36
The need is to calculate the withholding tax amounts during the Purchase invoice process, without the posting on withholding tax accounts.
The reasons for this requirement are:
1) Not all the items/main accounts are to be included in the calculation of the withholding tax base amount.
2) During the invoice phase, the people who is posting the invoice is aware of the correct withholding tax amount.
3) The person who posts the invoice is different from the one who pays the invoice.
4) Starting from 2019, vendor invoices are received through electronic .xml document.
This calculated amount should be inherited during the payment process (invoice settlement), for the following reasons:
5) The person who posts the payment is different from the one who posts the invoice.
6) The person who posts the payment does not have the invoice pdf/xml.
7) In 95% of the cases, the D365 calculation is not coherent with the archived invoice.
The reasons for this requirement are:
1) Not all the items/main accounts are to be included in the calculation of the withholding tax base amount.
2) During the invoice phase, the people who is posting the invoice is aware of the correct withholding tax amount.
3) The person who posts the invoice is different from the one who pays the invoice.
4) Starting from 2019, vendor invoices are received through electronic .xml document.
This calculated amount should be inherited during the payment process (invoice settlement), for the following reasons:
5) The person who posts the payment is different from the one who posts the invoice.
6) The person who posts the payment does not have the invoice pdf/xml.
7) In 95% of the cases, the D365 calculation is not coherent with the archived invoice.
STATUS DETAILS
Planned
Administrator
The calculation part of this idea is planned in 2023 wave 1 and here is the detail Withhold tax calculation during invoicing | Microsoft Learn.
For the inheritance functionality, please feel free to leave your comments and thoughts here to further influence our development plan. Thank you.