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Customize Withholding Tax Report

in Ask A Guru 3 comments

Hello Team,

Please navigate to Reports > Withholding Tax > Withholding Tax Reports > Select Form 2307 > Select a Vendor > Print.

We would like to ask the following:

  1. Is it possible to customize the form and set a default value for the signatory section:
    “Signature over Printed Name of Payor/Payor's Authorized Representative/Tax Agent (Indicate Title/Designation and TIN)”?
  2. How can we capitalize the Payor’s Name? I already updated the Company Name to uppercase, but it is not reflected in this field.
  3. Can we also capitalize the State in the Address section? We understand that it pulls from the Address field; since it is not capitalized in the UI, can this be updated directly in the UI?

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