Home TDS Reconciliation How do I view transaction-level details for a matched party?

How do I view transaction-level details for a matched party?

Last updated on Apr 14, 2026

Short Answer: Expand the party row in "Matched – 26AS vs Books", then open a period's details or click the row arrow to open the "Matched TDS details" modal showing 26AS and Books transactions and totals.

PreRequisites

  1. Report is loaded and the "Matched" tab is selected.

  2. You have access to view the report.

Steps

  1. Ensure the "Matched" tab is selected (toggle near summary cards).
    The "Matched – 26AS vs Books" table is visible.

  2. Locate the party in the table (e.g., "Zed Lifestyle Pvt Ltd").
    Party row is visible with columns "26AS TDS (total)", "Books TDS (total)", "Difference" and "Status".

  3. Click the chevron/row to expand the party and view grouped periods (shows "26AS period", "26AS TDS", "Books period").
    Grouped period rows and subtotals appear underneath the party row.

  4. Click the right arrow on a period row to open the "Matched TDS details" modal.
    "Matched TDS details" modal opens with separate tables for '26AS transactions' and 'Books transactions' and a 'Difference' summary.

Troubleshooting

  1. Expanding the party shows no period rows or details.
    LikelyCause: There are no matched period-level entries for this party or a filter is applied.
    Action: Clear any table filters (click the 'All' pill) or switch to the 'Unmatched' tab to inspect unmatched items.

Note: The modal displays Date, Description and Amount for each matched transaction, and shows totals at the bottom.