Create Withholding Tax File

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If you have transactions with a withholding tax component, you can use this form to create a text or CSV file containing tax information. You can upload the file to the Inland Revenue website.

The file includes detail about withholding tax that is deducted from payments to suppliers. Greentree Desktop generates an ir-File (with the extension .txt) or a CSV file (for schedular payments).

Interface Type

Select one of these options from the list:

• Withholding Tax Interface, for reporting tax withheld from employees.
• Payday Schedular Payments Interface, for reporting payments to suppliers.

Interface name

If you selected:

• Payday Schedular Payments Interface from the Interface Type list, Greentree Desktop selects the required interface and generates a CSV file when you click the Create button.
• Withholding Tax Interface from the Interface Type list, then you must select one of these options from the Interface name list:
  • Payday irFile Interface
  • irFile Interface
  • irFile interface (post 1/4/2010)

  Greentree generates a file with the extension .txt when you click the Create button.

Supplier from

Enter or select the first supplier in the range of suppliers for whom you want to generate a withholding tax file.

To

Enter or select the last supplier in the range of suppliers for whom you want to generate a withholding tax file.

To include all suppliers in the file, leave the Supplier from field empty and enter zzzzzzzzzzzz in this field.

Tax return period

Enter the first and last dates for which you're reporting tax information in the from and To fields.

Output file

Enter a descriptive name for the file that you'll upload to the IRD.

To change the folder in which Greentree Desktop saves the withholding tax file, click the icon to the right of the field. Navigate to the folder and then click Save.

Save file path

Select this option to use the folder you chose as the default location to save all files containing tax information.

Create

Click this button to create the file to upload to the IRD.

• Merge ir-Files

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