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How to Get Withholding Tax Amount for PurchLine (Open Order, Not Invoiced)

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Posted on by Saalim Ansari

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Hi Experts,

I want to retrieve the Withholding tax amount shown under the Temporary withholding tax transactions form (as seen in the screenshot) for a Purchase Order line in open status (not yet invoiced).

This tax is correctly calculated in the UI, but I need to access this amount via X++ code, ideally from the PurchLine or related records before posting the invoice.

I have tried using:

Tax::calcTaxAmount(purchLine.TaxGroup, purchLine.TaxItemGroup, SystemDateGet(), purchLine.CurrencyCode, purchLine.LineAmount, TaxModuleType::Purch);

But this does not return the withholding tax amount.

Also, I found that this query is available, but it doesn’t support Open Orders

select TaxWithholdAmount, PURCHID, taxWithholdTransTable.DATAAREAID, taxWithholdTransTable.VOUCHER, taxWithholdTransTable.LINENUM, taxWithholdTransTable.PANSTATUS, taxWithholdTransTable.LINESTATUS, * from taxWithholdTrans_IN as taxWithholdTransTable
join TaxWithholdRegNumbers_IN as taxWithholdRegNumbers
on taxWithholdTransTable.TaxWithholdRegNumber = taxWithholdRegNumbers.RecId
join taxWithholdHead_In as taxWithholdHead
on taxWithholdTransTable.TaxWithholdSettlementPeriod = taxWithholdHead.RecId and
taxWithholdTransTable.PURCHID = 'PO0000000xxx' and
taxWithholdTransTable.VENDACCOUNT = 'V0000000xxx'

Could anyone guide me on:

1. Where this withholding tax amount is stored or temporarily calculated?

2. How can I programmatically fetch the same amount shown in the UI for a PO line before invoice posting?

Any help or sample code would be appreciated.

Thanks in advance,
– Saalim

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

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Martin Dráb 237,976 Most Valuable Professional on at

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Don't forget that you access to all the code, therefore if you want to know where a value on a form comes from, you can go and take a look.

The form is TaxWithholdUncommitted form. The grid column you're talking about is bound to InvoiceTaxWithholdAmount field of TaxWithholdUncommitted

table.

Note that there is code adding filters to TaxWithholdUncommitted data source based on TableId and RecId of the record that the form was opened for.

When you look at references of the form, you'll also find PurchTotals_ParmTrans::showWithholdTax() method. When you look inside, you'll see how the data gets calculated before displaying:

PurchTotals purchTotals = PurchTotals::newParmTable( _parmTable, _specQty, _parmTable.ParmId, '', _parmTable.Ordering); purchTotals.parmIsWHTCalcNeeded(true); purchTotals.calc();

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Raj Borad 1,428 on at

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Hi,

The withholding tax amount shown in the “Temporary withholding tax transactions” form is dynamically calculated at runtime and not stored in a table until the invoice is posted. This amount is based on the withholding tax setup defined under the vendor, tax authority, and tax codes.

To programmatically retrieve this amount before invoice posting, use the 'PurchCalcTax_IN' class which simulates the tax calculation logic. Specifically, you can use 'PurchCalcTax_IN::construct()', pass the relevant 'PurchTable', and call 'calcWithholdingTax()'. The results will be stored in a temporary table 'TaxWithholdTmp_IN', which holds the same data displayed in the UI. Iterating over this temp table gives you access to the calculated withholding tax amount per line item.

SQL queries or methods like 'Tax::calcTaxAmount()' won’t return withholding tax values, as they focus on standard sales/purchase taxes, not India-specific withholding tax (if you are referring Indian Tax system).

Thanks.

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Martin Dráb 237,976 Most Valuable Professional on at

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I don't see any object called PurchCalcTax_IN in the standard application. The name suggests an Indian localization,

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Saalim Ansari 666 on at

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Yes, I also didn’t find any object named PurchCalcTax_IN in the standard application.

As the name suggests, it seems to be part of Indian localization, but it’s not present in the environment I checked.

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Saalim Ansari 666 on at

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Hi Martin Dráb ,

I tried the suggestion as per your advice and it worked for me.

I ran the below query:
SELECT TAXAMOUNT, TAXWITHHOLDVALUE, PurchId, *
FROM TaxWithholdUncommitted_IN
JOIN PURCHTABLE
ON TaxWithholdUncommitted_IN.HEADINGRECID = PURCHTABLE.RECID
WHERE PurchID = 'PO00000XXXX'

And I successfully got the Tax Amount. Thank you for the help!

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