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Setup page · Tax

Withholding tax groups

A setup page where you group withholding tax codes, so the group can be assigned to vendors who are liable to withholding tax.

Used by
Accounts payable manager, Accounts receivable manager, Accountant and 5 more roles
Business process
Manage withholding taxes in Dynamics 365 Finance
Menu item
TaxWithholdGroup
Main table
TaxWithholdGroupHeading
Data entity
TaxWithholdingGroupEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you group withholding tax codes, so the group can be assigned to vendors who are liable to withholding tax.
What you do hereUsed to give vendors a default withholding tax group that is carried onto purchase orders and pending vendor invoices.
Example—
Withholding tax groups page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDefine accounting policies › Develop tax strategy › Manage withholding taxes in Dynamics 365 Finance
Menu pathTax › Indirect taxes › Withholding tax › Withholding tax groups
Set up firstWithholding tax codes Microsoft Learn ↗
Used next byAll vendors Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Withholding tax groupsNo screenshots yet

Used to give vendors a default withholding tax group that is carried onto purchase orders and pending vendor invoices.

    Microsoft's steps

    1. Go to Tax > Indirect taxes > Withholding tax > Withholding tax groups.
    2. Select New.
    3. In the Withholding tax group field, enter the group ID.
    4. In the Description field, enter the group name.
    5. In the Withholding tax code field, select the withholding tax code.
    6. Select Save, and then close the page.

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Withholding tax codeThe withholding tax code included in the group.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Withholding tax groups——

    Solution architect

    5Design impact

    Shared or per companyPer 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

    6Technical

    Menu itemTaxWithholdGroup Checked in Dynamics 365
    FormTaxWithholdGroup Checked in Dynamics 365
    TableTaxWithholdGroupHeadingShown as “Withholding tax groups” in Record infoKey field: TaxWithholdGroupChecked in Dynamics 365
    Data entitiesTaxWithholdingGroupEntityWithholding tax groups Microsoft data model ↗
    Who can open itPrivilegesMaintain withholding tax groups TaxWithholdGroupMaintainView withholding tax groups TaxWithholdGroupViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquire
    8 security rolesAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManager
    Checked in Dynamics 365
    Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

    Developer

    7Developer

    Open it directlyhttps://<your-environment>/?mi=TaxWithholdGroup
    Integrate withTaxWithholdingGroupEntity data entity Microsoft data model ↗
    Table definitionTaxWithholdGroupHeading columns and relations Microsoft data model ↗

    Everyone

    8Sources and checks