Tax compliance
Manage EWT and CWT records
Record, find, summarize, and trace actual EWT and CWT facts from invoice or standalone entry channels.
When to use it
- Find and summarize EWT or CWT for a tax period
- Record standalone EWT without requiring an invoice
- Record one Received 2307 that may cover multiple invoices
- Provide confirmed EWT sources to 0619-E, 1601-EQ, and QAP
Before you begin
- Know whether the record is EWT or CWT
- Prepare the counterparty, period, issue date, ATC, tax basis, and actual amount
How to use it
- 01
Open Withholding Tax
Expand Source Documents, choose Withholding Tax, then select EWT (withheld when we pay) or CWT (withheld from us when a customer pays).
- 02
Find or create a record
Search by record, counterparty, TIN, ATC, reference, tax period, or status. A standalone entry does not require an invoice relationship.
- 03
Review the actual fact
Enter one counterparty, date range, ATC, tax basis, and actual withholding amount. The statutory calculation is a reference; the confirmed actual amount is authoritative.
- 04
Confirm or correct
Confirm to freeze the tax and accounting fact. Confirmed tax fields cannot be edited; use Void and copy for a correction, while remarks and optional attachments remain maintainable.
System screenshot
What happens next
Each confirmed EWT or CWT remains traceable through its frozen record version, Tax Fact, voucher, general ledger, attachments, and history.
Good to know
- Invoice linkage is optional, and one Received 2307 may be recorded once even when it covers multiple invoices.
- Only Confirmed EWT is used by the current 0619-E, 1601-EQ, and QAP lifecycle; CWT is reserved for later income-tax credit workflows.
- The workbench does not generate official tax returns, BIR Form 2307, or direct BIR submissions.