Importing Predefined Tax Determination Rules for Brazil

To import the predefined tax determination rules for Brazil:

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

2. On 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 Tax Determination Rules.

   3. In the Character Encoding field, select Unicode (UTF-8).

   4. In the CSV Column Delimiter field, select Semicolon.

   5. In the CSV File(s) field, choose if you're uploading one or multiple files.

   6. Click Select... and select one or multiple CSV files from your device.

   7. Click Next.

3. On the import option step, do the following:

   1. Under Data Handling, choose Add.

   2. Click Next.

4. On the field mapping step, if the mapping isn't automatically populated, do the following:

   1. In the Your Fields pane, click the name of a field from the CSV file.

   2. In the NetSuite Fields pane, click the name of the corresponding NetSuite field.

   3. Repeat the previous two steps until you match all the CSV file fields to the NetSuite fields.

      Match the fields according to this chart:

      Your Fields	NetSuite Fields
      name	Name (Req)
      externalId	External ID
      custrecord_fte_taxrules_t_state_ori	State of the Issuer
      custrecord_fte_taxrules_t_state_dest	State of the Receiver
      custrecord_fte_taxrules_t_operation_code	Operation Code
      custrecord_fte_taxrules_l_taxregime_orig	Tax Regime of the Issuer
      custrecord_fte_taxrules_l_taxregime_dest	Tax Regime of the Receiver
      custrecord_fte_taxrules_l_lob_orig	Line of Business of the Issuer
      custrecord_fte_taxrules_l_lob_dest	Line of Business of the Receiver
      custrecord_fte_taxrules_d_eff_from	Effective From (Req.)

   4. Define a reference type for the following fields:

      • custrecord_fte_taxrules_l_taxregime_dest

      • custrecord_fte_taxrules_l_taxregime_orig

      • custrecord_fte_taxrules_l_lob_dest

      • custrecord_fte_taxrules_l_lob_orig

      To define a reference type:

      1. On the center panel, click the pencil icon next to the field.

         The Default Value or Reference Type window opens.

      2. Choose the Choose Reference Type option.

      3. Next to the Choose Reference Type option, select External ID.

      4. Click OK.

         Repeat the steps for the listed fields.

   5. Click Next.

5. (Optional) If you want, on the save mapping & start import step, enter the relevant mapping information.

   This can help you when you're tracking the import's progress, or if you want to edit or run the import again later. For more information, see Step Five Save Mapping & Start Import.

6. Click Save & Run.

   The system saves and runs the import. A message confirms that the import process started.

7. Click Job Status to view the import status.

   Refresh the page until the Status column shows Completed.

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