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Overview

The Zamp Tax integration supports the following types of transactions in NetSuite: Follow the below guide to understand when records qualify for Zamp processing.

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Sales Orders

Pending Approval

Action	Handled?
Tax Calculation	Yes
Tax Posting	No
Address Posting	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

Action	Handled?
Tax Calculation	Yes
Tax Posting	No
Address Posting	Yes
Why	Tax is calculated during fulfillment, but posting happens when the transaction is finalized as an Invoice or Cash Sale.

Cancelled

Action	Handled?
Tax Calculation	No
Tax Posting	No
Address Posting	Yes
Why	Cancelled orders don’t create tax obligations, so no calculation or posting is needed.

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Cash Sales

Unapproved Payment

Action	Handled?
Tax Calculation	Yes
Tax Posting	No
Address Posting	Yes
Why	Tax must be calculated, but posting is delayed until the payment is deposited.

Not Deposited

Action	Handled?
Tax Calculation	Yes
Tax Posting	Yes
Address Posting	Yes
Why	The sale is complete but awaiting deposit. Zamp still needs to receive the posted tax.

Deposited

Action	Handled?
Tax Calculation	Yes
Tax Posting	Yes
Address Posting	Yes
Why	Fully completed transaction. Tax posting ensures Zamp is reconciled with the final sale.

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Invoices

Open

Action	Handled?
Tax Calculation	Yes
Tax Posting	Yes
Address Posting	Yes
Why	Open invoices create a tax obligation that must be calculated and posted to Zamp.

Paid in Full

Action	Handled?
Tax Calculation	Yes
Tax Posting	Yes
Address Posting	Yes
Why	Payment doesn’t change the tax obligation— posting is still required.

Voided

Action	Handled?
Tax Calculation	No
Tax Posting	No
Address Posting	Yes
Why	If an invoice is voided after creation, the voided transaction needs to still be posted to Zamp.

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Cash Refunds

Open

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Tax was already calculated on the original transaction. Only posting is needed to record the refund in Zamp.

Paid in Full

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Tax was already calculated on the original transaction. Only posting is needed to record the refund in Zamp.

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Credit Memos

Open

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Tax was calculated on the original invoice and carries through. Only posting is needed.

Fully Applied

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Tax from the original transaction carries through. Only posting is needed.

Voided

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Posting is needed to reverse the tax from the original transaction. No new calculation required.

Customer Refunds

Action	Handled?
Tax Calculation	No
Tax Posting	Yes
Address Posting	No
Why	Tax was calculated on the original transaction. Only posting is needed to record the refund in Zamp.

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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