9.2 Review and Adjust WH Balances

Purpose:  Use this document as a reference for reviewing and adjusting withholding balances in ctcLink.

Audience:  Accounts Payable staff

Review Withholding Balances

Navigation:  NavBar > Navigator > Suppliers > 1099/Global Withholding > Review > Vouchers By Supplier

  1. The Vouchers by Supplier search page displays.
  2. Enter SetID = "WACTC".
  3. Enter Supplier ID.
  4. Select Search and select the desired results.
Vouchers by Supplier search page
  1. The Vouchers By Supplier page displays.
  2. Enter Start Date = "01/01/yyyy" where yyyy is the calendar year.
  3. Enter End Date = "12/31/yyyy" where yyyy is the calendar year.
  4. Select Search.
Vouchers By Supplier page
  1. After completing review of 1099 withholding balances, you may have found some items that needs adjusting:

Navigation:  NavBar > Navigator > Suppliers > 1099/Global Withholding > Maintain > Update Supplier Withholdings

  1. The Withholding Supplier Update search page displays.
  2. Select the Add a New Value tab.
  3. Enter Withholding Update ID.
  4. Select Add.
Withholding Supplier Update Add a New Value tab
  1. The Withholding Supplier Update page displays.
  2. Select Action = "1. Withhold Update".
  3. Enter Supplier SetID.
  4. Enter Start Date = "01/01/yyyy" where yyyy is the calendar year.
  5. Enter End Date = "12/31/yyyy" where yyyy is the calendar year.
  6. Select the New Withhold Details tab.
  7. Enter Supplier ID.
  8. Enter Location.
  9. Select Run.  Please refer to the Process Scheduling QRG.
Withholding Supplier Update page
  1. The Update Withholding process must be run after making changes:

Navigation:  NavBar > Navigator > Suppliers > 1099/Global Withholding > Maintain > Update Withholdings

  1. The Update Withholdings run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Update Withholding Add a New Value tab
  1. The Withhold Update Request page displays.
  2. Enter Request ID.
  3. Enter Description.
  4. Enter Process Frequency = "Always Process".
  5. Enter Process Option = "Process All Updates".
  6. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Withhold Update Request page
  1. Process complete.

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