E-Tutorial 1. 2. 3.
Brief Steps for ing “Form 27D”. Important Information on “Form 27D”. Pictorial Guide for ing “Form 27D” and “27D PDF Converter Utility V1.0”.
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1. Brief Steps for ing “Form 27D”.
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Step 1: to TRACES website by entering the “ ID, ,TAN of the Deductor and the Verification Code”. Step 2: Landing page will be displayed. Please check statement status under “Statement /Payment Tab ” before raising the request for Form 27D . Request for ing Form 27D can only be Submitted when Statement Status is either Statement Processed with Default or Statement Processed with out Default. Step 3: Click on “Form 27D” available under “’s” tab. Step 4: Tax Collector can request for “Form 27D” through “Search PAN ” or “Bulk PAN” s option. Step 5: Authorized Persons details to be printed on Form 27D will appear on the screen , click on “Submit” to proceed further. Step 6: Financial Year, Form type and Quarter for which KYC required will be auto populated. Enter Token Number of the Regular (Original) Statement only, corresponding to the Financial Year, Quarter and Form Type displayed . Enter CIN/ Valid PAN details pertaining to the Financial Year, Quarter and Form Type displayed on the screen on the basis of latest correction statement filed by you. Please DO NOT copy /paste the data. After providing correct KYC details, an authentication code will be generated, which is valid for same calendar day for same Financial Year, Form Type and Quarter. Step 7: On successful submission of the request, a unique “Request number” will be generated, which can be used to Track the status of the request. Form 27D can only be ed if the status is “Available”, needs to wait for 24- 48 hrs incase request is in “Submitted” status . Step 8: Form 27D will be available in “Requested ” tab, Tax Collector can check the status of Form 27D by using below mentioned options :
- Request Number
- Date
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- View All
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1. Brief Steps for ing “Form 27D”. • Step 9: Tax Collector can Form 27D using “HTTP ” or “ Manager option”. - HTTP is useful to small files. It will directly file for the - Manager is useful to large files and where internet bandwidth is slow. • Status for the Request submitted for Form 27D can be : a) b) c) d) e) •
Submitted: Successful submission, Request in processing Available: Form 27D available for ing Disabled: Duplicate request submitted for ing Failed: are advised to C(TDS) Not Available: All PAN no. mentioned in the statement are Invalid .
Step 10: In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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2. Important Information on “Form 27D”.
•Form 27D is a TCS Certificate certifying the amount of TCS collected, Nature of Payments & the TCS Payments deposited with the Income Tax Dept. •Form 27D ed from TRACES are considered as valid TCS certificates, as per CBDT circular 04/2013 dated 17th April‟2013. •Form 27D is generated only for valid PAN. In case of invalid PAN or if the PAN is not reported in TCS statement, Form 27D will not be
generated. • TCS certificates ed from TRACES are non-editable. •Form 27D can be ed from FY 2007-08 onwards for the statement processed by TRACES. •Collector can Form 27D by using HTTP or manager accordingly once it is available. •ed file will be in ZIP format. Please do not Extract the File. •Collector need to convert the ed Form 27D zip file into PDF by using latest version of PDF convertor utility available on TRACES . •Authorized person of collector is required to Sign Form 27D manually or by Using DSC. •DSC can be placed on Form 27D using PDF Generation utility while converting Form 27D Zip file into PDF.
• to open Form 27D is TAN number in Capital letters i.e. ABCD12345E.
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Step 1: to TRACES website by entering the “ ID, ,TAN of the Deductor and the Verification Code”.
Click on help icon next to each field for more details
For more details on any screen, click on Help icon Enter id and
Enter TAN
Enter the text as displayed in Verification Code
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Step 2: Landing Page will be displayed.
Landing page will be displayed
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Step 3: Click on “Form 27D” available under “’s” tab.
Under „s‟, click on „Form 27D‟ to place request
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Step 4: Tax Collector can request for “Form 27D” through “Search PAN ” or “Bulk PAN” s option.
Valid PANs will be added to the list. Select a PAN and click on „Remove‟ to remove it from the list.
For ing Form 27D for added PANs , select Financial Year, Quarter and Form Type for which Form 27D is required and click on „Go‟
For individual PANs, select Financial Year, Quarter and Form Type for which Form 27D is required and enter PAN and click on „Add‟
•Validation screen will be presented on click of „Go„. •PAN must be present in PAN database and also in the latest Form 27EQ statements of selected FY and Quarter. •Form Type field is used to populate validation screen on next step.
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Step 4 (Contd.) : Tax Collector can request for “Form 27D” through “Search PAN ” or “Bulk PAN” s option.
For ing Form 27D for all PANs , select Financial Year, Quarter and Form Type for which Form 27D is required and click on „Go‟
•Validation screen will be presented on click of „Go„ •PAN must be present in PAN database and also in the latest Form 27EQ statements of selected FY and Quarter •Form Type field is used to populate validation screen on next step.
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Step 5: Authorized Persons details to be printed on Form 27D will appear on the screen , click on “Submit” to proceed further.
This information will be printed on Form 27D for each PAN. Details will be populated from your profile information in TRACES Click on „Submit‟ to submit request for Form 27D
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Step 6: KYC Screen can choose “Digital Signature KYC” OR “Normal KYC”.
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Digital Signature KYC validation screen will appear only if Digital Signature is ed. Collector can /re their Digital Signature in Profile. Please refer – Digital Signature Certificate Registration e-Tutorial for more information. Normal KYC Validation (without Digital Signature) – can opt a normal KYC validation separately for each functionality without digital signature.
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Step 6 (Contd.): In case of Digital Signature KYC – Enter the to proceed further.
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Step 6 (Contd.) : Select the Digital Signature Certificate and Sign.
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Step 6 (Contd.) : Enter the Token Number
Enter Authentication Code if the validation is done earlier and you have the Authentication Code
Enter Token Number of only Regular (Original) Statement “Manually” corresponding to the Financial Year, Quarter and Form Type displayed above
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Step 6 (Contd.) : Enter CIN / BIN and PAN details.
Tick in check box for nil challan or book adjustment Government Collector not having BIN details tick here and need not provide BSR code and challan serial number
Click on the Guide to select suitable challan option
Enter CIN details for a challan a challan used in the statement CD Record number is not mandatory. This column is required to be filled only when same challan is mentioned more than once in statement.
Tick here if you do not have any valid PAN corresponding to above challan details Click on the Guide to select suitable PAN amount combination Please enter TDS deposited amount for respective PAN‟s
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Step 6 (Contd.) : Guidelines for KYC.
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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.
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Token Number must be of the regular statement of the FY, Quarter and Form Type displayed on the screen.
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CIN/BIN details must be entered for the challan/book entry mentioned in the statement corresponding to the FY, Quarter and Form Type mentioned above.
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Government Collector can enter only Date of Deposit and Transfer Voucher amount mentioned in the relevant Statement.
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Amount should be entered in two decimal places (e.g., 1234.56).
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Only Valid PAN(s) reported in the TDS/TCS statement corresponding to the CIN/BIN details in Part1 must be entered in Part 2 of the KYC. Guide available on the screen can be referred for valid combinations.
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Maximum of 3 distinct valid PANs and corresponding amount must be entered.
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If there are less than three such combinations in the challan, must enter all (either two or one).
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CD Record no. is mandatory only in case of challan is mentioned more than once in the statement.
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Step 7: A unique “Request number” will be generated.
Request Number will be available here
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Step 7: A unique “Request number” will be generated.
Click on „Requested s‟ under „s’
File will be available in „Requested s‟ Copyright © 2016 Income Tax Department
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Step 8: Form 27D will be available in “Requested ”, Tax Collector can search for Form 27D by using below mentioned options.
Enter Request Number (Search Option 1) or Request Date (Search Option 2 or option 3 “view all” to view the request
In case of Submitted status please wait for 24 – 48 hrs.
Click on a row to select it, file can be ed only if the status is Available
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Step 9: Tax Collector can Form 27D using “HTTP ” or “ Manager option”.
06-Nov-2015
422312
2013-14
Q1
27EQ
Click on the buttons to file
•HTTP is useful to small files. It will directly file for the • Manager is useful to large files and where internet bandwidth is slow. Copyright © 2016 Income Tax Department
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Step to “27D PDF Converter Utility V1.0”
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Step 10: In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
Click on „TRACES PDF Generation Utility‟ to start the
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
For more details on any screen, click on Help icon
Click on Submit
Enter the text as displayed in Verification Code
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
For more details on any screen, click on Help icon
Click on ‟27 D PDF Converter Utility 1.0 ‟
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Extract TRACES-PDF-CONVERTERV1.0L.zip file in a folder on your system.
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If WinZip is not already installed on your system , it from www.winzip.com and install it.
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After extraction you will have Run.bat file and TRACES-PDF-ConverterV1.0L.jar in a same folder.
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To run this Utility, JAVA 8 update 45, JRE version 1.7 or above is required. Get the same from www.java.com and install (Steps are given in pages 10 to 22).
Oracle and Java are ed trademarks of Oracle and/or its s. Other names may be trademarks of their respective owners
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
Go to www.java.com
Click on “Free Java ” button
Oracle and Java are ed trademarks of Oracle and/or its s. Other names may be trademarks of their respective owners Copyright © 2016 Income Tax Department
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
Click on “Agree and Start Free ”
If you want to know how to install Java, please click on “Installation Instructions” link.
Oracle and Java are ed trademarks of Oracle and/or its s. Other names may be trademarks of their respective owners Copyright © 2016 Income Tax Department
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
The screen may vary if Windows version is other than 7. Please look for „Advanced System Settings‟ option in the screen if it is different then what is shown above. Copyright © 2016 Income Tax Department
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
Select Run File
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
Select Form 27D Zip Files, enter as your TAN and select destination folder to save PDF files.
Select digital certificate to digitally sign the PDF files. This is not Mandatory.
Certificate details will be displayed here.
Click on „Proceed‟ to continue with generation of PDF files.
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Step 10 (Contd.) : In order to convert Form 27D into PDF, Tax Collector should “Form 27D PDF Converter Utility 1.0”
•Separate PDF files will be generated for each PAN and will be saved in the destination folder selected by you • can opt to manually sign Form 27D PDFs after printing them
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THANK YOU
Please Note: 1) For : You can share your on
[email protected] 2) For any Query : You can raise your concern on “Request for Resolution” as Online Grievance on TRACES Website. 3) For any query related to website: You can raise your concern on below mentioned numbers Toll Free Number - 1800103 0344 Land Line Number - 0120 4814600
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