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TDS Compliance Checklist 2026–27

Complete interactive checklist as per Income Tax Act 2025 (effective 1 Apr 2026). Covers new Section 392/393 codes, Finance Act 2025 threshold updates, renamed forms...

Vikas Sharma Tax & Compliance Expert
6 min read 23 views Updated Sep 11, 2026 Expert Reviewed Medium Complexity
TDS Compliance Checklist 2026–27
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Last updated: September 2026Verified against: Government sources
Quick Answer

Complete interactive checklist as per Income Tax Act 2025 (effective 1 Apr 2026). Covers new Section 392/393 codes, Finance Act 2025 threshold updates, renamed forms (130/131/138/140), and FY 2026–27 deadlines. CA/CS verified.

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TDS Payment & Return Due Dates

Missing TDS deadlines attracts interest at 1.5% per month plus late filing fees of ₹200/day (max equal to tax). Stay ahead with these dates.

Event Due Date Applicable To
Monthly TDS deposit (Apr–Feb)7th of next monthAll deductors
TDS deposit for March30th AprilAll deductors
Q1 Return (Apr–Jun) — Form 138/140/144 (was 24Q/26Q/27Q)31 Jul 2026All deductors
Q2 Return (Jul–Sep) — Form 138/140/14431 Oct 2026All deductors
Q3 Return (Oct–Dec) — Form 138/140/14431 Jan 2027All deductors
Q4 Return (Jan–Mar) — Form 138/140/14431 May 2027All deductors
Form 130 (was Form 16) issue to employees15 Jun 2027Employers (Sec 392)
Form 131 (was Form 16A) issue to deductees15 days after returnNon-salary TDS
TDS on property (Form 26QB → new challan form)30 days from month-endProperty buyers >₹50L
TDS on rent by Indiv/HUF (Sec 393, code 1026)30 days from month-endIndividuals & HUF

Key TDS Sections & Rates

FY 2026–27 (Tax Year 2026–27) as per Income Tax Act 2025 (effective 1 Apr 2026). Old section numbers (ITA 1961) shown for reference. Finance Act 2025 thresholds apply. Higher rate (20%+) if PAN not furnished or Aadhaar not linked.

Old Section (ITA 1961) Nature of Payment Threshold Rate ITA 2025 Code
192SalariesBasic exemption limitSlab rateSec 392
192AEPF premature withdrawal₹50,00010%Sec 392 / 1011
193Interest on securities (debentures, govt. securities)₹10,00010%Sec 393 / 1005
194Dividends (domestic companies)₹5,00010%Sec 393 / 1007
194AInterest — Banks / Post Office / Others₹1,00,000 (sr. citizens) / ₹50,000 (bank) / ₹10,000 (others) ▲ raised 1 Apr 202510%Sec 393 / 1021
194BLottery / crossword winnings₹10,000 per transaction30%Sec 393 / 1008
194BAOnline game winnings (net)No threshold30%Sec 393 / 1010
194CContractor / Sub-contractor payments₹30,000 single / ₹1,00,000 aggregate1% (Indiv/HUF) / 2% (others)Sec 393 / 1023–1024
194I(a)Rent — Plant & Machinery₹50,000/month ▲ changed 1 Apr 20252%Sec 393 / 1018
194I(b)Rent — Land / Building / Furniture₹50,000/month ▲ changed 1 Apr 202510%Sec 393 / 1009
194J(a)Technical services / Call centre₹50,000 ▲ raised 1 Apr 20252%Sec 393 / 1022
194J(b)Professional fees / Director fees₹50,000 ▲ raised 1 Apr 202510%Sec 393 / 1027
194MPayments by Indiv/HUF to contractors & professionals₹50 lakh aggregate2%Sec 393 / 1028
194QPurchase of goods (buyer >₹10 Cr turnover)₹50 lakh per seller0.1%Sec 393 / 1030
194-IAImmovable property purchase₹50 lakh1%Sec 393 / 1025
194-IBRent by Individuals/HUF (monthly)₹50,000/month2%Sec 393 / 1026
194T NEWPayments to partners — salary, bonus, commission, interest on capital₹20,000 per partner per year10%Sec 393 / 1067
195Payments to non-residents / foreign companiesNo thresholdPer DTAA / 20–40% (no DTAA)Sec 393(2) / 1039+

✓ Income Tax Act 2025 (effective 1 Apr 2026): All TDS/TCS provisions consolidated into Section 392 (salary), Section 393 (non-salary), Section 394 (TCS). Old section numbers (192–194T) replaced by numeric payment codes 1001–1067. Old forms 24Q/26Q/27Q replaced by Form 138/140/144. Form 16 → Form 130. Form 16A → Form 131. Forms 15G/15H merged into Form 121.

⚠ Finance Act 2025 Threshold Changes (effective 1 Apr 2025): Sec 194I rent threshold changed to ₹50,000/month (from ₹2,40,000 p.a.). Sec 194J raised to ₹50,000 (from ₹30,000). Sec 194A for senior citizens raised to ₹1,00,000. Sec 194G raised to ₹20,000. Sec 194T (partner payments, 10%) applies from 1 Apr 2025. TCS on sale of goods (206C(1H)) removed.

TDS Compliance Checklist

Registration

  • Obtain TAN (Tax Deduction Account Number) — Form 49B via Protean eGov portal (tin.tin.proteantech.in)

  • Verify TAN is linked to correct PAN of deductor entity

  • Register on TRACES (traces.tdscpc.gov.in — revamped 2026) with TAN credentials

  • Add authorized persons on TRACES for filing and downloads

  • Verify all vendor/payee PAN details in accounting system

  • Set up reminder calendar for 7th and quarterly return dates

Monthly Compliance

  • Deduct TDS at correct rate at time of credit or payment (whichever is earlier)

  • Check threshold limits before deducting (section-wise)

  • Apply lower/nil deduction certificate (Form 13) if received from payee — verify via TRACES portal

  • Deposit TDS challan (ITNS 281) by 7th of next month (30 Apr for March)

  • Record challan number, BSR code, and date in books

  • Cross-verify TDS deducted vs amount deposited every month

Quarterly Return Filing

  • Prepare Form 26Q (non-salary payments) — all sections except 192

  • Prepare Form 24Q (salary) — for employer deductors

  • Prepare Form 27Q (payments to non-residents) — if applicable

  • Match PAN of all deductees — correct mismatches before filing

  • Reconcile challans with return data (BSR code, date, amount)

  • File returns via TRACES / updated RPU (supports new ITA 2025 form formats) before deadline

  • Download and save filing acknowledgment (Token number)

Certificate Issuance

  • Download Form 130 (was Form 16) from TRACES (Part A — salary TDS certificate) after Q4 return accepted

  • Prepare Form 130 Part B (salary breakup and deductions) for each employee

  • Issue Form 130 to all employees by 15 June 2027

  • Download Form 131 (was Form 16A) from TRACES for non-salary deductees

  • Issue Form 131 within 15 days of return filing date

  • Retain copies of all TDS certificates for 7 years

ITA 2025 Transition (from 1 Apr 2026)

  • Update accounting software to use new Section 393 numeric payment codes (1005–1067) for all TDS transactions from 1 Apr 2026

  • Collect Form 121 (replaces Forms 15G & 15H – now merged) from eligible deductees for nil/lower TDS declarations

  • File quarterly TDS returns in new Form 138 (salary), Form 140 (non-salary residents), Form 144 (non-residents) – old forms 24Q/26Q/27Q invalid from TY 2026-27

  • Issue Form 130 (replaces Form 16) to salaried employees; issue Form 131 (replaces Form 16A) to non-salary deductees

  • Maintain dual-code reference: old section numbers (194C, 194J etc.) for pre-Apr 2026 transactions; new ITA 2025 codes for Apr 2026 onwards

  • Section 194T (Sec 393/1067): Deduct 10% TDS on partner salary/bonus/commission/interest > ₹20,000 p.a. – applicable since 1 Apr 2025

  • Finance Act 2025: Apply updated 194I threshold (₹50,000/month) and 194J threshold (₹50,000) from 1 Apr 2025

  • Verify Aadhaar-PAN linking for all deductees – unlinked PANs attract 20% TDS under Sec 206AA

Annual Review

  • Reconcile Form 26AS / AIS of key vendors with your TDS records

  • Address any mismatch demands from TRACES

  • File correction returns if any errors in original returns

  • Review section-wise applicability — any new payments requiring TDS?

  • Update vendor master with new PAN / Aadhaar-PAN linked status

  • Check for any Section 206AB / 206CCA higher-rate applicability (non-filers)

💡 TaxClue Tip: Under ITA 2025, the equivalent of Section 206AB still requires higher TDS (twice the rate) from specified persons who have not filed ITR for 2 prior years with TDS/TCS > ₹50,000 each year. Always verify payee compliance status on traces.tdscpc.gov.in (revamped TRACES portal) before deducting.

Key Facts About TDS Compliance Checklist 2026

  • Applies in: All states across India, under the relevant central law.
  • Mode: Mostly online via the official government portal.
  • Typical timeline: Ranges from a few days to a few weeks depending on the case.
  • Non-compliance: May attract penalties, interest or late fees.
  • Expert help: TaxClue completes the entire process end to end for you.

What is TDS Compliance Checklist 2026?

TDS Compliance Checklist 2026 is an important compliance and legal topic for businesses and individuals in India. This guide explains its meaning, applicability and key requirements in simple language so you can understand and stay fully compliant.

Who needs to know about TDS Compliance Checklist 2026?

Business owners, startups, professionals, and taxpayers dealing with TDS Compliance Checklist 2026 should understand the applicable rules. Requirements can vary by turnover, entity type and activity, so it is best to confirm your specific case before proceeding.

Over 90% of compliance penalties in India arise from missed due dates — timely handling can save businesses thousands of rupees each year.

— TaxClue Compliance Desk

TDS Compliance Checklist 2026: a key compliance topic in Indian tax and corporate law that businesses and individuals must understand to remain compliant.

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Frequently Asked Questions
What is TDS Compliance Checklist 2026?
TDS Compliance Checklist 2026 is an important compliance and legal topic for businesses and individuals in India. This guide explains its meaning, applicability and key requirements in simple language so you can understand and stay fully compliant.
Who needs to know about TDS Compliance Checklist 2026?
Business owners, startups, professionals, and taxpayers dealing with TDS Compliance Checklist 2026 should understand the applicable rules. Requirements can vary by turnover, entity type and activity, so it is best to confirm your specific case before proceeding.
What documents are required for TDS Compliance Checklist 2026?
Typical documents include PAN, identity and address proof, business registration proof, and any category-specific forms. The exact checklist depends on your situation — TaxClue experts can prepare the correct set for TDS Compliance Checklist 2026 and help you avoid rejections.
What is the process for TDS Compliance Checklist 2026 in India?
The process generally involves preparing documents, filing the correct form on the relevant government portal, paying applicable fees, and tracking status until approval. Following the right sequence for TDS Compliance Checklist 2026 helps avoid delays and penalties.
Is there a penalty or due date related to TDS Compliance Checklist 2026?
Yes. Late or non-compliance related to TDS Compliance Checklist 2026 can attract penalties, interest or late fees, and some filings have strict due dates. Staying on schedule protects you from avoidable costs — TaxClue sends timely reminders.
Can TDS Compliance Checklist 2026 be done online?
In most cases yes, TDS Compliance Checklist 2026 can be handled online through the official government portal. TaxClue can complete the end-to-end process for you digitally, so you don't have to visit any office.
How can TaxClue help with TDS Compliance Checklist 2026?
TaxClue's CA, CS and legal experts handle TDS Compliance Checklist 2026 end to end — eligibility check, documentation, filing, and follow-up. Refer to Income Tax Department for official rules, and contact TaxClue for hands-on, affordable assistance.
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Vikas Sharma VERIFIED EXPERT
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Disclaimer: This article is for general informational purposes only and does not constitute professional tax, legal or financial advice. Laws, rates and due dates change and can vary by individual case — always verify with the relevant government source (e.g. mca.gov.in, incometax.gov.in) or consult a qualified professional before acting. TaxClue accepts no liability for decisions taken based on this content.

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