Viewing TDS Tax Details

The India Localization SuiteTax Engine SuiteApp lets you view tax details for each tax type using saved searches. This helps you review tax details for your transactions before paying taxes or filing returns.

To view tax details for your transactions, use the following default saved searches or create your own. Only administrators can view TDS tax details.

You can copy the default saved searches or make new ones. Ensure to add the required filters to get the correct data.

• India TDS Tax Details– This saved search lists tax details for each vendor bill.

• India TDS Tax Adjustments– This saved search displays tax adjustments for each journal entry.

• India Vendor Wise Transaction– This saved search lists transactions by vendor.

Tip:

If you don’t see the default saved searches, make sure all filters are set to All, especially the Use filter.

To view 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 copy 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 select a search type.

   Note:

   If you don’t see this saved search, make sure your filters are set to All, especially the Use filter. Click the plus icon next to the Filters header to see the filters.

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 the India TDS Tax Details saved search. For the India TDS Tax Adjustments saved search, clear the Use Expressions box.

6. Add the required filters. For more information, see TDS Saved Search Filters.

7. Click Save As to save your copy of a saved search, or click Save if you’re creating a new one.

To see the transaction results, click Preview. In OneWorld accounts, you’ll only see transactions for subsidiaries you have permission to access.

TDS Saved Search Filters

The following table displays the filters you need to include your transactions in saved search results and to view their tax details.

Saved Search Title	Filter	Values (Description and Expressions)
India TDS Tax Details	Type	Value: is, Bill : And
	INDIA TAX SECTION CODE (Custom Column) Fields	Filter: Name Value: is not empty : And
	Subsidiary Fields	Filter: India : And
	Formula (Text)	Parens: ( Values:is, Tax Deduction at Source Formula: {taxdetail.taxtype} : Or
	Formula (Text)	Value:is, TDS Education Cess Formula: {taxdetail.taxtype} : Or
	Formula (Text)	Value:is, TDS Education SH Cess Formula: {taxdetail.taxtype} : 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 you review the tax details for your bills, you can create TDS challan vouchers to submit taxes to the tax authority. For more information, see Creating TDS Challan Vouchers.

Related Topics

• Tax Deduction at Source
• Setting Up TDS
• Mapping TDS Tax Types
• Applying TDS on Vendor Bills
• Viewing TDS Tax Details
• Creating TDS Challan Vouchers

General Notices