Creating or Customizing Roles to Use Withholding Tax Features

By default, the NetSuite withholding tax features are accessible to the following standard roles:

• Accountant

• Accountant (Reviewer)

• Administrator

• CFO

In addition, the Withholding Tax SuiteApp provides the following roles that have already been set up with all the required permissions:

• Withholding Tax Accountant

• Withholding Tax Accountant (Reviewer)

• Withholding Tax Bookkeeper

• Withholding Tax CFO

You can assign these Withholding Tax roles to users to access withholding tax features, or use the roles as templates for creating your own customized roles. If you are already using customized roles and want to add permissions to those roles to use the withholding tax features, use the following permission tables for guidance.

You can set permissions for a role on the Permissions subtab of the Role record. Permissions are divided into four different types on the Transactions, Reports, Lists, Setup, and Custom Record subtabs.

• To add a permission, click a line in a list, click Insert, and select a permission, or click the blank line at the bottom of a list, select a permission, and click Add.

• To remove a permission, click it in a list, and click Remove.

• To set the level of access for a permission, click a line in a list and select from the Level column. For information about these levels, see Access Levels for Permissions.

To be able to enter withholding tax in transactions

To be able to view withholding tax reports (including country-specific reports)

General Notices