1. Accounting
  2. Taxation
  3. SuiteTax
  4. General SuiteTax Topics
  5. Fields Used for Tax Determination

Fields Used for Tax Determination

When you change any fields on the transaction that are used for the tax determination, taxes can be invalidated or recalculated. The taxes will be recalculated when you click "Preview Tax" or "Save".

SuiteTax Standard Fields and Configurations

These are the records and fields that are used in the tax determination. Changing the following transaction fields triggers tax recalculation or invalidation:

Where is the Field/ Configuration Located?

Field/ Configuration Name

Details

Entity

  • Customer

  • Vendor

  • Entity Tax Registration

  • —

  • —

  • Including the Country field on the Tax Registration line

Address

  • Location

  • Shipping Address

  • Billing Address

  • Subsidiary Shipping and Main Address

  • Header and line level

  • Header and line level

  • —

  • —

Accounting

  • Currency

  • Exchange Rate

  • —

  • —

Sublist

  • Amount

  • Gross Amount

  • Item

  • Item Type

  • Item ID

  • Quantity

  • Category

  • —

  • —

  • —

  • —

  • —

  • —

  • —

Shipping/ Handling

  • Shipping Method

  • Shipping Cost

  • Handling Cost

  • —

  • —

  • —

SuiteTax Engine Fields and Configurations

These are the records and fields that are used in the tax determination:

Where is the Field/ Configuration Located?

Field/ Configuration Name

Details

Entity

  • Exemptions Status

  • Default Tax Code/ Group

    • US: Exemption certificate validity

    • Non-US: Exempt status on entity tax registration

  • —

Item

  • US: Nontaxability Rules

  • Non-US: Tax Schedules, OSS Tax Schedules

  • —

  • —

Nexus (Subsidiary Defaulting)

  • Nexus Default Tax Codes

  • Shipping and Handling Taxability

  • Tax Calculation Preferences

  • —

  • —

  • Tax Rounding (including the tax details line/ transaction level rounding)

OSS

  • OSS Setup

  • OSS Tax Schedules

  • —

  • —

General Notices