PAN Correction - Valid PAN Annexure 2 - carawani.comcarawani.com/resource/About...
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PAN Correction - Valid PAN Annexure 2
Once the Row selected,Changed PAN field will be
editable
Edited Rows canbe viewed
Click here to submit thecorrection request
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PAN Correction - Valid PAN Annexure 2
Valid PAN successfullychanged into Valid PAN
and saved
Name as per PAN Master willbe populated in ‘Name as perChanged P N’ column
‘Status’ column will displayerror message if PAN is invalidor success message if details forthe deductee row are saved
• User can reset edited values by deleting PAN entered in ‘Changed PAN’ field. Value of new name will also be removed.
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Click on Check box to
Personal Information
After editing personalinformation click on
save
Replace the PersonalInformation asmentioned whileregistering withTraces
Address and Communication detailsof the organization will be pre-populated from the lateststatement filed by deductor for theselected FY, Quarter and Form Type
Click here to reset valuein all fields as per latest
accepted statement
User can click here tosubmit the correctionstatement
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Important Points
• A transaction report may be generated from the TRACES site which has the detail ofall the transaction entered into by the deductor with the non-resident deductee whoare not having PAN.
• Report for FY 2013-14 and onwards can be download from TRACES website.
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Downloading Report (contd.)
Select ‘TransactionBased Report’ under‘Downloads’ menu
’
After selecting F.Y. andquarter for which
transaction based report(TBR) is required , Click on
‘Go’�
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Downloading Report (contd.)
If any change is requiredin the details of
After confirming thedetails of the
authorised person,click on Submit’
authorized person,Admin user can updatedetails in profile section.
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Downloading Report - KYC
Enter Token Number ofonly Regular (Original)
Statement correspondingto the Financial Year,Quarter and Form Type
displayed above
Enter CIN details for achallan used in the
statement or BIN detailsfor a Government
deductor
Click on ‘Proceed’
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Downloading Report (contd.)
Click on ‘Requested Downloads’ under‘Downloads’ menu to download the TBR
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Downloading Report (contd.)
Option 1 :Select therequest number and
click on ‘Go’ to view thespecific request number
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Downloading Report (contd.) : to check the availability of the Transaction based reportany of the three search can be used .
Option2 :Select therequest period and click
on ‘Go’ to view thespecific request number
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Downloading Report (contd.)
Option 3:Click on ‘Viewll’ to view all download
requests
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Downloading Report (contd.)
Select the requestwith status as‘ vailable’ fordownloading
Once the request is available and selected, both ‘HTTP Download’ and ‘Download Manager’ button
will active
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Downloading Report (contd.)
• HTTP Download is useful to download small files. It will directly download file for theuser
• Download Manager is useful to download large files and where internet bandwidthis slow. This will launch a window, which will download an applet. The Applet is alarge file, hence first time download might take time. But for subsequent requests, itshould load immediately. User can use this tool to download file. This tool has theability to resume download in case of failure
• Transaction Based Report (TBR) will be available in Zip file format. To extract this fileinto PDF format Latest version of Transaction based Report generation utility isrequired.
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1. If the latest version of Transaction based Report PDF generation utility is alreadydownloaded and saved in the system earlier then click the utility. On clicking theutility slide no. 17 will come directly.2. And If Utility is not Downloaded earlier then follow the below mentionedprocedure(contd.)
Click here to downloadthe Utility
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If Utility is not Downloaded earlier (contd.)
Fields marked byasterisk aremandatory
Click on’ Submit’
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Generating TBR (contd.)Password to open the Zip file is TAN.
Select Zip Files, enterPassword as yourTAN and select
destination folder tosave PDF files.
Select digital certificate todigitally sign the PDF files. Certificate details
will be displayedhere.
Click on ‘Proceed’ tocontinue with
generation of PDF files.
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Generating TBR (contd.)
Click on ‘yes’ in case userdoes not have registered
digital signatures otherwise‘no’
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Generating TBR (contd.)
Error message will pop up indicating PANvalidation mismatch if user selects
incorrect digital signature certificate PFXfile ( not associated with the same PAN)
and will not be allowed to proceed.
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Generating TBR
Click here to view PDFformat of generated
Transaction Based Report
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Transaction Based Report
PDF format ofTransaction Based
Report is generated
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Modify / Add Deductee Details
Select ‘Modify/ ddDeductee Detail’ from
drop down
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Modify / Add Deductee Details - Default Deductee
Select tab ‘ DefaultDeductee’
Click on hyperlinks toview the details of SP an
SD
Enter PAN as per statementor CD Record number orSP/SD to edit the deductee
row
Important Notes
Full form of abbreviations :•CD - Challan Detail•DD - Deductee Detail•SP - Short Payment•SD - Short Deduction
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Modify / Add Deductee Details - Default Deductee
Deductee record will bedisplayed as per option
selected
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Modify / Add Deductee Details - Default Deductee
Select deductee row toedit
If user select ‘ EditDeductee Row’ Slide 28
will be displayed for Once user select the
edition deductee row all threebuttons will be active
If needed User can view detailsof the challan /available
If user select ‘ reset’, the balance for the deductee row
deductee row values will by clicking on ‘View Challan
be reset to the original details’
values
View Challan details - User who may want to see the challan to which the deductee row pertains, so that when he edits/modifies therow, he is aware of the challan balance available.
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Modify / Add Deductee Details - Default Deductee
Important Notes :
�Date of Payment or Credit -Date on which payment was made todeductee. Date cannot be future date.�Amount Paid or Credited -Transaction Amount is the amount paid/ credited to deductee on transaction date. Amount must be greaterthan equal to zero .�Total Tax Deducted - Total Tax Deducted / Collected is the sum ofTDS / TCS, Surcharge and Education Cess . Amount must be less thanequal to amount paid or credited.� Total Tax Deposited - Amount cannot be greater than TDSdeducted. Amount must be less than equal to total tax deposited inCD detail�Amount to be displayed in exactly two decimal places (e.g.,2450.09, 2450.90)�Rate at which deducted / collected - Rate at which tax is deductedfor a particular deductee. Rate to be mentioned in exactly fourdecimal places.
Edit thedeductee row
After editing clickon ‘Save’
�Reason for Non deduction/ lower deduction - .It should bemandatory if TDS deducted = zero and TDS rate = zero, flagsapplicable: A,B,S,T,Y,Z.�Number of Certificate - It should be mandatory when user raisedFlag A / B for respective forms .
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Modify / Add Deductee Details - All Deductee
Once the detail edited,row will be highlighted
User can click here tosubmit the correctionstatement
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Modify / Add Deductee Details - All Deductee
Select tab ‘ llDeductee’ Enter PAN as per
statement or CD Recordnumber to edit the
deductee row
Enter PAN as per statementor CD Record number or
SP/SD to edit the deducteerow
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Modify / Add Deductee Details - All Deductee
All the Challans in theSelect tab ‘ dd New statement with Available
Deductee’ balance will be shown
User Can add newChallan/Book Entry fromOLTAS by Clicking the
buttons
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Modify / Add Deductee Details - Add New Deductees
Select Challan to tagwith deductee row
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Modify / Add Deductee Details - Add New Deductees
After selectingchallan and click onAdd Deductee Row
ImportantNotes
Click on ‘Savedeductee’ after add /modify deductee row
Add deductee record ormodify in case of modify
Click on Submit deductee record will be
Correction Statement pre-populated for edition
for submission
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Modify / Add Deductee Details
Select ‘Modify/ ddDeductee Detail’ from
drop down
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Modify / Add Deductee Details - Default Deductee
Select tab ‘ DefaultDeductee’
Click on hyperlinks toview the details of SP an
SD
Enter PAN as per statementor CD Record number orSP/SD to edit the deductee
row
Important Notes
Full form of abbreviations :•CD - Challan Detail•DD - Deductee Detail•SP - Short Payment•SD - Short Deduction
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Modify / Add Deductee Details - Default Deductee
Deductee record will bedisplayed as per option
selected
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Modify / Add Deductee Details - Default Deductee
Select deductee row toedit
If user select ‘ EditDeductee Row’ Slide 28
will be displayed for Once user select the
edition deductee row all threebuttons will be active
If needed User can view detailsof the challan /available
If user select ‘ reset’, the balance for the deductee row
deductee row values will by clicking on ‘View Challan
be reset to the original details’
values
View Challan details - User who may want to see the challan to which the deductee row pertains, so that when he edits/modifies therow, he is aware of the challan balance available.
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Modify / Add Deductee Details - Default Deductee
Important Notes :
�Date of Payment or Credit -Date on which payment was made todeductee. Date cannot be future date.�Amount Paid or Credited -Transaction Amount is the amount paid/ credited to deductee on transaction date. Amount must be greaterthan equal to zero .�Total Tax Deducted - Total Tax Deducted / Collected is the sum ofTDS / TCS, Surcharge and Education Cess . Amount must be less thanequal to amount paid or credited.� Total Tax Deposited - Amount cannot be greater than TDSdeducted. Amount must be less than equal to total tax deposited inCD detail�Amount to be displayed in exactly two decimal places (e.g.,2450.09, 2450.90)�Rate at which deducted / collected - Rate at which tax is deductedfor a particular deductee. Rate to be mentioned in exactly fourdecimal places.
Edit thedeductee row
After editing clickon ‘Save’
�Reason for Non deduction/ lower deduction - .It should bemandatory if TDS deducted = zero and TDS rate = zero, flagsapplicable: A,B,S,T,Y,Z.�Number of Certificate - It should be mandatory when user raisedFlag A / B for respective forms .
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Modify / Add Deductee Details - All Deductee
Once the detail edited,row will be highlighted
User can click here tosubmit the correctionstatement
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Modify / Add Deductee Details - All Deductee
Select tab ‘ llDeductee’ Enter PAN as per
statement or CD Recordnumber to edit the
deductee row
Enter PAN as per statementor CD Record number or
SP/SD to edit the deducteerow
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Modify / Add Deductee Details - All Deductee
All the Challans in theSelect tab ‘ dd New statement with Available
Deductee’ balance will be shown
User Can add newChallan/Book Entry fromOLTAS by Clicking the
buttons
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Modify / Add Deductee Details - Add New Deductees
Select Challan to tagwith deductee row
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Modify / Add Deductee Details - Add New Deductees
After selectingchallan and click onAdd Deductee Row
ImportantNotes
Click on ‘Savedeductee’ after add /modify deductee row
Add deductee record ormodify in case of modify
Click on Submit deductee record will be
Correction Statement pre-populated for edition
for submission
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Online Correction - Resolution for
Overbooked Challan
(Movement of deductee row)
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Challan Correction - Overbooked Challan
Select a tab ‘List of MatchedChallans (Overbooked challanswill also be shown in matched
challan tab )
ImportantNotes
Select the challanwhich is overbooked
Click here to selectthe deductee row
to be moved outfrom overbooked
challan
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Challan Correction - Overbooked Challan
Specific deductee row can alsobe searched by entering thePAN as per statement
On selecting the challan, allthe underlying deducteerows will be displayed
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Challan Correction - Overbooked Challan
Select the deductee row to be moved out
Click here to move out to a different challan with available balance
the selected equal to or more than the TDS deducted
deductee row amount of selected deducted row (s)
Note: Deductee rows can be moved to a existing challan in the statementwith sufficient available balance or to a newly added challan in thestatement.
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Challan Correction - Overbooked Challan
List of all challans in thestatement with availablebalance will be displayed
•List of challans with balance greater than total tax deposited of the selected deductee rows are displayed
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Challan Correction - Overbooked Challan
ImportantNotes
Select the challan from the list onwhich available balance is more orequal to the Tax deducted amount Click on saveof the deductee row to be moved
Example :Deductee Detail Record 1 : 2000 Challan Detail Record 1 : 2000sDeductee Derail Record 2 : 2000 Challan Detail Record 2 : 5000Deductee Detail Record 3 : 1000 Challan Detail Record 3 : 5200
Total TDS deducted fort he tow to be moved : 5000As Challan with available balance should be equal to or more than TDS deducted amount , so in this case Deductee DetailRecord 1,2,3 can be moved only either Challan Detail Record 2 or Challan Detail Record 3
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Challan Correction - Overbooked Challan
The impactedchallans will behighlighted
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Challan Correction - Overbooked Challan
Moved out deducteerow will be highlightedin red in the originalchallan.
Click here to submitthe correctionstatement
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Selecting Tag Challan Option
Under ‘Defaults’select ‘ Tag/
Replace Challan
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List of Demand for all Financial Years
Table will displaydemand for allfinancial years
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List of Demand for all Financial Years
Select the row toTag/ Replace the
challan
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Tag Challan
View the tagged After selecting thechallan details by row to Tag/
clicking the Replace the challanhyperlink
Click on TagChallan
ImportantNotes
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Tag Challan
View the taggedchallan detail
Click on ‘ Cancel’ toclose the overlay
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Tag Challan
• Only Unclaimed and partially claimedchallans will be shown in output table.
• Challans shown in output will be of therange +/-1 year of the year of demand
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Create Request
Important Notes
Select challans to tag with ademand, enter the amount to
be consumed from challan
click on ‘CreateRequest’ button
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