Client workspace

Withholding Tax

Available

Manage actual EWT and CWT facts from an invoice or an independent record.

What this menu does

Record controlled withholding facts and accounting results.

Where to find it

Client workspace navigation: Source Documents → Withholding Tax.

When to use it

Record EWT or CWT from an invoice or separate event.
Review Form 2307 evidence and accounting links.
Correct a processed record with an audit trail.

Before you begin

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

Page regions

01EWT and CWT list
02Direction, status, period, and counterparty filters
03Entry form
04Record detail
05Evidence and accounting links

Supported operations

Create or complete a withholding record

Purpose: Capture a confirmed amount without changing unrelated invoice facts.

1
Choose the direction and use an invoice link only when there is a real source invoice.
2
Enter counterparty, tax period, ATC, tax base or actual withholding amount, and required evidence.
3
Save a draft while incomplete, then use the available confirmation action after validation.
4
Open completed detail to review source link, tax facts, voucher, and ledger result.

Result

The withholding fact remains traceable to its source and controlled result.

Correct a processed withholding record

Purpose: Preserve the audit trail while replacing an incorrect fact.

1
Open the existing record and confirm why it needs correction.
2
Use the available void and copy action rather than overwriting a processed fact.
3
Validate the copied record with corrected evidence and amounts.
4
Review both the new record and the original record’s status.

Result

The correction is auditable rather than a silent overwrite.

Business rules and fields

Invoice association is optional.
ATC, evidence, and amount must describe the record’s own direction and period.
Read-only workspaces do not offer write actions.

States you may see

DraftReady for confirmationConfirmedVoided and copiedRead-only

What happens next

The current withholding fact and any correction relationship can be reviewed with accounting links.

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.