Record Tax Certififcate

Record Tax Certificate

This activity allows you to record the tax certificates for the tax deducted. Tax certificates are required to be issued, while charging taxes. Record Tax Certificate activity helps you to keep track of the tax certificates against tax deducted.

Select the “Record Tax Certificate” link under the “Tax Transactions” business component.

The “Record Tax Certificate” page appears.

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

Tax Type	Use the drop-down list box to select the required tax type, Mandatory. The type of tax, for example TCS and TDS. The system loads the list with all the tax types applicable for the company and for tax certificates and displays the first loaded type as default. On change of tax type the system clears the data in all other fields in the page except tax region, transaction type, tax class, the other list boxes display default entries.
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.
Certificate No.	The certificate number (Integer) Mandatory.
Certificate Date	The date for the certificate (Date Format). Mandatory.
Total Certificate Amount	The amount for the certificate (Integer) Mandatory.
Party Type	Use the drop-down list box to select the type of party from “Supplier”, “Customer”. The system displays value “Supplier” on launch of the page as default. On change of party type, the system clears the party code and party name header fields as well as the multi line data.
Party Code	The code of the party (Alphanumeric, 40). On entering party code, the system clears the multiline data
	Help facility available.

The system displays the following field in the “Certificate Details” group box:

Party Name

The applicable party name for the party code.

Enter the following fields in the “Search Criteria” group box, if you require to search for the tax certificate information:

Transaction Instance	Use the drop-down list box to select the transaction instance. On change of transaction instance, the system clears the data in all other fields in the page and fetches the default values for the respective fields except tax type, tax region, transaction instance, Finance Book. The system displays the login Organization Unit (OU).
Transaction Type	Use the drop-down list box to select the transaction type. The system displays the value “All” on launch of the page. The list contains all the transaction types mapped to tax type and for which record tax certificate is applicable as a parameter.
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.
Transaction No. 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 Class	Use the drop-down list box to select the tax class.
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).

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

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

Transaction Instance	The applicable transaction instance.
Finance Book	The finance book where the transaction is accounted.
Transaction Type	The type of transaction.
Transaction No.	The serial number of the transaction.
Transaction Date	Date of transaction.

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

Taxable Amount	The amount chargeable to tax (Integer).
Tax Amount	The amount of tax (Integer).
Certificate Amount	The amount for which the certificate is made. (Integer). Mandatory.
Certificate Pending	The amount of tax for which certificates are pending (Integer).
Cumulative Certificates Received	The cumulative amount of certificates received (Integer).

Check the box in the select column of the multiline against the certificate details you require to record.
Click the “Record Certificate” pushbutton to record the certificate details.

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

Click the “Print Tax Certificate” pushbutton to print the details of certificates pending for the selected records.

To proceed, carry out the following:

Select the "Account Tax Certificate Without Document Reference" link at the bottom of the page to account for tax certificates received without reference to Receipts.