Tax Reports

The Taxes section includes all the tax reports in Zoho Billing.

Tax Summary

A tax summary report provides an overview of all taxes collected on invoices within your organization. It allows you to view the total value of taxes collected during a specific period.

To view this report:

Go to Reports on the left sidebar.
Navigate to Taxes and select the Tax Summary report from the list.

The Tax Summary Report will contain the following columns:

Title	Description
Tax Name	The tax applied to a specific transaction.
Tax Percentage	The percentage at which the particular item or service is taxed.
Taxable Amount	The amount on which tax was levied.
Tax Amount	The amount of Tax that was actually charged.

To customize this report:

Click the Customize icon on the top right of the page.

You will be able to find two sections:

General
Show / Hide Columns

General

Under General, you can customize the report based on the following filters:

Filters	Description
Date Range	Select the time period for generating the report. This can be for the current or previous period/year, or you can specify a custom time period of your choice.
Report Basis	Select the accounting method for the report. Accrual: Values are generated when the transactions are created. Cash: Values are generated when the cash is received.
Group By	Organize and summarize data based on selected columns.
Entities	The report will display data based on the modules you have selected.
Advanced Filters	You can further filter your report based on its fields.

Show/ Hide Columns

In this section, you can choose the columns to be displayed in the report.

In the Available Columns section, hover over the column you want to add and click the + icon next to it.
In the Selected Columns section, you can view the existing columns of your report. You can change the order of the selected columns by dragging and dropping.
Click Run Report to view the report. Click Save as Custom Report to save and view the report later.

TDS Receivables Summary

A TDS receivables summary report summarizes the total TDS deductions made on invoices and credit notes.

To view your TDS Receivables Summary report:

Go to Reports on the left sidebar.
Navigate to Taxes and select the TDS Receivables Summary report from the list.

The TDS Receivables Summary report contains the following columns:

Filters	Description
TDS Name	This specifies the TDS section.
TDS Percentage	The percentage of tax that is deducted at source.
TDS Deducted at Source	The TDS deducted from the original amount.
Total	The total amount of the invoice or credit notes before TDS deduction.
Total After TDS Deduction	This is the amount remaining after TDS is deducted from the original amount.

To customize this report:

Click the Customize icon on the top right of the page.

You will be able to find two sections:

General
Show / Hide Columns

General

Under General, you can customize the report based on the following filters:

Filters	Description
Date Range	Select the time period for generating the report. This can be for the current or previous period/year, or you can specify a custom time period of your choice.
Report Basis	Select the accounting method for the report. Accrual: Values are generated when the transactions are created. Cash: Values are generated when the cash is received.
Group By	Organize and summarize data based on selected columns.
Advanced Filters	You can further filter your report based on its fields.

Show/ Hide Columns

In this section, you can choose the columns to be displayed in the report.

In the Available Columns section, hover over the column you want to add and click the + icon next to it.
In the Selected Columns section, you can view the existing columns of your report. You can change the order of the selected columns by dragging and dropping.
Click Run Report to view the report. Click Save as Custom Report to save and view the report later.

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