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
You must have at least one of these local college managed security roles:
- ZZ 1099 Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Review Withholding Balances
Navigation: NavBar > Navigator > Suppliers > 1099/Global Withholding > Review > Vouchers By Supplier
- The Vouchers by Supplier search page displays.
- Enter SetID = "WACTC".
- Enter Supplier ID.
- Select Search and select the desired results.
- The Vouchers By Supplier page displays.
- Enter Start Date = "01/01/yyyy" where yyyy is the calendar year.
- Enter End Date = "12/31/yyyy" where yyyy is the calendar year.
- Select Search.
- 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
- The Withholding Supplier Update search page displays.
- Select the Add a New Value tab.
- Enter Withholding Update ID.
- Select Add.

- The Withholding Supplier Update page displays.
- Select Action = "1. Withhold Update".
- Enter Supplier SetID.
- Enter Start Date = "01/01/yyyy" where yyyy is the calendar year.
- Enter End Date = "12/31/yyyy" where yyyy is the calendar year.
- Select the New Withhold Details tab.
- Enter Supplier ID.
- Enter Location.
- Select Run. Please refer to the Process Scheduling QRG.
- The Update Withholding process must be run after making changes:
Navigation: NavBar > Navigator > Suppliers > 1099/Global Withholding > Maintain > Update Withholdings
- The Update Withholdings run control ID search page displays.
- Select the Add a New Value tab.
- Enter Run Control ID.
- Select Add.

- The Withhold Update Request page displays.
- Enter Request ID.
- Enter Description.
- Enter Process Frequency = "Always Process".
- Enter Process Option = "Process All Updates".
- Select Run. Please refer to the Process Scheduling QRG for further instructions.

- Process complete.
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