Zamp for NetSuite: Types of Transaction Support
Overview
The Zamp Tax integration supports the following types of transactions in NetSuite:
- Cash Sales
- Invoices
- Sales Orders
- Cash Refunds
- Customer Credits
- Customer Refunds
Follow the below guide to understand when records qualify for Zamp processing!
Sales Orders
Pending Approval
| Tax Calculation | Yes |
| Tax Posting | No |
| Address Posing | Yes |
| Why |
Tax is calculated for estimation purposes, but posting happens later when the order is fulfilled and converted to an Invoice or Cash Sale. |
Pending Fulfillment
| Tax Calculation | Yes |
| Tax Posting | No |
| Address Posing | Yes |
| Why |
Tax is calculated during fulfillment, but posting happens when the transaction is finalized as an Invoice or Cash Sale. |
Cancelled
| Tax Calculation | No |
| Tax Posting | No |
| Address Posing | Yes |
| Why |
Cancelled orders don't create tax obligations, so no calculation or posting is needed. |
Cash Sales
Unapproved Payment
| Tax Calculation | Yes |
| Tax Posting | No |
| Address Posing | Yes |
| Why |
Tax must be calculated, but posting is delayed until the payment is deposited. |
Not Deposited
| Tax Calculation | Yes |
| Tax Posting | Yes |
| Address Posing | Yes |
| Why |
The sale is complete but awaiting deposit. Zamp still needs to receive the posted tax. |
Deposited
| Tax Calculation | Yes |
| Tax Posting | Yes |
| Address Posing | Yes |
| Why |
Fully completed transaction. Tax posting ensures Zamp is reconciled with the final sale. |
Invoices
Open
| Tax Calculation | Yes |
| Tax Posting | Yes |
| Address Posing | Yes |
| Why |
Open invoices create a tax obligation that must be calculated and posted to Zamp. |
Paid in Full
| Tax Calculation | Yes |
| Tax Posting | Yes |
| Address Posing | Yes |
| Why |
Payment doesn't change the tax obligation— posting is still required. |
Voided
| Tax Calculation | No |
| Tax Posting | No |
| Address Posing | Yes |
| Why |
If an invoice is voided after creation, the voided transaction needs to still be posted to Zamp. |
Cash Refunds
Open
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Tax was already calculated on the original transaction. Only posting is needed to record the refund in Zamp. |
Paid in Full
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Tax was already calculated on the original transaction. Only posting is needed to record the refund in Zamp. |
Credit Memos
Open
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Tax was calculated on the original invoice and carries through. Only posting is needed. |
Fully Applied
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Tax from the original transaction carries through. Only posting is needed. |
Voided
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Posting is needed to reverse the tax from the original transaction. No new calculation required. |
Customer Refunds
| Tax Calculation | No |
| Tax Posting | Yes |
| Address Posing | No |
| Why |
Tax was calculated on the original transaction. Only posting is needed to record the refund in Zamp. |
Quick Reference Rules
Tax Calculation is needed when:
- Creating new taxable transactions (Sales Orders, Cash Sales, Invoices)
- The transaction is NOT a refund, credit, or cancellation
Tax Posting is needed when:
- The transaction represents a finalized tax obligation (deposited Cash Sales, open/paid Invoices)
- Recording refunds or credits (Cash Refunds, Credit Memos, Customer Refunds)
Address Processing is needed when:
- Working with original sales transactions (Sales Orders, Cash Sales, Invoices)
- NOT needed for refunds or credits (they inherit from the original transaction)
Neither Calculation nor Posting is needed for:
- Cancelled Sales Orders
- Voided Invoices