Select a tax status for the business partner:

Relevant only for Europe.

Select a default tax group for the business partner’s documents.

Only groups that match the selection made in the Tax Status field are available. When you select:

Specify the number of the exemption certificate.

Indicates that the vendor is subject to withholding tax.

Specify the ID number of the withholding tax certificate:

Specify the date until which the credit card is valid. Up to 5 characters are allowed, use the format MM/YY for the date as shown on the credit card, such as 04/10 for April 2010.

Specify the national insurance number.

Opens the WTax Codes Allowed window where you select the withholding tax codes that can be used with the business partner.

For information purposes, select the withholding tax report type.

Select the type of report to be generated.

If required, specify the relevant DATEV account number for the business partner.

The system indicates whether this is the initial data export.

Specify the details of the Tax Exemption Letter.

Specify the number of the tax exemption letter for the business partner.

Specify the maximum amount defined in the tax exemption letter for which the business partner can be exempted.

Specify the range of dates when the business partner is exempted from paying tax.

Indicates that the customer is liable for additional equalization tax.

Specify the type of operation you carry out with the business partner, for example, acquisitions from a public entity or sales to travel agencies. The values you can select here are based on the codes defined by the Spanish fiscal authorities.

Specify if the operation you carry out with the business partner involves selling or purchasing insurance goods or services.

Your entry here is the default for the 347 Insurance Operation field on the Accounting tab of A/P or A/R documents, for example A/R invoices. You can change the entry on both the business partner master data and the A/P and A/R documents.

Indicates that the vendor is liable for self invoice.

Displays the withholding Shaam group defined for the vendor in the Withholding Tax Determination window.

Choose this button to open the Withholding Tax Determination window.

Indicates that the vendor is approved for withholding tax according to Israel Tax Authority records.

Indicates that the vendor has a valid certificate stating that the bookkeeping meets legal standards.

Specify what kind of business the federal tax ID of the business partner indicates: Self-Employed, Company, Registered Business, or International Company.

The information is then included in the electronic files of Report 856 - 2010, which you create.

Relates the business partner to the deferred tax method.

Specify a tax code for the vendor. By default, the default tax code is displayed, which is defined on the Tax subtab on the Purchase tab in the G/L Account Determination window.

Determines whether the business partner is tax liable or foreign. The default value is liable.

Opens the Income Tax Withholding Codes Allowed window where you can select the proper ITW codes and define a default per business partner.

Opens the VAT Withholding Codes Allowed window where you can select the required withholding tax codes and define a default per business partner.

Enables business partners to support the invoice ISR slip. The ID has the following structure:

XX-XXXXXX-X

Specify the verification number of the withholding tax.

Identifies the business partner as domestic or foreign.

Identifies the business partner as resident or non resident.

When creating a new customer in the Business Partner Master Data window, the G/L account for Other Receivable or Other Payable is copied automatically from the G/L Account Determination window.

Unless the G/L account contains postings for this specific customer or vendor, you can change it either manually or by selecting from the Choose from List window.

The Chart of Accounts window enables you to define G/L accounts for customers and vendors.

Specify the e-tax web site for the business partner. By default, the default web site you have specified in the E-Tax Web Site - Setup window is displayed.

You can also define new web sites in the E-Tax Web Site - Setup window. To open the window, choose  Administration Setup Financials Tax E-Tax Web Site .

Choose (Browse) to open the Fiscal IDs window for defining fiscal IDs.

Choose (Browse) to open the Tax Information window and specify the required data.

Optional field that appears only when the BP is vendor.

Select an assessee type from the dropdown list.

Specify the withholding tax category.

The application overlooks the TDS threshold limit specified in the WTax Code Allowed window.

The application overlooks the surcharge threshold limit specified in WTax Code Allowed window.