IntelligentTaxProduct Documentation
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Client workspace

Expanded Withholding Tax

Available

Review EWT records, evidence and periods, run reconciliation, explain differences, and generate/deliver BIR Form 2307.

What this menu does

Provide a client-level EWT control center across input invoices, vouchers, filing, reconciliation, and certificates.

Where to find it

Client workspace navigation: Expanded Withholding Tax.

When to use it

  • Review EWT detail and evidence.
  • Correct the assigned withholding period with a reason.
  • Run and review reconciliation.
  • Explain an accepted discrepancy.
  • Generate, preview, download, version, and mark Form 2307 delivered.

Before you begin

  • Open the correct client workspace.
  • Confirm the company name shown in the workspace header.

Page regions

  1. 01EWT detail tab and filters
  2. 02Review drawer with invoice/tax/voucher/filing summary
  3. 03Evidence link/history and audit
  4. 04Reconciliation run/filter/summary/item detail
  5. 05Difference explanation
  6. 06Form 2307 year/quarter coverage
  7. 07Certificate preview, versions, download, and delivery confirmation

Supported operations

01

Review an EWT record

Purpose
Confirm withholding, evidence, voucher, and filing context for one invoice.
  1. 1

    Filter EWT detail by period, status, or search.

  2. 2

    Select Review on the target row.

  3. 3

    Review invoice, counterparty/TIN, ATC, base, rate, amount, period, data/evidence status, voucher, certificate, and filing.

  4. 4

    Link an accepted file, edit in the owning invoice flow, or change period with a reason when the actions are available.

Result

The EWT record has an explicit evidence and downstream-processing status.

02

Run and review EWT reconciliation

Purpose
Compare invoice, voucher, filing, and certificate sources for a selected period.
  1. 1

    Open Reconciliation and choose period type, start, and end.

  2. 2

    Select Run reconciliation.

  3. 3

    Review sources, totals, differences, blockers, and clean counts.

  4. 4

    Filter/search items, open Review, inspect lineage/version, and record an explanation for an accepted discrepancy when required.

Result

A versioned reconciliation run preserves differences and recorded dispositions.

03

Generate and deliver Form 2307

Purpose
Produce a certificate from eligible confirmed EWT sources for one payee and quarter.
  1. 1

    Open Form 2307 and choose year and quarter.

  2. 2

    Review coverage and select Generate for an eligible payee series.

  3. 3

    Preview identity, monthly values, sources, and versions; download the current or selected version.

  4. 4

    After external delivery, select Mark delivered, read the impact, add the delivery note, and confirm.

Result

The certificate version and delivery status are recorded; the page does not apply an electronic signature or send it automatically.

Business rules and fields

  • EWT applies to eligible input invoices.
  • Confirmed EWT records freeze relevant ATC/version/rate/base/amount/period facts for accounting use.
  • Changing a confirmed EWT after posting can create a controlled adjustment voucher rather than rewrite the posted voucher.
  • Form 2307 freezes payor/payee identity and values at generation; later regeneration creates another version.
  • Mark delivered records an external handoff; it does not send the document or create a signature.

States you may see

Not applicablePendingConfirmedCancelledReconciliation clean/difference/blocker2307 generatedMarked deliveredSuperseded version

What happens next

  • EWT remains traceable from invoice through voucher, reconciliation, filing, and certificate delivery.

Common problems

What you seeWhy it happensWhat to do

The page is view-only or an action is missing.

The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.

Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.

A save, generation, or load action fails.

Business validation, missing source data, an expired session, or a temporary service problem can block the action.

Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.

System screenshots

Review EWT records, evidence and periods, run reconciliation, explain differences, and generate/deliver BIR Form 2307.