Edit the Sovos Configuration Record
Learn how to edit the Sovos Configuration Record.
- Go to Sovos Legacy > Legacy Tax > Configuration.
- Open the Sovos Configuration Record by clicking Edit in the Sovos Configuration's row.
If there is no Sovos Configuration row, click New Sovos Legacy Configuration.
- Enter the following information:
Note:
The Sovos URL, user, entity, and password will be provided to you by your Professional Services consultant.
- Name
- Enter Sovos Configuration.
- Sovos URL
- Enter the URL that hosts the connector environment.
- Sovos User
- Enter your username.
- Sovos Entity
- Enter your operating unit name.
- Sovos Password
- Enter your password.
- Sovos Send Error Email
- Enter the email address for your Sovos service account.
- Sovos Send Error Email Employee
- Select the employee whose name will appear as the sender of the error email. This employee must have an email address associated with NetSuite.
- Sovos Error Email Recipients
- Enter the email addresses of the individuals you want to send error emails to (separated by semicolons.)
- Sovos Instance Name
- Enter your NetSuite environment name.
- Select Sovos TWE Enabled to enable the connector in your environment.
- Optional: Select the following options if applicable:
- Sovos Single Tax Code
- Select this option if you want to use a single tax code for all US transactions rather than individual tax codes for each state. Using a single tax code will give you a general idea of what you owe in each state. For more specific and accurate amounts, leave this option turned off.
- Activate Override Tax Details
- Select this option if you want to back calculate taxes.
- Select the transaction types that you want to support, such as Sovos Support Invoice or Sovos Support Credit.
- Click Save.
