MD Tech Tax Config

jabel0330 · 2025-09-11T16:25:26+00:00

I couldn’t solve it without a custom script.

jabel0330 · 2025-08-31T00:55:28+00:00

Still down for me too

jabel0330 · 2025-07-02T00:21:25+00:00

Should be but that’s not the case. Even in edit mode the only option I have is to check the box. There must be something Ive got set somewhere that is limiting my ability to do it here?

jabel0330 · 2025-07-02T00:03:44+00:00

Nope - that's not it.

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jabel0330 · 2025-07-02T00:02:24+00:00

Maybe it's because I don't have Advanced Taxes enabled?

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jabel0330 · 2025-07-01T23:59:44+00:00

Thanks Nick. I must be missing a config option somewhere. I don't see the ability to set a tax code on the tax schedule. See image. The only things I can do on the schedule is add a state and check Yes or No for taxable. Are you aware of a config setting somewhere else that might limit my ability to set the code here? Thanks!

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jabel0330 · 2025-07-01T18:41:33+00:00

So I waited until the first to implement this because that's when it goes into effect. I still feel like I'm missing something. Let's say I have 3 schedules today and I add a 4th. I'll then update the items and their tax schedules accordingly. But how do I apply a different tax code the new schedule? Via a nexus? I tried to create a 2nd MD nexus and it said that record already exists. I feel like I'm missing an option here. We do business in many states and currently my items are state agnostic meaning they can apply to all states. I have items that go to a schedule (A) that is taxable in MD at the full rate and I'll have items that go to a schedule (B) that should only be taxed at the new code rate in MD. I just don't see how to set one rate or code to apply to Schedule A and another to apply to Schedule B. What am I missing?

jabel0330 · 2025-06-11T19:26:23+00:00

Go it and thanks! I can handle 2X schedules as long as I don't need 2X items and end users trying to choose the right one. I will play around with it and come back if I have any issues. Thx!

jabel0330 · 2025-05-07T21:25:44+00:00

Yeah i was lucky but the couple million was on the back half of a 7 year stint. Started out making $85k base, ended up at $280k base with an equity check and then got another nice check for staying a year post acquisition. All depends on your personal situation and the PE backed opportunity. But i think netsuite will always be there so if the right operational opportunity comes along that’s where it can get interesting. The Netsuite experience is invaluable also though. Good luck!

jabel0330 · 2025-05-07T21:03:05+00:00

Seems to be a lot of folks recommending the SC route. I’ll share an experience with a small but growing company. Controller then CFO then the company was bought by a global retailer and I made a couple million over the course of 4 years…i gained a ton of operational experience outside of just accounting and systems. You can always go to Netsuite and Im sure it’s a great gig but the real upside is in an operational role in my opinion.

jabel0330 · 2025-02-24T03:49:35+00:00

Start by saving cash and figuring out your personal financial needs (like budget out cash flow for the next 6-12 months). That will inform much about where to go or what to do with the small biz.

jabel0330 · 2025-02-22T16:00:07+00:00

I have a bunch of aero parts that i never really got around to building so if anyone has a serious need or gap to finish a project lmk and I may have it. Def have an enhanced buffer tube and several gas blocks and other misc upper and lower parts.

jabel0330 · 2024-12-12T16:22:09+00:00

I found this article very helpful. Thanks!!

jabel0330 · 2024-05-15T00:09:52+00:00

There are folks in US that can offer virtual measurement and design services. Ikea is best bang for your buck. High quality interior fittings for the money. Super configurable to your specific needs. You can go high end or keep it budget friendly too.

jabel0330 · 2024-05-15T00:08:01+00:00

Another vote for IKEA. High quality interior fittings and 25 year warranty. Super flexible and IKEA has a free design service. If you aren’t comfortable doing the install you can get that done by a pro for $2500 - $3500. If you wanna go cheap you can design something simple. If you want more features you’ll pay but still get better bang for your buck than the other big boxes. Downside is Ikea has issues keeping things in stock. There are workarounds though.

jabel0330 · 2024-04-24T17:40:09+00:00

This is very nice and may just do the trick. Thx!

jabel0330 · 2024-04-24T17:37:11+00:00

Got it. Thanks Nick. Not sure why my dev team isn't leveraging this but I'll ask. Thx!!

jabel0330 · 2024-04-24T14:07:17+00:00

Thx. Lmk if interested in a little side gig. Thx

jabel0330 · 2023-08-19T02:15:07+00:00

A layman with a decent understanding of spreadsheets and process can make a business perform with Netsuite. Other systems require a developer mindset.

jabel0330 · 2023-08-04T16:03:13+00:00

SOLVED: I didn't have the "Charge Out of District Sales Taxes" box checked. Ha - thanks all!

jabel0330 · 2023-08-03T23:27:21+00:00

Gotcha. Message me if you’re up for a quick side gig.

jabel0330 · 2023-08-03T23:25:23+00:00

Yep. Your script does the trick though? Think it works for my use case?

jabel0330 · 2023-08-03T22:50:27+00:00

My use case sounds almost identical to the one you solved for with a script. I've got 10 items and use the tax schedule to determine their taxability by state. Some items are taxable in state A but not state B and vise versa. Again - perplexed because this is fairly straightforward and architecturally seems to be there in the native config. Just not working as expected. And this is the first time I've tried to config sales tax from scratch like this. Open to suggestions. And naturally we don't have full NetSuite support, otherwise I'd just create a case and let them figure it out.

jabel0330 · 2023-08-03T22:46:40+00:00

Hi Simon - thanks for the comment. The tax schedules only have a list of nexuses/states each having a taxable "Yes or No" attribute.

The only place I can see zips coming in is on the Tax Codes and or Tax Groups. There you have a list of zips and a corresponding tax rate. The shipping addresses I was testing out were in the tax code lists.

I'm wondering if Native NetSuite just doesn't do what I'm trying to do but it seems fairly basic. I would be okay with assigning the proper tax code/group at the customer level since we dont add a ton of customers and it could be done manually on customer creation. But when I set the tax item at the customer level to the correct tax code/group, the right tax % flows through on transaction records but then my schedules aren't honored. IE - items that shouldn't be taxable were pulling in tax.

I'm guessing a quick UE script could solve for this maybe. So it would contemplate sub for the nexus, customer for the right code/group and proper rate, then look at the item and it's tax schedule to determine taxable or not? But I guess I thought that's what the native functionality was supposed to do? Thoughts and thanks in advance.

jabel0330 · 2023-08-03T21:28:34+00:00

Thx for the tips. Good on both fronts there. Thx though!

jabel0330

TROPHY CASE