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Slide notes: In this tutorial we look at how Withholding Tax Certificates are printed, but we need to start by explaining what they are, and that not everybody will use them. A Withholding Tax Certificate will come into effect only if we have the use of Withholding Tax Certificates switched on, and in this case they are automatically created when we open a new Invoice and select a Withholding Tax type to apply to that Invoice.

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Slide notes: When we process a new Invoice number for a Supplier for the 1st time, then the new Invoice screen appears. On this screen, IF we select a withholding tax other than zero, then a withholding tax certificate is generated for this Invoice. It means that when we pay this Invoice, the system will automatically calculate the correct amount to be deducted from the payment, i.e. it is withheld and usually paid to the Tax man.

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Slide notes: From the AP master, we have an option to print or re-print Withholding Tax certificates for the current Account.

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Slide notes: Here we see only a single Certificate as being present for the Account, and in fact we can drill into the linked Invoice for this Certificate, if we need to.

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Slide notes: On the Invoice we can see the percentage withholding that is applied, and the amount duly calculated as a deduction from payment.

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Slide notes: When we choose the print function, the certificate is printed, directly to printer.

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Slide notes: We also have a function to print Withholding Tax Certificates for multiple Accounts, at the same time.

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Slide notes: In this case, we load the certificates for printing by selecting the Payment Date, i.e. the Date on which bulk or other Supplier payments have been processed, and then the system will find all the necessary Tax Certificates by this date.

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Slide notes: We can also drill into the certificates from here, if need be.

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Slide notes: In this case, we have 2 Tax Certificates listed for printing. If in fact it is a re-print we are performing, and we do not want to print all the listed Certificates, then we can simply delete from the list any certificates that we do not wish to print now, and then select the print option.

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Slide notes: There are different methods available for the numbering of these Tax Certificates, and our choice must be set up in the Accounting Parameters.

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Slide notes: And here we can see, in the 1st instance, that Withholding Tax Certificates are either switched on or not.

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Slide notes: And that we choose how we want the Tax Certificates to be numbered.

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Slide notes: And we also choose the method for calculating the Withholding Tax, and this can be on the inclusive or exclusive basis.

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Slide notes: So, in a nutshell, we can print Withholding Tax Certificates directly from the AP account screen, or in bulk from the bulk print option.