1. Enter ‘Deducted Date’ while entering the ‘Deductee Details’
This can be set through the Preferences under Utility Menu:-
In the Add mode of ‘Deductee Details’, the ‘Payment Date’ as entered is considered as the ‘Deducted Date’. As such ‘Deducted Date’ is not displayed.
To add ‘Deducted Date’ in the interface, one needs to check the box displaying “In Deductee Details interface allow the ‘Deducted Date’ to be displayed in ‘Add’ mode”.
Once done, click on Save and exit.
2. Ensure that the software is accessed only through a Password
This can be done through the Preferences under Utility Menu:-
In order to ensure that the software is accessed only through a password, one needs to check the box displaying ‘Set Password’ under Security Preferences. The system gives the option to enter the password that one wants to set. This password has to be confirmed by re-entering the same and click on ‘Apply’.
Once done, click on Save and exit.
3. Interest amount to be automatically copied to ‘Interest Allocated’, while importing data from Excel
This can be set through the Preferences under Utility Menu:-
To automatically copy the Interest Amount to Interest Allocated, one needs to check the box displaying ”Copy ‘Interest’ amount to the ‘Interest Allocated’ during Excel Import”
Once done, click on Save and exit.
4. No default pre-selected Return, when one gets into the TDSMAN system
This can be set through the Preferences under Utility Menu:-
In order to ensure that no Return is pre-selected when one enters the TDS Return Module, check in the box displaying “There should be no default pre-selection of Return while selecting any module”.
Once done, click on Save and exit.
5. Enter Interest (Allocated)’ and ‘Others (Allocated)’ in ‘Challan Details’
This can be set through the Preferences under Utility Menu:-
To Add ‘Interest(Allocated)’ and ‘Others(Allocated)’ in the ‘Challan Details’ interface, one needs to check the box displaying ‘‘In ‘Challan Details’ interface allows the fields ‘Interest (Allocated)’ and ‘Others (Allocated)’ to be displayed in ‘Add’ mode”.
Once done, click on Save and exit.
6. Reminder for taking data backup
This can be done through the Preferences under Utility Menu:-
By default, the box for ‘Set Backup Reminder’ is checked and the frequency is set for 7 days. This means that once 7 days have lapsed since the last backup, the system will remind you once you start the software. However, one may change the reminder frequency as per convenience.
Once done, click on Save and exit.
7. Setup the Proxy Settings for accessing the internet through the software
This can be set through the Preferences under Utility Menu:-
The system by default automatically connects to the available internet connection. However, if its access is through a proxy server, this needs to be defined. Check in the box displaying ‘Use the following Proxy’ under ‘Proxy Setting’. Provide the appropriate values.
Once done, click on Save and exit.
8. Search a text embedded in the name while searching in the Deductee List
This can be done through the Preferences under Utility Menu:-
In order to ensure that the embedded text can be searched in the Deductee List, one needs to check the box displaying ‘Embedded Search’ under Deductee Search.
Once done, click on Save and exit.
9. Import ‘Deducted Date’ while importing data through Excel
This can be done through the Preferences under Utility Menu:-
In order to import ‘Deducted Date’ through the excel format, one needs to check the box displaying ‘Enable option to import Deducted Date’.
Once done, click on Save and exit.
Please note that in the excel workbook, one will need to add a column in ‘Deductee Details’ in the sheet with the header ‘Deducted Date’.
10. Traces Login
This can be set through the Preferences under Utility Menu:-
In order to login into Traces browser module through TDSMAN interface, one needs to check the box displaying ‘Using Browser for login to Traces’.
Once done, click on Save and exit.
11. Manually enter the Tax Deduction Rate while working on the TDS Return
This can be set through the Preferences under Utility Menu:-
In order to ensure that the Tax Deducted rate is not calculated automatically and is left blank so that it can be entered manually, one needs to check the box displaying “Do not populate TDS/TCS ‘Rate’ automatically in forms 26Q, 27Q, 27EQ”.
Once done, click on Save and exit.
12. Default Minor Code Selection
This can be set through the Preferences under Utility Menu:-
While entering challans the selected Minor Code will be default Selected , one can select either of these two options – 200 TDS/TCS Payable by Taxpayer or 400 TDS /TCS Regular Assessment (Raised by IT Dept.).
Once done, click on Save and exit.
13. Select Deductee from the list of a particular Company (Deductor)
This can be set through the Preferences under Utility Menu:-
In order to ensure that the Deductees listed out is only for the selected Company (Deductor), one needs to check the box displaying, “Show only company filtered list while selecting ‘Deductees’ in the ‘Deductee Details’”.
Once done, click on Save and exit.
14.Enter NIL tax deduction without updating ‘Remark’
This can be set through the Preferences under Utility Menu:-
In order to ensure that the system allows NIL tax deduction for some Deductees without updating ‘Remarks’, one needs to check the box displaying, “Allow ‘Deductee’ entries with zero tax deduction without specifying the allowed exception(i.e. Remarks as ‘Normal’)”.
Once done, click on Save and exit.
15. Load Section Automatically
This can be set through the Preferences under Utility Menu :-
In order to ensure Section will load automatically based on the past entry of the PAN one needs to tick the box “Enable load section automatically based on the past entry of the PAN” .
Once done, click on Save and exit.
16.Disable the access of Deductee List from Correction Returns
This can be set through the Preferences under Utility Menu :-
By default the system allows to access the Deductee List from Correction Returns. In order to disable the Deductee List from Correction Returns, one needs to un-check the box displaying, “Show Deductees from Master in the Deductee list of Correction Return”.
Once done, click on Save and exit.
17.Automatic allotment of ‘Employee Serial No.’ for missing PANs
This can be set through the Preferences under Utility Menu:-
By default the system automatically allots the ‘Employee Serial No.’ for missing PAN. To ensure that it is not done automatically, one needs to un-check the box displaying, “Allot Deductee Reference No. (In case of Form no.26Q) / Employee Serial No.(in case of Form no. 24Q) automatically”.
Once done, click on Save and exit.
18.Enter the Deductee Records first and then, later attach with Challan when it is paid
This can be set through the Preferences under Utility Menu:-
In order to first enter the Deductee records and later attach the Challan when it is paid, one needs to check the box displaying “Enable Deductee entry without Challan module”.
Once done, click on Save and exit.
19.Change the default folder where the FVU and other files are being stored
This can be done through the Preferences under Utility Menu:-
In order to change the default folder path where the FVU and other files are being saved, one needs to change the path against ‘File creation path’
Once done, click on Save and exit.
20.Remove the auto-calculation of tax deduction Rate, while importing data from Excel
This can be done through the Preferences under Utility Menu:-
By default, while importing data from Excel, for each deductee record, based on the ‘Amount Paid’ and the ‘Tax Deduction’, the Rate is automatically re-calculated. In order to avoid this, one needs to un-check the box displaying “Auto Calculate Rate while importing Transaction”.
Once done, click on Save and exit.
21.In Salary Details (Annexure II in 4th Quarter of Form 24Q) round off the taxable amount as per the IT system
This can be done through the Preferences under Utility Menu :-
In order to ensure that the taxable amount of the salary details is rounded off as per the IT system, one needs to check the box displaying “Enabling rounding off option of taxable amount at Salary Details”.
Once done, click on Save and exit.
22.In Form 16 Part B, print the additional information on ‘Total Tax Deducted’ and ‘Shortfall / Excess’
This can be done through the Preferences under Utility Menu :-
In order to print additional information on ‘Total Tax Deducted’ and ‘Shortfall/ Excess’, one needs to check the box displaying ‘Show last 2 columns in Form 16-Part B’.
Once done, click on Save and exit.
23.Ensure that the data is not modified once Returns are filed
This can be done through the Preferences under Utility Menu:-
In order to ensure that the data is not modified once the Returns are filed, one needs to check the box displaying ‘Lock Modification’.
Once done, click on Save and exit.
24.Define one’s own ‘Reference Number’ for Deductees and submit In the Return for Form 26Q, so that it is printed in the TDS Certificates issued by the Department
This can be done through the Preferences under Utility Menu:-
In order to ensure that one define its own ‘Reference Number’ for Deductees and submit in the Returns, check the box displaying ,”Enable provision to enter Deductee Reference No. for Form 26Q & 27Q”. This gets reflected in the TDS Certificate as issued by the Department.
Once done, click on Save and exit.
25.The ‘Deductee Code’ i.e. Company type or Non-Company for every Deductee Record should come automatically from the PAN
This can be done through the Preferences under Utility Menu :-
In order to ensure that the Deductee Code’ i.e. Company type or Non-Company for every Deductee Record comes automatically from the PAN, one needs to check the box displaying, “Select Deductee Code based on PAN”.
Once done, click on Save and exit.
26. Hide Traces & Incometaxindiaefilling Password while Entering
This can be done through the Preferences under Utility Menu :-
In order to ensure that the Password given for Traces and Incometaxindiaefilling while login if anyone wants to hide the password while entering he needs to check the box displaying, “Hide Traces & Incometaxindiaefilling Password while Entering”.
Once done, click on Save and exit.
27. Create New Excel Sheet as ‘New Deductees found’ upto this Number of Records
This can be done through the Preferences under Utility Menu :-
In order to Create a new excel sheet contains ‘New deductees found’ while importing any excel in the Software one can select the number of records he wants to (max. upto 99,999) , one needs to set the number in the box “Create New Excel Sheet as ‘New Deductees found’ upto this Number of Records”.
Once done, click on Save and exit.
28. Enable Amount of Cash withdrawal in Excess of Rs. 1 Crore as referred to in section 194N – Excel Import
This can be done through the Preferences under Utility Menu :-
In order to enable the excel import option as referred to in section 194N that amount of cash withdrawal in excess Rs. 1 Crore , one needs to tick the box “Enable Amount of Cash withdrawal in Excess of Rs. 1 Crore as referred to in section 194N – Excel Import”.
Once done, click on Save and exit.
Need more help with this?
TDSMAN - Support