Nova Module's TaxCloud SuiteApp connects TaxCloud's sales tax engine to NetSuite, so tax is calculated automatically and accurately on your transactions — no manual rate lookups required.
What It Does
| Feature | What It Means for You |
|---|---|
| Tax Calculation | Click Calculate with TaxCloud on a Sales Order, standalone Invoice, or standalone Cash Sale to get an accurate, jurisdiction-specific tax figure in real time. |
| Address Verification | TaxCloud validates the customer's shipping address and suggests corrections, so tax is always applied to the right jurisdiction. |
| Order Commitment | Saving a finalized Invoice or Cash Sale automatically commits the transaction to TaxCloud for remittance and reporting. |
| Tax Exemptions | Exempt customers (nonprofits, resellers, etc.) can have a TaxCloud Exemption Certificate stored on their record. TaxCloud applies it automatically. |
| Refunds & Credits | Cash Refunds and Credit Memos sync back to TaxCloud automatically, keeping your tax records accurate. |
| Full Audit Log | Every API call — calculation, commitment, refund — is logged on the transaction record, giving you a complete audit trail. |
How to Calculate Tax on a Transaction
Applies to Sales Orders, standalone Invoices, and standalone Cash Sales:
- Open the record and enter the customer, shipping address, and line items.
- Set the Tax Code field to TaxCloud on each line item — this triggers the integration.
- Click Verify Address and accept any suggested corrections.
- Click Calculate with TaxCloud to see the calculated tax in the Tax Total field.
- Review and Save. Saving an Invoice or Cash Sale automatically commits the transaction to TaxCloud.
Note: If an Invoice or Cash Sale was created by converting a Sales Order, tax is already calculated and carried over — the Calculate with TaxCloud button won't appear, and there's nothing extra to do.
Processing a Refund or Credit
- Open the original Cash Sale and click Refund (or the original Invoice and click Credit).
- Review the auto-populated details — no need to re-enter line items or recalculate tax.
- Save. The refund syncs to TaxCloud automatically.
Handling Tax-Exempt Customers
- Open the customer record and add a verified shipping address (required by TaxCloud).
- Go to the TaxCloud tab, fill in Business Type and Exemption Reason, check Create TaxCloud Exemption, and Save.
- An Exemption Certificate ID is generated automatically.
- On future transactions, check Apply Tax Exemption to have TaxCloud apply zero or reduced tax.
Transaction-Level Controls
Found on the TaxCloud tab of each transaction; these apply per-transaction only:
| Checkbox | Available On | What It Does |
|---|---|---|
| Disable Tax Calculation | Sales Orders, Invoices, Cash Sales | Skips TaxCloud tax calculation for this transaction. |
| Disable Tax Order | Sales Orders, Invoices, Cash Sales | Calculates tax but doesn't commit the order to TaxCloud. |
| Export Tax Order | Sales Orders, Invoices, Cash Sales | Pushes a historical transaction to TaxCloud for backfill (no address verification performed). |
| TaxCloud Override Tax | Sales Orders, Invoices, Cash Sales | Lets you manually enter a tax amount, overriding the TaxCloud-calculated value. |
Quick Troubleshooting
Tax isn't calculating — Confirm the Tax Code field is set to TaxCloud on every line item, the Enable toggle is on, and the shipping address is complete.
Tax amount looks wrong — Check the item's Taxability Information Code (TIC) and verify the shipping address/ZIP. Review the TaxCloud API Log on the transaction for exact request/response details.
Exemption isn't applying — Confirm the customer has a valid Exemption Certificate ID and that Apply Tax Exemption is checked at the time of calculation.
Test Connection failed — Re-check the Connection ID and API Key for extra spaces, and confirm Live vs. Test mode matches your environment.
Key Terms
- TIC (Taxability Information Code): Tells TaxCloud what type of product/service an item is, for correct tax rules.
- Cart: A tax preview created when you calculate tax; expires after 90 days.
- Captured Order: The finalized order in TaxCloud, created when you save an Invoice or Cash Sale.
- Exemption Certificate: TaxCloud's record certifying a customer is tax-exempt.
- Backfill: Exporting historical transactions to TaxCloud via Export Tax Order.
- Nexus: Managed in your TaxCloud account, not in NetSuite.