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Import Data from Excel

Regular Return » Add Data Using Excel » Download Excel Format » Import Data from Excel

To import the data from excel file, Click on ’Import Data from Excel’. Regular Return - Import Data After uploading the Excel Data, click on Upload & Validate button to upload the data in the system. (Please ensure proper format of excel file is used, otherwise…

Correction Return

Correction Return

The regular return for any Form type that has already been submitted can be corrected using the ‘Correction Returns’ module. In Correction Return, User can modify, add or delete existing information as per rules and limitations as specified by the Income Tax…

Correction Statement

Reports » Correction Statement

The report lists down all the corrections made in the previously filed erroneous Return. Click on Correction Statement under Reports menu: Correction Statement The following screen will be displayed: Correction Statement - Report Select the required correction…

Correction Statement

Correction Return » Correction Statement

When The TDS file is imported to the online portal, click on Process to Correction Return. This will take you to the details of the Correction Return. Following is displayed below: Correction Statement The desired correction can be made by clicking on Proceed as…

Correction of TDS Returns

Overview » Key Functions of TDSMAN Online – Process Overview » Correction of TDS Returns

This is the process through which the company/ deductor prepares the corrections of the TDS/TCS details submitted earlier to the Income tax department of India. Figure 3-2 Processing of Correction Returns

Import Challan

Regular Return » Online Challan Verification » Import Challan

In order to import the challan details directly from TRACES, click on Import Challans. Import Challan -1 The following screen will get displayed:- Challan Import - 2 The TRACES Credentials have to be entered. Provide From Date and To Date. Enter the Captcha…

Add Data Using Excel

Regular Return » Add Data Using Excel

TDS data can be prepared in Excel Sheets and then imported into the system. This would save effort in entering data through formats of the software interface. Click on Add Data using Excel: The following screen will get displayed: The user can either add completely…

Upload Conso File

Correction Return » Upload Conso File

For making the Correction Return you have to import the file of the last accepted return for the relevant Deductor, Form type, Financial Year & Quarter. This TDS file can be downloaded from TRACES website after registering your TAN in their website. The URL for the…

Regular Return – Form 26Q

Regular Return » Regular Return – Form 26Q

From the Dashboard, select or one of the Returns which is already under process. To file the Regular Return, click on Regular Return from the main options menu (Dashboard), or the user can use the shortcut option for Regular Return directly from the dashboard, as…

Dashboard

Overview » Dashboard

The dashboard provides a snapshot of all TDS Returns with links, for faster access. Dashboard There is a ‘Menu Bar’ on the dashboard. It comprises of all the features/modules provided by the software, grouped under the various categories. The user can select the…

Manual Organization

Preface » Manual Organization

This manual starts with the overview of the complete software including the different forms that are used for filing the TDS / TCS returns. It provides the detailed description of the process for filing of the Returns, Correction of the Returns filed followed by…

Preface

Preface

TDSMANOnline 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. TDSMAN helps in generation of TDS / TCS return, Correction of the Returns filed earlier…

View Statement Status

TRACES Information » View Statement Status

This module is used for viewing the status of the Regular & Correction Return (Statements) as submitted. In order to do this, click on >View Statement StatusTRACES InformationRequest

Online Challan Verification

Regular Return » Online Challan Verification

The user can verify the challan online by using this option. It also gives the option to import the challan details. i. Verify Challans ii.Import Challans Online challan verification

Return (IT Format)

Reports » Return (IT Format)

The user can view the details of the Return generated for the selected quarter through Return Report. This report is designed as per the format provided by the department. In order to view this report, click on Reports -> Return (IT Format) : Return (IT Format)…

Online Filing of Return

NSDL Information » Online Filing of Return

Online Submission of TDS Returns through ‘Aadhaar’ authentication The Income Tax Department now also offers a facility to upload the FVU (after achieving in ZIP format) directly through their e-filing facility. Following are the steps for submission through…

Online Filing of Return

Regular Return » Online Filing of Return

Online Submission of TDS Returns through ‘Aadhaar’ authentication The Income Tax Department now also offers a facility to upload the FVU (after achieving in ZIP format) directly through their e-filing facility. Following are the steps for submission through…

Request For Form 27D

TRACES Information » Request For Form 27D

This module is used for requesting Form 27D from TRACES. The system allows the user to request for ‘Form 27D’ from TRACES containing data for generating TCS Certificate through TDSMAN Online interface. In order to do this, click on >Request for Form 27DTRACES…

Employee

Setup » Employee

In the >EmployeeEmployeeSetupAddEDITDelete

Download Excel Format

Regular Return » Add Data Using Excel » Download Excel Format

TDS data needs to be provided in structured Excel format. In case the format is not available, this needs to be downloaded from Download Excel Format’ option. After downloading the Excel format, the Challan and deductee details have to entered. In the worksheet.…

Request for TDS / Conso file Online

TRACES Information » Request for TDS / Conso file Online

This module is used for requesting TDS/Conso file from TRACES. The system allows the user to request for ‘Conso file’ from TRACES through TDSMAN Online interface. In order to do this, click on >Request for TDS/Conso file OnlineTRACES…

Request Form 16A

TRACES Information » Request Form 16A

This module is used for requesting Form 16A from TRACES. The system allows the user to request for ‘Form 16A’ from TRACES through TDSMAN Online interface. In order to do this, click on >Request for Form 16ATRACES InformationRequest

View / Download Challan Information Online

NSDL Information » View / Download Challan Information Online

The users can view/Download the Challan details available with the department through NSDL. In order to do so, click on >View/Download Challan Information Online< under >NSDL Information< menu (Refer to – figure – NSDL information). The following screen will…

Request for Defaults / Justification Report

TRACES Information » Request for Defaults / Justification Report

This module is used for requesting Defaults/Justification report from TRACES. The system allows the user to request for ‘Defaults/Justification Report’ from TRACES containing data through TDSMAN Online interface. In order to do this, click on >Request for Form 27D<…

Log Out

My Account » Log Out

User can Log Out from TDSMAN Online Dashboard by using this option. Click on >Logout

Party / Employee – Summery

Reports » Party / Employee – Summery

This report provides the summarized information of all the deductions made for Parties / Employees for the specific criteria provided by the user. It could be for a particular Form or across different Forms for any selected financial year. Click on Party / Employee…

Download PDF Converter Utility to Generate TDS Certificate

TRACES Information » Download PDF Converter Utility to Generate TDS Certificate

With the help of this module, user can download the PDF Converter Utility directly from TDSMAN Online. Click on >Download PDF Converter Utility to Generate TDS CertificateTRACES Information

Download Justification Report Generation Utility

TRACES Information » Download Justification Report Generation Utility

With the help of this module, user can download the utility for generating Justification Report, directly from TDSMAN Online. Click on >Download Justification Report Generation UtilityTRACES Information

Search BSR Code

Utilities » Search BSR Code

This module helps to Get the branch details of a Bank from BSR Code. Click on >Search BSR CodeUtilitySearch

Delete a Challan

Regular Return » Modify a Challan » Delete a Challan

In order to delete a challan, select the challan you need to delete, from the right panel with the help of the mouse. After selecting the record click on Delete button, then after seeking your confirmation, the selected record will be deleted. Delete challan Note:…

Request Form 16

TRACES Information » Request Form 16

The system allows the user to request for ‘Form 16’ from TRACES containing data for generating TDS Certificate through TDSMAN Online interface. In order to do this, click on >Request for Form 16TRACES InformationRequest

Download PDF Converter Utility to Generate 27D

TRACES Information » Download PDF Converter Utility to Generate 27D

With the help of this module, user can download the PDF Converter Utility to generate 27D, directly from TDSMAN Online. Click on >Download PDF Converter Utility to Generate 27DTRACES Information

Download PDF Converter Utility to Generate TDS Certificate – Part B

TRACES Information » Download PDF Converter Utility to Generate TDS Certificate – Part B

With the help of this module, user can download the PDF Converter Utility for part B of TDS Certificate, directly from TDSMAN Online. Click on >Download PDF Converter Utility to Generate TDS Certificate – Part BTRACES Information

Download requested Files

TRACES Information » Download requested Files

All the request that are made from serial no. 8.1 to 8.5 will be available for download in this module. In order to do this, click on >Download Requested FileTRACES InformationDownload

Account Statement

My Account » Account Statement

In this module, user can view their account activity and transaction summary. Click on >Account StatementFrom DateTo DatePrint Statement

Deductee

Setup » Deductee

In the >DeducteeDeducteeSetupAddEDITSaveDelete

Modify a Challan

Regular Return » Modify a Challan

In order to modify a challan, select the challan, you need to modify, from the right panel with the help of the mouse. Either double click on this entry or click on the Edit button. The left panel will display details of the selected entry, which can now be modified…

View Challan Status

TRACES Information » View Challan Status

This module is used for Viewing Challan Status. In order to do this, click on >View Challan StatusTRACES InformationRequestThen select Challan Status (All, Claimed, Unclaimed) >Then click on >Go

Party / Employee – Details

Reports » Party / Employee – Details

This report provides the details of all the deductions made for Parties / Employees for the specific criteria provided by the user. It could be for a particular Form or across different Forms for any selected financial year. Click on Party / Employee Detail under…

Buy Plan

My Account » Buy Plan

In this section, user can buy specific plans containing a particular number of returns. Click on >Buy PlanBuy PlanProceedEditMake PaymentMake Payment

Challan Wise Query

Reports » Challan Wise Query

This query provides advanced filtering functions to extract specific information, as per requirement, from TDS / TCS returns throughout the financial year for a particular deductor. For example, throughout the year one can extract all payments under section* 194C…

Deductee Wise Query

Reports » Deductee Wise Query

The details of the deductee(s) will get displayed on the basis of the criteria provided. Click on “Deductee Wise Query” under “Reports”: Deductee Wise Query Following screen will appear: Deductee Wise Query From Date – To Date: Select…

Generate TDS Return

Regular Return » Generate TDS Return

Once the Challan & Deductee details (and also Salary Details in Form 24Q – Q4) have been entered, the user can generate the TDS / TCS Return. Click on the Generate Return option: Generate Return The following screen appears: Generate TDS Returns In the above…

Disclaimer

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,…

Overview

Overview

TDSMAN Online is cloud-based TDS software. It is an Online TDS Return preparation software as per the system specified by TIN-NSDL in line with the requirements of the Income Tax Department, Government of India. The platform enables TDS & TCS return generation for all…

Company

Setup » Company

In “Company” all details of the company, for which the Return has to be generated, is stored. In order to access the company details, click on “Company” under the “Setup” option:- Figure 01- Create Company The following window is displayed. Create…

Print Form 16, Part B (TDS Certificate for Employee)

Reports » Print Form 16, Part B (TDS Certificate for Employee)

Form 16, Part B is the TDS Certificate issued to Employees by the Employer. It provides the details of the computation of taxable income and the applicable tax. One can generate / print Form 16, Part B from the software if the details have been entered (as it is…

Deductee List

Setup » Deductee List

The list of all the deductees created in this software can be viewed by clicking on and then :- The following screen will appear: Deductee list 2 The user can select either ‘All’ or a particular company for which the deductee list is required. Click on ,…

Add Credits

My Account » Add Credits

In this section, user can add balance to their account. Click on >Add CreditAdd CreditProceedEditMake Payment

Company List

Setup » Company List

The list of all the companies created in this software can be viewed by clicking on >SetupCompany ListShow Report

View Default Summery

TRACES Information » View Default Summery

This module is used for Viewing Default summary. In order to do this, click on >View Default SummaryTRACES InformationRequestView Details

Company Details

Reports » Company Details

This report provides the details of the company selected. Click on Company Details under Reports: Company Details The following will be displayed: Company Details -Show Report Select the company for which the report needs to be generated. Click on Show Report…

Employee List

Setup » Employee List

The list of all the employees for a selected company can be viewed though this report. Click on under : Employee List The following screen will get displayed:- Employee list - show report Company – Select the company for which the employee list has to…

Predict Defaults

Regular Return » Predict Defaults

Each filed TDS Return, is processed by the Income tax department to check for any irregularity or defaults. ’Predict defaults’ is a diagnostic tool to determine the possible errors & defaults in advance for taking corrective measures, before filing TDS Return i.…

Profile Details

My Account » Profile Details

In this module, user can view their account details. Here, the user can modify & update their profile details according to their need. Click on >Profile DetailsEdit DetailUpdate Detail

Validate 197 Certificate

TRACES Information » Validate 197 Certificate

This module is used for Validating 197 certificates. In order to do this, click on >Validate 197 CertificatesTRACES InformationRequestGo

View Tariff

My Account » View Tariff

Information regarding Regular pricing & Package Plans are provided in this module. Click on >View TariffBuy Now

Return Details

Reports » Return Details

The user can view the details of the Return generated for the selected quarter through Return Report. In order to view this report, click on Reports -> Return Details Return Detail The following screen will appear: Return Detail - Show Report Company Name:…

Verify Challan

Regular Return » Online Challan Verification » Verify Challan

Verify Challan - 1 Click on ‘Verify Challans’ the following screen will get displayed:- Verify Challan - 2 Financial Year – Select the Financial Year for which the Return has to be verified. Quarter – Select the Quarter for which the Return has to be…

View TDS / TCS Credit

TRACES Information » View TDS / TCS Credit

This module is used for Viewing Deduction summary for a particular PAN. In order to do this, click on >View TDS/TCS CreditTRACES InformationRequestGo

Save Filing Details

Regular Return » Save Filing Details

The user can save their Return filing details using this option. Click on ’Save Filing Detail’ Save Filing Details Following screen will appear: Save Filing Details Enter the ‘Token No.’ ‘Date of Filing’ & ‘receipt No.’ * and click on ’Save’.…

Change Password

My Account » Change Password

In this Module, user can change their accounts password. Click on >Change PasswordChange Password

Processing of Returns

Overview » Key Functions of TDSMAN Online – Process Overview » Processing of Returns

This is the process by which the company/deductor provides the details of the TDS /TCS to the Income Tax department of India. Figure 3-1 Processing of Returns The details of the different steps involved in generating the returns are given below:- Process Diagram…

Challan Details

Reports » Challan Details

This report provides the list of all the Challan payments made across one or multiple forms and further across one or multiple quarters for the selected financial year. In order to view this report, click on Challan Details option, under Reports : Challan Detail…

Add Challan & Deductee

Regular Return » Add Challan & Deductee

TDS Returns are prepared by providing information on the tax deposited through Challan payment along with the corresponding breakups of the deductees. Make sure that Company Name, Quarter, Financial year & Form No. for which the return is being processed, is properly…

Setup

Setup

All the master information, which is used across the system, is defined in Setup. The following masters are defined under Setup : 1. Company 2. Deductee 3. Employee Setup Company / Deductee / Employee List The complete list of all the company/ deductee/ employee …

Log In

Overview » Log In

TDSMAN Online is a cloud based TDS Software. In order to use this software, the user needs to Log into the TDSMAN Online portal. Go to TDSMAN Online website and Click on ‘LOG IN’ : The following screen will appear : TDSMAN Online – Login Enter…

View Return Status Online

NSDL Information » View Return Status Online

The users can view the Status of the Return, which has been filed, through NSDL. The status could either be ‘Accepted’ or ‘Rejected’. In order to do so, click on >View Return Status OnlineNSDL InformationView

Monthly TDS Calculator (Salary)

Utilities » Monthly TDS Calculator (Salary)

This module is for TAX calculation. The system allows the user to check Monthly TDS Calculator (Salary) through TDSMAN Online interface. In order to do this, click on Utilities > Monthly TDS Calculator (Salary) :- Utilites - Monthly TDS Calculator Select FA…

Getting familiarized with the Action Buttons of TDSMAN-Online

Overview » Getting familiarized with the Action Buttons of TDSMAN-Online

Action Buttons

Abbreviation

Preface » Abbreviation

Figure 1-2 Table of Abbreviation

Download Report

Regular Return » Download Report

The user can download the Return report in PDF format, using this option. Following is displayed: Download Report

NSDL Information

NSDL Information

In this module, user can get all the Information that is integrated with NSDL. Following is displayed below: NSDL Information

Document Convention

Preface » Document Convention

This guide uses the following formatting conventions: Figure 1-1 Document Convention Guide

Company / Deductee / Employee List

Setup » Employee » Company / Deductee / Employee List

The complete list of all the company/ deductee/ employee can be viewed here. In order to access it, click on and all the options will be displayed as below: Company / Deductee / Employee List

Reports

Reports

TDSMAN has an in-built comprehensive system for printing TDS / TCS certificates and reports. It generates report for on-screen viewing and printing hard copies serving multiple purposes such as record keeping, auditing, filtered queries, etc. The report interface is…

My Account

My Account

TDSMAN Online is a cloud based TDS/TCS Returns preparing and filing software. As it is a software based on online platform, user needs to pay for each return they file. User either can pay for single returns they file, or can buy a package plan by which one can file…

View BIN Information Online

NSDL Information » View BIN Information Online

The users can view the BIN details available with the department through NSDL. This is applicable only for Government deductors who use the Book Entry option for making payments. Click on >View BIN Information OnlineNSDL InformationView Bin Details