Backup Withholding Record Date (BWRDI)

The Backup Withholding Record Date (BWRDI) inquiry enables you to search for and view information associated with backup withholding on the Backup Withholding History Daily Balance table. Amounts for each record on this table are summarized by the Record Date, Fund, Sub Fund, BSA and Sub BSA. If the "Search FY" search criterion is used, each record returned by the search will also include summarization by the corresponding Fiscal Year.

You may perform a search on this page by leaving all search fields blank; as there are no required fields in order to perform a search, and in doing so, the system will return all records that exist on the Backup Withholding History Daily Balance page.

The top grid will always be a single record; it shows the calculated grand total amounts for the entire set of records returned by the search. This tab consists of the following columns:

Total Withheld/Refunded
Total Cancelled/Remitted
Total Backup Withholding Balance

The bottom grid portion displays the listing of records returned by the search including these calculated amounts:

Withheld/Refunded Amount – This amount represents the Credit Amount of the selected record on the Accounting Journal for the corresponding Fund, BSA, and Record Date. This amount corresponds to the withheld money from issued payments or deposited refunds received from IRS because of errors in withholding
Cancelled/Remitted Amount –This amount represents the Debit Amount of the selected record on the Accounting Journal for the corresponding Fund, BSA and Record Date. This amount corresponds to money withheld from cancelled payments or amount paid to the IRS with withheld money.
Backup Withholding Balance – This amount represents the system-calculated amount for each record on the grid; the amount is calculated as: Withheld/Refunded Amount - Cancelled/Remitted Amount.

Grid-level Actions/LinksGrid-level Actions/Links

Select Export > Viewable Columns or Export > Available Columns from the Grid Actions menu to export only the selected records to a CSV file.
Select Export All > Viewable Columns or Export All > Available Columns from the Grid Actions menu to download all data returned by the inquiry to a CSV file.
Select Export All > Spreadsheet from the Grid Actions menu to download all data returned by the inquiry to a spreadsheet. The maximum number of records that can be downloaded is 2000. If more than 2000 records have been returned in your search results, then an error is received. Refine your search results until the maximum number of records returned is 2000 or less. The spreadsheet will not include the Total Withheld/Refunded, Total Cancelled/Remitted, and Total Backup Withholding Balance amounts.
Select Print from the Export menu to print the records in this inquiry.

Note: Refer to the "Export Grid Results to CSV" topic in the CGI Advantage Page/Table User Guide for detailed instructions on how to export the results to a CSV file and how to use an import wizard to open the file in Microsoft Excel.

Row-level Actions/LinksRow-level Actions/Links

Select Related Pages > Backup Withholding Date Range Summary from the row-level menu to navigate to the Backup Withholding Date Range Summary Inquiry page.
Select Related Pages > Accounting Journal from the row-level menu to navigate to the Accounting Journal page, which provides detailed accounting information for the corresponding BWRDI record. Advantage will perform the search on Accounting Journal records using all information associated with the corresponding record on BWRDI page.