be sent to NetSuite Support, attached to a NetSuite Support Case with these details
o Type = Enhancement
o Subject: SuiteTax Enable Hidden Feature
o Provide your name and NetSuite Account ID
o Product Area: Advanced Accounting and OneWorld
o Feature: Tax integrations
o Attach this Qualification Questionnaire, fully completed
Contact your Account Manager or NetSuite Support for any questions.
Please note that it takes 7-10 working days for the team to review each request for suitability and to verify what Suiteapps (bundles) and features are installed/enabled in your NetSuite account. Please ensure that you plan accordingly.
Aug-22
SUITETAX QUALIFYING QUESTIONNAIRE
Note: This information is required in order for the NetSuite SuiteTax team to assess if your account is suitable for SuiteTax enablement. There may be other areas of the product that are not yet compatible with SuiteTax so please ensure you answer the questions fully and accurately.
Completion of this questionnaire does not guarantee SuiteTax enablement.
Enablement in a Sandbox account does not guarantee access in a production account.
NETSUITE ACCOUNT INFORMATION
Company Name (company name)
Are you a new customer – Yes/No New New customer – under implementation, not yet live with NetSuite
If existing, does your account have transactions in production account? Existing customer means production account with transactions
When is the target expected Go-Live date with SuiteTax? [New or migrating accounts (optional, if known)] 6/11/2023 [new]
NetSuite Sandbox Account Number [if you have one] (sb account number)
NetSuite Production Account Number (production account number)
Which account do you want SuiteTax enabled in – Sandbox or Production?
We strongly recommend implementation and testing in a sandbox account first Sandbox
SELECT YOUR SUITETAX ENGINE PARTNER
Select whose tax solution you plan to use for each region. Enter No where none required.
You can have multiple tax engines in SuiteTax at the account level but not more than 2 tax engines in the same subsidiary. For Brazil operations, the BR Subsidiary can only have one nexus.
SuiteTax indirect tax engines available are:
· NS SuiteTax (covers USA, Canada and most VAT countries)
· NS Latam Engine (covers Brazil and some Central and South American countries)
· NS India GST Engine (covers India only)
· SuiteTax Partner tax integration options: Anrok, Avalara, Sovos, Taxjar, Thomson Reuters OneSource, Vertex and Wolters Kluver CCH
SELECT YOUR SUITETAX ENGINE PARTNER
Taxes Required? Enter name of Tax Engine
USA Sales/Use Tax No
United Kingdom No
International VAT No
India Yes NS India GST Engine
COUNTRIES YOU HAVE TAX REQUIREMENTS
List the key countries that you have indirect tax registrations in. This helps us understand your requirements and assess if there are other dependencies like localization partners in any countries where you have tax registrations
Include countries where you want to use SuiteTax for calculations as well as any countries you intend to import data in from other systems
1. India
2. Germany
3. US
4.
5.
6.
TAX REPORTING & FILING SERVICES
Some of our SuiteTax partners are now offering tax reporting and filing services for the USA as well as many other countries, particularly across Europe. These services can be utilsed even if you use the NetSuite tax engine for calculations. The EU One Stop Shop reporting and filing is also supported.
You can get details from www.Suiteapps.com (search for SuiteTax)
NOTES FOR CUSTOMERS USING LEGACY TAX
The NetSuite SuiteApps and features listed below are not compatible with SuiteTax and will need to be uninstalled or disabled first before SuiteTax can be enabled in your account.
1. International Tax Reports (ID 43003)* – VAT returns, EU Intracommunity Sales, Intrastat reports
2. Tax Audit Files (ID 47492)*
3. Withholding Tax (ID 47459)*
4. Supplementary Tax Calculation* (ID 123426)
5. Portugal Invoice Certification* (ID 33315)
6. Mexico Compliance Features (ID 131375) – SuiteTax equivalent available
7. Japan Localization (ID 238465, 321605 and 249424)
*Warning: uninstalling these SuiteApps may result in a loss of filing data/settings from those SuiteApps, so it is your responsibility to ensure reports are saved for audit purposes etc.
NetSuite SuiteTax has localized regional reporting bundles (there is no cost for these) for the following countries at present:
UK, Ireland, Germany, France, Belgium, Netherlands, Sweden, Australia, New Zealand, Philippines, Singapore, India, and Brazil.
Tax Audit files are available for the Germany GOBD, France FEC and Mexico.
Please list any partner SuiteApps that you currently use (for tax or non-tax).
This allows us to check if the partner SuiteApp is SuiteTax compatible or not
NOTES FOR ALL CUSTOMERS
All customers are advised to read the Suitetax Known Limitations that are published in the NetSuite Help Center
· SuiteBilling with Multi-Subsidiary Customer requires SuiteTax for correct tax determination
· Open Air requires customers to do their own testing as configurations may differ
· USA Use tax – whilst not auto-calculated, purchase transaction forms have fields and the nexus is determined for you, but the selection of the tax rate is manual. Partner engines may support this
Not yet supported:
1. Multiple Shipping Routes – taxes on shipping/handling charges to multiple locations at line level is not available as yet. Manual entry for whole transactions or separate line is the workaround. Partner engines may support this.
2. Multibooks reporting (except for UK which is now available)
3. Term Discounts – VAT on Prompt Payment (Settlement) discounts
4. SuitePromotions
5. Transaction level rounding option on sales orders and invoices (Japan and Italy)
Features that are not going to be supported in SuiteTax by the NetSuite tax engine
1. Cash basis tax reporting
2. Advanced Promotions (being discontinued, to be replaced by SuitePromotions)
3. Recurring Billing
INDIA LOCALIZATION ONLY
Complete only if you have a requirement for India GST/TDS
Do you pay tax on exports? Yes [SEZ related and MAT]
Do you charge tax when you transfer stock between branches or locations? No
Do you charge CESS on GST? [If yes do you charge state specific CESS?] Yes, if applicable for SEZ
Do you operate from SEZ? [If yes do you operate from SEZ and NON SEZ?] Yes [both]
Do you require Tax inclusive pricing? No
Do you charge TCS? Yes, for TCS applicable transactions
Do you require E-Invoicing? No
Response
FOR COMMERCE USERS
Do you use any other external e-commerce front-end? None
Do you use any of these features? None
SuiteCommerce requires 2019.1 (or later) with SuiteCommerce Base Theme 2019.1 (or later)
SCA and SC supports USA and Canada only. VAT countries will be supported in 2022
Third party commerce solutions can be integrated with SuiteTax
SuiteCommerce Advanced requires SuiteCommerce Advanced 2019.1 (or later)
SCIS will not be supported for the foreseeable future
SuiteCommerce In Store is not compatible with SuiteTax yet
SiteBuilder upgrades should be discussed with your account manager
SiteBuilder will not be supported in SuiteTax and customers should upgrade to SuiteCommerce
IMPORTANT:
· SuiteTax is a non-reversible feature. Once enabled you cannot go back to the legacy tax
· SuiteTax applies to the whole NetSuite account and not selected subsidiaries
· SuiteTax cannot co-exist with legacy tax
· SuiteTax uses the new Tax Point Date for tax reporting and no longer has Tax Periods
· Please read the SuiteTax topics (including SuiteTax Known Limitations) published in the Help Center
· Sandbox testing is highly recommended for all customers
· Completion of this questionnaire does not guarantee SuiteTax enablement
I have read and fully understand all the questions and also accept that completion of this questionnaire does not guarantee SuiteTax enablement.
Contact Name: (name)
Company Name: (company legal name)
Date: : (date of submission