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How to Sync Taxes with NetSuite SuiteApp

Learn how the integration of taxes works with the Precoro SuiteApp.

TABLE OF CONTENTS

How to Export Taxes from NetSuite

Overview and Requirements

You can find your NetSuite taxes list in the Setup → Tax→ Tax Codes section.Lists-1

Before setting up the taxes integration, please pay attention to the following points:

  • You can integrate all tax types except for the Sales ones. If you have any questions, feel free to contact our Customer Support Team, and they will be happy to assist you.
  • If multiple integrations are configured, records will be exported based on the subsidiary’s availability rule. Tax will only be exported to the Precoro company if it is available to the subsidiary with which it is integrated.

You can integrate taxes in several ways: 

Option 1: Mass Export

To export taxes in bulk:

  1. In NetSuite, navigate to Precoro → Configuration → Integrations.
  2. In the Export Lists tab, click Export next to Taxes. 
  3. Only taxes available for integrated subsidiaries will appear on the Taxes Export page. Select the taxes to export, or click Mark All to select all on the current page. If you switch pages, selections will be reset, so each page must be exported separately.
  4. Click Export. The selected taxes will appear in Precoro within 15 seconds. For large numbers of taxes, the integration will occur in batches, and the data will appear in Precoro gradually.
  5. Repeat the process for other pages if necessary.

💡Please note: The “Sync to Precoro” checkbox will be automatically enabled for all exported records.

Option 2: Single Record Export

To export a specific tax:

  1. Navigate to Setup → Tax → Tax Codes. 
  2. Click Edit next to the desired tax code (or click New Tax Code to create one).
  3. Enable the Sync to Precoro checkbox.
  4. Click Save. The tax will appear in Precoro within 15 seconds.

How to Sync New Tax Records by Default

To enable automatic syncing for all newly created tax codes:

  1. In NetSuite, go to Precoro → Configuration → Integrations.
  2. Open the Global Settings tab.
  3. In the Sync New Records by Default section, enable the Taxes checkbox.
  4. Click OK to confirm the synchronization. All new tax codes will now be synced automatically.

💡 Please note: You can manually uncheck the “Sync to Precoro” checkbox when creating a new tax. In this case, the tax will not be synced with Precoro.

How to Import Taxes in Precoro

To import taxes in Precoro:

  1. Go to Precoro → Configuration → Taxes.
  2. Click the Import from NetSuite button.
  3. Select the taxes you want to import or click Select All (if you need to integrate all of them). You can also use the search bar to quickly find a particular tax.
  4. Click Import to complete the process. 
  5. The selected taxes have been successfully imported into Precoro.

💡 Please note: Only taxes associated with the integrated subsidiary will be imported to Precoro.

How the Updates Work

Updates to integrated taxes from NetSuite to Precoro occur in real time as soon as changes are saved in NetSuite.

For the update to occur, the “Sync to Precoro” checkbox must be enabled for the corresponding tax.

Integrated Fields and Their Synchronization Method

The integration uses one-way synchronization. Therefore:

  • Changes in NetSuite are reflected in Precoro
  • Changes in Precoro are not reflected in NetSuite

💡 Please note: You cannot edit taxes directly in Precoro. To update taxes, please make changes in NetSuite, and they will be automatically synced to Precoro.

Tax field in NetSuite Tax field in Precoro
Tax Code Name
Rate Tax %

How the Tax Will Be Transferred in the Document Sent to NetSuite

When you send a document to NetSuite, only one item and document-level tax will be transferred, even if you've added more than one in Precoro. Usually, the last added tax will appear in NetSuite.

The TAX AMT column in NetSuite will still capture the total of all taxes you have added in Precoro:

In Precoro

How to Export Canadian Tax Groups

To export Canadian Tax Groups from NetSuite to Precoro:

  1. In NetSuite, navigate to Precoro → Configuration → Integrations.
  2. Open the Global Settings tab → Other Settings section. 
  3. Enable the Integrate Canadian Tax Groups checkbox. This will switch the standard taxes export to the Canadian Tax Groups export mode.
  4. Once done, go back to Precoro → Configuration → Integrations.
  5. Navigate to the Export Lists tab → click Export in front of Taxes.
  6. Canadian Tax Groups available for integrated subsidiaries will now appear on the Taxes Export page. Select the tax groups to export, or click Mark All to select all tax groups on the current page.
  7. Click Export. The selected taxes will appear in Precoro within 15 seconds. 

💡 Please note:  Currently, tax groups are integrated into Precoro as individual taxes with a total tax group rate. In Precoro documents, the tax group will also be calculated as a single tax.

FAQs

What if a tax has several subsidiaries?

If one of those subsidiaries is integrated with Precoro, the tax can be integrated.

How do I update a tax?

You cannot update taxes in Precoro. However, if you make changes to a tax in NetSuite, a related record in Precoro will be updated automatically.

How do I add a new tax?

You cannot add new taxes manually in Precoro, except through integration with NetSuite.

To add a new tax from NetSuite to Precoro, please enable the "Sync to Precoro" checkbox by editing the required tax. The tax will be added to Precoro automatically.

How do I remove or deactivate a tax?

If you remove/deactivate the tax in Precoro, it will remain active in NetSuite. You can deactivate the tax in NetSuite when editing it. Once done, the tax will be deactivated in Precoro automatically.