Record Form Details

Select the “Record Form Details” activity under the “Tax Transactions” business component.

The “Record Form Details” page appears.

Select the following field in the header:

Mode	Use the drop down list box to select the Mode. The combo would be loaded with Update and Print. Update - Indicates the form details are updated in the system. Print - Indicates for printing the C / F / H / 11 Forms tracking registers.

Note: “Mode” control is visible when the PPS parameter "Printing Forms C, F, H Registers" is set to Yes.

Enter the following fields in the “Form Details” group box, if you have the information:

Tax Type

Use the drop-down list box to select the required tax type, Mandatory.

The system loads the combo with CST and VAT, if applicable for the company

Tax Community

The geographical location where the Tax Type selected is attracted.

Form Type

Use the drop-down list box to select the required type of Form of declaration. The system displays any or all of the following metadata values as options based on the selection of the Tax Type:

‘C’ – applicable for CST
‘H’ – applicable for CST and VAT
‘F’ – applicable for CST and VAT
'11' - Applicable for VAT

Enter the following fields in the “Search Criteria” group box to retrieve the transaction details for recording form details or to retrieve already recorded form details:

Trade Type	Use the drop-down list box to select the type of trade. The combo would be loaded with Purchase and Sales. The system displays by default ‘Sales’ on launch of the page.
Finance Book	Use the drop-down list box to select the finance book. Finance book is mapped to the OU. If more than one value are in the list, the first value will be displayed on launch of the page.
Tax Region	Use the drop-down list box to select the required tax region. The system displays “All” on launch of the page as default, on selecting the tax type the tax regions set for the tax type are loaded in the list. Tax region is the place where the tax declaration is made.
Transaction Type	Use the drop-down list box to select the type of transaction. The system displays the value “All” on launch of the page. The list contains all the transaction types pertaining to the trade type selected and for which ‘Tax Settlement’ applicability is set as ‘Yes’.
Transaction Number From	The transaction number, from which you require to start the search (Alphanumeric, 18).
To	The transaction number till which you require search (Alphanumeric, 18).
Tax Code	Use the drop-down list box to select the tax code. The tax code combo will be loaded with all Tax Codes applicable for the ‘Tax Type’ and ‘Tax Region’ selected.
Transaction Date From	The transaction date from which you require to start the search (Date Format).
To	The transaction date till which you require search (Date Format).
Party Type	Use the drop-down list box to select the type of the party. The system displays by default ‘Customer’ on launch of the page.

Note: For trade Type Purchase, party type would be Supplier. For trade type Sales, party type would be Customer.

Party Code From	The party code, from which you require to start the search (Alphanumeric).
To	The party code till which you require search (Alphanumeric).
Tax Category	Use the drop down list box to select the tax category for which the form details are to be recorded.
Tax Class	Use the drop down list box to select the tax class for which the form details are to be recorded.
Transaction OU	Use the drop down list box to select the OU in which the transactions were created.

Note: The controls “Tax Category”, “Tax Class” and “Transaction OU” would be visible when the PPS parameter "Printing Forms C,F,H Registers" is set to Yes.

Retrieve Saved Data

Check this box if you require to fetch those records for which ‘Form Details’ are already saved. The form details can then be modified or deleted, if required.

Click the “Get Details” pushbutton to fetch the search criteria details in the “Transaction Details” multiline.

Note: When the Mode is Print, Retrieved Saved Data control and Get Details task would not be visible.

The system displays the following fields in the “Transaction Details” multiline:

Party Code	The unique identification code to identify the party.
Transaction Type	The type of transaction.
Transaction Date	The date of transaction.
Transaction Number	The serial number of the transaction.
Transaction Amount	Indicates the amount of the transaction.
Transaction Currency	Indicates the currency in which the transaction was done.
Tax Amount (In Base Currency)	The amount of the tax indicated in base currency pertaining to the transaction.
Transaction OU	Indicates the organization unit that is associated with the transaction.

Enter the following fields in the “Transaction Details” multiline:

Form Issuing Office	The issuing Office of the C / F / H / 11 Forms.
Form Series Number	The series number to which the C F H and Form 11 belongs.
Form No	The number indicating to identify the Form.
Form Date	The date on which the Form was issued.
Form Amount In Base Currency	The amount of tax indicated on the form
Courier Docket No	The courier docket No. thorough the forms have been sent.

The system displays the following fields in the “Transaction Details” multiline:

Party TIN Number	Vat Registration Number of the Party in the transaction.
Party CST number	CST Registration Number of the party
Party Name	Name of the party
Supplier Invoice No.	The document No. issued by the party

Enter the following fields in the “Transaction Details” multiline:

Remarks	Any remarks pertaining to the forms may be recorded.
Additional Remarks	Any additional remarks pertaining to the forms recorded.

The system displays the following field:

Report Name

The report name would be displayed based on the Form type and trade type tax selected

CST-India-C-Purchase: C Forms Issuance Register
CST-India-C-Sales: C Forms Submission Register
CST-India-H-Sales: H Forms Submission Register (CST)
VAT-India-H-Sales: H Forms Submission Register (VAT)
CST-India-F-Sales-STR: F Form Issuance Register (CST)
VAT-India-F-Sales-STR: F Form Issuance Register (VAT)
CST-India-F-Sales-STN: F Form Submission Register (CST)
VAT-India-F-Sales-STN: F Form Submission Register (VAT)
VAT-India-11-Purchase: Form 11 Issuance Register
VAT-India-11-Sales: Form 11 Submission Register

Note: “Report Name” control would be visible only when the Mode is selected as Print.

Check the box in the select column of the multiline against the Transaction Details you require to record.

Note: Multiline section would not be visible when the Mode is "Print".

Click the “Save Details” pushbutton to record the Form details.

The system saves the Form details and refreshes the screen with the saved data.

Note: Save task would be visible only when the Mode is selected as Update.

Execute Print Task to Print the C, F, H and Form 11 Submission / Issuance Registers.

Note: The Save and Print Task would be visible only when the Mode is "Print".