Tax Permissions
Tax Setup Permissions
Administrators can access the tax setup tasks in the Accounting section of the Setup tab.
If you are an administrator, you can create new roles or customize roles to add tax permissions or modify access levels for tax permissions. For information about assigning permissions to roles, see Customizing or Creating NetSuite Roles.
Refer to the following table for permissions required for the tax setup tasks.
For details about permissions, see Permissions Documentation.
Setup Task |
Permission |
Help Topic |
---|---|---|
Setup > Accounting > Set Up Taxes |
Tax Items |
See Set Up Taxes and Customizing Tax Fields on Transaction Forms |
Setup > Accounting > Nexuses Setup > Accounting > Nexuses > New |
Tax Items |
|
Setup > Accounting > Tax Control Accounts Setup > Accounting > Tax Control Accounts > New |
Accounts |
|
Setup > Accounting > Tax Types Setup > Accounting > Tax Types > New |
Tax Items |
|
For U.S. only: Setup > Accounting > Use State Sales Tax Tables |
Import State Sales Tax |
|
Setup > Accounting > Manage Tax Periods |
Manage Tax Reporting Periods Manage Accounting Periods – Required for setting up a full year on the Manage Tax Reporting Periods page
Note:
For custom roles with Manage Tax Reporting Periods permission, the menu item link is visible only if the role or user is in a subsidiary that has at least one VAT nexus. |
|
Setup > Accounting > Tax Codes Setup > Accounting > Tax Codes > New |
Tax Items |
|
Setup > Accounting > Tax Schedules Setup > Accounting > Tax Schedules > New |
Tax Schedules |
|
Setup > Accounting > Tax Groups Setup > Accounting > Tax Groups > New |
Tax Items |
|
Setup > Accounting > Manage Tax Reporting |
For information about roles and permissions for VAT/GST reporting, see Creating or Customizing Roles to Use the International Tax Reports. |
See Nature of Transaction Code and Applying Nondeductible Input Tax on Transactions |
Setup > Withholding Tax |
For information about roles and permissions for withholding tax features, see Creating or Customizing Roles to Use Withholding Tax Features. |
Other Tax Permissions
The following table shows the permissions for using tax fields, records, reports, and setup pages.
Permission |
Usage |
---|---|
Accounts |
View, edit, and create tasks for tax control account records and lists |
Tax Items |
View, edit, create, and search tasks for the following records, lists, fields, and pages:
|
Tax Schedules |
View, edit, create, and search tasks for tax schedules |
Balance Sheet |
View the Sales Tax Liability By Tax Agency report |
Purchases |
View the following reports:
|
Sales |
View the following reports:
|
Tax |
Set up the Business Activity Statement View the Business Activity Statement report View the Tax Form for Japan Use the following tasks and reports:
|
Manage Accounting Periods |
Search accounting periods Generate tax reporting periods |
Manage Tax Reporting Periods |
Manage tax reporting periods (close and open periods) View, create, edit, and search tax reporting periods |
Pay Sales Tax |
Use the following tasks:
|
Pay Tax Liability |
Use the following tasks:
|
Process GST Refund |
Use the Process GST/HST Refund task |