Editing Migrated Legacy Tax Transactions

When you enable the SuiteTax feature, the subsidiary and entity tax registration numbers are assigned to the legacy transaction and tax details are generated. The GL impact is preserved. For more information, see Transactions in SuiteTax.

SuiteTax adds the time item line and detail item line to the Tax Details Reference. This happens when you edit migrated transactions with combined time items or detail items or both. This lets you save any edits made on your migrated transaction. When editing a migrated transaction, follow these steps to successfully save your edits:

Details	Preference	Action Required
Invoice with billable time	Combine time items on invoices is "True".	To retain the existing taxes on the transaction, use T ax Details Override. Go to the Tax Details subtab. Check the Tax Details Override box. Assign the Tax Details Reference to each tax line. Select "Save". Preview Tax may be used to retrigger the tax calculation. Note that using this option may result in a different tax calculation result.
Expense report with line items from the same expense category	Combine detail items on expense reports is "True".	Go to the Tax Details subtab. Check the Tax Details Override box. Assign the Tax Details Reference to each tax line. Select "Save".

Details

Preference

Action Required

Invoice with billable time

Combine time items on invoices is "True".

To retain the existing taxes on the transaction, use T ax Details Override.

Go to the Tax Details subtab.
Check the Tax Details Override box.
Assign the Tax Details Reference to each tax line.
Select "Save".

Preview Tax may be used to retrigger the tax calculation. Note that using this option may result in a different tax calculation result.

Expense report with line items from the same expense category

Combine detail items on expense reports is "True".

Go to the Tax Details subtab.
Check the Tax Details Override box.
Assign the Tax Details Reference to each tax line.
Select "Save".

General Notices