home

Indirect Tax

Sovos Docs

Upload NetSuite sales data

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

CAUTION:

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.

Formatting requirements:

  • The Sovos NetSuite template contains the following mappings:

    NetSuite FieldSovos 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 upload your NetSuite transactions into Sales Tax Filing using the NetSuite tax report. This report is part of the Sales Tax Filing Package bundle available for download in NetSuite.

  1. Log in to Batch Determination.
  2. Click Upload.
  3. Select the NetSuite template.
  4. Click Browse to select your .csv file from your computer or drag the file into the box.
  5. When your file is uploaded, click Next.
    A success screen will display.
  6. If the data in the uploaded file is final and will not change, click Save, then click Save for Filing on the popup to submit it for filing.

Your transaction data will be available in Sales Tax Filing within 24 hours. You can track the status of your returns by logging in.