Record TDS deductions

Three paths to record deductions:

1. Spreadsheet grid (TDS → Entries)

Excel-like grid for manual entry:

• Each row = one deduction
• Columns: Date, Deductee, Section, Gross Amount, TDS Rate, TDS Amount, Challan Reference (assigned later)
• Auto-completion on Deductee from the master
• Section auto-suggests based on the deductee type and nature of payment

2. Auto-derive from invoice payments

If you've connected Tally / LedgrOS, payments made against vendor invoices automatically generate TDS entries:

• Section inferred from the expense GL code mapping
• Rate inferred from the section + PAN status check + Section 206AA/AB flags
• Threshold check applied - if the deductee crosses the section's annual threshold during this payment, the entry is created automatically

3. Bulk import

For larger practices migrating data:

TDS → Entries → Import

CSV / Excel with columns: Deductee PAN, Section, Date, Gross, Rate, TDS. The importer applies the same validations as the grid.

What the rate engine does

For each entry, ThynkTax applies:

• Section-specific rate from the rate chart
• Higher 20% under Section 206AA if PAN is invalid / missing
• Higher rate under Section 206AB if the deductee is a specified person (2-year non-filer with TDS > ₹50K each year)
• PAN-Aadhaar linkage check - inoperative PAN attracts the 206AA higher rate

If the deductee qualifies for a lower-rate certificate (Form 13 / 197), upload the certificate and the rate is automatically reduced.