New to NetSuite | Advanced Taxes: Canada Tax Lookup – Scenarios Part 2

After presenting sample scenarios on the highest priority in the Canada Tax Lookup, which is the Tax Item on the Customer record in our previous discussion, we will now provide scenarios for the next in hierarchy:

If the Customer record’s Financial tab:

• Tax Item = null
• PST Exempt box = False

The system looks at the shipping address on the transaction record. If transaction nexus is associated to Canada subsidiary, then the system uses the following (in order):

• Tax Schedule; if none,
• Tax Code for Out-of-Province Sale; if none,
• Tax Code for Exports; if none,
• Default Tax Code

For our demonstration, we'll use two items in the transaction: one with a taxable schedule and the other with a non-taxable schedule.