## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/invoice/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 Invoice.

### Tax Summary

The Tax Summary report provides an overview of all taxes incurred on your expenses and collected on invoices within your organisation. 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.
*   Select **Tax Summary** under _Taxes_.

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 customise this report:

*   Click the **Customize** icon in the top right corner of the page.

#### General

Under **General**, you can customise 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.

#### 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.

### TDS Receivables Summary

A TDS Receivables Summary report summarises the total TDS deductions made on invoices, bills of supply, customer debit notes, and credit notes.

To view your TDS Receivables Summary report:

*   Go to _Reports_ on the left sidebar.
*   Select **TDS Receivables Summary** under _Taxes_.

The TDS Receivables Summary report contains the following columns:

Column Name

Description

TDS Name

The TDS section applied to the transaction.

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, 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.

To customise this report:

*   Click the **Customize** icon in the top right corner of the page.

#### General

Under **General**, you can customise 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.

## You might also find these helpful

[

### Taxes - Overview

Learn how to enable, create, and manage tax rates in Zoho Invoice.

](/en-sg/invoice/help/taxes/?src=help-other-resources)[

### Withholding Tax

Learn how to set up and apply withholding tax (TDS) in Zoho Invoice.

](/en-sg/invoice/help/taxes/withholding-tax.html?src=help-other-resources)