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New to NetSuite | Advanced Taxes: Canada Tax Lookup Hierarchy

in Advanced Accounting & OneWorld

Building on our previous discussion about Canada’s tax determination logic, this article explores how the tax lookup hierarchy operates when using Advanced Taxes in Canada. We’ll examine the step-by-step process that NetSuite follows to identify the appropriate tax code for a transaction.

NetSuite first checks the Tax Item field on the customer record. If a tax group is specified in this field, the system applies the customer’s designated tax group to the transaction items.

If the Customer record’s Financial tab has Tax Item = null and the PST Exempt box is unchecked, NetSuite then evaluates the shipping address on the transaction record. Specifically:

Clarisa De Torres | Ask a Guru

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