ExpressITR || Claim Previous Year's Carried Forward TDS in the Current Year

Process to Claim Previous Year's Carried Forward TDS in the Current Year Using Express ITR

Follow the steps below to claim TDS carried forward from the previous year in the current financial year using Express ITR:

Step 1: Access the ITR Summary

1. Log in to Express ITR and open the client's profile.
   
2. Navigate to the ITR Summary section and click on Return Flow to begin.
   

      

Step 2: Navigate to Tax Details

1. Under the Income Head, locate and open the Tax Details section.
   

      

1. This is where TDS information is updated or reviewed.
   

Step 3: Enter the Carried Forward TDS Details

1. In the TDS Details section, manually add the TDS amount carried forward from the previous year:
1. Enter the TAN of the deductor.
   
2. Input the amount carried forward.
   
3. Provide other relevant details, such as the deduction date and amount.
   

      

Step 4: Update Rule 37BA(2) Details

1. Open the 5A/Rule 37BA(2) Details annexure.
   
2. Select the Financial Year in which the TDS was originally deducted.
   
3. Confirm that the financial year and TDS details match with the information in 26AS or TDS certificates.
   

      

Step 5: Verify and Save

1. Review all entries to ensure the TDS amount and financial year information are correct.
   
2. Save the data to confirm the claim for the current year.

Additional Notes

1. Auto-Adjustment: The software will adjust the claimed amount based on the financial year selection.
   
2. Data Validation: Cross-check the entries with Form 26AS or AIS to ensure compliance and accuracy.
   

By following this process, you can successfully claim TDS carried forward from the previous year in the current financial year using Express ITR.

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