Export vendors from NetSuite
Export vendor spend from NetSuite with the Purchase by Vendor Summary report and upload it to Neo.Tax.
Purchase by Vendor Summary
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Run this report for the correct tax year.
- Filter to Accounts that are relevant for R&D.
- Make sure the Amount $ column is included.
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Then copy all potentially relevant vendors and the values from this report to the NeoTax Vendor Expense template.
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Upload on the NeoTax Other QREs page.