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Viewing SuiteTax tax details in ApprovalMax

Access and review SuiteTax line and document-level tax data.

Updated over a month ago

SuiteTax is a tax module in NetSuite that provides more accurate and flexible tax calculations. In ApprovalMax, SuiteTax data is displayed through a dedicated tax details pop-up.

Please note: This feature is available only if your NetSuite Organisation has SuiteTax enabled.

This is how you view SuiteTax tax details

Please note: You can view SuiteTax tax details in ApprovalMax for all requests except Journal Entries.

  • Open a request created in NetSuite.

  • Click on the Tax Amount field in any line to open the SuiteTax details pop-up.

  • The pop-up shows:

    • Line-level tax details: a breakdown of how tax is applied to the selected line, including the rate and amount

    • Document-level tax details: overall tax information for the request, such as nexus, registration numbers and the tax point date

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