Connecting TaxCloud to NetSuite

The TaxCloud integration with NetSuite imports your sales every month and keeps track of how much sales tax you collected in each taxing jurisdiction, simplifying your sales tax filing.

How the integration works

When your TaxCloud account is connected to NetSuite, the integration imports your sales from NetSuite on a monthly basis. After the import is complete, we'll send you a CSV file of all your transactions for you to review and make any corrections. This is your opportunity to add exemption certificates and taxability information codes that may be necessary. When you're finished, you upload the CSV file to TaxCloud.

Before you begin

Make sure you have a TaxCloud account and can sign in. If you don’t have an existing TaxCloud account, sign up now.

Step 1: Complete TaxCloud setup

Your TaxCloud account must be set up so that the integration with NetSuite works correctly.

1. Sign into TaxCloud.
2. Complete your TaxCloud Business Profile.
3. Set up your locations and states.

Step 2: Add the NetSuite integration to TaxCloud

1. From the TaxCloud app, go to the Integrations page.
2. Click Add Connection.

3. Click NetSuite in the integrations list.

   

4. Click Connect.

   

5. Follow the steps on the page to install the AccountLink NetSuite Bundle.

   

6. After you finish the checklist, allow AppLink to access your account.

   

After you confirm, you return to the NetSuite connection details in TaxCloud.

Step 3: Set the Taxability Information Code

On the connection details page, enter the Taxability Information Code (TIC) that best fits the goods or services that you sell so that TaxCloud can identify and properly tax items.

1. Determine which Taxability Information Code that is the best match for the items you sell.
   • To search for TICs, expand Need Help Finding your Taxability Information Code (TIC)?
   • If there is no match, use code 0. This will set items to taxable.
2. Set the TIC, then click Save.

Next Steps

Contact Your Onboarding Specialist or TaxCloud Support

After you have connected your TaxCloud account to NetSuite, contact your onboarding specialist or Customer Support to review the next steps. They will walk you through the process to handle exempt customers and taxability information codes (TICs) for goods and services.

Add exemption certificates to TaxCloud

Add an exemption certificate for each of your exempt customers. This ensures taxes are calculated correctly with the proper supporting documentation. You'll use these exemption certs in the monthly transaction CSV file.

Set the integration live

When you're ready to start capturing transactions, you can set the integration live in TaxCloud. After this point, NetSuite transactions will be included in reporting and tax remittance. 

1. From the TaxCloud app, go to the Integrations page.
2. Click the NetSuite connection.

3. In the top right corner of the page, click Go Live, then confirm your choice.