How to setup Tax amount withheld for TDS?

Modified on: Wed, 16 Mar, 2022 at 1:08 PM

Scope

Configuring Tax Amount Withheld

How to record the TAW (Tax amount withheld) for TDS?


Summary

To allow recording the tax amount withheld for TDS in your Chargebee site, follow these steps:

  1. Click Settings > Configure Chargebee > Taxes. 

  2. Enable the setting Record Tax Amount Withheld by Customers for offline payments. 

  3. Click Save. 


Solution


After the setting is enabled, users can start recording the tax amount withheld for all offline payments on your Chargebee site. 

When the setting to allow recording tax amount withheld is disabled, users will not be able to record the taxes withheld for any invoices (generated before/after disabling) going forward. Users can remove an existing tax withheld line item from an invoice record, however, users cannot add the tax amount withheld again, even for the same invoice. 


Recording Tax Amount Withheld

To record the tax amount withheld for an invoice, follow these steps:

  1. Click Customers/Subscriptions and select the customer/subscription record for which you are recording TDS. 

  2. Click open the associated Payment Due/Not Paid invoice. 

  3. Click the more icon, select Record Tax Amount Withheld, and specify the amount. You can specify an amount that is equal to or lesser than the amount that is due as per the invoice, at the time of recording the TDS.

  4. Optionally, edit the note that gets displayed for the amount withheld on the respective invoice PDF. 

  5. Click Proceed. 


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