USER MANUAL - TDSMAN

1 user MANUAL Document Version: Released on 15th February 2019 TDSMAN user MANUAL Page 1 Disclaimer While PDS Infotech (P) Ltd. makes every effort to deliver high quality products, we do not guarantee that our products are free from defects. Our software is provided as is" and you use the software at your own risk. We make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties whether expressed or implied. No oral or written communication from or information provided by PDS Infotech (P) Ltd. shall create a warranty.

2 Under no circumstances shall PDS Infotech (P) Ltd. be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this software, even if PDS Infotech (P) Ltd. has been advised of the possibility of such damages. These exclusions and limitations will apply in all jurisdictions. Information in this document is subject to change without notice. No part of this MANUAL may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the licensee s personal use without the written permission of PDS Infotech (P) Ltd.

3 All trademarks used herein are properties of their respective owners. Copyright PDS Infotech (P) Ltd. All rights reserved. PDS Infotech (P) Limited 6, Hungerford Street The Regency, 4th Floor Kolkata 700017 Phone: (+91) 33 22875500, 9836490007 Email : Website : TDSMAN user MANUAL Page 2 Table of Contents 1 Preface .. 5 Audience .. 5 MANUAL Organization .. 5 Document 5 Abbreviation .. 6 Video Demo link .. 6 2 Software Installation and Registration .. 7 Hardware and Software Requirement .. 7 Software Installation and Registration .. 7 Multiuser Upgradation and Client Registration.

4 17 3 Overview .. 20 Description of the different TDS / TCS Forms .. 20 Key Functions of TDSMAN Process Overview .. 20 Processing of 20 Correction of TDS 22 Getting familiarized with the Action Buttons of TDSMAN .. 22 4 Masters .. 23 Company/Deductor Master .. 23 Deductee Master .. 28 Employee Master .. 31 5 Regular Returns .. 34 Selection of Parameters for filing the Returns: .. 35 Challan and Deductee 37 Generation of Return .. 47 Entering the Receipt Number of the Return .. 48 6 Certificate & Report Printing .. 51 Quarter Wise Reports .. 51 Certificate Printing.

5 54 Party/Employee wise Detailed .. 56 Party/Employee wise - Summary .. 57 Challan Report .. 60 Summary Report Deductions .. 61 TDSMAN user MANUAL Page 3 Summary Report Deductors .. 63 Correction Statement .. 64 Correction Log .. 67 Query Reports Challan & Deductee .. 68 Master Lists .. 70 File Generation Log .. 72 7 Preparation of Correction Returns .. 74 Import data for Correction .. 74 Make Corrections .. 75 Generate Correction Return for Submission .. 82 8 Importing of External Data .. 84 Import from Excel Workbook .. 84 Import from TDS File.

6 87 9 TRACES Modules .. 88 PAN Name Extractor .. 88 Request for TDS/Conso file online .. 90 Request for Form 16A .. 91 Request for Form 16 - Part A .. 92 Request for Form 27D .. 93 Request for Defaults/Justification Report .. 94 Request for TAN-PAN file .. 95 Download Requested File .. 96 View Default Summary .. 98 View Statement Status .. 101 View Challan Status .. 103 View TDS/TCS Credit .. 105 Validate 197 Certificates .. 107 10 Other Utilities .. 110 View Update Document .. 110 Monthly TDS Calculator (Salary) .. 110 PAN Verification .. 111 Rename PDF files.

7 113 Predict Defaults .. 114 Verify Challans .. 115 TDSMAN user MANUAL Page 4 Export Data to Excel .. 117 File Return Online .. 119 Form 3CD [TDS Section] .. 122 Pay TAX online (Challan 281) Auto Fill .. 124 Print Challan 281 .. 125 Backup and Restore .. 126 Software Update .. 131 Healthy Practices of using TDSMAN .. 132 TDSMAN user MANUAL Page 5 1 Preface TDSMAN is a state-of-the-art software solution, enabling the companies / deductors to keep in pace with the ever changing TDS filing procedures by the Income Tax authorities.

8 TDSMAN helps in generation of TDS / TCS return, Correction of the returns filed earlier (irrespective of the software in which the earlier return was filed) and generation of various reports and certificates. It adapts to your business regardless of whether it is corporate, banking & insurance, Government bodies or SMEs & individuals. TDSMAN is a versatile and configurable tool that enables return generation of all type of Forms Form 24Q, Form 26Q, Form 27Q & Form 27EQ in line with the requirements of Income Tax authorities. Audience This MANUAL is intended to assist the users, both trial and licensed, of the TDSMAN software.

9 MANUAL Organization This MANUAL starts with the detailed description of installation and registration of the TDSMAN software. This is followed by the overview of the complete software including the different forms that are used for filing the TDS / TCS returns. Then it continues to provide the detailed description of the process for filing of the returns, Correction of the returns filed and the generating of various certificates and reports. Document Convention This guide uses the following formatting conventions: Figure 1-1 Document Convention Guide Preface TDSMAN user MANUAL Page 6 Abbreviation Figure 1-2 Table of Abbreviation Video Demo link In quite a few modules, video help is available.

10 The below image will be displayed in such modules. Click on this image for viewing the video. Abbreviation Full Form TDS TAX Deducted at Source TCS Tax Collected at Source TAN Tax Deduction or Collection Account Number PAN Permanent Account Number DDO Drawing and Disbursing Officer CIT Commissioner of Income Tax PAO Pay Account Officer IT Income Tax TDSMAN user MANUAL Page 7 2 Software Installation and Registration Hardware and Software Requirement PC-Pentium / 1 GB RAM Minimum 1024 x 768 resolution Windows 7 or higher version 150MB Hard disk space Software Installation and Registration TDSMAN operates on the.