If your organization has set up Tax Groups in Netsuite by combining multiple Tax codes to track taxes on sales ( viz., VAT, GST, PST) and submit a report to the Government, you would want to leverage these groups in Fyle while an employee is creating their expense. Follow the steps below to start using Tax Groups from Netsuite in Fyle.
Note:
Before configuring the Tax options in your Fyle- Netsuite integration, kindly update your Fyle-Netsuite Suite Bundle by following this guide.
If you are looking to import Tax codes, kindly go through this article.
Importing Tax groups from Netsuite to Fyle
Go to Setup > Accounting > Set Up Taxes in your Netsuite Account.
For Australian Subsidiaries:
Go to the field Tax code lists include and select Tax Groups and Tax Codes.
Click Save.
Make sure to have a 'Default Tax Code' assigned in Netsuite for expenses that don't carry a tax value from Fyle.
For Canadian Subsidiaries:
A tax group is mandatory for expenses to export expenses to a Canadian subsidiary. To ensure that your employees choose a tax code in Fyle, make the tax field a mandatory field in Fyle by following the steps below.
Open the Admin Settings page in your Fyle account.
Go to Expenses > Form Fields > Default Fields.
Select Tax Group.
Check the box 'Make the field mandatory.'
Add a Tax Group to the Default Value.
Click Update Field.
With this configuration, the tax group chosen here will be the default value in the tax field. Your employees can choose to edit them as per requirement.
If you need assistance setting this up, do not hesitate to contact us at [email protected].