1. Country-Specific Features
  2. India Help Topics
  3. India Localization SuiteTax Engine
  4. Tax Deduction at Source
  5. Viewing Tax Deduction at Source Tax Details

Viewing Tax Deduction at Source Tax Details

The India Localization SuiteTax Engine SuiteApp enables you to view the tax details for each tax type using saved searches. This helps you to review the tax details of your desired transactions before you pay taxes or file tax returns.

To view the tax details for your desired transactions, you can either use the following default saved searches or create your own searches. Only the Administrator role can view TDS tax details.

You can either create a copy of the default saved searches or create new saved searches. After creating a saved search, add the required search filters to retrieve data.

Tip:

If the default saved searches are unavailable in your list, verify that all filters are set to All, especially the Use filter.

To view the default TDS Tax Details saved searches, go to Reports > Saved Searches > All Saved Searches, and click View.

Note:

When you install the India Localization SuiteTax Engine SuiteApp, all TDS Tax Details saved searches are available.

To create a copy of a default TDS saved search:

  1. Go to Lists > Search > Saved Searches.

  2. In the Saved Searches list, click Edit next to the saved search you want to copy.

    To create a new saved search, click New Saved Search and then select a search type.

    Note:

    If you do not see this saved search in the list, verify that your filters are set to All, especially the Use filter. To view the filters, click the plus icon beside the Filters header.

  3. In the Search Title field, enter a name for the saved search.

  4. Click the Criteria subtab.

  5. Check the Use Expressions box for India TDS Tax Details saved search.

    Clear the Use Expressions box for India TDS Tax Adjustments saved search.

  6. Add the required filters. For details about the required filters, see TDS Saved Search Filters.

  7. Click Save As to save your copy of the saved search. Click Save if you are creating a new saved search.

To view the transaction results, click Preview. In OneWorld accounts, you can view transactions associated with only those subsidiaries for which you have permissions.

TDS Saved Search Filters

The following table lists the required filters to include your desired transactions in the saved search results and view their tax details.

Saved Search Title

Filter

Values (Description and Expressions)

India TDS Tax Details

Type

  • Value: is, Bill

  • And/Or: And

INDIA TAX SECTION CODE (Custom Column) Fields

  • Filter: Name

  • Value: is not empty

  • And/Or: And

Subsidiary Fields

  • Filter: India

  • And/Or: And

Formula (Text)

  • Parens: (

  • Values:is, Tax Deduction at Source

  • Formula: {‌taxdetail.taxtype}

  • And/Or: Or

Formula (Text)

  • Value:is, TDS Education Cess

  • Formula: {‌taxdetail.taxtype}

  • And/Or: Or

Formula (Text)

  • Value:is, TDS Education SH Cess

  • Formula: {‌taxdetail.taxtype}

  • And/Or: Or

Formula (Text)

  • Values:is, Surcharge

  • Formula: {‌taxdetail.taxtype}

  • Parens: )

India TDS Tax Adjustments

Type

  • Value: is, Journal

Journal Is TI (Custom Body)

  • Value: is, TI

Vendor (Line) Fields

  • Value: is, Empty

India Vendor Wise Transaction

Type

  • Value: any of, Bill, Bill Credit, Journal, Return Authorization, System Journal, Vendor Return Authorization

After reviewing the tax details for all your bills, you can create TDS challan vouchers to submit taxes to the tax authority. For more information, see Creating Tax Deduction at Source Challan Vouchers.

Related Topics

General Notices