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

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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

1. Open the client profile in Express ITR.
   
2. In the ITR Summary section, click on Return Flow to proceed.
   

      

Step 2: Navigate to Tax Details

1. Go to the Tax Details section.
   

      

Step 3: Update TDS Entry

1. First, update your TDS entry.
   
2. Then, remove the TDS amount from the Claimed in Own Hands column.
   

      

Step 4: Open 5A/Rule 37BA(2) Annexure

1. Access the 5A/Rule 37BA(2) Details annexure.
   

      

Step 5: Enter Recipient’s Details

1. Enter the details of the person to whom you want to transfer the TDS.
   

      

To Claim Other Person TDS Amount as per Rule 5A/37BA (2), please follow the knowledgebase provided → Follow Me !

Upon completion of these steps, the TDS will be forwarded to the other person’s account, allowing it to be claimed under their profile.

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