The Challan Module in DAAI Business Suit allows you to manage and generate challans for expenses where TDS (Tax Deducted at Source) is applicable. Follow this guide for quick and effective use of the module.
Step 1: Automatic Challan Generation :
When an expense is marked with TDS = True, a challan is automatically generated.
Navigate to the Challan Module from the main menu to view or manage these records.
Step 2: Understand the Challan Fields :
When managing or adding a challan, you’ll need to fill in the following fields:
Original Expense ID: The ID of the expense for which the challan is being created.
ITNS No: Select the applicable ITNS (Income Tax) number from the dropdown.
Amount: Enter the amount associated with the challan.
Nature of Payment: Select the payment type from the dropdown.
Step 3: Add Challan Details :
Use the Add Challan Item section to include more details:
Challan No.: Enter the challan number.
Amount Paid: Specify the amount paid.
Transaction ID: Add the transaction ID of the payment.
Challan Date: Select the date of the challan using the date picker (format: dd/mm/yyyy).
Payment Mode: Choose the payment method from the dropdown.
Documents: Upload relevant documents if required (click Choose File to attach files).
Notes : Add any additional Notes for context or record-keeping.
Step 4: Save the Challan :
Once all fields are filled in, click the Save button to record the challan.
The saved challan will appear in the main Challan Grid, you can see if the challan is canceled, challan status and all the Challan details
Step 5: Review and Actions :
Use the Action column to view, edit, or download details of the challan.
Regularly check the challan records to ensure all TDS-related expenses are properly documented.