Not everyone using Zoho Invoice is registered for tax.

Maybe you have just started your business. Maybe you are still below the registration threshold. Or tax registration simply does not apply to your current setup.

In that case, an invoice that says Tax Invoice with empty tax fields can create more confusion than having no tax information at all.

The Usual Way To Do This  

The common setup is covered in our Taxes FAQ.

If you are not registered for tax, start by making sure tax is not being applied unnecessarily to your invoices.

1. Go to Settings → Taxes.

2. Review the taxes configured for your organization.

3. Make sure you do not have an unwanted default tax being applied.

4. Create a test invoice without tax.

5. Preview the PDF and check how it looks to your customer.

See Taxes for the available tax settings.

That takes care of the calculation. But you may still need to clean up what appears on the document.

You May Be Facing One Of These:  

• My invoice still says "Tax Invoice" even though I am not registered

• There is an empty tax field or label on my PDF

• I am in India and unsure what the Legal Name field means

• My customer deducts TDS from my payment
  
  

My invoice still says "Tax Invoice"   even though I am not registered

If you are not registered for tax, first check whether the document title suits your business.

1. Go to Settings → PDF Templates → Invoices.

2. Open the template you currently use and click Edit.

3. Go to Transaction Details → Document Details.

4. Check the document title.

5. Change the wording where the template allows it to the appropriate title for your business.

6. Save the template.

7. Create a test invoice and preview the PDF.

See Edit Template for the available customization options.

The goal is simple: the document should not suggest a tax registration that does not apply to you.

There is an empty tax field on my PDF 

Sometimes the calculation is fine, but the template still carries a tax-related field you do not need.

Start with the template.

1. Go to Settings → PDF Templates → Invoices.

2. Edit the template you use.

3. Review the tax-related fields and columns.

4. Disable the ones that are not relevant to your business.

5. Save and preview the invoice again.

Ideally, your test invoice should not have an unnecessary tax column, tax total, or an empty registration label.

A blank field can look like you simply forgot to complete it. If the information does not apply, it is usually cleaner not to display it.

And remember: if you register for tax later, come back and review these settings again.

I am in India and unsure what the Legal Name field means  

Your Legal Name and the name you use to market your business may not always be the same.

For example, you may run your business publicly as Meera Design Studio, while the registered business information uses another name.

If the Legal Name field applies to your setup:

1. Go to Settings → Taxes→ GST Settings.

2. Enter the registered name in the Business Legal Name field.

3. Save the changes.

4. Preview an invoice and make sure the business information appears as expected.

Do not guess when completing legal or tax-related fields. The information shown on your invoices should match the registration details applicable to your business.

My customer deducts TDS from my payment  

If your customer is required to deduct GST TDS from your payment, you can record the deduction separately instead of reducing the invoice amount.

First, enable GST TDS:

1. Go to Settings > Taxes > GST TDS Settings.

2. Enable GST TDS and save.

Then, enable it for the customer:

1. Go to Customers and edit the customer.

2. Under Other Details, enable Is GST TDS applicable?

3. Save the customer.

When creating the invoice:

Select GST TDS only when the transaction is subject to GST TDS and your customer is expected to deduct it from the payment. Choose the applicable GST TDS and continue with the full invoice amount.

When the customer pays you:

1. Open the invoice and click Record Payment.

2. Enter the amount you actually received.

3. Select Yes for GST TDS Deducted?

4. Verify the GST TDS Amount and record the payment.

This records the customer's deduction separately while keeping the original invoice amount intact.

On your phone: Once the tax and PDF setup is right, you should not have to clean up tax fields every time you create an invoice from your phone. This is another setup worth getting right once on the web.

If It Still Is Not Right  

Work through these in order:

1. Check whether tax is actually being applied.

2. Check your PDF template for unnecessary tax fields.

3. Check the document title.

4. Check with the customer if the issue happens only for one customer.

5. Create a fresh test invoice after changing the setup.

If you still need help, send support@zohoinvoice.com a copy of the PDF and clearly mention that you are not tax-registered and what you expected the invoice to show.

Over To You  

If you're not registered for tax, what does your invoice say at the top?

Invoice, Bill, or something else?