Creating or Customizing Roles to Use Withholding Tax Features

Important:

The topics here cover withholding tax for NetSuite accounts without the SuiteTax feature enabled. If you're using an account with SuiteTax enabled, go to Withholding Taxes in SuiteTax.

Withholding tax isn't getting new features and reports in accounts without SuiteTax. Updates to the Withholding Tax SuiteApp now include only fixes for reported issues.

By default, the NetSuite withholding tax features are accessible to the following standard roles:

Accountant
Accountant (Reviewer)
Administrator
CFO

In addition, the Withholding Tax SuiteApp provides the following roles that have already been set up with all the required permissions:

Withholding Tax Accountant
Withholding Tax Accountant (Reviewer)
Withholding Tax Bookkeeper
Withholding Tax CFO

You can assign these Withholding Tax roles to users for access to withholding tax features, or use them as templates when you create your own customized roles. If you're already using custom roles and want to add permissions to those roles to use the withholding tax features, use the following permission tables for guidance.

Set permissions for a role on the Permissions subtab of the Role record. Permissions are divided into four different types on the Transactions, Reports, Lists, Setup, and Custom Record subtabs.

To add a permission, click a line in a list, click Insert, and select a permission. You can also click the blank line at the bottom of a list, select a permission, and click Add.
To remove a permission, click it in the list and click Remove.
To set access levels for a permission, click a line in a list and select from the Level column. For information about these levels, see Access Levels for Permissions.

To be able to enter withholding tax in transactions

Subtab	Permission	Level
Transactions	Bill	Full
Transactions	Cash Sale	Full
Transactions	Check	Full
Transactions	Credit Memo	Full
Transactions	Customer Payment	Full
Transactions	Enter Vendor Credits	Full
Transactions	Invoice	Full
Transactions	Make Journal Entry	Full
Transactions	Pay Bills	Full
Transactions	Purchase Order	Full
Transactions	Sales Order	Full
Lists	Accounts	View
Lists	Customers	Full
Lists	Items	Full
Lists	Subsidiaries	View
Lists	Tax Records	View
Lists	Vendors	Full
Lists	Perform Search	View
Setup	Accounting Lists	View
Setup	Manage Accounting Periods	View
Custom Record	Grouped Withholding Tax Code	View
Custom Record	Withholding Tax Code	View
Custom Record	Withholding Tax Setup	View
Custom Record	Withholding Tax Type	View
Custom Record	WTax Job	Full

To be able to view withholding tax reports (including country-specific reports)

Subtab	Permission	Level
Transactions	Bill	View or Full
Transactions	Cash Sale	View or Full
Transactions	Check	View or Full
Transactions	Credit Memo	View or Full
Transactions	Customer Payment	View or Full
Transactions	Enter Vendor Credits	View or Full
Transactions	Invoice	View or Full
Transactions	Make Journal Entry	View or Full
Transactions	Pay Bills	View or Full
Transactions	Purchase Order	View or Full
Transactions	Sales Order	View or Full
Lists	Accounts	View
Lists	Currency	View
Lists	Customers	View
Lists	Documents and Files	View
Lists	Fiscal Calendars (if your account has the Multiple Calendars feature enabled)	View
Lists	Items	View
Lists	Subsidiaries	View
Lists	Tax Records	View
Lists	Vendors	View
Setup	Accounting Lists	View
Setup	Manage Tax Reporting Periods	Full
Setup	Set Up Company	Full
Custom Record	Company Information Loader	Full
Custom Record	Grouped Withholding Tax Code	View
Custom Record	Withholding Tax Code	View
Custom Record	Withholding Tax Setup	View
Custom Record	Withholding Tax Type	View
Custom Record	WTax Journal Type	Full
Custom Record	WTax Cache	Full

Creating or Customizing Roles to Use Withholding Tax Features

To be able to enter withholding tax in transactions

To be able to view withholding tax reports (including country-specific reports)

Additional Information

Related Topics