For your CA: TDS, Form 16A, month lock and Tally export

Open Books & Invoices → For your CA. It has three parts: close the books, Form 16A, and the export.

TDS on receipts

When a company member pays rent after deducting TDS, record the payment as usual and fill in TDS deducted (the 10% button does the sum). The money received plus the TDS settles the invoice, so it shows Paid; the TDS is kept apart. Receipts and statements say TDS deducted u/s 393 (Income-tax Act, 2025).

Form 16A tracker

1. Pick the financial year and quarter. Every member with TDS in that quarter is listed with the amount.
2. When their Form 16A comes in, Upload the PDF (or click Mark received). View opens it.
3. Missing ones are counted at the top; before the quarter's due date they show as Not in yet. Copy reminder gives you a polite message to send.

Close the books: month lock

Once your accountant has filed a month, a Super Admin or the accountant clicks Lock. Nobody can then add, change or delete invoices, payments, receipts or expenses dated in it. A payment that comes in later for a locked month's invoice can still be recorded. Only a Super Admin can unlock, and both are written in the Activity log.

Export for Tally or Zoho Books

1. Set your ledger names once (rent income, membership income, each bank account, TDS receivable).
2. Pick the month and download Tally XML (sales and receipt vouchers) or the two Zoho Books CSV files (invoices and payments).

Give your accountant their own login

In Organization → Users, invite them with the role Accountant. They see Books only, can't change anything except locking a month and ledger names, and on the phone they get a read-only Books screen.