Dividend Sub Type Settings

Create simple withholding-tax overrides or formula-driven sub types with extra fields.

Create / Edit Sub Type

Sub Type Name

Description

Mode

Simple withholding tax override

Formula + extra fields

Override withholding tax (%)

Applies this percentage whenever the subtype is selected.

Formula overrides

Formula expression

For withholding-tax formulas, use decimal rates (0.15 = 15%).

Extra fields

Variable names become tokens you can use in the formula.

Quick insert

Built-in variables: gross, fee, tax_rate, tax_pct.

Clear

Existing Sub Types

Name	Mode	Override	Fields
No sub types created yet.