How to edit deductee details in unmatched TDS/TCS challans

Brief Steps for Online Challan Correction- Edit deductee details in unmatched challans

This feature enables deductor to Edit deductee details in unmatched challans , this Functionality is available from FY 13-14 onwards only if Digital Signature Certificate is registered at TRACES website

• Step 1 : Login to TRACES
• Step 2 : Go to “Request for correction” under “ Defaults“ by entering relevant Quarter, Financial Year, Form Type , Latest Accepted Token number
• Correction category should be “Online”
• Request number will be generated
• Step 3 : Request will be available under “ Track Correction Request”
• When request status become “Available” click on Available / In progress status to proceed with the correction
• Provide information of Valid KYC
• Step 4 : Select the type of correction category from the drop down as “Challan Correction”
• Step 5 : Select“ Unmatched Challan Tab” to Edit Deductee details , click on “View and Move Edit Deductee Row” to make the required corrections in the selected deductee row
• Step 6 : Click on “Submit for Processing” to submit your correction (Only Available to Admin User)
• Step 7 : 15 digits token number will be generated and mailed to Registered e-mail ID

Status of Online Correction Requests:

• Requested – When user submits request for correction.
• Initiated – Request is being processed by TDS CPC
• Available – Request for correction is accepted and statement is made available for correction. User can start correction on the statement. Clicking on the hyperlink will take user to validation screen. Once user clicks on request with ‘Available’ status, status of request / statement will change to ‘In Progress’
• Failed – Request cannot be made available due to technical error. User can re-submit request for same details
• In Progress – User is working on a statement. Clicking on the hyperlink will take user to validation screen
• Submitted to Admin User – Sub-user / Admin User has submitted correction statement to Admin User
• Submitted to ITD – Admin User has submitted correction statement to ITD for processing
• Processed – Statement has been processed by TDS CPC (either for Form 26AS or for defaults)
• Rejected – Statement has been rejected by TDS CPC after processing. Rejection reasons will be displayed in ‘Remarks’ column

Login to TRACES

Welcome Page

Online Correction Request Flow

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Online Correction Request Flow- View submitted request

Available Status – Request for correction is accepted and statement is made available for correction. User can start correction on the statement. Clicking on the hyperlink will take user to validation screen. Once user clicks on request with ‘Available’ status, status of request / statement will change to ‘In Progress’

In Progress Status- User is working on a statement. Clicking on the hyperlink will take user to validation screen

Digital Signature supported KYC Validation contd. (Step 1)

• Digital Signature Support KYC validation screen will appear only if Digital Signature is registered. Deductor can register/re register their Digital taxguru.in  Signature in Profile. Please refer – Digital Signature Certificate Registration e-Tutorial for more information.
• Normal KYC Validation (without Digital Signature) – User can opt a normal KYC validation separately for each functionality without digital signature.

Digital Signature supported KYC Validation contd. (Step 2 & 3)

After validating the DSC, one time KYC page will be displayed for the FY+Qtr+From type combination which has been selected by the user.

Digital Signature supported KYC Validation contd. (Step 4 & 5)

Note: ‘Signing data with your private taxguru.in exchange Key’ will not displayed if security levels has been chosen as medium/low during installing DSC in browser/hard token and ‘applet window’ (as shown in the next screen) will appear directly.

Digital Signature supported KYC Validation contd. (Step 6 & 7)

Digital Signature supported KYC Validation contd. (Step 8) -KYC of the FY+Quarter+From Type selected in step 2 will be displayed

• Authentication Code will not appear on the screen in case DSC Supported KYC
• In one session this manual KYC page ( On the basis of input selected by the user ) will be displayed only once

Token Number Details (Contd.)

Notes for Validation Screen:

• Authentication code is generated after KYC information details validation, which remains valid for the same calendar day for same form type,financial year and quarter
• Token Number must be of the regular statement of the FY,Quarter and Form Type displayed on the screen
• CIN/BIN details must be entered for the taxguru.in challan/book entry mentioned in the statement corresponding to the FY,Quarter and Form Type mentioned above
• Government deductor can enter only Date of Deposit and Transfer Voucher amount mentioned in the relevant Statement
• Amount should be entered in two decimal places(e.g.,1234.56)
• Only Valid PAN(s) reported in the TDS/TCS statement taxguru.in corresponding to the CIN/BIN detailsin Part1 must be entered in Part2 of the KYC. Guide available on the screen can be referred for valid combinations.
• Maximum of 3 distinct valid PANs and corresponding taxguru.in amount must be entered
• If there are less than three such combinations in the challan,user must enter all(either two or one)
• CD Record no. is mandatory only in case of challan is mentioned more than once in the statement

Authentication Code Screen

Select Challan correction

Select the Challan to Edit Deductee Row

Select the Deductee Row to be Edited

Select the Deductee Row to be Edited

Possible Error Message– Edit Deductee Row in case of Unmatched Challan

Click on Edit Deductee Row

Edit Deductee Row details

Important Notes:

> Date of Payment or Credit – Date on which payment was made to deductee. Date cannot be further dated.

> Amount Paid or Credited – Transaction Amount is the amount paid/ credited to deductee on transaction date . Amount must be greater than equal to zero.

> Total Tax Deducted – Total Tax Deducted / Collected is the sum of TDS/TCS, Surcharge and Education Cess. Amount must be less than equal to amount paid or credited.

> Total Tax Deposited- Amount cannot be greater than TDS deducted. Amount must be less than equal to total to total tax deposited in CD details.

> Amount to be displayed in exactly two decimal places (e.g. 2450.00)

> Rate at which decucted/ Collected – Rate at which tax is deducted for a particular deductee. Rate to be mentioned in exactly four decimal places.

> Reason for Non-Deduction / Lower deduction – It should be mandatory if TDS deducted = Zero and TDS rate = zero,

> flags applicable : A,B,S,T,Y,Z.

> Number of Certificates – It should be mandatory when user raised Flag A/B for respective forms.

Edit Deductee details

Important Notes:

> Date of Payment or Credit – Date on which payment was made to deductee. Date cannot be further dated.

> Amount Paid or Credited – Transaction Amount is the amount paid/ credited to deductee on transaction date . Amount must be greater than equal to zero.

>Total Tax Deducted – Total Tax Deducted / Collected is the sum of TDS/TCS, Surcharge and Education Cess. Amount must be less than equal to amount paid or credited.

>Total Tax Deposited- Amount cannot be greater than TDS deducted. Amount must be less than equal to total to total tax deposited in CD details.

> Amount to be displayed in exactly two decimal places (e.g. 2450.00)

> Rate at which decucted/ Collected – Rate at which tax is deducted for a particular deductee. Rate to be mentioned in exactly four decimal places.

> Reason for Non-Deduction / Lower deduction – It should be mandatory if TDS deducted = Zero and TDS rate = zero,

> flags applicable : A,B,S,T,Y,Z.

> Number of Certificates – It should be mandatory when user raised Flag A/B for respective forms.

Edited Row

Action Summary

Action Summary – Submit to Admin User

Above Screen will be appeared in case correction submitted by Sub-user

Action Summary

Request will be submitted to Admin user . Sub-user cannot submit the correction from ‘ Correction Ready for Submission’.

Sub-user should only be able to view statements saved by them

Action Summary- View Edited Statement

Both Admin User and Sub-user can able to view statements saved by them

Action Summary- Admin User Login

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Action Summary- Admin User

Action Summary- Submit For Processing

Action Summary- Attach Digital Signature

Action Summary – Token Number Generated

Note: Note down the Token Number for future reference

Source- https://contents.tdscpc.gov.in