TDSMAN Ver. 15.1
User Manual
User Manual
Table of Contents
TDSMAN Ver. 15.1
User Manual
TDSMAN Ver. 15.1 — User Manual
1.
Disclaimer
2.
Preface
2.1.
Audience
2.2.
Manual Organization
2.3.
Document Convention
2.4.
Abbreviation
2.5.
Video Demo link
3.
Software Installation and Registration
3.1.
Hardware and Software Requirement
3.2.
Process of Software Installation and Registration
3.2.1.
Multiuser Upgradation and Client Registration
3.3.
Video on TDSMAN Installation
4.
Overview
4.1.
Description of the different TDS / TCS Forms
4.2.
Key Functions of TDSMAN – Process Overview
4.2.1.
Processing of Returns
4.2.2.
Correction of TDS Returns
4.3.
Getting familiarized with the Action Buttons of TDSMAN
4.4.
Dashboard
5.
Masters
5.1.
Company/Deductor Master
5.2.
Deductee Master
5.3.
Employee Master
5.4.
Import Master from Excel Workbook
5.5.
Receipt No.
6.
Regular Returns
6.1.
Selection of Parameters for filing the Returns:
6.2.
Predict Defaults
6.3.
Challan and Deductee Entry
6.4.
Salary Details – Form 24Q, Q4 (Annexure II)
6.5.
Pension Details by Banks u/s 194P (Annexure III)
6.6.
Generation of Return
6.7.
Deductee without Challan entry
6.8.
Form 16 – Tax Computation (Bulk)
7.
Importing of External Data
7.1.
Import from Excel/CSV
7.2.
Import from Excel / CSV for Salary Details
7.3.
Import from TDS File
7.4.
Import from Excel for Deductee Entry without Challan
8.
Preparation of Correction Returns
8.1.
Import data for Correction
8.2.
Make Corrections
8.3.
Add /Edit Deductee Using Excel
8.3.1.
Add Deductee using Excel / CSV For Correction Return
8.3.2.
Pan Modification Through Excel/CSV For Correction Return
8.3.3.
Bulk Nullify Through Excel/CSV For Correction Return
8.3.4.
Import Excel/CSV for Salary Details Updation (Add/modify PAN/ Bulk Deletion)
8.4.
Generate Correction Return for Submission
8.5.
Reciept No. Master
9.
Certificate & Report Printing
9.1.
Quarter Wise Reports
9.2.
Return Report
9.3.
Certificate Printing
9.3.1.
Merging Part A & Part B
9.3.2.
Email Certificate
9.4.
Party/Employee wise
9.4.1.
Party/Employee wise – Detailed
9.4.2.
Party or Employee wise – Summary
9.5.
Challan Report
9.6.
Other Summary Reports
9.6.1.
Deductions Summary
9.6.2.
All Deductors Summary
9.7.
Deductee Details without Challan
9.8.
Salary & TDS Summary Report
9.9.
Corrections
9.9.1.
Correction Statement
9.9.2.
Correction Log
9.9.3.
Quaterly Correction
9.9.4.
Certificates 26Q, 27Q, 27EQ (For Correction return)
9.9.5.
Return Reports ( For Correction )
9.10.
Query Reports
9.10.1.
Query Reports –Challan
9.10.2.
Query Reports –Deductee
9.11.
Master Lists (Company detail ,Company List,Employee List, Deductee List)
9.12.
File Generation Log
10.
IT PORTAL / NSDL Information
10.1.
Download CSI File
11.
TRACES Modules
11.1.
PAN Name Extractor
11.2.
Request for TDS/Conso file online
11.3.
Request for Form 16 / 16A / 27D
11.4.
Request for Defaults/Justification Report
11.5.
Request for TAN-PAN file
11.6.
Declaration for Non – filing
11.7.
Add Challan / PAN / Challan Correction
11.8.
Download Requested File
11.9.
Direct Login
11.10.
View Default Summary
11.11.
View Statement Status
11.12.
View Challan Status
11.13.
View TDS/TCS Credit
11.14.
Validate 197 Certificates
11.14.1.
197 Certificate – Single Validation
11.14.2.
197 Certificate – Bulk Validation
11.15.
Download PDF Converter Utility to Generate TDS Certificate
11.16.
Download PDF Converter Utility to Generate TDS Certificate – Part B
11.17.
Download Justification Report Generation Utility
11.18.
Download PDF Converter Utility to Generate 27D
12.
Utilities
12.1.
View Update Document
12.2.
Monthly TDS Calculator (Salary)
12.3.
Tax Calculator – Old/New Regime
12.4.
PAN Verification
12.5.
Rename PDF Files
12.6.
Verify Challans
12.7.
Export Data to CSV / Excel
12.8.
Form 3CD [TDS Section]
12.9.
TDS RATE CHART
12.10.
Tag Employees to Group
12.11.
File Return Online
12.12.
Compliance Check for Section 206AB & 206CCA
12.13.
Backup and Restore
12.13.1.
Backup
12.13.2.
Set Auto Backup
12.13.3.
Restore
12.14.
e-Payment of Taxes
12.15.
Show Usage – Deductee Records
12.16.
Delete Return
12.17.
Update File Validation Utility
12.18.
Software Update
12.19.
Upgrade Software to Multi User
12.19.1.
Unlock all Return
12.19.2.
Client Access Management
12.19.3.
Client Management
12.19.4.
Company Access Management
13.
Useful Links
13.1.
IT Portal/NSDL Information-View Bin Information
13.2.
View / Download Challan Information Online
13.3.
NSDL -View Return Status
13.4.
Traces – Download PDF Converter
13.5.
Additional- Download useful form
13.6.
Additional- Search BSR code
14.
Settings
14.1.
Preferences
14.2.
Compress DB
14.3.
Build Index
15.
Financial Year Upgrade
16.
Healthy Practices of using TDSMAN
Download as PDF
9.10.
Query Reports
9.9.5.
Return Reports ( For Correction )
9.10.1.
Query Reports –Challan
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