1. Country-Specific Features
  2. India Help Topics
  3. India Localization SuiteTax Engine
  4. Setting Up the India Localization SuiteTax Engine

Setting Up the India Localization SuiteTax Engine

To set up the India Localization SuiteTax Engine, you must do the following tasks in order:

  1. Go to Customization > Plug-ins > Manage Plug-ins and enable the NetSuite India SuiteTax Engine SS2 tax engine plug-in for tax calculation. For more information, see Setting India Tax Process Plug-in:.

  2. Go to Setup > Users/Roles > Manage Roles and assign the required permissions to your custom roles. For more information, see Assigning Roles and Permissions to Use India Tax Features.

  3. Go to Setup > Company > Classifications > Subsidiary and set up tax information for your subsidiaries for GST and TDS calculation. For more information, see Setting Up India Tax Information in Subsidiary Records

  4. Go to Setup > Import/Export > Import Tasks > Import CSV Records and import India tax rules using a CSV file. For more information, see Importing India Tax Rules with a CSV File.

Setting India Tax Process Plug-in:

The India Localization SuiteTax Engine SuiteApp provides the following tax plug-ins for tax calculation. You can use any of them to calculate taxes.

Note:

Changing the tax plug-in during the fiscal year won’t affect your tax calculations. Follow the steps in To set a tax engine plug-in: to switch tax engine plug-ins.

  • NetSuite India SuiteTax Engine SS2 – If you choose this plug-in, ensure to use only the Administrator or India Tax Manager roles for tax calculation to avoid permission issues.

  • NetSuite India SuiteTax Plug-in – If you use this plug-in, you can use any role for tax calculation. By default, it uses the India Tax Plug-in Manager role, which already has all the permissions you need.

To set a tax engine plug-in:

  1. Go to Customization > Plug-ins > Manage Plug-ins.

  2. On the Manage Plug-in Implementations page, check the box beside the tax engine plug-in you want to use.

  3. Click Save.

Assigning Roles and Permissions to Use India Tax Features

After you install the India Localization SuiteTax Engine SuiteApp, you’ll get the India Tax Manager role by default. This role has all the permissions you need to use the SuiteApp.

As an Administrator, you can assign the India Tax Manager role to your employees or create custom roles based on it. Ensure to add the permissions listed in the following table to your custom roles.

For information about customizing and creating roles, see Customizing or Creating NetSuite Roles.

For information about assigning permissions, see NetSuite Permissions Overview.

Subtab

Permission

Access Level

Lists

Accounts

Full

Custom Record Entries

Warning:

This permission isn’t limited to India Localization SuiteTax Engine only. Adding this permission also lets you access other custom record entries where access type is set to Require Custom Record Entries Permission. For more information, see Setting Permissions for a Custom Record Type.

Full

Shipping Items

Full

Subsidiaries

View

Subsidiaries – Tax Engine Selection

Full

Tax Details Tab

Full

Tax Items

Full

Setup

SuiteScript Scheduling

Full

Set Up Company

View

SuiteScript

Full

Web Services

Full

Setting Up India Tax Information in Subsidiary Records

The India Localization SuiteTax Engine SuiteApp lets you calculate different taxes for businesses in India. However, you must first complete the following setup to calculate GST and TDS on transactions.

To set up India tax information in a subsidiary record:

  1. Go to Setup > Company > Classifications > Subsidiary.

  2. Click Edit beside the subsidiary you want to edit.

  3. fill out the following fields:

    • Tax Deduction Account Number– Enter the subsidiary's 10-digit alphanumeric Tax Deduction Account Number (TAN).

    • Permanent Account Number– Enter the subsidiary's 10-digit alphanumeric Permanent Account Number (PAN).

    • Deductor Type

    • Name of Person Responsible for Deduction– Enter the name of the person handling deductions for the deductor.

    • Designation of the Person Responsible for Deduction– Enter the designation of the person handling deductions. Use only alphanumeric characters.

    • Responsible Person’s Address– Enter valid address of the person handling deductions. The value must not contain any special characters.

    • Responsible Person’s State– Enter location of the person handling deductions.

    • Responsible Person’s PIN– Enter PIN code of the person handling deductions.

    • Responsible Person’s Email ID– Enter email address of the person handling deductions.

    • Mobile Number– Enter the 10-digit mobile number of the person handling deductions.

    • PAN of Responsible Person– Enter the Permanent Account Number (PAN) of the person handling deductions. Use only 10 alphanumeric characters.

To set up India tax registration in a subsidiary record:

  1. Go to Setup > Company > Classifications > Subsidiary.

  2. Click Edit beside the subsidiary you want to edit.

  3. Click the Tax Registrations subtab.

  4. In the Country column, select India.

  5. In the Nexus column, select a nexus. This dropdown list only displays nexuses for India. When you select a nexus, the Tax Agency field automatically populates.

    For information about setting up nexuses, see Setting Up Nexuses in SuiteTax.

  6. In the Tax Reg. Number column, enter the Goods and Services Tax Identification Number (GSTIN).

  7. In the Tax Engine column, select NetSuite India SuiteTax Engine SS2 plug-in.

  8. In the Effective From column, enter the start date for the nexus's validity for the subsidiary.

  9. In the Valid Until column, enter the end date for the nexus's validity for the subsidiary.

    You can leave this field blank if there’s no end date for the nexus’s validity. However, if the subsidiary is no longer registered for tax in this nexus, or if the fiscal structure has changed, you must enter an end date.

  10. In the Registration Type column, select the subsidiary’s GST registration type:

    • Regular– Select this type if the subsidiary is registered under GST and has a GSTIN.

    • Composite Dealer– Select this type if the subsidiary is registered under the Composition Scheme of GST and has a GSTIN.

  11. Click Save.

GSTIN is a unique 15-character ID given to businesses registered under GST in India. You can verify a GSTIN on the Government of India’s GST online portal.

Importing India Tax Rules with a CSV File

You can import India tax rules using a CSV file. To import tax rules successfully, ensure the following:

  • Use the correct format when you create your CSV file.

  • Ensure the role you’re using to import has the Import CSV File permission. You’ll need this permission to use the Import Assistant feature and upload your CSV file.

  • Ensure that the Run Server SuiteScript and Trigger Workflows preferences are enabled in your account.

For more information about importing data through CSV, see Guidelines for CSV Import Files.

To import India tax rules with a CSV file:

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

  2. In 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 a value based on the tax rule you're uploading:

      • For GST, select Tax Rate Rule.

      • For TDS, select any of the following:

        • Tax Deduction at Source

        • Education Cess

        • Secondary Education Cess

        • Surcharge

        • Vendor Exemption

      • For TCS, select TCS Tax Rate Rule.

    3. Click Select to choose your CSV file.

  3. Click Next.

  4. In the Import Options step, do the following:

    1. Select the appropriate data handling option.

    2. To display additional settings, click Advanced Options.

    3. In the Custom Form field, select Custom Tax Rate Rule Form.

  5. Click Next.

  6. In the Field Mapping step, you’ll see your CSV fields automatically mapped to NetSuite fields.

  7. Click Next.

  8. In the Save Mapping & Start Import step, do the following:

    1. In the Import Map Name field, enter a name for your mapping.

    2. Click Save & Run.

Related Topics

General Notices