(IND) TDS statement (report)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Generate a quarterly report statement for Tax deducted at source (TDS). For transactions with a resident status, use Form 26Q. For transactions with a non-resident status, use Form 27Q.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Statement filed earlier

Select this check box if a TDS statement has previously been filed.

Token number

Select the token number assigned to the previously filed TDS statement.

This field is available only if you selected the Statement filed earlier check box.

Tax Account Number (TAN)

Select the Tax Account Number (TAN) to identify TDS tax settlement periods.

Statement

Select the type of statement to generate, from the following options:

  • Form 26Q – A quarterly statement of TDS generated for all payments, excluding employee salaries.

  • Form 27Q – A quarterly statement of TDS generated for interest, dividends, or any other sum payable to specific non-residents.

Date

Select the end date of the statement period.

Period end

The quarter for which the statement is generated.

Responsible person

Select the employee who is responsible for generating the TDS statement.

Designation

Enter the designation of the person responsible for deducting the TDS. Based on how your organization has determined the designation, you might, for example, enter Finance Manager, Compliance Manager, or Tax Accountant.

Printing date

Select the date for printing the statement.

Name of the return preparation utility

Specify the name of the utility that is used to prepare the tax return statement, based on the version of Microsoft Dynamics AX that you are using.

Generate e-file

Select this check box to generate an e-file for the quarter.

Generate corrected e-file

Select this check box to generate a corrected e-file for the quarter.

File name

Select the name and path of the file.

Filed

Select this check box to indicate that the statement has been filed.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

TaxWithholdStatement

Location of report in the AOT

SSRS Reports\Reports\TaxWithholdStatement

Menu item of the report

TaxWithholdingStatementTDS

Navigation to the report

Navigation Path Not Found

Where the data in this report comes from

The data on this report comes from the following sources:

  • TaxWithholdStatementTmpTrans

  • TaxWithholdSTatementTmpParticularInfo

  • TaxWithholdStatementTmpTransSummary

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).