Individual service payments and PIT withholding
Use this area to pay individuals for services under a contract, with personal income tax (PIT) withholding handled and a withholding certificate produced as a PDF.
When to use
Use it for freelancers and contractors paid as individuals, where you must withhold PIT and issue a withholding certificate.
Before you start
| Item | Detail |
|---|---|
| Permissions | individual_services:read to view, individual_services:write to create and edit |
| Main screens | Finance → Individual services, including contracts and declarations |
Workflow
Prepare the tax profile and commitment
Record the individual’s tax profile and any commitment on file before the first payment.
Create the contract
Create an individual service contract and activate it. A contract can later be completed or cancelled.
Submit the payment
Create the payment, check the PIT withholding preview, and submit it. Payments go through approval and can be voided.
Issue the certificate
Export the PIT withholding certificate as a PDF for the payee.
Tips & common mistakes
- Check the withholding preview before submitting, not after.
- Keep the tax profile current so the preview uses the right treatment.
- Void a payment instead of editing figures after approval.