Procedure of Form 26A

What is the procedure of filing Form 26A?
Replies (6)
Quick Summary
This discussion clarifies the procedure for filing Form 26A, particularly for short deduction/collection transactions on the TRACES website. It outlines the seven key steps, from logging in and selecting the correct transaction type to submitting the request with a Digital Signature Certificate (DSC). The guide also addresses a common error where a form appears already assigned to a CA, offering a solution through the TRACES portal.

It is regularly updated by income tax dept based on your eligible transaction. You need not do any filling

You cannot file form 26AS. it is updated from it department itself
Not talking of Form 26AS, it's form 26A I'm talking about.

Hi,

I'm unable to assign CA for form 26A. There appears an error stating that the form is already assigned to another CA when it is not yet assigned. This error persists for almost an week. How to sort it out ?

Hi,

I'm unable to assign CA for form 26A. There appears an error stating that the form is already assigned to another CA when it is not yet assigned. This error persists for almost an week. How to sort it out ?

Steps for Request for 26A /27B- Short Deduction/Collection Transactions

  • Step 1: Login to TRACES website.
  • Step 2: Click on “Request for 26A/27BA” tab available under “Statement/Payments” menu.
  • Step 3: Select “Financial Year, Form Type and transaction type as Short Deduction/Collection” and Proceed with the request for short deduction/collection transactions.( Authorize person DSC is mandatory for this request or If User is coming through Bank Website then DSC is not required) .
  • Step 4: After clicking on Proceed button request number will be generated and a message will pop up on the screen “You can check status of the request through „Track request for 26A/27BA‟ under „Statement/Payments‟ menu”.
  • Step 5: After Ticking up the PAN, When user clicks on submit request “Digital signature” window will open for validating Digital signature of authorize person with the request . Final submission of request will be done after validating DSC .
  •  Step 6: After Submitting the request a message will be provided to the Deductor.“ Request for Short deduction /collection transactions has been submitted”. Request number is <1223>. An e-mail and SMS will be sent to the Deductor for submission of the request.
  • Step 7: Deductor can check status of the request through “Track request for 26A/27BA” available under “Statement/Payments”menu. After submitting the Request on TRACES website ,Short deduction/collection transactions will be provided to E-filing for further processing.

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