Clarification on Form 26B Submission After Aadhaar-Based Authentication on TRACES

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This query is : Resolved

Quick Summary

A user successfully completed Aadhaar-based e-verification for their refund requests on the TRACES portal but is unsure if they still need to submit the physical Form 26B acknowledgement and supporting documents to the Assessing Officer (AO). While Aadhaar authentication is often sufficient, sending the documents to the AO can expedite the verification process. Further guidance is sought from those with experience.

Nitish Srivastava

Nitish Srivastava (Querist)

28 April 2025 Hello,
I have submitted refund requests for excess TDS paid through the TRACES portal. While submitting Form 26B, I completed the Aadhaar-based e-verification process successfully.
The current status of my requests is "Pending with AO TDS."

I would like to clarify:

After completing Aadhaar-based authentication, is it still necessary to send the physical Form 26B acknowledgement and supporting documents (like PAN copy and cancelled cheque) to the Assessing Officer?

Or is Aadhaar-based authentication considered sufficient, and no physical submission is required unless specifically requested by the AO?

Would appreciate any guidance from members who have experience with this process. Thank you!