> For the complete documentation index, see [llms.txt](https://help.pletox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pletox.com/tds-deduction.md).
# TDS Deduction
It helps payroll administrators record, schedule, and deduct TDS amounts accurately during payroll processing.
The deducted TDS amount is reflected in:
* Salary calculation
* Payslip
* Form 16
* Payroll reports
### Tabs in TDS Module :
**1. Deductions :**
This tab is used to:
* Add one-time or recurring TDS deduction entries for employees
* View and manage employee-wise TDS records
**2. Schedule :**
This tab is used to:
* Schedule TDS deductions over a specific period or frequency
* Automatically apply TDS deductions during payroll runs
### Top Action Buttons :
**Filters :**
Used to narrow down TDS records based on selected criteria such as:
* Employee
* Date
* Company
* Department
* Location
* Group
* Category
* Has Contractor\
Click **Clear** to reset all applied filters.
**Export:**
Used to download TDS data for reporting and compliance purposes.
**Import:**
It is used to **add multiple records at once** instead of entering data manually.
* Supported file formats:\
**CSV**
**XLSX**
* Workflow:
1. Click **Import**
2. Select the file
3. Click **Import**
4. All valid entries are uploaded in bulk
#### Add TDS Entry:
Used to **manually add a new TDS deduction entry** for an employee.
**Employee Name:**\
Select the employee for whom the TDS deduction is being added.
**Date:**\
Enter the effective date of the TDS deduction. This date determines the payroll period in which the TDS will be applied.
**Amount / Value:**\
Enter the amount of TDS (in INR) to be deducted from the employee’s salary.
**Regime:**\
Select the applicable income tax regime for the employee:
* **New Regime**
* **Old Regime**
The selected regime is used to calculate and track the employee’s tax liability correctly.
#### Action Button:
**Add:**\
Click **Add** to save the TDS entry. Once saved:
* The TDS amount is included in payroll calculation
* The amount is reflected in **TDS reports and Form 16**
### Table Columns Explained :
**SR. NO.:**
A serial number automatically generated for each TDS record.
**Employee ID:**
Unique system-generated ID assigned to the employee.
**Employee:**
The full name of the employee for whom TDS is deducted.
**Date:**
The effective date on which the TDS deduction is applicable.
**Amount (Rs.):**
The **TDS amount** deducted from the employee’s salary for the given date or period.
#### **Regime :**
Indicates the **income tax regime** selected by the employee:
* **Old Regime** – Allows tax deductions and exemptions
* **New Regime** – Lower tax rates with limited deductions
#### Frequency:
Defines how often the TDS deduction applies:
* **None** – One-time deduction
* Monthly / Quarterly (if configured)
#### Remarks:
Optional notes or comments related to the TDS entry
#### TDS Deduction For Employee:
Top Action Buttons:
**Filters :**
Used to narrow down TDS records based on selected criteria such as:
* Employee
* Date
* Company
* Department
* Location
* Group
* Category
* Has Contractor\
Click **Clear** to reset all applied filters.
**Export:**
Used to download TDS data for reporting and compliance purposes.
**Import:**
It is used to **add multiple records at once** instead of entering data manually.
* Supported file formats :\
**CSV**
**XLSX**
* Workflow :
1. Click **Import**
2. Select the file
3. Click **Import**
4. All valid entries are uploaded in bulk
#### Add TDS Entry :
Used to **manually add a new TDS deduction entry** for an employee.
**Employee Name:**\
Select the employee for whom the TDS deduction is being added.
**Date:**\
Enter the effective date of the TDS deduction.This date determines the payroll period in which the TDS will be applied.
**Amount / Value:**\
Enter the amount of TDS (in INR) to be deducted from the employee’s salary.
**Regime:**\
Select the applicable income tax regime for the employee :
* **New Regime**
* **Old Regime**
The selected regime is used to calculate and track the employee’s tax liability correctly.
#### Action Button:
**Add:**\
Click **Add** to save the TDS entry. Once saved:
* The TDS amount is included in payroll calculation
* The amount is reflected in **TDS reports and Form 16**
#### Access Note:
Only users with **Create permission** under the **TDS module** can add a new TDS deduction
### Table Columns Explained:
**SR. NO. :**
A serial number automatically generated for each TDS record.
**Employee ID :**
Unique system-generated ID assigned to the employee.
**Employee :**
The full name of the employee for whom TDS is deducted.
**Date :**
The effective date on which the TDS deduction is applicable.
**Amount (Rs.) :**
The **TDS amount** deducted from the employee’s salary for the given date or period.
#### **Regime :**
Indicates the **income tax regime** selected by the employee:
* **Old Regime** – Allows tax deductions and exemptions
* **New Regime** – Lower tax rates with limited deductions
#### Frequency :
Defines how often the TDS deduction applies:
* **None** – One-time deduction
* Monthly / Quarterly (if configured)
#### Remarks :
Optional notes or comments related to the TDS entry \
\
**Payroll & Employee Impact :**
* TDS entries created in this module are **automatically deducted during payroll processing**.
* The deducted amount is visible in :
Employee salary view
Payslip
Form 16
### Access & Permissions
* **Super Admin / Payroll Admin**: Full access (View, Create, Import, Export)
* **Employees**: access (based on permissions)
Permissions are managed from :\
**Settings → Organization → Employees → Edit → Permission Tab → Payroll → TDS**\
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#### TDS – Employee Access & Permissions
The **TDS module** in Pletox is **permission-based**, and employee access is controlled through specific permission toggles.
**View Permissions:**
Based on the enabled toggles, employees can access TDS records as follows:
* **View (My All)**\
Allows viewing TDS details of all employees.
* **View (My Team)**\
Allows managers to view TDS details of their team members.
* **View (My Self)**\
Allows employees to view only their own TDS information.
**Action Permissions:**
* **Create** – Allows adding new TDS entries
* **Edit** – Allows modifying existing TDS entries
* **Delete** – Allows removing TDS entries
Enable the required permission toggles and click **Save** to apply the changes.
**TDS Entry and Auto-Deduction Configuration :**
The system allows **both manual and automatic TDS entries**. While TDS can be entered manually from the TDS module, an **automatic deduction option** is also available through employee salary settings
#### Configuration Path:
1. Go to **Settings:**\
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2. Navigate to Organization\
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3. Open **Employees** then **Employee Edit** screen
4. Select the **Salary Details** tab
5. Scroll to the **TDS Section** at the end of the page
#### TDS Settings Options :
In the TDS section, the following options are available:
**1. TDS Mode (Dropdown)**
* **Manual** – TDS entries must be added manually in the TDS Deduction module.
* **Auto** – TDS is calculated and deducted automatically by the system.
**2. Tax Regime (Dropdown)**
* **Old Regime**
* **New Regime**
The selected regime will be used for TDS calculation as per applicable tax rules.
**3. Deduction Duration (Dropdown)**
You can define how TDS should be deducted:
* Monthly
* Quarterly
* Half-Yearly
* Yearly
#### Saving and Execution :
* Click the **Save** button after selecting the required options.
* If **Auto** mode is selected :
The system will automatically calculate TDS based on salary details and selected tax regime.
A **TDS deduction entry is automatically created** under the **TDS Deduction module**.\
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The deducted amount will reflect in payroll accordingly.
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