New to NetSuite | Advanced Taxes: U.S. Tax Lookup – Scenarios Part 1

Following our previous discussion about the US Tax Lookup Hierarchy, we'll now present various scenarios to illustrate how it works. 

According to the hierarchy, the highest priority is given to the tax item selected on the Customer record. For our demonstration, we'll use two items in the transaction: one with a taxable schedule and the other with a non-taxable schedule. Additional details will be provided in the following scenarios below. 

Scenario #1: Customer record > Taxable = T ; Tax Item = with Value 

• Customer with Taxable = T and Tax Item = AL_AL 

• On the Invoice transaction, select customer on scenario 1 then add the two items with taxable and nontaxable schedule: