Upload NetSuite sales data

If you are not using Tax Determination or an API to share transaction data with Sales Tax Filing, you need to upload your transactions in a file.

Important:

Transaction data must be uploaded by the fourth business day of each month. If the data is not uploaded by then, Sovos can't guarantee that the return will be filed on time in that filing period.

Make sure that the file is in CSV UTF-8 format.
Make sure that the file contains the following required NetSuite fields, which are automatically mapped to Sovos fields:


NetSuite Field	Sovos Field
Document Number	Document Number
Entity Code	Customer/Vendor Code
Exempt Amount	Exempt Amount
Goods/Service Code	Goods/Service Code
Gross Amount	Gross Amount
ShipFrom Address	Ship From Street Name With Number
ShipFrom City	Ship From City
ShipFrom Country	Ship From Country
ShipFrom State	Ship From State/Province
ShipTo Address	Ship To Street Name With Number
ShipTo City	Ship To City
ShipTo Country	Ship To Country
ShipTo Postal Code	Ship To Postal Code
ShipTo State	Ship To State/Province
Tax Amount	Tax Amount
Transaction Date	Document Date

You can save your NetSuite transactions to Sales Tax Filing using the NetSuite tax report. This report is part of the Sales Tax Filing Package bundle available for download in NetSuite.

Log in to Batch Determination and select your organization from the dropdown.
Click Upload.
In Step 2, select NetSuite Template (AR).
In Step 3, click Browse to select the file from your computer or drag and drop the file into the upload area, then click Next.
Your transaction data is uploaded to Batch Determination. When Batch Determination finishes processing your data, it displays a results screen with a summary of the uploaded transactions.
Review the upload:
- The transaction summary shows the total tax amount and exempt amount for each country and state/province. To view individual transaction amounts, click Download report.
- If Batch Determination ran into errors while processing your file, download the error reports.
Note:
Though you can save an upload with errors for filing, we recommend that you correct the issues identified in the error report and then upload the corrected file.
If the data in the upload is final and will not change, click Save, then click Save for Filing on the confirmation popup.

Your transaction data will be available in Sales Tax Filing within 24 hours.

Sovos Docs

Upload NetSuite sales data

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