Surcharge Sales Tax Reporting

When using Avalara for sales tax reporting, surcharges can be handled in two distinct ways.

Option 1 - Automated Reports using Avatax

NetSuite merchants using Avalara can easily set the PayPack Surcharge Item Avatax tax code to OF060001 (Credit card processing fees / charged by seller).

Avatax OF060001 Credit card processing fees.png

By using this approach, PayPack Surcharge Invoice Items are automatically transmitted to Avatax for tax calculation and reporting.

Option 2 - Upload using CSV

Alternatively, you can manually import surcharge sales tax reporting into Avalara using a CSV template. To do this, create a NetSuite saved search to extract the required data for the template.

Download Template: Surcharge Sales Tax Reporting Template.xlsx

 

 
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