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usha1
Level 1

I'm unable to add the TDS section to my invoice. Please help.

 
1 Comment 1
Maybelle_S
QuickBooks Team

I'm unable to add the TDS section to my invoice. Please help.

I can help you add TDS on the invoice, @usha1.

 

You can add the TDS (Tax Deducted at Source) in your invoice after setting it up to your customer's details. This is done to make this option show on the invoice page. Here's how:

 

If your customer was not yet registered to QuickBooks:

  1. Go to the Sales menu, select Customers.
  2. Click on the New customer button.
  3. Enter your customer's details and click on the Tax info tab.
  4. Enter the PAN No. and tick the box that has Apply TDS for this customer.
  5. Select Save.

If the customer already existed, you can simply repeat steps 13, and 4. By the time you're going to create an invoice transaction, select the customer that you've set up to apply TDS.

 

To know more about this process, you may check out this article: How to set up TDS.

 

I've included this article for your future reference whenever you need to track specific aspects of your business: Run reports in QuickBooks Online.

 

Fill me in if you have other questions. I'm always here to help. Take care!