E-tutorial -Online Correction- Add & Modify Deductee Detail

e-Tutorial

Online Correction - Add / Modify Deductee Detail

Copyright 2012 Income Tax Department 1

Login to TRACES


Click on help icon next to each field for more

details

For more details on any screen, click on

Help icon

Enter the text as displayed in

Verification Code

Enter TAN / PAN/ AIN

Enter userid and password


Landing Page

Landing page will be displayed

Online Correction Request Flow

Click on Help icon for help text for this

screen

Under Defaults select Request for Correction

4Copyright 2012 Income Tax Department


Important Notes

Statements for FY 2007-08 onwards only will be available for Corrections.

Online Correction Matrix :

Default Summary View Personal InformationChallan correction ( unmatched, matched) + deductee movement

Pan correction (annexure 1)

Pan correction (annexure 2)

Add challan to statement

Interest , Levy payment

Modify/Add deductee rows

Delete/Add salary deductee rows

Online corrections (with digital signature, 2013-14 onwards)

Y Y Y Y Y Y Y Y Y

Online corrections (with digital signature, prior to 2013-14)

Y Y Y N N Y Y N N

Online corrections (without digital signature, 2013-14 onwards)

Y N Y N N Y Y N N

Online corrections (without digital signature, prior to 2013-14)

Y N Y N N Y Y N N

Online Correction Request Flow Submit Correction Request(contd.)


click on Submit Request to raise the

request Enter : Financial Year, Quarter and Form

Type, correction category and latest token number


Error Message appears in case of entering incorrect

search criteria

User will be getting above error if : Entered data is not pertaining to Financial Year , Quarter, Form Type and Latest Token NumberOr Statement is cancelled / Rejected for the selected search criteria.



Error Message appears in case of duplicate request

raised



Enter correct : Financial Year, Quarter and Form Type, correction category and latest

token number ( latest token number as per processed statement)

click on Submit Request to raise the request

Request can be submitted only if there is a regular / correction statement filled and processed. All previous corrections for this statement have been processed.


Online Correction Request Flow Submit Correction Request

Request number received

Click here to track correction request or

navigate Track Correction Request under Defaults

menu


Correction Request Flow View submitted request

Enter Request Number - Search Option 1 to

view the request

Either navigate through slide 9 or Under Defaults select Track Correction

Request



Enter Request Date -Search Option 2 to view the request



Enter option 3 View All to view the request


Correction Request Flow View submitted request(contd.)

View all request placed by himself and sub user

under him in case of admin.

Important Note


Correction Request Flow Assign Sub- User

Click this user in order to reassign the request to another sub user

under the logged in admin


Correction Request Flow Assign Sub- User (contd.)

Click here to assign the request to another sub user under the

logged in admin


Correction Request Flow View submitted request(contd.)

Click on available

Click this user in order to reassign the request to

another sub user under the logged in admin


Click here to view the status

description in detail


Token Number Details

Enter Authentication Code if the validation is done earlier

and you have the Authentication Code

Enter Token Number of only Regular (Original) Statement

corresponding to the Financial Year, Quarter and Form Type

displayed above


Token Number Details (Contd.)

Tick in Check Box for NIL Challan or Book

Adjustment

Government deductors not having BIN details tick here and need not

need provide BSR and Challan Serial Number below

Enter CIN details for a challan used in the

statement

Click on Guide to select suitable Challan option

PANs entered must be those for which payment has been

done using the CIN / BIN entered on this screen

Tick here if you do not any Valid PAN corresponding to above

Challan details

Click on Guide to select suitable PAN amount

Combinations

Authentication code is generated when you clear validation details for a statementfor certain functionalities such as Download Form 16 / 16A, Download Conso File,Download Justification Report, etc. Authentication code generated for a particularstatement will be valid for the calendar day (i.e., an authentication code generatedon 10-Dec-2012 can be used only on 10-Dec-2012 to clear validation details for thesame statement. It will not be valid the next day).

Validation will be bypassed for the same statement within the same session

Token Number must be of the statement of the FY, Quarter and Form Type displayedon the screen

CIN details must be entered for the challan which is deposited and mentioned in thestatement corresponding to the FY, Quarter and Form Type mentioned above

Transfer Voucher details to be entered for government deductors

Amount should be entered in two decimal places (e.g., 1234.56)

Notes for Validation Screen


Modify / Add Deductee Details

Select Modify/ Add Deductee Detail from

drop down

Modify / Add Deductee Details Default Deductee

Full form of abbreviations :CD Challan DetailDD Deductee DetailSP Short PaymentSD Short Deduction

Click on hyperlinks to view the details of SP an

SD

Enter PAN as per statement or CD Record number or

SP/SD to edit the deductee row

Select tab Default Deductee

Important Notes


Deductee record will be displayed as per option

selected


Select deductee row to edit

Once user select the deductee row all three buttons will be active

If user select Edit Deductee Row Slide 28

will be displayed for edition

If user select reset, the deductee row values will be reset to the original

values

If needed User can view details of the challan /available balance for the deductee row by clicking on View Challan details

View Challan details - User who may want to see the challan to which the deductee row pertains, so that when he edits/modifies the row, he is aware of the challan balance available.


Edit the deductee row

After editing click on Save

Important Notes :

Date of Payment or Credit -Date on which payment was made to deductee. Date cannot be future date.Amount Paid or Credited -Transaction Amount is the amount paid/ credited to deductee on transaction date. Amount must be greaterthan equal to zero .Total Tax Deducted - Total Tax Deducted / Collected is the sum ofTDS / TCS, Surcharge and Education Cess . Amount must be less thanequal to amount paid or credited. Total Tax Deposited - Amount cannot be greater than TDSdeducted. Amount must be less than equal to total tax deposited inCD detailAmount to be displayed in exactly two decimal places (e.g.,2450.09, 2450.90)Rate at which deducted / collected - Rate at which tax is deductedfor a particular deductee. Rate to be mentioned in exactly fourdecimal places.Reason for Non deduction/ lower deduction - .It should bemandatory if TDS deducted = zero and TDS rate = zero, flagsapplicable: A,B,S,T,Y,Z.Number of Certificate - It should be mandatory when user raisedFlag A / B for respective forms .

Modify / Add Deductee Details All Deductee

Once the detail edited, row will be highlighted

User can click here to submit the correction statement


Enter PAN as per statement or CD Record

number to edit the deductee row

Select tab All Deductee

Enter PAN as per statement or CD Record number or

SP/SD to edit the deductee row


All the Challans in the statement with Available

balance will be shown

User Can add new Challan/Book Entry from

OLTAS by Clicking the buttons

Select tab Add New Deductee

Modify / Add Deductee Details Add New Deductees

Select Challan to tag with deductee row

Modify / Add Deductee Details Add New Deductees

After selecting challan and click on Add Deductee Row

Add deductee record or modify in case of modify deductee record will be

pre-populated for edition

Click on Save deductee after add / modify deductee row

Click on Submit Correction Statement

for submission

Important Notes


Action Summary Submit to Admin User

Above Screen will be appeared in case correction submitted by Sub-user

Click on Submit to Admin


Action Summary

Request will be submitted to Admin user . Sub-user cannot submit the correction from Correction Ready for Submission.Sub-user should only be able to view statements saved by them

Request successfully submitted to Admin

User


Action Summary View Edited Statement

Both Admin User and Sub-user can able to view statements saved by them

Click on hyperlink to view the edited detail

for specific default

Admin user Click on Confirm the correction to be submitted by sub

user and Correction Ready for Submission


Action Summary Admin User Login

User can able to view correction changes prior to submission even if logs out and later logs in .


Action Summary Admin User

Click on ok to take action for cancellation

Click on Cancel Statement in case user wants to cancel the correction

Select the row for action


Action Summary Admin User

Click on View Statement to

proceed further

Select the row for action


Action Summary Submit For Processing

Click on hyperlinks to view the Action

Summary

Select Submit for Processing to proceed further , in case edit

select Edit Correction Statement

Admin User proceed further to attached the digital signature and submit the correction


Action Summary- Attach Digital Signature

Select and attach digital Signatures


Action Summary (contd.)

Click on Help icon for help text for

this screen

Message showing that correction statement is successfully submitted

Note down the Token Number for future reference

Documents

E-tutorial -Online Correction- Add & Modify Deductee Detail