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.

    • Related Articles

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

      How to Claim Another Person's TDS Amount as per Rule 5A/37BA(2) This process allows you to claim TDS (Tax Deducted at Source) credited to another person’s account as per Rule 5A/37BA(2). Follow these steps to claim the TDS: Step 1: Go to Transaction ...

    • ExpressITR || Transfer TDS to Another Person as per 5A/Rule 37BA (2)

      How to Transfer TDS to Another Person’s as per 5A/Rule 37BA(2) in Express ITR This process enables you to transfer your TDS (Tax Deducted at Source) to another person's as per 5A/Rule 37BA(2). Please follow these steps: Step 1: Access the ITR Summary ...

    • Zen IT || Transfer TDS to Another Person as per 5A/Rule 37BA (2)

      How to Transfer TDS to Another Person’s as per 5A/Rule 37BA(2) This process enables you to transfer your TDS (Tax Deducted at Source) to another person's as per 5A/Rule 37BA(2). Please follow these steps: Step 1: Go to Transaction >> Tax Details: 1. ...

    • Income Tax || TDS Details

      To enter TDS/TCS details in the software, please follow the process outlined below: Steps for Manual Entry of TDS/TCS Details : Navigate to "Transactions → Tax Detail". By default, the TDS Details section is selected. If you're entering details ...

    • 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 Log ...