Configure Withholdings
Configure automatic withholdings by tax regime.
Learn to configure the withholdings you need to apply according to each tax regime.
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Determine if you need withholdings
This configuration is specific to businesses that, due to their tax regime or that of their customers, are required to apply tax withholdings (VAT, ISR). If this is not your case, you can skip this tutorial.
When to apply withholdings?Withholdings generally apply when you invoice legal entities or when your tax regime requires it. Consult with your accountant if you have questions. - 2
Access the invoicing module
From the sidebar, go to "Configuration" and select the "Invoicing Module" tab. Here you'll find the "Withholdings by Tax Regime" section where you can configure automatic withholdings.
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Add a withholding
Click "Add withholding" to open the form. Complete the fields: Customer's tax regime, Tax to withhold (VAT or ISR), Factor type (Rate), and the withholding percentage. Click "Save" to confirm.
Percentage formatEnter the percentage as a whole number. Example: 8 for 8%, 10 for 10%, 16 for 16%. - 4
Automatic application
Configured withholdings will be applied automatically when you generate invoices to customers with the corresponding tax regime. You can add multiple withholdings for different regimes by repeating the process.
Done!Your withholding configuration is active. Invoices to customers with configured regimes will include withholdings automatically.
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