Request, Download, and Email Form 16 with Form 12BA

ExpressTDS || Process to Request, Download and Email Form 16 with Form 12BA (DIY)


Process to Request, Download, and Email Form 16 with Form 12BA


Form 12BA is a critical document for employees receiving perquisites or benefits from their employers. It complements Form 16 by providing a detailed breakdown of income, tax deductions, and the valuation of perquisites or benefits, ensuring transparency and accuracy in tax compliance.
The ExpressTDS Application supports Form 12BA generation starting from the financial year 2024–25 onwards. To generate and distribute this document, follow the steps outlined below:

Step-by-Step Process


Step 1: Select Company/Deductor
  1. Log in to the ExpressTDS Application using your credentials.
  2. From the available list, select the company or deductor for whom the Form 12BA is to be generated.
Step 2: Access the TDS Certificate Option
  1. Navigate to the TDS Certificate section within the software.
      

Step 3: Specify Form Year and Quarter
  1. Choose the appropriate form type, financial year and quarter for the certificate.
      
  1. Click on Submit Request to initiate the process.
Step 4: Await ZIP File from TRACES
  1. Upon submission, wait for the ZIP file to be generated by TRACES.
  2. Use the Status Check option to track the progress of your request.
Step 5: Generate the PDF Certificate
  1. Once the ZIP file is available, proceed to generate the required certificates.
  2. Choose one of the following options:
    1. Generate Unsigned PDF
    2. Generate DSC (Digital Signature Certificate) Signed PDF
Step 6: Download the Generated PDFs
  1. Use the Download option to retrieve a ZIP file containing all TDS certificates in PDF format.
  2. Save the ZIP file securely to your system for future reference.
Step 7: Email the Generated PDFs
  1. To email the certificates along with Form 12BA, select the DSC Signed PDF option.
      
  1. This ensures that the documents are digitally signed and ready for secure electronic distribution.
Note: ✅ From ExpressTDS, you can email Bulk Form 16 with Form 12BA in a single click.

Form 12BA is downloaded in PDF format, and it includes a detailed breakdown of all perquisites received by the employee. The form provides transparency in taxable benefits and ensures compliance with income tax regulations.

      

By following these steps, you can efficiently generate, download, and share Form 16 along with Form 12BA, ensuring compliance with tax regulations while maintaining data integrity and security.