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1. Every finance professional are making estimated accounts of the company and based on that you can also prepare the estimated computation of total income assuming same adjustments as done for the previous year.

2. Determine the expected tax liability of the company

3. Determine the TDS deducted and advance tax paid till date and also determine the expected TDS on the revenue for the balance period of the financial year.

4. Based on the above, review the tax payable/ refundable periodically.

5. In case there is expected tax refundable for the company, the finance professional should not block this company’s fund in the hands of Income tax department for next 2-3 years and should apply for lower TDS application to the TDS department immediately.

6. For applying lower TDS certificate to the TDS department, following documents are required to be submitted :

  • Covering letter disclosing nature of business of the company, reason for company should get lower TDS certificate and also details of the party with their correct address & TAN.
  • New Form 13
  • Estimated financials & computation of Total Income
  • Audited financials for the last 3 Years
  • Tax Audit Report of the Last 3 Years
  • Income tax return acknowledgment of last 3 Years
  • E TDS return acknowledgment for last 2 years of all the 4 quarters.
  • In case of any short payment of TDS in last 3 years, proof of the payment of TDS.
  • Copy of application & certificate obtained for earlier years.
  • No Dues Certificate from Your Assessing officer in respect of Income tax

7. After submitting the aforesaid application to the TDS department , the AO will review your documents and they may ask further queries & documents to satisfy that your company is eligible for getting the lower TDS certificate.

8. It must be noted that AO is not bound to issue TDS certificate, once the application had been filed. The AO issue the certificate based on the merit on case to case basis.

9. You must provide the correct TAN of all the parties for whom you want the TDS certificate as now a days, department are issuing only system generated certificate based on the TAN.

10. As we all know that, now department are not issuing nil TDS certificate to anyone. Hence, you must apply only for lower TDS certificate only and must mention the lower rate as required.

The above ten point summary regarding the process of issuing the lower TDS certificate must be useful to all finance professional .

In case of any further query or suggestion, please contact Author ‘Manish Kumar Agarwal, FCA’ on [email protected].

Republished with Amendments

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0 Comments

  1. Prashant Makwana says:

    At What time I have to submitted Form 13 To IT department. i.e If i want to get lower rate of TDS for FY 15-16 for Insurance Commission Income Than at what time i Have to file form 13.

  2. Lashkare Sunil says:

    Pl confirm for tds calculation if new employee joining in last quater so i request for his prevous company salary and New salary can consider for our new company form 16

  3. BHUPENDRA M. RATHOD says:

    Can a lower deduction of tax certificate be issued to a new firm started w.e.f  03.05.2011. if all other conditions are fulfilled. returns for this will be submitted in few days. Also tell me the period  for getting lower tds certificate. If i form very new firm say by 01.9.2012 than also will i be eligible for lower tds.  Thanks and Regards

  4. ANIL says:

    Can a lower deduction of tax certificate be issued to a new firm started w.e.f.01-04-2011, if all other conditions are fulfilled.

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