TDS Certificate — entity reference

One row of the withholding-tax certificate register: the certificate a company owes a deductee or collectee for a filed quarterly TDS or TCS return. Generate Certificates on a Filed TDS Return builds the register: one Form 131 certificate per deductee of a non-salary return (Form Code 140), one Form 27D certificate per collectee of a TCS return (143), and one Form 16 certificate per employee in the Annexure II salary details of the Q4 salary return (138; Q1 to Q3 are refused). Each certificate number is also written onto the underlying withholding transactions. The register keeps numbers, totals and issue tracking only. xMatix does not produce the statutory certificate document, and the seeded Print Certificate window has no certificate content. Draft certificates are replaced each time Generate Certificates runs again. Once any certificate of the return is Issued, generation for that return is refused.

Fields

Field	Label	Type	Required	What it does
`CertificateNumber`	Certificate Number	Text		Generated as TAN/kind/financial year/quarter/sequence, for example the company TAN, then 131, 2026-27, Q2 and 0001. Sequences start at 0001 for each return in party-name order (Form 16 follows the Annexure II order). A correction return builds its own register with the same pattern, starting again at 0001. The same number is written onto the certificate's underlying withholding transactions, replacing the challan reference that deposit had put there.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created On	DateAndTime	Yes
`FyStartYear`	Fy Start Year	Number		The first calendar year of the financial year, copied from the return (2026 means FY 2026-27).
`Id`	Id	Guid	Yes
`IssuedOn`	Issued On	Date		The date you issued the certificate. Enter it yourself when you change the status to Issued; it is not stamped automatically.
`Kind`	Kind	PickList		Which certificate this is: Form 131 (non-salary TDS, from a Form Code 140 return), Form 16 (salary, from the Q4 Form Code 138 return) or Form 27D (TCS, from a Form Code 143 return). Set by generation from the return's Form Code. Values: Form 131 — vendor TDS (ex-16A), Form 16 — salary, Form 27D — TCS.
`LineCount`	Line Count	Number		How many deductee rows of the return the certificate covers. For Form 16 it counts the employee's rows across all four quarters.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes	Set to the certificate number when the register is generated.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account Id	Lookup → Account		The company (deductor) whose return the certificate belongs to, copied from the return. It is not shown on the seeded forms.
`PartyAccountId`	Party Account Id	Lookup → Account		The deductee or collectee account for Form 131 and Form 27D certificates. It is empty on Form 16 certificates, because employees are resources, not accounts.
`PartyName`	Party Name	Text		The deductee's name as reported on the return's deductee rows (Form 16: the employee name on the Annexure II row).
`PartyPan`	Party Pan	Text		The deductee's PAN as reported on the return. Non-salary certificates group deductee rows by party, PAN and name, so the same party reported with two different PANs or names gets two certificates.
`Quarter`	Quarter	Number		The quarter of the return the certificate was generated from (1 to 4). Form 16 certificates always show 4, because they are generated from the Q4 return.
`RecordTypeId`	Record Type	Guid, hidden
`ResourceId`	Resource Id	Lookup → Resource		The employee for a Form 16 certificate, taken from the Annexure II salary row. Empty on Form 131 and Form 27D certificates.
`SalaryDetailId`	Salary Detail	Lookup → TdsReturnSalaryDetail		Form 16 only: the employee's Annexure II row on the Q4 salary return this certificate was generated from. Print Form 16 reads the Part B figures (salary, exemptions, deductions, tax) through it. Empty on Form 131 and Form 27D.
`Status`	Status	PickList		Draft when generated. Change it to Issued yourself (by editing the record) when you hand the certificate over. Nothing sets Issued automatically. While any certificate of a return is Issued, Generate Certificates on that return is refused, and the TDS reconciliation will not raise a new source document for that party and return. Values: Draft, Issued.
`SubscriptionKey`	Subscription Key	Guid, hidden	Yes
`TdsReturnId`	Tds Return Id	Lookup → TdsReturn		The filed TDS Return this certificate was generated from. Generation and its lock work per return.
`TotalAmountPaid`	Total Amount Paid	Currency		Sum of Amount Paid over the covered deductee rows. For Form 16 it is the whole financial year, from the latest computed salary return of each quarter.
`TotalTaxDeducted`	Total Tax Deducted	Currency		Sum of tax deducted or collected over the covered deductee rows. For Form 16 it is the whole financial year.
`TotalTaxDeposited`	Total Tax Deposited	Currency		Sum of tax deposited over the covered deductee rows. For Form 16 it is the whole financial year.
`UpdatedDateTime`	Updated On	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`DeleteListRow`	Delete	Delete	Delete
`EditHeader`	Edit	EditInline	Edit
`EditListRow`	Edit	Edit	Edit
`New`	New	New	New
`PreviewTdsCertificate`	Print Form 16	Print	Print the salary certificate as Form 16 Part B (PDF). Shown on Form 16 certificates only.
`PrintTdsCertificate`	Print Certificate	Print, inactive	Kept inactive. Print Form 16 prints salary certificates.
`PrintTdsCertificateListRow`	Print	Print, inactive	Superseded by the Certificate Document action.

TdsReturn — looks up via TdsReturnId
UserAccount — looks up via ModifiedById
Account — looks up via PartyAccountId
Account — looks up via PartnerAccountId
UserAccount — looks up via OwnerId
UserAccount — looks up via CreatedById
Resource — looks up via ResourceId

TDS Certificate — entity reference

Fields

Actions

Related entities

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