Skip to main content

How to set up the tax model for your Organisation

Choose and configure the right tax model for NetSuite in ApprovalMax.

Updated over a month ago

Account Owners and Administrators can configure how taxes are handled for your NetSuite-connected Organisation by choosing between the Legacy Tax and SuiteTax models.

Your chosen tax model and tax code list will determine how ApprovalMax retrieves tax information from - and displays it to - NetSuite.

This is how you set up your tax model

  • Go to Workflows and settingsOrganisation settings and connection:

  • Under Tax Model, select one of the following options:

    • Legacy Tax – the default tax model

    • SuiteTax – for Organisations using SuiteTax in NetSuite

  • Depending on your NetSuite setup, choose which Tax Code list to use — either Tax Codes only, Tax Groups only, or both Tax Groups and Tax Codes:

  • Tick the checkbox for "Expand account lists" if you want all account types (including Fixed Assets, Credit Cards and Cost of Goods Sold) to appear in account selection lists:


If this box is disabled, only the accounts Expense, Other Expense and Deferred Expense are shown.

  • Click on Save changes to apply your selections:​

Did this answer your question?