Withholding Types
Deducted at payment, remitted to the authority, and certified to the supplier. Three obligations from one deduction.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Tax
- Screen: Withholding Types
Address in the console: /accounting/withholding-types
List · 9 columns · 17 fields on its form · 2 of them required · 1 action
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 |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Category | Status | category |
| Rate % | Number | rate_pct |
| Treaty % | Number | treaty_rate_pct |
| Threshold | Amount | threshold_amount |
| Basis | Status | threshold_basis |
| Charged on | Status | base |
| Used | Number | usage_count |
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 |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Jurisdiction | Choice | Looked up from existing records | |
| Authority | Choice | Looked up from existing records | |
| Category | Choice | Configuration list | |
| Standard rate % | Number | ||
| Treaty rate % | Number | Applies only where a certificate of residence is held. The two rates commonly differ by a factor of two. | |
| Threshold | Number | ||
| Threshold basis | Choice | per_invoice, annual, per_payment, none | Annual is what most regimes use and the harder one: it depends on everything paid to that supplier already. |
| Charged on | Choice | gross, net, net_of_vat, custom | |
| Liability account | Choice | Looked up from existing records | |
| Remittance frequency | Text | ||
| Certificate required | Yes or no | ||
| Valid from | Date | ||
| Valid to | Date | ||
| Active | Yes or no | ||
| Description | Long text |
What you can do here
Compute a deduction
What to deduct from a payment, and why — with the year-to-date threshold applied.
Asks for: Supplier Withholding type Gross amount* Tax on the invoice Treaty country
* required
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.