Withholding Tax Certificate Fields
Fields are only generated when the
Client | Create IR Certificate process is run.
Field | Explanation |
[DIV_GROSS] | The Gross amount of Dividend earned by a client
totaled over all accounts they have with you |
[DIV_RATE] | The average rate of Withholding Tax deducted
from the Dividends the client has earned during the year over all accounts they
have with you
Normally this will be one
of the standard rates, but may be something different if the rate has changed
during the year
|
[DIV_TAX] | The total withholding tax deducted from the
Dividends the client has earned during the year over all accounts they have
with you |
[GROSS] | The Gross amount of interest earned by a client
totalled over all accounts they have with you |
[JOINT] | If the account is a joint account, this field
will print as ‘Yes’ |
[ORG_ADD] | Address of the organisation from the
Organisation details screen |
[ORG_DES] | Name of the organisation from the Organisation
details screen |
[ORG_NUM] | Organisation IRD Number from the Organisation details screen |
[RATE] | The average rate of Withholding Tax deducted from the Interest the client has earned during the year over all accounts they have with you
Normally this will be one of the standard rates, but may be something different if the rate has changed during the year
|
| [TAX] | The total withholding tax deducted from the
Interest the client has earned during the year over all accounts they have with
you |
[YE_DATE] | Year End date entered when creating the
Withholding Tax certificates |
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