TDS certificate tracking

This article explains how to track and update the TDS certificate receivable or received from a customer.

TDS certificate details assign, update, and rectification process

  • Assign TDS certificate details

    Customer Ledger entries, which aren't marked, against which TDS certificate is receivable can be assigned separately. Provision is available to mark the posted customer transactions (invoices or payments) for which TDS certificate is receivable.

    1. Choose the Search for Page or Report icon, enter Update TDS Certificate Details, and then choose the related link.
    2. Select relevant customer code in Customer No. field then Action > Function > Assign TDS Cert. Details, system opens the customer ledger entry of the customer. Select and update the relevant documents by marking 'TDS Certificate Receivable' field true. Marked document is removed from the 'Assign TDS Cert. Details' page and is added in 'Update TDS Cert. Details' page.
    3. System updates the 'TDS Certificate Receivable' field as true in Customer Ledger Entry.

  • Update TDS certificate details

    After receiving the TDS Certificate, it's required to update the TDS certificate details.

    1. Choose the Search for Page or Report icon, enter Update TDS Certificate Details, and then choose the related link.
    2. Select relevant information in Customer No., Certificate No., Date of Receipt, Certificate TDS Amount, Financial Year, TDS Receivable Group, the Action > Function > Update TDS Cert. Details. System opens the customer ledger entry of the customer for which 'TDS Receivable for Customer' is marked true.
    3. Select and update the relevant documents for which company has received the TDS Certificate by marking 'TDS Certificate Received' field true and update. Marked document is removed from the 'Update TDS Cert. Details' page and is added in 'Rectify TDS Cert. Details' page.
    4. System updates the customer ledger entry of the selected document with the input data.

  • Rectify TDS certificate details

    Rectification of updated details may also be required just in case some wrong information is provided earlier.

    1. Choose the Search for Page or Report. icon, enter Update TDS Certificate Details, and then choose the related link.
    2. Select relevant customer code in Customer No. field then Action > Function > Rectify TDS Cert. Details. System opens the customer ledger entry for which TDS certificate details are updated.
    3. Select and update the relevant documents by marking 'TDS Certificate Receivable' field false. Marked document is removed from the 'Rectify TDS Cert. Details' page and is added in 'Update TDS Cert. Details' page.
    4. System removes the details related to TDS certificate from Customer Ledger Entry.

TDS for Customer Overview

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