Override SuiteTax calculations

If your NetSuite solution uses SuiteTax engine, you can configure AP Essentials to override tax calculations in SuiteTax engine with data from AP Essentials.

To override tax calculations in SuiteTax engine:

In Admin Center, navigate to the document type you want to use and disable the InvoiceTotalVatRatePercent field if it is enabled.
Make sure your document type includes these header and line-item fields.
- TaxType
- TaxCode
- TaxRate
- InvoiceTotalVATAmount
- LIT_TaxType
- LIT_TaxCode
- LIT_TaxRate
- LIT_VatAmount
In most cases, the VAT amount fields (InvoiceTotalVATAmount and LIT_VatAmount) are already defined by default. If any of the fields above are missing from your document type, add them using this procedure. The field type names must match the fields above.

For TaxCode and LIT_TaxCode, we recommend selecting Use master data to suggest field values in the Field view. However, master data may not be currently available for these fields.
Navigate to the target system settings and select Override SuiteTax with tax data from AP Essentials.
Type "TaxType" in the Custom tax type field mapping setting and "LIT_TaxType" in the Custom tax type item field mapping setting.

Optionally use the Buyer-specific settings to Enforce tax overriding for individual buyers. See How it works later in this topic for more information.

After you save your settings, AP Essentials to overrides tax calculations in SuiteTax engine.

How it works

When determining taxes, SuiteTax requires five fields for the tax row (taxRate, taxCode, taxType, taxAmount, and taxBasis). Several factors determine how the tax calculation is performed, as depicted in this table.

Invoice type	Enforce tax overriding	NetSuite TaxOverride setting	Description
Purchase order	Override SuiteTax with tax data from AP Essentials enabled	Disabled	AP Essentials sends the PO to SuiteTax for automatic calculation.
Purchase order	Override SuiteTax with tax data from AP Essentials enabled	Enabled	AP Essentials determines the taxes using information from the purchase order.
non-PO (vendor bill)	Override SuiteTax with tax data from AP Essentials enabled Enforce tax overriding enabled	n/a	AP Essentials determines required field values. TaxBasis = NetAmount or UnitPrice * Quantity TaxType is determined by master data. If any tax values are missing, the vendor bill is sent to NetSuite and can result in errors.
non-PO (vendor bill)	Override SuiteTax with tax data from AP Essentials enabled Enforce tax overriding disabled	n/a	AP Essentials determines required field values. If any values are missing, values from SuiteTax engine are used instead. TaxBasis = NetAmount or UnitPrice * Quantity TaxType is determined by master data.