Frequently Asked Questions

For TDS Deduction, You need to enable the TDS feature from features and options and in the party master. 
 Step 1: Mention the TDS category in the expense account
 Step 2: Book the TDS expense entry through payment or journal voucher. DEBIT the expense account and CREDIT the party account and TDS account.
 When you save the voucher the tds reference will get create and can adjust the refernce during the TDS payment.
 Step 3: When you do the TDS payment, Then DEBIT the tds acccount and CREDIT the bank account. Adjust the tds reference which you have created in while booking the tds entry.

In the TCS report, You need to add the custom column of PAN number.
 Pls Follow the Below Steps for Custom Column in Reports:
 Step 1: Click on Custom Column Option
 Step 2: Mention the Format Name
 Step 3: Click on Add New Column or Add New Row
 For New Column :
 Step 1: Mention the Heading, Position ,Data type Field and Alignment as per your need.
 Step 2: Select the Field Value - Data Field
 Step 3: Select the Category - Account Master then select the column field of account
 Step 4: Select the PAN field and save it and reopen report with new format.

For TDS Deduction, You need to enable the TDS feature from features and options and in the party master. 
 Step 1: Mention the TDS category in the transporter account
 Step 2: Book the TDS expense entry through payment or journal voucher. DEBIT the transporter account and CREDIT the party account and TDS account.
 When you save the voucher the tds reference will get create and can adjust the refernce during the TDS payment.
 Step 3: When you do the TDS payment, Then DEBIT the tds acccount and CREDIT the bank account. Adjust the tds reference which you have created in while booking the tds entry.

when you do the TDS payment entry then the TDS reference window get open while saving the voucher for adjustinf the TDS reference for the payment.
 Pls follow the below steps.
 Step 1: Click on Transactions
 Step 2: Then Payment 
 Step 3: Then Add
 Step 4: Then DEBIT the TDS account and CREDIT the bank account from which you are making the TDS payment.
 Step 5: When you save the voucher then TDS reference window will popup 
 Step 6: Select the TDS category and the TDS reference for adjusting the payment and enter the details of required details like TDS quarter and bank details.

For TDS Deduction, You need to enable the TDS feature from features and options and in the party master. 
 Step 1: Mention the TDS category in the expense account
 Step 2: Book the TDS expense entry through payment or journal voucher. DEBIT the expense account and CREDIT the party account and TDS account.
 When you save the voucher the tds reference will get create and can adjust the refernce during the TDS payment.
 Step 3: When you do the TDS payment, Then DEBIT the tds acccount and CREDIT the bank account. Adjust the tds reference which you have created in while booking the tds entry.

To adjust the TDS in payment voucher you need to follow the steps 
 Step1 Go to transaction menu and click on payemnt and click to add 
 Step2 fill the voucher details like series date voucher number 
 Step3 make debit the TDS category and its amount and Credit the bank or cash 
 Step4 at the time of saving a adjust tds reference box will open where select the tds category 
 which you are paying select the quarter for payment then select the reference number then fill 
 other details like date of payment challan number cheque number bsr number bank and save

For TDS Deduction, You need to enable the TDS feature from features and options and in the party master. 
 Step 1: Mention the TDS category in the transporter account
 Step 2: Book the TDS expense entry through payment or journal voucher. DEBIT the transporter account and CREDIT the party account and TDS account.
 When you save the voucher the tds reference will get create and can adjust the refernce during the TDS payment.
 Step 3: When you do the TDS payment, Then DEBIT the tds acccount and CREDIT the bank account. Adjust the tds reference which you have created in while booking the tds entry.

If you are not able to show the TDS deduction in the TDS reports.
 Pls follow the below steps.
 Step 1: Make sure you have properly created the TDS references in the purchase and payment voucher.
 Step 2: Make sure you have selected the correct date range or quarter while opening the tds report.
 Step 3: If you have apply any filter then remove and check it in the report.
 Step 4: Check that you have selected the correct TDS category in the report.
 Step 5: If you are using the voucher approval then make sure it is approved then will reflect in the TDS report.

If you want to check separate report for only TCS amounts from all sales invoices, you need to follow below steps :
 Step 1: Go to the Display option and choose Account Books.
 Step 2: Within Account Books, select Account Ledger and pick the Account-Wise option.
 Step 3: Choose the format as Standard.
 Step 4: In the Account Ledger options, select one account. Specifically, choose the account labeled TCS (Tax Collected at Source). Then, select the desired date and click the OK button to open the report.
 By following these steps, you can view a separate report that shows TCS amounts from all your sales invoices.

If you are not able to view the TDS breakup details in the TDS reports.
 Pls follow the below steps.
 Step 1:Make sure you have properly created the TCS references in the purchase and payment voucher.
 Step 2: Make sure you have selected the correct date range or quarter while opening the tds report.
 Step 3: If you have apply any filter then remove and check it in the report.
 Step 4: Check that you have selected the correct TCS category in the report.
 Step 5: If you are using the voucher approval then make sure it is approved then will reflect in the TCS report.