View Tax Certificate Without Document Reference

This activity allows you to view the tax certificates which are received and accounted prior to actual receipts (Customer Receipts / Supplier Receipts).

Select the “View Tax Certificate Without Document Reference” link at the Bottom of the page of ‘Select Tax Certificate’ Screen.

The “View Tax Certificate without Document Reference” page appears.

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

Tax Type	Use the drop-down list box to select the required tax type, Mandatory. The type of tax, for example 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.
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.
Tax Class	Use the drop-down list box to select the tax class.
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 Code	Use the drop-down list box to select the tax code.
Party Type	Use the drop-down list box to select the type of party from “Supplier”, “Customer”. The system displays value “Customer” on launch of the page as default.
Party Code	The code of the party
	Help facility available.

The system displays the following

Party Name	The applicable party name for the party code.
Certificate No From .	The Starting No in the Range of Certificate Numbers which are to be considered for Search
Certificate No To.	The last No. in the Range of Certificate Numbers which are to be considered for Search.
Certificate Date From	The Starting Date in the Range of Certificate Dates which are to be considered for Search
Certificate Date To	The last Date in the Range of Certificate Dates which are to be considered for Search
Certificate Amount From	The Starting amount in the range of Certificate Amounts which are to be considered for Search
Certificate Amount To	The Ending amount in the range of Certificate Amounts which are to be considered for Search

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

Certificate Number	The Unique number identifying the Certificate
Certificate Date	The Date of the Certificate
Certificate Amount	The Amount of the Certificate
Credit Note Type	The type of the Credit Note (if any) got generated for accounting the certificate. It could be Supplier Credit Note or Customer Credit Note
Credit Note No	The Unique number identifying the Credit Note (if any) got generated for accounting the certificate

To proceed, carry out the following

Click the “View Supplier Credit Note” link at the bottom of the page to view the Supplier Credit Note (if any) got generated and displayed in the multiline
Click the “View Customer Credit Note” link at the bottom of the page to view the Customer Credit Note (if any) got generated and displayed in the multiline