🧮 Reports
Tax Reports
Tax Reports goes beyond the basic GST tab on Key Reports into full Indian tax compliance estimates — output vs input GST, rate-slab analysis, quarterly TCS returns (Form 27EQ), and TCS/TDS receivable and payable tracking.
📍 Menu path: Reports → Tax Reports
👤 Who uses it: Roles with Reports permission (export buttons need Export permission)
🏷️ Plan tier: advanced+
Overview
Tax Reports has six tabs: GST Report, GST Rate Report, Form 27EQ, TCS Receivable, TDS Payable and TDS Receivable — all focused on statutory tax obligations rather than day-to-day sales analysis.
Several tabs display a blue info banner explaining that the figures are estimates based on your recorded sales/purchases/expenses, not an official government filing — always confirm with your accountant before using them to file returns.
TCS and TDS tabs only pick up B2B parties — customers or suppliers with a GSTIN/PAN on file — since those obligations only apply to registered business counterparties.
Before You Start
- Requires a role with Reports permission and the
gstfeature at the Advanced plan tier or above. - Export buttons only appear for roles with Export permission.
- GST Rate Report needs products to have a GST rate/HSN assigned to populate rate slabs correctly.
- TCS/TDS Receivable and Payable tabs only include customers/suppliers who have a GSTIN or PAN saved on their profile.
Step-by-Step Guide
1 Check your net GST position
- Open GST Report, set a date range, and compare the green Output Tax (Collected on Sales) box against the amber Input Tax Credit (Paid on Purchases) box.
- Read the Net GST Payable to Government banner — red means you owe tax, green means you are in a credit position.
- Scroll to the Monthly GST Trend chart and the Input Tax Credit — Supplier-wise table (which supplier invoices are contributing to your input credit).
2 Analyse tax by GST rate slab
- Open GST Rate Report and toggle between Sales and Purchases.
- Review the Tax Distribution by Rate Slab pie chart and the Taxable Value vs Tax by Slab bar chart.
- Scroll the slab-wise table (0/5/12/18/28% GST) — for Sales it breaks out CGST/SGST/IGST and invoice count; for Purchases it shows tax paid and product count (usable as an Input Tax Credit reference).
3 Prepare a quarterly TCS return (Form 27EQ)
- Open Form 27EQ and pick a financial-year quarter with the Q1–Q4 quick-select buttons (or set a custom date range).
- Review the Collector Details banner (your business name, GSTIN, PAN) and the Buyers/Invoices/Sale Value/TCS cards.
- Scroll the TCS Collectee-wise Summary table — one row per buyer with taxable value and TCS amount — this is the annexure data for the return.
4 Track TCS and TDS you can claim back
- Open TCS Receivable to see TCS deducted by B2B buyers from your sale proceeds, with a monthly trend chart and a party-wise table (only customers with a GSTIN appear).
- Open TDS Receivable for the equivalent view of TDS your B2B customers deduct from payments to you, again limited to GSTIN-registered customers.
5 Estimate TDS you owe on supplier and expense payments
- Open TDS Payable and review the Gross Purchases, TDS on Purchases (Section 194C), Gross Expenses and Total TDS Payable cards.
- Check the Applicable TDS Sections reference table, then scroll TDS on Purchase Payments (per supplier, flags suppliers with no PAN on file) and TDS on Expense Payments (per expense category).
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
GST Report tab | Output tax vs input tax credit comparison with a Net GST Payable banner, monthly trend chart and supplier-wise input credit table. |
GST Rate Report tab | Sales/Purchases toggle with a slab-wise (0/5/12/18/28%) breakdown, pie and bar charts. |
Form 27EQ tab | Quarterly TCS return preparation with Q1–Q4 quick-select buttons, collector GSTIN/PAN banner and a collectee-wise annexure table. |
TCS Receivable tab | TCS deducted by B2B buyers from your sales, shown as a monthly trend and party-wise table (GSTIN customers only). |
TDS Payable tab | Estimated TDS you owe on supplier (Section 194C) and expense (rent/professional/commission) payments, with a TDS-sections reference table. |
TDS Receivable tab | TDS deducted by B2B customers from payments to you, shown as a monthly trend and party-wise table. |
Info banners | Blue notices on several tabs clarifying that figures are estimates for reference, not an official filing submission. |
Date range / quarter quick-select | Standard From/To pickers, plus financial-year Q1–Q4 buttons specifically on Form 27EQ. |
Net GST Payable banner | GST Report only — colour-coded red (tax payable) or green (credit balance) summary of Output GST minus Input GST. |
Export button | Downloads the currently loaded tab's table (trend data, party-wise breakdowns, TDS section tables) as a spreadsheet where Export permission is granted. |
Tips & Best Practices
- Treat every figure on this page as a planning estimate, not a filed return — always reconcile with your CA/accountant before submitting anything to the tax portals.
- Assign HSN codes and correct GST rates to every product so the GST Rate Report's slab-wise breakdown is accurate.
- Add PAN to supplier profiles — the TDS Payable table explicitly flags suppliers with "Not on file" in the PAN column, which blocks accurate TDS calculation for that supplier.
- Add GSTIN to B2B customers and suppliers — TCS/TDS Receivable and Payable tabs only pick up parties that have a GSTIN or PAN recorded.
Troubleshooting & FAQ
Are the numbers on this page an official tax filing?
No — every tab here computes an estimate from your recorded sales, purchases and expenses. Confirm figures with your accountant before using them for an actual GST/TCS/TDS filing.
TCS Receivable or TDS Receivable tables are empty.
These only include B2B customers who have a GSTIN saved on their profile. Add GSTIN to the relevant customer records, then reload the tab.
TDS Payable shows "Not on file" for a supplier's PAN.
That supplier does not have a PAN recorded. Add it under the supplier's profile so the TDS calculation for that supplier is complete.
Net GST Payable is negative / shown as a credit.
A negative net figure (shown in green as "Tax Credit Balance") means your Input Tax Credit currently exceeds your Output GST for the period — this is a credit position, not a liability.
🧑💻 Developer Notes
Source component(s):
frontend-app/packages/pos-react-lib/src/pages/TaxReports.jsx
Backend endpoints used:
GET /reports/tax/gst (params: from, to) — GST Report tabGET /reports/tax/gst-rate (params: from, to, type=sale|purchase) — GST Rate Report tabGET /reports/tax/form27eq (params: from, to) — Form 27EQ tabGET /reports/tax/tcs-receivable (params: from, to) — TCS Receivable tabGET /reports/tax/tds-payable (params: from, to) — TDS Payable tabGET /reports/tax/tds-receivable (params: from, to) — TDS Receivable tab
Related tables (db-core repositories):
SaleSaleItemPurchaseOrderCustomerSupplierExpense
Redux slices:
scope (selectCurrentScope / getScopeQueryParams)
Feature flag key: gst (requires advanced plan tier or above)
This page is separate from the GST tab on Key Reports — Key Reports' GST tab is a quick day-to-day summary with a GSTR-1 JSON export, while Tax Reports adds rate-slab analysis and TCS/TDS estimates aimed at periodic compliance prep. Every tab carries an InfoNote banner or similar disclaimer wherever the figures are estimates rather than filed data.