Troubleshooting CereTax Calculation in NetSuite

The following items must be present in your document in NetSuite to successfully calculate taxes with CereTax. If you are unable to access or view any of the referenced fields, please contact your NetSuite administrator to ensure you have the proper permissions. If utilizing custom forms, contact your NetSuite administrator to ensure the referenced fields are included in your custom forms.

Verify Setup In NetSuite

• The Customer must be assigned to the CereTax Tax Item (Customer Record > Financial Tab > Tax Information)

• A psCode must be mapped in one of these areas:
  
  • In NetSuite, on the Item Record (Item Record > CereTax tab)
  • In NetSuite, as the Line Default (Configure CereTax > Tax Calculation tab > Line Default)
  • In CereTax, if psCodes are not assigned in NetSuite on the Item Record or as the Line Default
    
    • To confirm if an item is mapped in CereTax, navigate to Rules > Managed Rules

On the Item Record in NetSuite:

As the Line Default in NetSuite:

Verify Items On Document Creation

In addition to the customer being assigned to the CereTax Tax Item on the customer record and other common items that are included during document creation, ensure the following items are present in NetSuite:

• Items Tab: Items added to the document must have CereTax selected for the Tax Code, and a psCode selected in the Ceretax psCode field
  
  • If a psCode was added on the Item Record or set as the Line Default, a psCode will automatically populate
  • If your items are mapped to psCodes in CereTax, the psCode field will remain blank

Functionality Notes

• Discounts must be entered as negative values (See NetSuite guidance on Discount Methods)
• If an address could not be validated, CereTax will use the zip to calculate tax (See Troubleshooting Address Validation Errors for more information)
• Transactions will only get created in CereTax if the CereTax Tax Code is used for calculation

Additional Troubleshooting

If the information in NetSuite is correct, check your CereTax items in CereTax:

• Do you have tax calculation turned on for the Ship To state on your document? Verify under Rules > Manage Rules
• Is the taxability of the psCode used exempt in the state for the Ship To state on your document? Verify under Tools > Taxability, utilizing our Taxability guide

• Do you have a rule configured that is not applying as expected? Verify under Rules > Manage Rules, utilizing our Why is my rule not applying as expected? guide

If you are still encountering tax results or no calculation, submit a ticket to CereTax Support with the following information for assistance.

• Screen shots of the document in NetSuite including:
  
  • Primary Information
  • Items Tab
    
    • Ensure the Tax Code and CereTax psCode fields are visible in your screen shot(s)
  • CereTax Tab
    
    • If there is a JSON file available for download, please include this file
    • If there is a CereTax KSUID present, please copy and paste this value into your email to support

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