Withholding Tax Certificates Setup

Withholding Tax Certificates Setup lets you manage tax exemptions in the system. This is done by associating certificates with suppliers or specific supplier sites, considering the applicable tax attributes and valid date ranges.

Here's how you can manage tax exemptions:

1. Go to the Navigator and select Setup and Maintenance.
2. Look for the task named Manage Tax Exemptions and open it.
3. In the Manage Tax Exemption UI, choose either Third-Party Tax Profile or Third-Party Site Tax Profile from the list.
4. Search for the supplier by name.
5. Click on the Withholding Exemptions tab to view any existing tax certificates associated with the supplier.
6. To create a new tax certificate, select the Actions option and click on the create icon.
   • It is possible to associate multiple tax certificates with a supplier, either for a specific tax or a combination of tax attributes. Additionally, a tax certificate can be applied to a specific supplier site, considering a combination of tax attributes.
7. Specify a valid date range for the tax certificate.