TRACES : Request for TDS Refund Form 24Q, 26Q, 27Q

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Sakshi Shah

TDS
TDS Refund
TRACES
TRACES Login

TRACES means TDS Reconciliation Analysis and Correction Enabling System. It is the online portal for administration and implementation of TDS (Tax Deducted at Source) and TCS (Tax Collected at Source). If a Deductor has deposited excess TDS, he/she can request for refund on TRACES for the Financial Year 2007-08 onwards. The Deductor can submit a request for refund on TRACES if he/she meets the following criteria:

View Statement Status
Here are the steps to view the statement status of the TDS return filed
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View Statement Status
Here are the steps to view the statement status of the TDS return filed
Read More

Steps to submit Refund Request on TRACES

  1. Log in to TRACES

    Log in to TRACES – Enter User Id, Password, TAN or PAN and captchaTRACES - Login Page for Taxpayers

  2. Navigate to request for refund

    Go to Statements / Payments > Request for RefundTRACES - Request for Refund Navigate

  3. Refund checklist

    Review the Refund Checklist and click on ProceedTRACES - Request for Refund Checklist

  4. Section code

    Select the Section Code – Refund Request for Challan under Sec 195 or Refund Request for Challan other than Sec 195. Select the appropriate reason for raising the Refund Request. Click on ‘Add ChallanTRACES - Request for Refund - Select Reason

  5. Enter CIN details

    Enter Challan Details as below. Click on ‘View Challan Details
    1. BSR Code or Receipt Number
    2. The date on which tax is deposited – enter in dd-mm-yyyy format eg: 10-Jan-2019
    3. Challan serial number or DDO serial number – 5 digit number eg: 00025
    4. Challan amount or Transfer voucher amount – enter the amount with decimal places eg: 1569.00
    5. CD Record Number – It is not mandatory to enter this. It should be filled when the same challan is mentioned more than once in the statement (TDS Return)
    6. Appeal Order Number – If the challan pertains to appeal the orderTRACES - Request for Refund - Add Challan

  6. Challan consumption details

    Check the Challan Consumption Details to check if the challan is consumed in any TDS statement. The amount of maximum refund allowed will appear. if you agree to the declaration, select the checkbox and click on ‘I Agree‘. If you disagree to the declaration, click on ‘I Disagree‘. You can either add another challan or move back to the challan detail page to accept the declaration.TRACES - Request for Refund - Challan Consumption Details

  7. Enter required details

    The Deductor Details and Communication Address will be auto-populated. Enter the Bank Details as below. If you want to enter bank details as per the previous refund request, select the checkbox. Click on Proceed.
    1. Bank Name
    2. Bank Account Number
    3. IFSC Code
    4. Type of AccountTRACES - Request for Refund - Add Bank Details

  8. Verification page

    On the Verification Page, verify the details of Authorised Person and click on ‘Proceed’TRACES - Request for Refund - Verify Authorised Person details

  9. Submit refund request

    On the Confirmation Page, verify the details of challan, deductor, communication address, and bank details. Click on ‘Submit Refund RequestTRACES - Request for Refund - Confirmation Page

  10. Digital signature

    Select a Digital Signature and click on ‘Sign’. To use DSC on TRACES, it is mandatory to download and install WebSocket emSigner

  11. Success message

    A success message will appear on the screen. Click on ‘Preview and Print Form 26B Acknowledgment’. You need to submit Form 26B Acknowledgement and required documents within 14 days to the Assessing Officer. If you fail to submit, the refund request is rejected.TRACES - Request for Refund - Success message

Steps to Track TDS Refund Request on TRACES

Step 1: Log in to TRACES – Enter User Id, Password, TAN or PAN and captcha

Step 2: Go to Statements / Payments > Track Refund Request

Step 3: Search the request using either of these options:

Step 4: Any of the below Refund Status will appear on the screen:

FAQs

What is the reason for rejection of my Refund Request on TRACES?

1. Invalid bank details or invalid address details
2. There is an outstanding demand / manual demand raised by
3. Assessing Officer against TAN or PAN of the deductor
4. There is a challan correction for which refund request is raised
5. Form 26B is submitted after the expiry of 14 days
6. In case a request is more than 1 Lac, it should be approved by
7. Additional Commissioner. It can be rejected by Additional Commissioner
8. If there is a reduction in challan available balance
9. If there is a challan force matching by Assessing Officer in progress

I have submitted Form 26B to the Assessing Officer. How can I track the status of TDS Refund Request on TRACES?

A Deductor can track the status of his TDS Refund Request from his account using the service of ‘Track Refund Request’ under the tab ‘Statements / Payments’. Here are the types of request status:
1. Pending with AO TDS – TDS Refund Request is submitted for approval of the Assessing Officer (A.O.)
2. Pending with TDS-CPC – TDS Refund Request is approved by the Assessing Officer (A.O.)
3. Pending with Refund Banker – TDS Refund Request is pending with the Bank

What is the minimum TDS refund amount that can be claimed under ‘Request for Refund’ and what is the maximum limit?

A Deductor can submit a Request for TDS Refund on TRACES if the available amount is greater than Rs.100/- per challan. There is no maximum limit to claim the refund.

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