## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/books/help/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 Books.

## Tax Summary

A tax summary report provides an overview of all taxes incurred on your expenses and collected on invoices within your organization. It allows you to view the total value of taxes paid and 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.

**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 customise this report, click the **Customise** icon on the top right of the page.

![Customise Report](/en-sg/books/help/images/reports/tax-report/summary.png)

You’ll be able to find two sections:

*   [General](/en-sg/books/help/reports/tax-reports.html#general-tax)
*   [Show/Hide Columns](/en-sg/books/help/reports/tax-reports.html#show-hide-tax)

### 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

Organise and summarise 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.

![General](/en-sg/books/help/images/reports/tax-report/customise-summary.png)

### 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.
    
    ![Show or Hide](/en-sg/books/help/images/reports/tax-report/customise-summary2.png)

## TDS Receivables Summary

The TDS Receivables Summary report summarises the total tax withheld by customers on invoices, bills of supply, debit notes, 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.
    
    ![Receivable](/en-sg/books/help/images/reports/tax-report/tds.png)

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.

Total

The total amount of the invoice, bill of supply, customer debit note, or credit notes before TDS deduction.

Total After TDS Deduction

This is the amount remaining after TDS is deducted from the original amount.

TDS Deducted at Source

The TDS deducted from the original amount.

To customise this report, click the **Customise** icon on the top right of the page.

You’ll be able to find two sections:

*   [General](/en-sg/books/help/reports/tax-reports.html#general-tds)
*   [Show/Hide Columns](/en-sg/books/help/reports/tax-reports.html#show-hide-tds)

### 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

Organise and summarise 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.

## TDS Payables Summary

The TDS Payables Summary report shows the total amount of withholding tax deducted by the business on vendor payments, which is yet to be remitted to the tax authorities.

To view your TDS Payables Summary report:

*   Go to **Reports** on the left sidebar.
    
*   Navigate to _Taxes_ and select the **TDS Payables Summary** report from the list.
    
    ![Payable](/en-sg/books/help/images/reports/tax-report/payable.png)

The TDS Payables 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.

Total

The total amount of the invoice.

TDS Deducted at Source

The TDS deducted from the original amount.

Total After TDS Deduction

This is the amount remaining after TDS is deducted from the original amount.

To customise this report, click the **Customise** icon on the top right of the page.

You’ll be able to find two sections:

*   [General](/en-sg/books/help/reports/tax-reports.html#general-pay)
*   [Show/Hide Columns](/en-sg/books/help/reports/tax-reports.html#show-hide-pay)

### 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

Organise and summarise 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.