Skip to main content
The Numeral ↔ NetSuite integration has two separate parts:
  1. Connect NetSuite to Numeral (compliance) — a read-only sync that pulls your orders, products, and customers from NetSuite into Numeral. This is what lets Numeral handle the compliance side: nexus monitoring, filing, and remittance. It does not require SuiteTax, and every NetSuite customer should set it up first.
  2. Install the Numeral SuiteTax Engine (live tax calculation) — a SuiteApp that registers Numeral as a tax provider in NetSuite’s SuiteTax framework. Once configured, NetSuite calls Numeral whenever you preview or save tax on a sales transaction, and the resulting tax detail is recorded back to Numeral. You only need this part if you want Numeral to calculate tax live inside your NetSuite environment.
SuiteTax is only required for Part 2. If you only need Numeral to handle compliance, Part 1 is all you need, and it works whether or not SuiteTax is enabled on your NetSuite account. The SuiteTax Engine SuiteApp in Part 2 requires the SuiteTax feature to be enabled.

​
What you’ll do

Part 1: Compliance (required, no SuiteTax needed)
  1. Connect NetSuite to Numeral
Part 2: Live tax calculation (optional, requires SuiteTax)
  1. Install the Numeral SuiteApp
  2. Verify the Numeral SuiteTax Engine plug-in is enabled
  3. Configure the Numeral Credentials record
  4. Configure your NetSuite Nexuses, Tax Codes, and Tax Types
  5. Test on a Sales Invoice

​
Part 1: Connect NetSuite to Numeral

Adding NetSuite as a connection authorizes Numeral to read your orders, products, and customers out of NetSuite. That data is what Numeral uses to monitor your nexus, prepare and file your returns, and remit the tax you owe. This connection is read-only: Numeral only pulls data out, it never writes anything back. You don’t need SuiteTax enabled and you don’t need the SuiteApp from Part 2 installed for it to work.
  1. Log in to your Numeral dashboard and go to Connections.
  2. Click Add a Connection and select NetSuite.
  3. Follow the prompts to authorize the connection to your NetSuite account. If you’re also testing in a sandbox, connect your production account in parallel rather than sandbox alone.
Make sure your production NetSuite account is connected, not just a sandbox. Numeral uses this connection to import your real sales data for nexus monitoring, filing, and remittance — a sandbox connection is fine for testing alongside it, but if production is never connected, that data never reaches Numeral, which blocks filings.
Set this connection up as early as possible. It only takes a minute to authorize, but NetSuite’s initial data sync can take longer to complete behind the scenes due to rate limiting. Your products won’t be available in Numeral for categorization until it finishes. If you only need Numeral for compliance, you’re done with NetSuite setup — skip ahead to Product Categorization.

​
Part 2: Install the SuiteApp for live tax calculation (optional)

Follow this part only if you want Numeral to calculate tax in real time on transactions inside NetSuite, replacing NetSuite’s own tax calculation. It’s independent of the Part 1 connection, which keeps handling compliance either way.
The SuiteApp plugs into NetSuite’s SuiteTax framework, so your NetSuite account must have the SuiteTax feature enabled before you install it. If SuiteTax isn’t enabled, you can still use Part 1 for compliance.

​
1. Install the SuiteApp

The Numeral SuiteApp is published in the NetSuite SuiteApp Marketplace at suiteapp.com/Numeral. Install it from there, or find it in your own account under Customization → SuiteApps by searching for Numeral. After installation completes, the SuiteApp deploys:
  • A SuiteTax plug-in implementation called Numeral SuiteTax Engine
  • A custom record type called Numeral Credentials
  • Supporting scripts for transaction events

​
2. Enable the SuiteTax plug-in

Go to Customization → Plug-ins → Manage Plug-ins and confirm Numeral SuiteTax Engine is checked.
This checkbox is the tax calculation kill switch — unchecking it disables Numeral tax calculation NetSuite-wide without uninstalling the SuiteApp. It has no effect on the read-only connection from Part 1, so compliance keeps working.

​
3. Configure Numeral Credentials

Go to Customization → Lists, Records, and Fields → Record Types and open the Numeral Credentials record type. Click New Record and provide: Numeral Credentials record Save the record.

​
4. Configure Nexuses, Tax Codes, and Tax Types

NetSuite requires tax results to map onto the existing Nexus, Tax Code, and Tax Type records on the account. The Numeral SuiteTax Engine matches Numeral’s calculated jurisdictions to NetSuite records by state, so each US state where you have nexus needs to have:
  • A NetSuite Nexus (Setup → Tax → Nexuses)
  • A Tax Code assigned to that Nexus (Setup → Tax → Tax Codes)
  • A Tax Type assigned to that Nexus (Setup → Tax → Tax Types)
The names you choose for the Tax Code and Tax Type aren’t important — Numeral matches by Nexus state, not by name.
If a transaction’s shipping state has no matching Nexus + Tax Code + Tax Type, NetSuite will reject the calculation. Add the missing records before testing in that state.

​
5. Test on a Sales Invoice

  1. Go to Transactions → Sales → Create Invoices
  2. Select a customer with a US shipping address
  3. Add at least one line item
  4. Click Preview Tax
NetSuite will call Numeral. The resulting tax appears in the Tax Total field, with the Numeral-calculated jurisdiction breakdown surfaced via the SuiteTax detail records. After saving the invoice, the transaction is recorded in your Numeral dashboard under Transactions.

​
Product Categorization

Correct product categorization is essential for accurate nexus monitoring and filings, and for live tax calculation if you use the SuiteApp. Product categories set in NetSuite do not carry over to Numeral — categories must be set up directly within your Numeral account. During onboarding, your Onboarding Manager will help set up initial product categories in Numeral and show you how to manage them going forward.
Have a copy of Numeral’s Product Category List available for reference when editing or creating products.

​
Supported transactions (live calculation)

These apply to the SuiteApp in Part 2.

​
Troubleshooting

Confirm the Numeral SuiteTax Engine plug-in is enabled under Customization → Plug-ins → Manage Plug-ins, and that a Numeral Credentials record exists with a valid API key.
Add a Nexus for that state (Setup → Tax → Nexuses) along with a Tax Code and Tax Type assigned to that Nexus. Numeral matches by Nexus state.
Confirm the transaction was saved (not just previewed) and that the API key on the Numeral Credentials record is for the correct environment. Check Setup → Integration → Web Services Logs for HTTP errors from the SuiteApp.
Open the Numeral Credentials custom record and update the API Key field. No script redeploy required.
Having the SuiteApp installed doesn’t mean the NetSuite connection from Part 1 is set up — they’re independent, and filings rely on the Part 1 connection. Check Connections in your Numeral dashboard and confirm your production NetSuite account (not a sandbox) is connected.