Setting Up TDS Organizational Details

To set up your TDS organizational details, use the following components:

• Organization Details (ORG_RGSTN_DTL).

• Tax Location (ORG_TAX_LOC).

• Certificate Numbering (WTHD_CRTFICATE_NUM).

This section discusses how to define income tax registration details and tax location details. It also discusses how to set up automatic TDS certificate numbering.

Note:

Setting up TDS organizational details is similar to setting up your organizational structure for excise duty, sales tax, VAT, and customs duty for India.

Pages Used to Set Up TDS Organizational Details

Page Name	Definition Name	Usage
Organization Details Page	ORG_RGSTN_DTL	Specify a permanent account number (PAN), PAN ward, and PAN circle for TDS processing.
Tax Location - Tax Location Definition Page	ORG_TAX_LOC	Specify a TAN number, TAN ward, and TAN circle for TDS processing.
Certificate Numbering Page	WTHD_CRTFICATE_NUM	Define the certificate numbering for each PeopleSoft Payables business unit and withholding entity.

Organization Details Page

Use the Organization Details page (ORG_RGSTN_DTL) to specify a permanent account number (PAN), PAN ward, and PAN circle for TDS processing.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Excise and Sales Tax/VAT IND, and then Organization details, and then Organization Details

Field or Control	Description
PAN Number (permanent account number)	Enter the number assigned by the income tax authority to identify your organization's tax returns. This number must be a 20-digit alphanumeric value.
PAN Ward and PAN Circle	Enter the location of the income tax offices to which your organization submits its taxes. Tax authorities assign these values. Wards and circles can change at the discretion of the income tax authority.

Tax Location - Tax Location Definition Page

Use the Tax Location - Tax Location Definition page (ORG_TAX_LOC) to specify a TAN number, TAN ward, and TAN circle for TDS processing.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Excise and Sales Tax/VAT IND, and then Tax Location, and then Tax Location Definition

Field or Control	Description
TAN Number	Enter the code assigned to you by the tax authorities that represents the location of the income tax office where your taxes are paid.
TAN-Ward and TAN-Circle	Enter the ward and circle associated with your TAN. Tax authorities assign these values. Wards and circles can change at the discretion of the income tax authority.
Journal Template	Select the journal template to use to record tax accounting entries for the general ledger business unit. These templates define the summarization rules for creating journals that are passed to the general ledger.

Certificate Numbering Page

Use the Certificate Numbering page (WTHD_CRTFICATE_NUM) to define the certificate numbering for each PeopleSoft Payables business unit and withholding entity.

Navigation:

Suppliers, and then 1099/Global Withholding, and then Global Withholding Reports, and then TDS Certificate Numbering, and then Certificate Numbering

Field or Control	Description
Pre Fix 1	Specify, for example, a company name or a PeopleSoft Payables business unit short name.
Pre Fix 2	Specify, for example, the financial year.
Start From Number	Specify a number from which the system begins assigning a ten-digit serial number for each PeopleSoft Payables business unit. Note: Statutory returns must be filed separately for each TAN number.