When integrating Stripe Tax with NetSuite via PayPack, you may encounter scenarios where certain transactions should never trigger a tax calculation. Global Exclusion Rules allow you to define specific transaction types or conditions that bypass the Stripe Tax API, preventing unnecessary API calls and potential errors in non-taxable territories.
By default, the PayPack integration attempts to calculate tax for every supported transaction. However, you may want to exclude specific records to:
Maintain Performance: Reduce API latency by skipping calculations for entities that are always tax-exempt.
Ensure Accuracy: Prevent tax from being calculated on specific transaction types (e.g. internal estimates) that do not carry a tax liability.
To configure these rules, you must have Administrator privileges within NetSuite.
Navigate to PayPack > Setup > Configuration.
Click on the Tax subtab.
Locate the section titled Exclusion Filters.
Check the box Enable Exclusion Filters.
Select the Exclude Specific Transaction Types.