Setup page · Tax

Withholding tax codes

A setup page where you create codes for withholding tax, a tax on vendors that doesn't create sales tax transactions.

Used by: Accounts payable manager, Auditor, Accounts receivable manager and 6 more roles
Business process: Manage withholding taxes in Dynamics 365 Finance
Menu item: TaxWithholdTable
Main table: TaxWithholdTable
Data entity: TaxWithholdingTaxCodeEntity
Setup steps: 1 on this page

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Everyone

1What it is and why

What it is	A setup page where you create codes for withholding tax, a tax on vendors that doesn't create sales tax transactions.
What you do here	Used to set the rate that is withheld from vendor payments and the liability account the withheld amount posts to.
Example	For example, when a vendor invoice is paid, the vendor receives the invoice amount minus the withholding tax, and the withheld amount posts to the withholding tax account.

Functional consultant · Solution architect

Business process	Define accounting policies › Develop tax strategy › Manage withholding taxes in Dynamics 365 Finance
Menu path	Tax › Indirect taxes › Withholding tax › Withholding tax codes
Set up first	—
Used next by	Withholding tax groups Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Set up Withholding tax codesNo screenshots yet

Used to set the rate that is withheld from vendor payments and the liability account the withheld amount posts to.

Go to Tax > Indirect taxes > Withholding tax > Withholding tax codes.
Select New.
In the Withholding tax code field, enter a code, and in the Withholding tax name field, enter its name.
In the Main account field, select the account for the withholding tax liability.
Select Save.
Select Values, and in the Value field, enter the withholding percentage.
Save and close the pages.

Field	What it means	Worked example	Table column
Main account	The account for the withholding tax liability; only balance sheet or liability accounts are valid.Microsoft Learn ↗	—	—
Value	The percentage used to calculate the withholding tax.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
Set up Withholding tax codes	—	—

Solution architect

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

Menu item	`TaxWithholdTable` Checked in Dynamics 365
Form	`TaxWithholdTable` Checked in Dynamics 365
Table	`TaxWithholdTable`Shown as “Withholding tax codes” in Record infoKey field: TaxWithholdCodeChecked in Dynamics 365
Data entities	`TaxWithholdingTaxCodeEntity`Withholding tax codes Microsoft data model ↗
Who can open it	PrivilegesMaintain withholding tax codes `TaxWithholdTableMaintain`View withholding tax codes `TaxWithholdTableView`DutiesRental Inquire into sales tax process reference data `RentalTaxSalesTaxProcessReferenceDataInquire`Enable sales taxes process `TaxSalesTaxesProcessEnable`Inquire into sales tax policies `TaxSalesTaxPoliciesInquire`Inquire into sales tax process reference data `TaxSalesTaxProcessReferenceDataInquire` 9 security roles Auditor `AuditPolicyManager`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=TaxWithholdTable`
Integrate with	`TaxWithholdingTaxCodeEntity` data entity Microsoft data model ↗
Table definition	`TaxWithholdTable` columns and relations Microsoft data model ↗

Everyone