1. Country-Specific Features
  2. Brazil Help Topics
  3. Brazil-specific SuiteApps
  4. SuiteTax Latam Engine -Brazil Records
  5. Tax Determination Rules Setup for Brazil
  6. Predefined Tax Determination Rules Import for Brazil

Predefined Tax Determination Rules Import for Brazil

Note:

To access the SuiteTax Latam Engine -Brazil Records documentation in Brazilian Portuguese (Português do Brasil), see SuiteTax Latam Engine -Brazil Records.

To create the predefined tax determination rules that the SuiteTax Latam Engine -Brazil Records SuiteApp provides, you must import the CSV files to your account.

Before you import the CSV files, unzip the ZIP file you downloaded from your account's File Cabinet. For more information, see Finding the Predefined Tax Determination Rules Files for Brazil.

Prior to the import, you must also ensure the date format set on your user preferences is DD/MM/YYYY. For more information about setting your user preferences, see General Personal Preferences.

Important:

Not using the DD/MM/YYYY date format may cause importing issues. After the import is complete, you may use whichever date format you prefer.

For each set of rules, you must upload two CSV files:

You must import first the tax determination rules, and then the tax determination settings. If you do not import the records in the described order, you may face issues on the import.

To import CSV files, you must have the proper permissions to perform the imports and to access the record types you are creating. For more information about the permissions required to access the custom records, see Roles and Permissions for the SuiteTax Latam Engine.

For more information about how to import the files, see the following topics.

Importing Predefined Tax Determination Rules for Brazil

Start by importing the CSV files that create the tax determination rules records for Brazil.

To import the predefined tax determination rules for Brazil:

  1. Go to Setup > Import/Export > Import CSV Records.

  2. On the scan & upload CSV file step, do the following:

    1. In the Import Type field, select Custom Records.

    2. In the Record Type field, select Tax Determination Rules.

    3. In the Character Encoding field, select Unicode (UTF-8).

    4. In the CSV Column Delimiter field, select Semicolon.

    5. In the CSV File(s) field, choose if you are uploading one or multiple files.

    6. Click Select... and select one or multiple CSV files from your local storage.

    7. Click Next.

  3. On the import option step, do the following:

    1. Under Data Handling, choose Add.

    2. Click Next.

  4. On the field mapping step, if the mapping is not automatically populated, do the following:

    1. In the Your Fields pane, click on the name of a field from the CSV file.

    2. In the NetSuite Fields pane, click on the name of the corresponding NetSuite field.

    3. Repeat the previous two steps until you match all the the CSV file fields to the NetSuite fields.

      Match the fields according to this chart:

      Your Fields

      NetSuite Fields

      name

      Name (Req)

      externalId

      External ID

      custrecord_fte_taxrules_t_state_ori

      State of the Issuer

      custrecord_fte_taxrules_t_state_dest

      State of the Receiver

      custrecord_fte_taxrules_t_operation_code

      Operation Code

      custrecord_fte_taxrules_l_taxregime_orig

      Tax Regime of the Issuer

      custrecord_fte_taxrules_l_taxregime_dest

      Tax Regime of the Receiver

      custrecord_fte_taxrules_l_lob_orig

      Line of Business of the Issuer

      custrecord_fte_taxrules_l_lob_dest

      Line of Business of the Receiver

      custrecord_fte_taxrules_d_eff_from

      Effective From (Req.)

    4. Define a reference type for the following fields:

      • custrecord_fte_taxrules_l_taxregime_dest

      • custrecord_fte_taxrules_l_taxregime_orig

      • custrecord_fte_taxrules_l_lob_dest

      • custrecord_fte_taxrules_l_lob_orig

      To define a reference type:

      1. On the center panel, click the icon Black Pencil next to the field.

        The Default Value or Reference Type window opens.

      2. Choose the Choose Reference Type option.

      3. Next to the Choose Reference Type option, select External ID.

      4. Click OK.

        Repeat the steps for the listed fields.

    5. Click Next.

  5. (Optional) If you want, on the save mapping & start import step, enter the relevant mapping information.

    This can help you when you are tracking the import's progress, or if you want to edit or run the import again later. For more information, see Step Five Save Mapping & Start Import.

  6. Click Save & Run.

    This saves and runs the import. A message confirms that the import process started.

  7. Click Job Status to view the import status.

    Refresh the page until the status in the Status column states that the import is Completed.

Importing Predefined Tax Determination Settings for Brazil

After the tax determination rules are successfully imported to your NetSuite account, you can import the tax determination settings related to the rules.

To import the predefined tax rates for Brazil:

  1. Go to Setup > Import/Export > Import CSV Records.

  2. On the scan & upload CSV file step, do the following:

    1. In the Import Type field, select Custom Records.

    2. In the Record Type field, select Tax Determination Settings.

    3. In the Character Encoding field, select Unicode (UTF-8).

    4. In the CSV Column Delimiter field, select Semicolon.

    5. In the CSV File(s) field, choose if you are uploading one or multiple files.

    6. Click Select... and select one or multiple CSV files from your local storage.

    7. Click Next.

  3. On the import option step, under Data Handling, choose Add.

  4. Click Next.

  5. On the field mapping step, if the mapping is not automatically populated, do the following:

    1. In the Your Fields pane, click on the name of a field from the CSV file.

    2. In the NetSuite Fields pane, click on the name of the corresponding NetSuite field.

    3. Repeat the previous two steps until you match all the the CSV file fields to the NetSuite fields.

      Match the fields according to this chart:

      Your Fields

      NetSuite Fields

      externalId

      External ID

      custrecord_fte_taxrate_p_rate

      Rate (Req)

      custrecord_fte_taxrate_l_taxrule

      Tax Determination Rule

      custrecord_fte_taxrate_l_taxcode

      Tax Code (Req)

      custrecord_fte_taxrate_l_paramtype

      Parameter Type

      custrecord_fte_taxrate_d_effective_from

      Effective From (Req)

    4. Define a reference type for the following fields:

      • custrecord_fte_taxrate_l_paramtype

      • custrecord_fte_taxrate_l_taxrule

      To define a reference type:

      1. On the center panel, click the pencil icon Black pencil next to the field.

        The Default Value or Reference Type window opens.

      2. Choose the Choose Reference Type option.

      3. Next to the Choose Reference Type option, select External ID.

      4. Click OK.

        Repeat the steps for the listed fields.

    5. Click Next.

  6. (Optional) If you want, on the save mapping & start import step, enter the relevant mapping information.

    This can help you when you are tracking the import's progress, or if you want to edit or run the import again later. For more information, see Step Five Save Mapping & Start Import.

  7. Click Save & Run.

    This saves and runs the import. A message confirms that the import process started.

  8. Click Job Status to view the import status.

    Refresh the page until the status in the Status column states that the import is Completed.

For more information about CSV imports, see CSV Imports.

Related Topics

General Notices