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 How to enter challans & prepare original return How to enter challans & prepare original return  What’s steps I have to follow for downloding.tds file.

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Presentation on theme: " How to enter challans & prepare original return How to enter challans & prepare original return  What’s steps I have to follow for downloding.tds file."— Presentation transcript:

1  How to enter challans & prepare original return How to enter challans & prepare original return  What’s steps I have to follow for downloding.tds file What’s steps I have to follow for downloding.tds file  How to prepare a revise return How to prepare a revise return  How to prepare TDS/TCS certificate How to prepare TDS/TCS certificate Show full demo 1

2 Click here to fill digital signature form Select assessment year Enter user name & password Click here to login Shows software version By clicking on it you can see what’s new update For downloading updates click here [whenever new update comes software will automatically ask for update] 2 For online support just click live care

3 Click for Income Tax calculation & return Prepare electronic TDS original & correction return To prepare Audit report & balance sheet Click here to prepare annual ROC return & Forms To generate ST-3 E- return Click here for prepare CMA report & FM tools For Wealth tax return Click here if change in assessment year Click here to prepare XBRL sheet 3

4 Work is done by which user in which software at which time all details you can get from here Address book phone book & business letters can be maintained here Prepare & print assesses invoices Inward outward register can be maintained here Some useful link are given here for downloading tax documents Here you can easily mail to assessee Attendance register of employee can be maintained here Click here to print blank forms of Income Tax, TDS & others 4

5 TDS party master,common TDS master for Bank BSR, MICR CODE and other masters are given here Click here for online submission of return For online verification of PAN & TAN No you can check for Return Refund status here Click here to enter receipt no of Income Tax,TDS & other return For online payment of challan (280,281,282) Some utilities like calendar, date format are given here 5

6 User define web link can be managed here for easy access Set data backup path where you want to store your data Click here to import XML data for income tax Click here to import FVU file for TDS Set default software path of word excel internet explorer & other setup Click here to print blank or filled challan (ITNS 280,281, 282, 283) Here you can print assessee details for selected field according to your requirement To view today’s reminders 6 Click here to update all lan pc at once

7 FILL ASSESSEE INFORMATION, BANK DETAILS & OTHER DETAILS [fields in red color are mandatory] 7 Click here to print application for allotment of pan for Indian citizens / Indian companies / entities incorporated in India / unincorporated entities formed in India For online PAN verification click here Please note that we have A common assessee master for all software so check ‘Y’ for TDS and enter TAN details inside F3 button To print application for allotment of PAN for individuals not being A citizen of India / entities incorporated outside India / unincorporated entities formed outside India

8 You can enter & view receipt no & token no here You can set the default path & other settings through software setup Add or remove designation here for employee details All nature of payment with section code & applicable rate are given here To view or print Deductor register To run software utility click here Bank list with BSR code is given here you can add or remove banks Click to view software help file 8 To online verify your pan no click here

9 Enter Token No (15 digit) & receipt no ( 8 character) for submitted return,tick mark for revised option in case of revised return RECEIPT REGISTER 9

10 BANK MASTER Most of all banks of India are in list,if require to add any other,click here 10

11 DEDUCTOR MASTER Click to print Deductor’ s detail 11

12 NATURE OF PAYMENT 12

13 DESIGNATION MASTER Add designation here for employee details 13

14 SOFTWARE SETUP Set all default path You can change challan due date which is used to calculate interest amount in case of challan deposited after due date Click to save changes Select default printer path 14

15 SOFTWARE UTILITY Alt+F6 [Set Date Format] set mm/dd/yyyy format for proper functioning of software 15

16 Select financial year And click proceed 16

17 First or main screen of eTDSr Click for deductor, Deductee Employee and other master entry Select 24Q/26Q/27Q/27EQ to enter challan & prepare original return Click here to prepare revise return of 24Q/26Q/27Q/27EQ All utilities, reports & default excel blank sheet for data entry are given here 17 From here you can import excel sheet,.fvu file, and consolidated.tds file You can print reports like deductee register and others

18 For online tan registration To send online request for consolidated tds file for correction Click here to send request for 16A certificate Click to download requested file 18 Click here to send request for 16 certificate To view calculation of interest in case of late payment Click to import excel data sheet ClIck here to import downloaded.TDS file Click to convert 16/16A certificate text file to.pdf format Online verify your Challan entry Enter return filing details You can check status of your submitted return

19 Fill deductor details & click here to fill responsible person details NOTE:FILEDS IN RED COLOR ARE MENDATORY 19

20 MASTERS >> DEDUCTEE / EMPLOYEE Select certification period Give yes here for deductee having lower deduction certificate Save deductee details To copy common deductees to other deductor When same deductee is entered with other name by user, deductee data can be merged by this option This option will collect deductee from previous year which is not available in current year You can copy deductees from common TDS master Tick here if want combined certificate for all nature of payment 20 Click to check PAN

21 MASTERS >> DDO Click new & enter DDO details for 24G 21

22 MASTERS >> NATURE OF PAYMENT Tick mark nature of payment which you wish to see in list while entering challan 22

23 MASTERS >> BANK Tick mark for banks which you wish to see in selection list while challan entry 23

24 ORIGINAL RETURN PREPARATION PROCESS:- After all master entries select form for challan entry 24

25 Select quarter Click to add new challan Click to copy challans from other quarter Click here for e payment or print of ITNS

26 Click to select nature of payment Select month for interest calculation purpose Click here to enter challan’s deductee breakup Tick here if submitting nil challan 26

27 Select deductee name Software automatic display rates according to selected nature of payment Still want to change rate tick here If tds deposited by book entry tick mark here Tick mark here if submitting nil challan in case of payment for transport business After breakup entry go back to challan 27

28 Lower deduction –in case of lower deduction certificate submitted No deduction-if not deduction Otherwise-if not any other option Higher deduction-if no pan In case of transport-if payment is for transport business Within threshold limit -in case of threshold limit Select appropriate option from list - if you have any specified reason for deduction – than save deductee details 28

29 After breakup entry click here to transfer tds amount to challan If challan payment date is higher than due date software will calculate interest. Click here to transfer interest amount to challan Select BSR code, enter challan deposited date & challan serial no Save details If mode of payment selected cheque, fill cheque detail Enter transfer voucher no if deductor type is state or central Govt. 29

30 Fill salary detail If preparing return for 24Q fourth qtr 30

31 After all Challan entry - click here to generate return 31

32 32

33 Select path of downloaded csi file Click here to generate file 33 To match challan online click here to download.csi file (select proper period which includes all Challans of your qtr)

34 Click here to validate generated file 34

35 click to copy.FVU file for return submission FVU file created after successful validation of Quarter data. Print 27A form along with FVU file 35

36 PRINT TDS/TCS CERTIFICATE SELECT FORM 24Q 26Q/27Q/27EQ (for non company) PROCESS Click on new and enter given detail given below Tick name for whom want to print certificate 36

37 Click here to print Tick to print reference number and select print option 37

38 26Q /27Q / 27EQ for online download (company) 38 Click to register TAN Click here for request select form & qtr than login Click here to download certificate from download menu Login to site

39 CORRECTION OR REVISE RETURN PREPARATION PROCESS:- GO TO CORRECTION MENU SELECT FORM Select quarter Select downloaded consolidated tds file path Click here to start importing Last imported file details check this detail before proceed 39

40 1. Login to TAN Registration Account with user id, password and TAN. 2. On successful login, under menu ‘TDS/TCS’, select option ‘Request- Consolidated TDS/TCS statement’. 3. Request for consolidated TDS / TCS statement can be made for the TAN against which user has logged in. 4. On clicking the aforementioned option, a screen “Request Consolidated File” will appear where user is required to provide the following details pertaining to statement required: o 15 digit Token Number (earlier referred as provisional receipt number) of regular statement o Form no. o Quarter o Financial Year 5. On successful conformation of the above details, a window will appear stating “Kindly provide below mentioned details for verification”. 6. As stated above, as a part of verification procedure, user is required to provide details of challan/transfer voucher and/ or deductee/collectee details. 7. For verification, latest details i.e., considering the accepted correction statement (s) if any should be provided. 8. Consolidated TDS/TCS statement is available if correct details are provided to the questions for verification. Consolidated TDS/TCS file downloading process 40

41 9. Five attempts within a day are provided to correctly answer the verification questions for statement required. 10. In case of five unsuccessful attempts within a day for the same statement, request for such statement can be placed only on next day 11. On successful verification, request number is generated and the consolidated TDS/TCS statement is ed to the user within 24 hours on the ID provided on TAN registration. 12. In addition to the , consolidated TDS/TCS file is also available for download. 13. In case of large number of records in the TDS/TCS statement requested, the statement is split in multiple files owing to restriction of mail size of the user. 14. In case TDS/TCS statement is split in multiple files then each file is sent by separate For multiple files received for single request then, before extracting the contents, merge the split files using “File Merge Utility” available at TIN website under the option “TAN Registration” in download section. 16. Consolidated TDS/TCS file provided is password protected and in compressed form. Contents. of the file can be extracted, using compression utility as below: WinZip version 9.0 or above. Winrar version 3.9 or above. 41

42 SELECT APPROPRIATE BUTTON FOR CORRECTION If correction only in PAN If want to add new challan Any correction in challan or deductee details Correction in deductor details Any correction in salary details of employee For cancellation of return statement 42

43 AFTER CORRECTION BELOW SHOWN COLOURS WILL INDICATE ABOUT CORRETIONS IN CHALLAN / DEDUCTEE AND STATUS 43

44 Tick deductee name Save correction PAN UPDATE ONLY(F2) Previously entered PAN display in old and modify column Change pan no here 44 AJYPS1567H ABLPS5976C

45 Select update if any change in challan detail or set no Click for deductee correction UPDATE CHALLAN & DEDUCTEE DETAIL(F4) 45

46 Now click here 46 AJYPS1567H ABLPS5976C

47 Select deductee and click here Select option update add or delete flag Save correction & go back to challan 47 AJYPS1567H

48 ADD NEW CHALLAN (F3) PROCESS IS SAME AS ENTER NEWCHALLAN 48

49 UPDATE DEDUCTOR DETAIL (F5) (UPDATE DETAIL OF DEDUCTOR IF ANY & SAVE CORRECTION) 49

50 If any correction for salary detail select employee & click here it will remove old detail and add new Now select new record & click modify UPDATE SALARY DETAIL F6 (ONLY FOR 24Q FOURTH QTR ) 50

51 Enter new details and save 51

52 CANCEL RETURN (F7) When wrong return is submitted Or return period is wrong You can cancel that return Steps-: Click on cancel return (f7) Prepare correction & submit Note:- after acceptation you have to submit original return 52

53 VIEW CORRECTION CHECK CORRECTION DETAILS BEFORE PREPARE CORRECTION 53

54 Check provisional token no. before proceed PREPARE CORRECTION RETURN 54

55 Select status submitted Enter token date & token no Here you can attach return file TOOLS>> RETURN FILING DETAILS Click here to enter receipt no & token no of correction return You can check return status online Enter receipt no here 55

56 TOOLS>> E FILE MANAGER (shows all the files prepared for this assessee for reference purpose) 56

57 57 CLICK TO PRINT REPORT ACCORDING TO REQUIREMENT

58 TAKE CARE BEFORE SUBMITTING RETURN TO AVOIDE REJECTION Regularly update software when new version is release Check.fvu file before submitting return For revise return download & import latest consolidated.tds file Do every correction only from correction menu For any query contact on (079)

59 EXCEL SETTINGS TO SETUP YOUR OFFICE EXCEL(*XLSX) INTO THE OFFICE (*XLS) FORMAT : Press Alt+ F to go to “office button” or click here Click excel option 59

60 Select save option Select 2003 work book option Click ok 60

61 SETUP FOR ENABLE YOUR MACROS SETTING OF EXCEL : Select trust center option Select trust center setting option 61

62 Select macro settings Tick this option Click OK Tick this option 62


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