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 cannot 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 |
||
---|---|---|---|---|
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:
|
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 |
e |
— |
— |
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. |