Tax Summary Reports

The Taxes section consists of the following reports:


TDS Receivables Summary

A TDS Receivables Summary report is a summary of all taxes deducted in all your sales transactions such as estimates, invoices, recurring invoices, payments received and credit notes. You will be able to view the total value of taxes deducted for all your sales transactions during a period.

To view your TDS Receivables Report:

TDS Reports

The TDS Receivables report will contain the following columns:

Title Description
TDS Tax Name The TDS applied to a particular transaction.
TDS Percentage The TDS percentage at which the particular goods or service is charged.
Total The sales transaction’s total before deducting TDS.
Total After TDS Deduction The sales transaction’s total after deducting TDS.
Total Tax Deducted At Source The total TDS deducted for the sales transaction.
TDS Reports

To customize this report:

Field Description
Date Range Select the date range for which you want to generate the report.
Report Basis Select if you want the report to be generated on Accrual or Cash basis.
Group By Group the report by customer or TDS rate.
TDS Reports

TDS Payables Summary

A TDS Payables Summary report is a summary of all taxes deducted in all your purchase transactions such as expenses, recurring expenses, purchase orders, bills, payments made, recurring bills and vendor notes. You will be able to view the total taxes deducted in all your purchase transactions during a period.

To view your TDS Payables Report:

TDS Reports

The TDS Payables Report will contain the following columns:

Title Description
TDS Tax Name The TDS applied to a particular transaction.
TDS Percentage The TDS percentage at which the particular item/service is charged.
Total The purchase transaction’s total before deducting TDS.
Total After TDS Deduction The purchase transaction’s total after deducting TDS.
Total Tax Deducted At Source The total TDS deducted for the purchase transaction.
TDS Reports

To customize this report:

Field Description
Date Range Select the date range for which you want to generate the report.
Report Basis Select if you want the report to be generated on Accrual or Cash basis.
Group By Group the report by vendor or TDS tax.
TDS Reports

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