Accounting › Tax
Withholding
What was deducted, from whom, and whether the certificate the supplier will ask for in April has been issued.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Withholding
Address in the console: /accounting/withholding-transactions
List · 12 columns · 16 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Date | Date | txn_date |
| Type | Code | type_code |
| Supplier | Text | supplier_name |
| Document | Code | document_no |
| Gross | Amount | gross_amount |
| Base | Amount | base_amount |
| Rate % | Number | rate_pct |
| Withheld | Amount | withheld_amount |
| Net paid | Amount | net_paid |
| Treaty | Yes or no | treaty_applied |
| Certificate due | Yes or no | certificate_outstanding |
| Remitted | Yes or no | remitted |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type required | Choice | Looked up from existing records | |
| Supplier | Choice | Looked up from existing records | |
| Document number | Text | ||
| Date required | Date | ||
| Currency | Choice | Looked up from existing records | |
| Gross | Number | ||
| Base | Number | ||
| Rate % | Number | ||
| Withheld | Number | ||
| Net paid | Number | ||
| Treaty rate applied | Yes or no | ||
| Treaty country | Text | ||
| Certificate number | Text | ||
| Remitted | Yes or no | ||
| Remitted on | Date | ||
| Remittance reference | Text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.