xMatix
Sign in Request demo
xMatix
PRODUCTS
SalesField Sales & SFACRMRewardsClaimsInventoryProcurementWarehouse ManagementField ServiceServiceSupportTelephony & MessagingFinance & AccountingPayrollExpense ManagementCommercePortalsAnalytics & ReportingData StudioMobile AppSee all products →
PLATFORM
Platform overviewApp BuilderAutomationIntegrationsSecurity & GovernanceChange ManagementDevelopers
SENSE AI
Sense AI overviewSense AssistSense ControlSense VisionAI StudioTrust & governanceIn Claude & ChatGPTUse cases
SOLUTIONS
Auto DMSConsumer Goods DMSSales Force Automation (SFA) FMCG & DistributionManufacturing & Dealer NetworksAutomotive & DealershipsPharma & HealthcareConsumer DurablesAgri-InputsBuilding MaterialsService NetworksWarehousing & 3PLFinancial AccountingERP SoftwareIndia GST ComplianceUAE VAT & e-InvoicingSaudi ZATCA & VATAll solutions →
RESOURCES
Knowledge CenterDeveloper & CLIBlogGuidesWhat is xMatix?Company facts
COMPANY
AboutCareersPartnersEventsContactAuthorsLegal
Sign in Request demo
Home/Docs/Entity Reference/Tax Declaration Line — entity reference
REFERENCE · Last reviewed

Tax Declaration Line — entity reference

One deduction claim on a Tax Declaration, identified by its Section Code, with the amount the employee declared and the amount accepted after checking proof. The TDS projection reads a line only when its declaration is Verified or Approved, takes the Verified Amount (or the Declared Amount when that is blank), looks the Section Code up in the Tax Deduction Section table, and then applies the section's regime rules, its Max Amount and any shared aggregate ceiling. Each line is capped on its own, so a section should have only one line. A line has no status of its own; acceptance is decided by the declaration's Status.

Fields

FieldLabelTypeRequiredWhat it does
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DeclaredAmountDeclared AmountCurrencyWhat the employee claims. Used only when Verified Amount is blank, and only once the declaration is Verified or Approved.
DescriptionDescriptionTextA free-text note about the investment or payment, such as a policy or account number. Not used by the calculation.
IdIdGuidYes
LabelLabelTextNot filled and not on the standard forms.
ModifiedByIdModified ByLookup → UserAccountYes
NameNameText, uniqueYesThe line number from the Tax Declaration Line document setting (series TDL), assigned when the line is created.
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → AccountThe company of the line. Shown on the line's record page but not on the form used to add a line; not used by the calculation.
RecordTypeIdRecord TypeGuid, hidden
SectionCodeSection CodeTextThe deduction section claimed, such as 80C or 80D. It must match the Section Code of an active Tax Deduction Section row for the same financial year (or every year) and company (or every company); capital and small letters don't matter. A code with no match is dropped from the calculation without a warning.
TaxDeclarationIdTax DeclarationLookup → TaxDeclarationThe declaration the line belongs to. The employee, financial year and status all come from it.
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes
VerifiedAmountVerified AmountCurrencyWhat the payroll team accepts after checking proof, and the amount the calculation prefers. Enter 0 to reject the claim; a blank value brings back the full Declared Amount. Zero or negative amounts are dropped.

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete this TaxDeclarationLine.
EditEditEditEdit this TaxDeclarationLine.
NewNewNewCreate a TaxDeclarationLine.
NewInLineNewNewInlineNew
ViewViewViewView this TaxDeclarationLine.