Global Withholding-Tax Rule Packs

Name: Global WHT Rule Packs
Price: 74.55 USD

Configure per-country WHT rates, thresholds and rules - no code, no localization lock-in

One engine, every jurisdiction

Withholding tax is configured differently in every country: India deducts TDS at section rates with single and aggregate thresholds, the US applies backup and FDAP withholding, the Philippines runs expanded withholding tax. Instead of a separate hardcoded module per country, this app gives accountants a rule-pack framework: model any jurisdiction as data - rates, thresholds, residency conditions and rounding - and the engine does the arithmetic.

Rule packs per country

Group withholding rules into a country-scoped pack with an effective period. Validate consistency, then activate. A draft pack never withholds money - nothing applies until you review and activate it.

Rich rule model

Each rule carries a statutory rate, a single-payment and/or cumulative year-to-date threshold, a no-TIN penalty rate, an optional surcharge, a floor and cap on the withheld amount, residency conditions and a validity date window.

Threshold logic that matches reality

Choose how a threshold triggers: per single payment, on the cumulative year-to-date total, or on either limit. The engine explains exactly why a payment was or was not withheld.

Configurable rounding

Round the withheld amount the way your authority requires: two decimals half-up, banker's rounding, nearest whole currency unit (e.g. nearest rupee for Indian TDS), or truncation.

Compute, explain and log

The compute wizard takes a base amount and a payee context (resident or non-resident, has a tax ID or not, year-to-date paid) and returns the applicable rule, the effective rate, the withheld amount and the net payable - with a full human-readable trace. Results can be logged as audit records, which the certificate builder aggregates into per-payee withholding certificates and period remittance summaries.

Feature overview

Capability	Detail
Rule packs	Country-scoped, draft / active / archived lifecycle with validation gate
Categories	Professional fees, contractor, rent, dividends, interest, royalties, commission, other
Rate model	Statutory rate, no-TIN penalty rate, surcharge points
Thresholds	Single payment, cumulative year-to-date, or either limit
Rounding	Half-up, banker's, nearest unit, truncate to 2dp, truncate to unit
Limits	Minimum and maximum withheld amount per rule
Applicability	Resident-only / non-resident-only flags and validity date windows
Compute wizard	Base amount + payee context, full explanation trace
Audit log	Persisted computations with statutory and effective rate
Certificates	Per-payee aggregation and period remittance summary
Pack validation	Duplicate codes, rate/threshold sanity, residency reachability, date ordering

Starter rates included

The module ships starter rule packs seeded with real, published domestic withholding rates - India TDS (sections 194J, 194C, 194I, 194H), US backup and FDAP withholding, and Philippine expanded withholding tax - each citing its statutory source. They load in draft so you can review, adjust to the current Finance Act / Revenue Regulation and activate. The framework itself is country-agnostic: add your own packs for any jurisdiction.

Scope & disclosure

This module computes withholding inside your Odoo database. It does not file or transmit anything to a tax authority and does not replace professional tax advice. The seeded starter rates are provided for convenience; verify the current statutory rate and threshold for your jurisdiction before activating a pack. Community-base only - no Enterprise dependency.

Screenshots