Compliance computed at the transaction

Accounting with Cross-Border Compliance & Taxation

Double-entry books that compute tax, withholding, and inventory the moment you post — not at filing. OnBooks runs Indian GST and TDS end-to-end today, and it’s built for cross-border compliance as you grow.

Withholding tax, handled at the bill

Stop calculating withholding by hand

Shown here for India’s TDS — the same engine is built to resolve withholding in any jurisdiction.

The problem

Every vendor bill needs the right category, the right rate, a tax-ID check, and a running eye on thresholds. Get one wrong and it’s a notice, interest, and penalty months later.

  • Section from the item. Tag an item once (194C, 194J, 194I…) and every bill infers the nature of payment.
  • Rate from the party. PAN, entity type, 206AB non-filer status and 197 certificates all fold into the rate.
  • Threshold-aware. Nothing is withheld until the party crosses the per-bill or annual limit for that section — then it just starts.
  • Posted, not noted. The withholding lands in TDS Payable and the vendor is shown their net — ready to deposit.
New bill · India · TDS

Vendor

East West Corp Pvt Ltd

PAN ✓Company
Professional fees — consulting₹1,00,000
Sub-total₹1,00,000
TDS deducted194J · 10%₹10,000
Payable to vendor₹90,000

Posts as

Dr  Professional Fees₹1,00,000
Cr  Accounts Payable₹90,000
Cr  TDS Payable₹10,000

206AA (no PAN), 206AB (non-filer) and 197 certificates are all checked automatically — override the rate or amount any time.

INV-2043 · Meridian Retailbilled ₹3,54,000
Cash receivedin the bank₹3,24,000
Tax withheldyou reclaim this₹20,000
Early-pay discountyou agreed to it₹6,000
Written offnever coming₹4,000
Settled₹3,54,000
Invoice closed — one entry, every part in the right account

Getting paid

Money never arrives in round numbers

You billed ₹3,54,000. ₹3,24,000 landed. The rest is tax your customer withheld, a discount you agreed to, and a bit that’s never coming — and until you can say which is which, that invoice sits open and your receivables lie to you.

OnBooks settles all four in one event. The tax becomes a credit you reclaim, the discount and the write-off hit the right expense, and the invoice closes — because it is closed.

It does the arithmetic too: OnBooks already knows what your customer should have withheld, so one tap fills it in. Short payment you can’t explain? Tell it the gap is tax and it books the rest.

No silent maths

It tells you when it isn’t sure

One bill, two kinds of work — construction and legal advice — and they’re taxed at different rates. Deduct everything at one rate and you under-deduct. Nothing looks wrong. You find out at assessment, with interest.

OnBooks says so, on the bill, while you can still fix it. Because the dangerous number isn’t the one that’s wrong — it’s the one that’s wrong and quiet.

Site works · construction₹5,00,000
Legal advisory · professional₹1,00,000

Mixed categories

This bill’s lines are taxed two different ways. Everything here is deducted at the construction rate, so the advisory work is under-deducted. Split the bill, or choose a category to confirm.

Quietly wrong

₹12,000

one rate, no warning

Actually owed

₹20,000

split as it should be

Shown for India’s TDS — the same check applies wherever withholding does.

Close the loop

Every tax withholding, reconciled

Withholding isn’t done when it’s deducted — it has to be filed and reclaimed. OnBooks keeps both sides as living registers, organised by party, category, and quarter, so filing and credit-matching stop being a spreadsheet scramble.

  • What you deducted. Grouped for your return and the certificates you owe (India: 26Q · Form 16A).
  • What was withheld from you. Matched against the tax authority’s record so you never lose a credit (India: Form 26AS / AIS).
TDS Receivable · FY 2025-26reconciled to 26AS
CustomerSecQtrTDS
Northwind Traders194JQ1₹30,000
Acme Consulting194CQ2₹8,400
Blue Yonder Pvt Ltd194HQ2₹12,500
Total credit to reclaim₹50,900

Built around the work you actually do

Every feature starts from a problem finance teams live with.

GST

Classifying CGST/SGST vs IGST by hand and hoping the return ties out.

Invoices split tax by place of supply from HSN/SAC automatically, print as tax invoices, and roll straight into GSTR-1 and GSTR-2B/ITC reconciliation.

Migration

Too scared to leave Zoho — what if the numbers don’t match?

OnBooks imports everything, derives the Dr/Cr ledger, and proves parity account-by-account before anything touches your real books — then keeps syncing.

Receivables

Invoices that never close, because the cash never quite matches the bill.

Settle cash, withheld tax, discount and write-off in one event — each to its own account. The tax becomes a credit you reclaim instead of an unexplained shortfall, and the invoice closes for a reason you can point at.

Inventory

Stock value and COGS drift away from the ledger over time.

Perpetual moving-average inventory recognises COGS on every sale and reconciles the stock ledger to the GL — no month-end guesswork.

Foundations

Spreadsheet “books” that can’t produce a trustworthy statement.

A real double-entry core: chart of accounts, balanced journal, and TB / P&L / Balance Sheet as live projections — every figure drills to its entry.

Groups

Rolling several entities into one view means re-keying everything.

Consolidated TB / P&L / Balance Sheet across workspaces with your own group taxonomy — permission-checked per entity.

Shared ledgers

Loans and inter-party balances that each side records differently.

Connect an account to a shared onLedger position and reconcile against records both parties co-signed. Nothing posts silently.

Shipping today

Paying abroad is where the books get expensive

A cross-border payment isn’t one decision, it’s four: what to withhold, whether a treaty lowers it, what to file before the money leaves, and what the other side needs from you. Miss any of them quietly and it costs real money.

Withholding · Sec 195

20.8% or 15%?

You owe a US vendor ₹10,00,000 for a software licence. The statute says withhold 20.8%. The India–US treaty caps it at 15% — but only if three documents are on file, and only if none has expired. That’s ₹58,000 of the vendor’s money riding on paperwork nobody enjoys tracking.

OnBooks resolves it on the bill: it compares the statutory cost against the treaty cap, applies the lower one, and shows you which documents earned it — or exactly which lapsed, and when.

Software licence — annual₹10,00,000
Act 20% + 4% cess = 20.8%₹2,08,000
Treaty 15% · India–US Art. 12₹1,50,000
TRC ✓Form 10F ✓No-PE ✓
The vendor keeps₹58,000 more

Let the TRC lapse and it silently reverts to 20.8%. OnBooks says “TRC/10F expired 31 Mar” — not “no TRC on file”, which would send you hunting for a document you already have.

You — India

  • Sec 195 withheld ✓
  • 15CB · CA certificate
  • 15CA Part C before remitting
  • Form 27Q this quarter
₹8,50,000

Them — United States

  • Reports on Form 1042-S
  • Claims the India credit
  • Needs your certificate
  • TRC on file ✓

One payment · both jurisdictions · nothing assumed

The compliance advisor

It tells you what’s owed — on both sides

Withholding is the easy part. Before that money can legally leave India you need a CA’s certificate and a Rule 37BB filing; afterwards you owe a return and the vendor owes you nothing but needs your certificate to avoid being taxed twice.

OnBooks reads the payment and lists what each side owes, and when — so the first time you hear about 15CB isn’t from your banker on the day of the transfer.

Works in both directions: when a foreign customer withholds from you, it values the credit and points at the form that reclaims it.

Shown for India — the engine is per-jurisdiction and configured, not coded. Treaty rates, surcharge, cess and form names come from data; adding a country is a configuration change, not a rewrite. Import-of-services reverse charge is next.

Keep the books once. Let the tax take care of itself.