## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# 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.