Claim Other Person TDS Amount as per Rule 5A/37BA (2)

ExpressITR || Claim Other Person TDS Amount as per Rule 5A/37BA (2)


How to Claim Other Person TDS Amount as per Rule 5A/37BA (2) in Express ITR

Please follow these steps:

Step 1: Access ITR Summary
  • Open the client profile in Express ITR.
  • In the ITR Summary section, select Return Flow to proceed.
      

Step 2: Navigate to Tax Details
  • Proceed to the Tax Details section under the appropriate tax head.
      

Step 3: Enter TDS Details
  • Input the TDS details manually in the Tax Details section.
  • Ensure to select Other Person in the TDS Credit Related To field, indicating that the TDS pertains to another person’s account.
      

Step 4: Open Rule 37BA(2) Annexure
  • Access the 5A/Rule 37BA(2) Details annexure.
      

Step 5: Enter the Deductor’s Information
  • Enter the information of the individual in whose account the TDS was originally deducted.
      

Info
To transfer TDS to another person as per 5A/Rule 37BA(2), please follow the knowledgebase provided → Follow Me !

Following these steps allows the TDS deducted from another person’s account to be reflected as a claimable amount in your account, as per tax guidelines.

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