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How to View Creation Details for Withholding Tax Types Using Saved Search
When opening a Withholding Tax Type record, you may notice that there is no System Notes tab available to show when the record was created or who created it. This can make it difficult to track record history directly from the form.
As a workaround, you can create a Saved Search to retrieve these details. The steps below will guide you through the process.
- Navigate to Reports > New Search
- Select Withholding Tax Type
3. Click Create Saved Search
4. Add any necessary filters under the Criteria tab, depending on your requirements
5. Go to the Results tab and add the following fields:
- Date Created
Clarisa De Torres | Ask a Guru
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