The Taxes setup screen can be used to configure how your taxes need to be managed for your store profile in Unify Enterprise, and how they need to be recorded into your accounting software - NetSuite.
To configure the tax setup
1. In the Taxes setup screen section, under How do you want to record taxes:
a. If your online store doesn't charge taxes, click the first option.
Note: This option is applicable in case your nature of business is medical, educational (schools) or any non-profit organization.
b. If you want NetSuite to calculate taxes, select the second option and choose your tax codes (for both taxable and non-taxable orders).
Note: If there are no tax codes available for selection, create the tax codes in your accounting software and display them in this screen by clicking the refresh icon on the top right.
c. If you have different taxes in different states and/or cities, click the appropriate checkbox and then click Setup Tax Locations for setting up multiple locations.
Note: A pre-requisite for creating a location is to setup a sales tax item in QuickBooks.
2. In the Setup Tax Locations dialog box:
a. Select the respective shipping states, shipping cities and NetSuite sales tax items.
b. Click Save to save the settings in this screen.
Note: If you want to create a new location, click Add New.
3. In the Taxes setup screen section:
a. If you have taxable and non-taxable items in the same order, click the tax variation per item checkbox.
b. Click Save & Continue to save the settings, directing you to the Discounts setup screen.
If you have created a sales tax item in NetSuite for taxable and non-taxable orders, so when the order gets posted to NetSuite, the tax gets automatically calculated, based on the subsidiary and location within the tax item in NetSuite.