Setting Up Withholding Exemption Percentages

Access the Withholding Exempt Percentage Revision form.

Address Number

Enter the address book number of the supplier who is exempt from withholding for the tax type that you specify in the Document Type field.

You cannot modify the address number for an existing record.

Document Type

Enter a value from the Document Type (00/DT) UDC table to specify the document type of the transaction that is exempt.

You cannot modify the document type of an existing record.

Effective Date

Enter the beginning of the date range for which the percentage exemption is in effect.

You cannot modify the effective date if the date is in the past.

Expiration Date

Enter the end of the date range for which the percentage exemption is in effect.

% (percentage)

Enter the percentage of the transaction that is exempt from withholding for the document type that you specified.

Resolution Date

Enter the date of the resolution that allows for the exemption to withholding.