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Checklist

TDS Return Filing Checklist

A quarter-end checklist to deposit TDS, file the correct return and issue certificates on time.

TDS RETURN FILING CHECKLIST

Quarterly returns – 24Q (salary), 26Q (residents), 27Q (non-residents), 27EQ (TCS) · FY 2025-26

Before the Quarter Ends

  • ☐ Verify TAN is active and correctly quoted everywhere
  • ☐ Apply correct TDS section and rate to each payment
  • ☐ Collect valid PAN of every deductee (avoid higher 20% rate)
  • ☐ Check lower / nil deduction certificates under Section 197

Deposit of Tax

  • ☐ Deposit TDS by the 7th of the following month (30 April for March)
  • ☐ Pay TDS on property (26QB) / rent (26QC) within 30 days
  • ☐ Add interest for late deduction (1%) or late payment (1.5%)
  • ☐ Preserve all challan CINs for return preparation

Return Preparation & Filing

  • ☐ Map each challan to the correct deductee deductions
  • ☐ Validate the file through the latest RPU and FVU utility
  • ☐ File the return by the due date (31 July / 31 Oct / 31 Jan / 31 May)
  • ☐ Note Rs. 200 per day late fee under Section 234E

After Filing

  • ☐ Download the consolidated file and check for PAN errors
  • ☐ File correction statements for any defaults or short deductions
  • ☐ Download and issue Form 16 (salary) and Form 16A (non-salary)

Reconcile the TDS deposited with Form 26AS of the deductees; unmatched challans and PAN errors are the most common cause of default notices.

Before you use it — fill in / check

  • Taxpayer/entity
  • Period/FY
  • Responsible person

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.