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Tax Reports

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

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.
  • Select Tax Summary under Taxes.

The Tax Summary Report will contain the following columns:

TitleDescription
Tax NameThe tax applied to a specific transaction.
Tax PercentageThe percentage at which the particular item or service is taxed.
Taxable AmountThe amount on which tax was levied.
Tax AmountThe amount of Tax that was actually charged.

To customize this report:

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

General

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

FiltersDescription
Date RangeSelect 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 BasisSelect 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 ByOrganize and summarise data based on selected columns.
EntitiesThe report will display data based on the modules you have selected.
Advanced FiltersYou 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:

FiltersDescription
TDS NameThis specifies the TDS section.
TDS PercentageThe percentage of tax that is deducted at source.
TDS Deducted at SourceThe TDS deducted from the original amount.
TotalThe total amount of the invoice, bill of supply, customer debit note, or credit notes before TDS deduction.
Total After TDS DeductionThis 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.

General

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

FiltersDescription
Date RangeSelect 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 BasisSelect 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 ByOrganize and summarise data based on selected columns.
Advanced FiltersYou 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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