Tax Code Records in SuiteTax

Most of the old properties on the tax code record is removed when you enable the SuiteTax feature. In SuiteTax, the tax code record serves as a placeholder for the tax engine response.

During migration, all legacy tax codes are set to inactive. The legacy tax codes are retained on transactions and reports from the period before the SuiteTax was enabled, but they can't be selected on new transactions. For any new transaction in SuiteTax, a new set of tax codes is provisioned by the tax engine.

Some tax codes and tax groups can have subsidiary restrictions on sales tax payable accounts. Certain subsidiary restrictions on a record can be incompatible with some tax types. For example, the tax code CA_CA has a tax type that contains a sales tax payable account. This tax code is also part of the CA tax group, which is inaccessible because SuiteTax is enabled. You must make sure you set the same subsidiaries on your related tax codes and tax groups in your account.

Legacy Tax	SuiteTax	Migration to SuiteTax
Tax Code Tax Name	itemid	Name	name	Changed field name and ID.
Description	description	Description	description	Retained.
Tax Type	taxtype	Tax Type	taxtype	Retained. Field value depends on whether the sales and purchase tax accounts set on the legacy tax code and tax type records are the same or not: If the tax accounts are the same on both records, the legacy tax type value is retained. If the tax accounts are different, SuiteTax will create a new tax type record with tax accounts that match the ones set on the legacy tax code record. The newly created tax type will be assigned to the migrated tax code record and to other migrated tax codes with the same tax accounts. Note: A new tax type will be created regardless of whether or not there is an existing legacy tax type with the same tax accounts.
Inactive	isinactive	Inactive	isinactive	Set to true (inactive).
-	itemtype	-	itemtype	Retained (hidden).
Display Name/Code	displayname	-	-	Removed from form.
Rate	rate	-	-	Removed from form.
Effective From	effectivefrom	-	-	Removed from form.
Valid Until	validuntil	-	-	Removed from form.
Subsidiaries	subsidiary	-	-	Hidden from form and set to the ultimate parent so that the tax code can be used for any subsidiary.
Include Children	includechildren	-	-	Hidden from the form and set to true so that the tax code can be used for any subsidiary.
EC Code	eccode	-	-	Removed from form.
Reverse Charge Code	reversecharge	-	-	Removed from form.
Notional Rate Derived From	parent	-	-	Removed from form.
Applies to Service Items	service	-	-	Removed from form.
Export	export	-	-	Removed from form.
Exempt	exempt	-	-	Removed from form.
Default Code	isdefault	-	-	Removed from form.
Exclude from VAT Reports	excludefromtaxreports	-	-	Removed from form.
Tax Agency	taxagency	-	-	Removed from form.
Purchase Tax Account	acct1	-	-	Removed from form.
Sales Tax Account	acct2	-	-	Removed from form.
Available On	available	-	-	Removed from form.
Tax Account	taxaccount	-	-	Removed from form.
Country (available only in search)	country	-	-	Removed from record.
County	county	-	-	Removed from form.
City	city	-	-	Removed from form.
State	state	-	-	Removed from form.
Zip Codes	zip	-	-	Removed from form.
Local Taxes	local	-	-	Removed from form.
OSS Country	mosscountry	-	-	Removed from form.
-	nexuscountry	-	-	Removed from form.
-	purchaseaccount	-	-	Removed from form.
-	saleaccount	-	-	Removed from form.
-	defaulttaxcode	-	-	Removed from form.
-	remindaboutbas	-	-	Removed from form.

Legacy Tax

SuiteTax

Migration to SuiteTax

Field Name

Field ID

Field Name

Field ID

Tax Code

Tax Name

itemid

Name

name

Changed field name and ID.

Description

description

Description

description

Retained.

Tax Type

taxtype

Tax Type

taxtype

Retained.

Field value depends on whether the sales and purchase tax accounts set on the legacy tax code and tax type records are the same or not:

If the tax accounts are the same on both records, the legacy tax type value is retained.
If the tax accounts are different, SuiteTax will create a new tax type record with tax accounts that match the ones set on the legacy tax code record. The newly created tax type will be assigned to the migrated tax code record and to other migrated tax codes with the same tax accounts.

Note:
A new tax type will be created regardless of whether or not there is an existing legacy tax type with the same tax accounts.

Inactive

isinactive

Inactive

isinactive

Set to true (inactive).

itemtype

Retained (hidden).

Display Name/Code

displayname

Removed from form.

Rate

rate

Removed from form.

Effective From

effectivefrom

Removed from form.

Valid Until

validuntil

Removed from form.

Subsidiaries

subsidiary

Hidden from form and set to the ultimate parent so that the tax code can be used for any subsidiary.

Include Children

includechildren

Hidden from the form and set to true so that the tax code can be used for any subsidiary.

EC Code

eccode

Removed from form.

Reverse Charge Code

reversecharge

Removed from form.

Notional Rate Derived From

parent

Removed from form.

Applies to Service Items

service

Removed from form.

Export

export

Removed from form.

Exempt

exempt

Removed from form.

Default Code

isdefault

Removed from form.

Exclude from VAT Reports

excludefromtaxreports

Removed from form.

Tax Agency

taxagency

Removed from form.

Purchase Tax Account

acct1

Removed from form.

Sales Tax Account

acct2

Removed from form.

Available On

available

Removed from form.

Tax Account

taxaccount

Removed from form.

Country (available only in search)

country

Removed from record.

County

county

Removed from form.

City

city

Removed from form.

State

state

Removed from form.

Zip Codes

zip

Removed from form.

Local Taxes

local

Removed from form.

OSS Country

mosscountry

Removed from form.

nexuscountry

Removed from form.

purchaseaccount

Removed from form.

saleaccount

Removed from form.

defaulttaxcode

Removed from form.

remindaboutbas

Removed from form.

General Notices