One employee's deduction claims for one April-to-March financial year, entered and verified by the payroll team. The header names the employee (Resource), the Financial Year and the Status; each Tax Declaration Line claims one deduction section. Every salary-TDS projection, and the year-end salary rows of the TDS return, read the lines of the employee's declarations whose Financial Year matches exactly and whose Status is Verified or Approved; Draft, Submitted and Rejected declarations reduce nothing. There is no Submit or Verify action and no employee self-service form: the status is changed by editing the record. Changing a declaration has no effect until the payroll run is calculated again.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FinancialYear | Financial Year | Text | | The April-to-March year of the claims, written like 2026-27. It must be exactly the same text as the payroll period's financial year, or the declaration is ignored without a warning. |
Id | Id | Guid | Yes | |
Label | Label | Text | | Not filled and not on the standard forms. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | The declaration number from the Tax Declaration document setting (series TD). The form asks for a value, but it is replaced with the next number when the record is created. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The employing company. Only partner accounts can be chosen. Shown in the record header; not used by the tax calculation. |
RecordTypeId | Record Type | Guid, hidden | | |
Regime | Regime | PickList | | The regime the employee mentioned, for reference only. The standard form fills New by default. The tax calculation does not read it; the regime applied is the Tax Regime on the Employee record. Values: Old Regime, New Regime. |
ResourceId | Resource | Lookup → Resource | | The employee the declaration belongs to, as their Resource. The TDS projection matches declarations to employees by this field. |
Status | Status | PickList | | Where the declaration is in its review: Draft, Submitted, Verified, Approved or Rejected. Only Verified and Approved make the lines count, and the two are treated the same. The standard form shows it as a text box, so it must be typed exactly; it is not on the standard record page, so it is changed through Edit in the list. Values: Draft, Submitted, Verified, Approved, Rejected. |
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 TaxDeclaration. |
DeleteHeader | Delete | Delete | DeleteHeader |
Edit | Edit | Edit | Edit this TaxDeclaration. |
EditInLine | Edit | EditInline | Edit |
New | New | New | Create a TaxDeclaration. |
View | View | View | View this TaxDeclaration. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
