What should an agent do if TDS is missed during settlement or a TDS-deducted payment auto-settles?
⚡Quick answer
Raise a Zoho CRM ticket under the TDS category so the Accounts Team can:
- Create a separate TDS transaction for the exact amount deducted, and
- Issue a separate invoice for that TDS amount (within 48 working hours of the request).
When should I use this guide?
Use these steps whenever:
• You forget to claim TDS while settling a payment, or
• A client pays via a link, deducts TDS, and the payment auto-settles.
Overview
If an agent fails to claim TDS during settlement—or if a client’s TDS-deducted payment auto-settles—the TDS amount still needs to be properly recorded. Follow the mandatory two-step process below so the Accounts Team can correct the ledger.
Step-by-step process
Turnaround time
Best-practice reminder
Agents are advised to carefully verify TDS deductions before settling any payment to avoid the need for post-settlement corrections. In cases of auto-settlement via payment link, the Zoho CRM ticket must be raised immediately upon identifying the TDS discrepancy.
Related Articles
What should an agent do if unsure whether TDS has been deducted by the client?
⚡Quick answer While settling the payment, check that the amount received equals the amount requested. • If the amount received is less, it may indicate that the client has deducted TDS. • Verify that any deduction matches the prescribed TDS rates ...
How is TDS verification scheduled, and what steps must an agent follow while claiming a payment with a TDS-verification request?
⚡Quick answer • TDS verification runs during the same time slots used for uploading payments—there is no separate window. • When you claim a payment and need TDS verification, submit the full amount, the TDS amount in its own field, and note the ...
How can an agent rectify a wrong payment claim or settlement?
⚡Quick answer • Wrong Payment Claim → Verify if the payment is settled. If not settled, raise a Zoho ticket to un-claim it; Accounts will resolve within 48 working hours, after which the correct agent can claim and settle. • Wrong Payment Settlement ...
What should an agent do when a client accidentally makes a payment or pays twice?
⚡Quick answer First, check whether the payment is reflected in the Account Panel. If it is not reflected, have the client confirm bank deduction; wait 2-3 days; if still missing, raise a ZOHO CRM refund ticket with the client’s bank statement. If it ...
What will happen if the payment is not settled by the settlement due date?
⚡Quick answer If an agent fails to claim or settle a payment before the due date, the payment is marked Suspense/Unclaimed. The client may not receive the GST input for that payment, and the agent will be eligible for only a 50 % incentive for that ...