Documentation | User Guide

Documentation | User Guide

Submit withholdings

If you need to submit a withholding, click on Withholdings in the Declarations drop-down menu, on the toolbar, then follow the following procedure.

To submit withholdings:
  1. Go to the Withholdings table;
  2. Find the appropriate withholding using the left or right arrows at the bottom of the table. Some columns can also be sorted;
  3. Click on File. This action opens the page displaying the withholdings in detail;

  1. Go to the Add Withholding Lines table and click on the Show Column Options button. This action opens the Withholding Columns Option section on the left;
  2. Click on the appropriate option to display the desired column option;
  3. In the Upload CSV section, upload the appropriate withholding file with the correct exemption code. For more information on this operation, refer to Upload CSV files.
  4. Click on Save. This action updates the page and adds new withholdings to the list.