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Run this checklist every time the Commenda bundle is installed or updated in your NetSuite account. It ends with real test transactions, which is the only reliable way to know tax is being applied. Work through the steps in order. If any step does not come out the way it says it should, contact us before going live rather than continuing.

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The checklist

1

Enable the required NetSuite features

Go to Setup → Company → Enable Features. Under SuiteCloud, enable Token-Based Authentication, OAuth 2.0, REST Web Services, Client SuiteScript, and Server SuiteScript.
All five are enabled before the bundle is installed.
If any are off, the install fails with a generic “An unexpected error has occurred” that gives no indication of the cause.
2

Remove any tax rates you set up previously

Commenda supplies every rate you need, so rates left over from a previous provider or entered by hand will conflict.
No manually entered tax rates remain in your account.
Moving from another tax provider? Agree a switch-off time with us first, so the two never run at the same time.
3

Add your existing registrations

Add every registration you already hold to the Commenda app.
Each state or region you are registered in appears in your account.
Transactions in a state you have not added come out untaxed, so add them all before your first taxed transaction.
4

Create a test transaction of each type

Create an invoice, a sales order, a cash sale, a credit memo, and an estimate, each for an address where you are registered.
All five carry the correct tax.
If tax comes out as 0.00, or one type behaves differently from the others, stop and send us the record number before going live.
5

Test an exempt customer

If you sell to tax-exempt customers, create a transaction for one who has a certificate on file.
The transaction completes with no tax.
If tax is still applied, contact us before you go live.
6

Check the Commenda tax code was created

Installing the bundle creates a single tax code named Commenda. You do not need to create tax codes or list your jurisdictions, as that happens automatically.
A tax code named Commenda appears in your NetSuite tax code list.
If it is not there, the bundle install has not completed. Contact us before creating any further transactions.
Commenda works with NetSuite’s legacy tax engine, so if your account runs SuiteTax, tell us before the bundle is installed. The tax calculation setting lives in the bundle inside NetSuite, not in your Commenda dashboard. Check there if you need to confirm whether calculation is switched on.

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Next steps

Every step passed, so you are ready to go live. Run this checklist again after any bundle update or new registration. If a step does not behave the way it is described here, send us the record number and we will take it from there.

NetSuite integration

How the integration connects, what it syncs, and how tax calculation works

All integrations

Every platform Commenda connects to