Monthly TDS Projection — entity reference

One employee's salary-TDS estimate for one payroll period. It is written by a payroll run's Project TDS action, and by Calculate, which projects first: the employee's full-year salary is estimated, the year's tax is worked out under both the Old and the New regime from the configured tax rule tables and verified declarations, and the elected regime's remaining tax is spread over the months left in the April-to-March financial year. Calculate then uses Monthly Tds as the amount of the salary structure's TDS line for that employee and period. Re-projecting replaces the earlier projection for the same employee and period, so there is one live projection per employee per period. Projections are not created by hand in normal use; a hand-made or edited projection is replaced the next time the run calculates.

Fields

Field	Label	Type	Required	What it does
`AnnualSaving`	Annual Saving	Currency		The difference between the Old and New regime annual tax figures. Zero when they are equal.
`AppliedRegime`	Applied Regime	PickList		The regime that produced Monthly Tds, stored as Old or New. It is Old only when the employee's Tax Regime is Old; a blank or New election gives New.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`FinancialYear`	Financial Year	Text		The April-to-March financial year of the period's End Date, written as 2026-27. Tax rule tables and tax declarations are matched on this exact text.
`Id`	Id	Guid	Yes
`Label`	Label	Text		Not filled by the projection and not on the standard forms.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`MonthlyTds`	Monthly Tds	Currency		The amount the run deducts as TDS this month: the applied regime's annual tax less the TDS already deducted in this financial year's other runs, divided by the months remaining, and never below zero. The run uses it as the amount of the structure's TDS line; the line's minimum and maximum still apply.
`Name`	Name	Text, unique	Yes	The projection number from the Monthly TDS Projection document-name setting (series MTP). Assigned when the projection is created.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company of the payroll run that produced the projection.
`PayrollPeriodId`	Payroll Period	Lookup → PayrollPeriod		The payroll period of the run that produced the projection. The calculation reads only the projection for the run's own period.
`ProjectedAnnualGross`	Projected Annual Gross	Currency		The estimated full-year salary: gross earnings already calculated in this financial year's other payroll runs, plus the average of those rows multiplied by the months remaining, counting the current month. With no earlier rows, the CTC of the employee's newest active compensation record is used as the monthly figure.
`ProjectedAnnualTax`	Projected Annual Tax	Currency		The full-year tax under the applied regime after slab tax, rebate, rebate marginal relief, surcharge with marginal relief and cess, rounded to the regime's rounding unit. This is the annual figure, not the month's deduction.
`RecommendedRegime`	Recommended Regime	PickList		The cheaper regime for this employee, stored as Old or New. New is recommended when the two regimes cost the same. Advisory only: the deduction follows the Tax Regime on the Employee record.
`RecordTypeId`	Record Type	Guid, hidden
`RegimeMismatch`	On Dearer Regime	Boolean		Ticked when the applied regime is not the recommended one and the annual saving is more than zero, meaning the employee is paying more tax than the other regime would cost. The On A Dearer Regime list view shows these projections.
`ResourceId`	Resource	Lookup → Resource		The employee the projection is for, as their Resource. The payroll calculation finds the projection by this Resource and the payroll period.
`RevisedAfterProof`	Revised After Proof	Boolean		Always unticked. Nothing sets it, so it cannot be used to find projections recomputed after proof checks.
`TaxableIncome`	Taxable Income	Currency		Taxable income under the applied regime: projected gross less the regime's standard deduction and the allowed declaration claims, rounded to the regime's rounding unit.
`TaxableIncomeIfNew`	Taxable Income If New	Currency		Taxable income under the New regime.
`TaxableIncomeIfOld`	Taxable Income If Old	Currency		Taxable income under the Old regime, which can differ from the New regime figure because the two regimes allow different deductions.
`TaxIfNewRegime`	Tax If New Regime	Currency		Full-year tax under the New regime on the same income facts. For comparison; it is deducted when the employee's elected regime is New or blank.
`TaxIfOldRegime`	Tax If Old Regime	Currency		Full-year tax under the Old regime on the same income facts. For comparison; it is deducted only when the employee's elected regime is Old.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete this MonthlyTdsProjection.
`DeleteBulk`	Delete	Delete	Delete
`DeleteEntity`	Delete	Delete	DeleteEntity
`Edit`	Edit	Edit	Edit this MonthlyTdsProjection.
`EditEntity`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	EditInLine
`New`	New	New	Create a MonthlyTdsProjection.
`View`	View	View	View this MonthlyTdsProjection.

Lookup filters

Filter	Lookup field	Notes
PartnerAccountFilter	`PartnerAccountId`

PayrollPeriod — looks up via PayrollPeriodId
UserAccount — looks up via OwnerId
UserAccount — looks up via ModifiedById
Resource — looks up via ResourceId
UserAccount — looks up via CreatedById
Account — looks up via PartnerAccountId

Monthly TDS Projection — entity reference

Fields

Actions

Lookup filters

Related entities

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