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When to Start Charging Sales Tax

edited Dec 6, 2019 2:35PM in General 3 comments

My firm uses NetSuite out of the Box with no sales tax integration. They currently mark all customers as Non Taxable and elect to mark them as Taxable when they establish Nexus.

They uses saved searches and workflows to trigger the change but its clunky. Has anyone established a good way of handling the creation of nexus and updating customers to taxable in that Nexus?

In a former life all of my accounts marked everyone taxable and only those that had resale certs or no nexus were marked. Both ways seem ripe for error

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