Manage Withholding Tax Settings

Enter and update withholding tax lines according to the requirements of your transactions. Depending on your security settings and options specified during tax setup, you can:

• Enter manual withholding tax lines

• Change existing withholding tax line amounts

• Cancel withholding tax lines

Entering Manual Withholding Tax Lines

The following must be enabled for you to enter manual withholding tax lines:

• Allow entry of manual tax lines option for the withholding tax

• Allow Manual Withholding option for the configuration owner and application event class

To enter a manual withholding tax line:

1. In the Withholding Taxes tab, click Edit Taxes and add a row.

2. Enter a rate name. You can't enter a manual withholding tax line for a withholding tax that already exists for the transaction.

3. Change the withholding tax amount if necessary. You can only enter a withholding tax amount up to the unpaid amount on the document.

The Edit Taxes region is only accessible for paid documents if the option to Allow adjustments to paid invoices in Manage Invoice Options allows it.

The Edit Taxes region includes the status of the tax authority invoice for each tax. If the status is created, use the link to view the tax authority invoice details, such as invoice number, creation date, amount in the tax currency, validation status, and paid status.

Editing Withholding Tax Line Amount

The following must be enabled for you to change a withholding tax line amount:

• Allow override of calculated tax lines option for the withholding tax

• Allow Manual Withholding option for the configuration owner and application event class

To change a withholding tax line amount:

1. In the Withholding Taxes tab, click Edit Taxes.

2. Change the existing tax line amount.

You can only update withholding tax amounts for existing tax lines before a document is validated.

Canceling Withholding Tax Lines

The following must be enabled for you to cancel withholding tax lines:

• Allow override of calculated tax lines option for the withholding tax

• Allow Manual Withholding option for the configuration owner and application event class

To cancel a withholding tax line:

1. In the Withholding Taxes tab, click Edit Taxes.

2. Select the withholding tax line to cancel and click Cancel in the Actions menu.

You can't cancel a withholding tax line after there has been a payment on the invoice.

Note: If you update an invoice after validation, such as changing a line amount, withholding tax lines with a calculation point of Invoice, are only recalculated on re-validation if all of the existing withholding tax lines are canceled before re-validation.