> ## Documentation Index
> Fetch the complete documentation index at: https://developer.zamp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Types of Transaction Support

> Understand when transactions calculate tax, and when they post to a Zamp account for filing.

# Overview

The Zamp Tax integration supports the following types of transactions in NetSuite:

| Transaction Type |
| ---------------- |
| Cash Sales       |
| Invoices         |
| Sales Orders     |
| Cash Refunds     |
| Customer Credits |
| Customer Refunds |

Follow the below guide to understand when records qualify for Zamp processing.

## Sales Orders

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

## Cash Sales

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

## Invoices

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

## Cash Refunds

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

## Credit Memos

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

<Accordion title="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. |
</Accordion>

## 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