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