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Taxation 3% exam weight

TDS and TCS

Part of the CS Executive study roadmap. Taxation topic taxati-005 of Taxation.

TDS and TCS

Tax Deducted at Source (TDS) and Tax Collected at Source (TCS) are pre-emptive tax collection mechanisms under the Income Tax Act, 1961 that mandate deduction or collection of tax at the time of payment or credit of specified transactions. These provisions ensure a steady flow of tax revenue to the government treasury and shift the compliance burden to the payer/collector, reducing tax evasion significantly.


1. Introduction to TDS Mechanism

1.1 What is TDS?

TDS is an indirect tax collection mechanism where the payer (deductor) is legally required to deduct tax at a prescribed percentage from payments such as salaries, interest, commission, rent, professional fees, etc., and deposit the same into the government account on behalf of the payee (deductee). The deductee receives the net amount and can claim credit of the tax deducted in their income tax return.

The TDS provisions are embedded in Sections 190 to 206C of the Income Tax Act, 1961. The income tax department prescribes rates through Section 90 (DTAA) and Section 90A for international transactions, while the Finance Act annually specifies rates for specific payments.

🔴 High Priority: Every deductor must obtain a Tax Deduction Account Number (TAN) under Section 203A before making TDS-deductible payments. Failure to obtain TAN attracts a penalty of ₹10,000 under Section 272BB.

1.3 Key Principles of TDS

PrincipleDescription
Deduction at SourceTax is deducted at the time of payment or credit, whichever is earlier
Presumptive CollectionTDS rates are based on gross payment without netting off expenses (except where specifically provided)
Self-AssessmentThe deductee includes TDS in their income, claims credit, and files return
Certificate EntitlementEvery deductee is entitled to a TDS certificate (Form 16, 16A, etc.)
Quarterly ReturnsDeductor must file TDS returns every quarter using specified forms

2. Section 192 — TDS on Salary

2.1 Scope and Coverage

Section 192 applies to any person responsible for paying salary to an employee. The deductor is typically the employer. The employee is the deductee. Salary includes all payments in cash or kind, whether in the nature of remuneration, leave salary, pension, or any other form of compensation.

2.2 Meaning of “Salary” under Section 192

For TDS purposes, “salary” includes:

  • Basic pay
  • Dearness allowance (DA)
  • House rent allowance (HRA)
  • Conveyance allowance
  • Medical allowance
  • Leave travel assistance (LTA)
  • Bonus and commission
  • Gratuity
  • Pension
  • Any sum under Section 89 (leave encashment)
  • Annuity or purchase price of any acceleration benefit

Exam Tip: Employers must distinguish between “salary income” (taxable under Section 192) and “income from other sources” (e.g., interest, dividends). Only employment-related payments are deducted under Section 192.

2.3 Exemptions Available from Salary

Employees can claim the following exemptions (reductions) from gross salary before computing TDS:

ExemptionSectionLimit/conditions
HRASection 10(13A)Least of: (a) HRA received, (b) 50% of salary (metro) or 40% (non-metro), (c) Rent minus 10% of salary
Leave EncashmentSection 10(10AA)Up to ₹25,00,000 (for government employees); for others, subject to rules
LTASection 10(5)Actual expenditure or fare foregone, whichever is less; twice in a block of 4 years
Uniform AllowanceSection 10(14)If spent wholly on uniform
Children Education AllowanceSection 10(14)₹100 per month per child (max 2 children)
Hostel Expenditure AllowanceSection 10(14)₹300 per month per child (max 2 children)
GratuitySection 10(10)Up to ₹20,00,000 (less amount received)

2.4 Computation of Taxable Salary

Step 1: Determine all payments due or made in the previous year (April 1 to March 31) Step 2: Identify exemptions/deductions under Section 10 Step 3: Compute “Salary” after exemptions = Gross Salary minus Exemptions Step 4: Add income from other heads (HP, Business, etc.) to get Gross Total Income Step 5: Apply deductions under Chapter VI-A (80C to 80U) to get taxable income Step 6: Calculate tax on taxable income as per slab rates Step 7: Claim relief under Section 89 (arrears) if applicable

2.5 TDS on Salary — Practical Procedure

  1. Employee submits Form 12BB (now via new Form 12BA in some cases) at the beginning of the financial year listing estimated investments
  2. Employer computes estimated income for the year
  3. TDS is deducted in each pay period based on estimated tax liability
  4. TDS is deposited with government within 7 days of month-end (for Government) or by 7th of next month (for others)
  5. Form 16 is issued at end of financial year

Exam Tip: If an employee has no PAN, TDS will be deducted at maximum marginal rate (currently 30% plus cess) under Section 206AA.

2.6 Tax Calculation for Salaried Employee (FY 2025-26, AY 2026-27)

Income SlabTax Rate
Up to ₹3,00,000Nil
₹3,00,001 – ₹6,00,0005% of (income – 3L)
₹6,00,001 – ₹9,00,000₹15,000 + 10% of (income – 6L)
₹9,00,001 – ₹12,00,000₹45,000 + 15% of (income – 9L)
₹12,00,001 – ₹15,00,000₹90,000 + 20% of (income – 12L)
Above ₹15,00,000₹1,50,000 + 30% of (income – 15L)

Rebate under Section 87A: Up to ₹25,000 for individuals with total income up to ₹5,00,000.


3. Section 193 — TDS on Dividends from Securities

3.1 Scope

Section 193 applies to payment of dividends on securities (shares, debentures, government securities). The payer — company, mutual fund, or any other payer — must deduct tax at source before paying the dividend to the shareholder/debenture holder.

3.2 Definition of “Securities”

For purposes of Section 193, “securities” includes:

  • Shares in a company
  • Debentures
  • Government securities
  • Bonds and derivative instruments

3.3 TDS Rate under Section 193

SituationTDS Rate
General rate10%
If PAN not linked with Aadhaar/Not furnished20% (Section 206AA)
If deductee is a non-resident20% or DTAA rate, whichever is lower (Section 90/90A)

Exam Tip: Under Section 115-O, domestic companies must pay dividend distribution tax (DDT) at 15% on the amount distributed. TDS on dividend is deducted from the recipient’s side, but the company also pays DDT. However, Section 115R allows the company to pay additional tax if the recipient’s PAN is not quoted.

3.4 No TDS in Certain Cases

  • Dividend from equity-oriented mutual funds — TDS not applicable (as per Section 194K for income from mutual funds)
  • Dividend on listed equity shares — Exempt under Section 10(34) for resident individuals/HUF; hence no TDS
  • LIC dividend — TDS not required under certain thresholds

4. Section 194 — TDS on Interest on Securities

4.1 Scope

Section 194 applies to payment of interest on securities. The payer must deduct tax at the time of credit or payment, whichever is earlier.

4.2 Types of Securities Covered

  • Debentures (listed or unlisted)
  • Government securities
  • Bonds
  • Any other debt securities

4.3 TDS Rate under Section 194

CategoryTDS Rate
General10%
No PAN (Section 206AA)20%
Non-resident (Section 90/90A)10% or DTAA rate, whichever is lower

Exam Tip: For debentures issued by a company and listed on a recognized stock exchange, the rate is 10%. For unlisted debentures of a company, if the interest exceeds ₹5,000 per annum per debenture holder, TDS may apply.


5. Section 194A — TDS on Interest Other Than Securities

5.1 Scope

Section 194A applies to payment of interest other than interest on securities, including:

  • Interest from bank accounts (savings account interest above ₹10,000 per annum under Budget 2019 changes)
  • Interest from post office deposits
  • Interest on loans/debentures (non-security)
  • Interest from cooperative societies

5.2 Thresholds

Deductor TypeThreshold
Banks, Post Office, Coop. SocietyNo TDS on savings interest up to ₹10,000 (budget 2019)
Other payers₹40,000 for individuals/HUF; ₹50,000 for others

Exam Tip: Section 194A does not apply when the payer is the Government, a local authority, or a banking company. However, the banking company exclusion applies only to interest from deposits — not to interest on loans.

5.3 TDS Rate under Section 194A

CategoryTDS Rate
General10%
No PAN20%

6. Section 194C — TDS on Payments to Contractors

6.1 Scope

Section 194C applies to payment of sums to contractors for carrying out any work, including:

  • Civil construction work
  • Supply of labor
  • Manufacturing or processing
  • Catering
  • Any other contract work

6.2 Key Definitions

“Contractor” includes any person who does work pursuant to a contract agreement. “Work” includes:

  • Manufacturing or processing
  • Erection, commissioning, or installation
  • Annual maintenance contracts
  • Catering services
  • Transportation of goods

Exam Tip: A sub-contractor is also a contractor. If the main contractor hires a sub-contractor, the main contractor (if deductor) must deduct TDS on payments to the sub-contractor.

6.3 TDS Rates under Section 194C

Category of PayeeTDS Rate
Individual or HUF1%
Company, Firm, LLPs, Co-op Society2%
Partnership firms (audit applicable)2%

Note: If the contractor does not provide PAN, TDS deducted at 20% under Section 206AA.

6.4 Threshold Limits

SituationThreshold
Single payment to contractor₹30,000
Aggregate payments during the financial year₹1,00,000

TDS is deducted if either the single payment exceeds ₹30,000 or aggregate payments exceed ₹1,00,000 in a financial year.

6.5 Exclusions

No TDS under Section 194C on:

  • Payments to employees (covered under Section 192)
  • Payments for transport services where the contractor owns vehicles and hires drivers
  • Payment of freight charges to railway, shipping, or airline operators

7. Section 194H — TDS on Commission/Brokerage

7.1 Scope

Section 194H applies to payment of commission, brokerage, or remuneration in the nature of:

  • Insurance commission
  • Brokerage for securities
  • Commission for sale/purchase of goods
  • Service commission

7.2 TDS Rate under Section 194H

CategoryTDS Rate
General5%
If PAN not furnished20%

Exam Tip: Insurance commission paid to insurance agents is subject to TDS under Section 194H. The rate is 5% if PAN is quoted, 20% if not.

7.3 Threshold

No TDS if the amount or aggregate amount paid during the financial year is less than ₹15,000.


8. Section 194J — TDS on Professional Fees

8.1 Scope

Section 194J applies to payment of professional fees or technical fees, including:

  • Legal services
  • Medical services
  • Architectural services
  • Engineering services
  • Accountancy
  • Company secretary
  • Technical consultancy
  • Any other professional or technical service

Exam Tip: Royalty and non-compete fees also fall under Section 194J.

8.2 TDS Rate under Section 194J

CategoryTDS Rate
General (including doctors, lawyers)10%
If PAN not furnished20%
Fees to foreign companies (Section 9 — deemed Indian sourced)10% or DTAA rate

8.3 Threshold

No TDS if the amount or aggregate amount paid during the financial year is less than ₹30,000 in a single payment or aggregate.


9. Section 194-IA — TDS on Property (Transfer of Immovable Property)

9.1 Scope

Section 194-IA mandates TDS on transfer of immovable property (land, building, or both) where the consideration exceeds ₹50,00,000 (₹50 lakh).

9.2 TDS Rate and Calculation

  • TDS rate: 1% of the consideration amount (not on the stamp duty value or circle rate, unless Sec 50C applies)
  • The buyer (transferee) is the deductor
  • TDS must be deducted at the time of payment or credit, whichever is earlier

🔴 High Priority: The buyer must deduct 1% TDS from the amount paid to the seller. Even if the seller is a minor or NRI, TDS applies. The buyer must also file TDS return in Form 26Q.

9.3 Thresholds and Conditions

ConditionDetails
Immovable property thresholdConsideration > ₹50,00,000
TDS rate1% of consideration
PAN mandatoryIf seller doesn’t have PAN, buyer must deduct at 20%
FormForm 26Q (quarterly return)

9.4 Section 194-IA and Stamp Duty Valuation

Under Section 50C, if the stamp duty value exceeds the actual consideration by more than 10%, the stamp duty value is deemed to be the full value of consideration for computing capital gains. However, for TDS under Section 194-IA, TDS is calculated on the actual consideration paid (not stamp duty value).


10. Section 194-IB — TDS on Rent

10.1 Scope

Section 194-IB applies to payment of rent by an individual or HUF (not by a company or firm) to a resident tenant.

10.2 TDS Rate

SituationTDS Rate
General (PAN quoted)5%
PAN not quoted20%

Exam Tip: Section 194-IB was introduced to bring high-value rental payments under TDS. It applies only when the payer is an individual or HUF paying rent to a resident. If the payer is a company, Section 194I applies instead (TDS at 10% on rent).

10.3 Threshold

No TDS if:

  • Rent for the month does not exceed ₹50,000 AND
  • Aggregate rent for the year does not exceed ₹2,40,000

Actually, the threshold is ₹2,40,000 for the whole year — if annual rent exceeds this, TDS is deducted even if monthly rent is below ₹50,000.

10.4 When Section 194-IB vs 194I Applies

PayerApplicable Section
Individual/HUF paying rentSection 194-IB
Company/Firm paying rentSection 194I (TDS at 10%)

11. Section 194I — TDS on Rent (Other than Section 194-IB)

11.1 Scope

Section 194I applies to payment of rent for:

  • Land
  • Building (including factory building)
  • Machinery
  • Equipment
  • Furniture
  • Fixtures

11.2 TDS Rates under Section 194I

Asset TypeTDS Rate
Land, building, or furniture/fixtures10%
Machinery, plant, or equipment2%

Exam Tip: If rent is paid for both building and furniture, the entire payment is treated as rent for building at 10% (higher rate applies when combined). Separate payments for building and equipment may be split accordingly.

11.3 Threshold

No TDS if the rent for the whole year is less than ₹2,40,000.


12. Section 194 — Other TDS Provisions (Summary Table)

SectionPayment TypeThresholdTDS RatePAN Not Quoted
192SalaryN/ASlab rates30%
193Dividend on securities₹2,50010%20%
194Interest on securities₹2,50010%20%
194AInterest (non-security)₹40,000 (ind/HUF)10%20%
194BLottery/chit/gambling₹10,00030%30%
194CContractor₹30,000/₹1,00,0001%/2%20%
194DInsurance commission₹15,0005%20%
194EEmployee remunerationN/ASlab30%
194FRepurchase of units₹1,00,00020%20%
194GCommission on lottery₹15,0005%20%
194HCommission/brokerage₹15,0005%20%
194IRent₹2,40,000/year10%/2%20%
194-IAProperty transfer₹50,00,0001%20%
194-IBRent (Individual/HUF)₹2,40,000/year5%20%
194JProfessional/technical fees₹30,00010%20%
194KIncome from mutual funds₹5,0005%/20%20%
194LOther interest, dividends₹5,00010%20%

13. TAN (Tax Deduction Account Number)

13.1 Requirement

Every person responsible for deducting tax under any section must obtain a Tax Deduction Account Number (TAN) under Section 203A. TAN is a 10-character alphanumeric code:

  • First 4 characters: Alpha
  • Next 5 characters: Numeric
  • Last 1 character: Alpha

Example: DELA12345K

13.2 Allotment Procedure

  1. Apply in Form 49B (online or offline)
  2. Submit to NSDL e-governance or TIN facilitation centers
  3. TAN is allotted within 10-15 working days

13.3 Penalties for Not Obtaining TAN

Under Section 272BB, failure to obtain TAN attracts a penalty of up to ₹10,000. Using wrong TAN in TDS returns also attracts penalty.

13.4 Uses of TAN

  • Quoted in all TDS certificates (Form 16, 16A)
  • Quoted in all TDS returns
  • Quoted in all TDS-related correspondence
  • Required for opening TDS reconciliation account on Income Tax portal

Exam Tip: TAN is different from PAN. Every deductor needs TAN. A deductee (recipient) needs only PAN. However, the deductee must provide PAN to the deductor for correct TDS rates.


14. TDS Certificates

14.1 Form 16 — Salary TDS Certificate

Form 16 is a certificate of tax deducted at source from salary income. It contains two parts:

Part A:

  • TAN of employer
  • PAN of employee
  • Summary of salary payments and TDS
  • Details of employer (name, address, PAN, TAN)
  • Period of employment
  • Quarterly TDS details

Part B:

  • Detailed breakup of salary components
  • exemptions claimed under Section 10
  • Deductions under Chapter VI-A
  • Tax computation
  • Details of tax deposited with government

Form 16 consists of:

  • Part A (generated from TRACES portal) — contains quarterly TDS details
  • Part B — attached by employer with complete salary details

Exam Tip: Form 16 is issued annually by the employer. If TDS is deposited correctly but Form 16 is not issued on time, the employee can claim credit based on Form 26AS.

14.2 Form 16A — Non-Salary TDS Certificate

Form 16A is issued for TDS on non-salary payments such as:

  • Interest income
  • Rent payments
  • Commission
  • Professional fees
  • Contractor payments

Form 16A is generated for each quarter (or as per requirement) and downloaded from TRACES portal using the deductor’s TAN.

14.3 Form 16C — For Withdrawals from G.P.P. (No longer in use for new format)

14.4 Form 16B — For TDS on Property (Section 194-IA)

TDS certificate for property transactions is now available as download from the TRACES portal. The buyer downloads the TDS certificate and provides it to the seller as proof of tax deduction.


15. TDS Returns and Statements

15.1 Types of TDS Returns

FormDescriptionWho Files
Form 24QTDS on salaryAll deductors making salary payments
Form 26QTDS on non-salary (resident)Deductors paying rent, contractor fees, etc. to residents
Form 27QTDS on non-resident paymentsDeductors paying to non-residents (dividends, interest, royalties)
Form 27EQTCS returnsCollectors of tax at source

15.2 TDS Statement Filing — Proceso

  1. Prepare e-TDS return using approved utility
  2. Validate return using AST (Aadhaar-Seeding Validation)
  3. Generate control totals
  4. Upload return on NSDL/TIN website
  5. Receive Provisional Receipt (receipt number and date)
  6. Accept TDS certificate (Form 16/16A) from TRACES after reconciliation

15.3 Quarterly Due Dates for TDS Returns

QuarterPeriodDue Date
Q1Apr-Jun31st July
Q2Jul-Sep31st October
Q3Oct-Dec31st January
Q4Jan-Mar31st May

15.4 Form 27A — Control Chart

Form 27A is a quarterly statement (control chart) that must accompany physical/e-TDS returns. It contains:

  • Details of the deductor
  • Total amount paid and tax deducted
  • Number of deductees
  • Challan details

16. Section 197 — Lower/Nil TDS Certificate

16.1 Concept

Section 197 allows a deductee (recipient of income) to apply to the Assessing Officer for a certificate for deduction of tax at lower rate or nil rate if their estimated tax liability is nil or lower than the TDS rate prescribed.

16.2 Application Process

  1. The deductee files an application in Form 13 to the Assessing Officer
  2. The AO considers the income, claim of exemptions, deductions, and estimates tax liability
  3. A certificate is issued specifying the rate of TDS (lower or nil)
  4. The certificate is given to the deductor, who then deducts TDS at the specified rate

16.3 Validity

A certificate under Section 197 is valid for:

  • One financial year (unless revoked earlier)
  • Specific transactions as mentioned in the certificate

Exam Tip: The deductor is not responsible for tax if TDS was deducted at the rate specified in the lower/nil deduction certificate issued under Section 197. However, if the deductor fails to obtain such certificate, the regular TDS rates apply.

16.4 Example

A retired person with only pension income of ₹30,000/month (₹3,60,000/year) may apply for a lower TDS certificate because their total tax liability after all deductions would be nil. The AO may issue a nil rate certificate, and the employer would deduct TDS at nil (instead of slab rate).


17. TCS (Tax Collected at Source) — Section 206C

17.1 Concept of TCS

TCS operates on the reverse principle of TDS. Here, the seller/collector collects tax from the buyer at the time of sale of specified goods. TCS was introduced to broaden the tax base, especially for high-value transactions where tracking income is difficult.

17.2 Sections Under TCS

SectionDescriptionRate
206C(1)Sale of alcoholic liquor for human consumption1%
206C(1A)Sale of timber obtained under a forest lease2.5%
206C(1B)(a)Sale of tendua leaves (tend patta)5%
206C(1B)(b)Any forest product not being timber/tendua2.5%
206C(1C)Scrap (metal scrap, paper scrap, etc.)1%
206C(1F)Sale of motor vehicle above ₹10 lakh1%
206C(1G)Overseas tour packages5%
206C(1H)Sale of goods above ₹50 lakh (residents only)0.1%

Exam Tip: Section 206C(1H) was introduced via Finance Act 2020. The seller collects TCS at 0.1% if turnover exceeds ₹50 lakh in the previous year and the buyer is a resident. This was introduced to broaden the tax base on B2B and B2C transactions.

17.3 TCS Rates and Thresholds (Summary)

CategoryThresholdTCS Rate
Alcoholic liquor for human consumptionNo threshold1%
Timber from forest leaseNo threshold2.5%
Forest produce (tendua leaves)No threshold5%
Forest produce (other)No threshold2.5%
ScrapNo threshold1%
Motor vehicle > ₹10 lakhNo threshold1%
Overseas tour packagesNo threshold5%
Sale of goods (Section 206C(1H))> ₹50 lakh per buyer0.1%

17.4 TCS Collection Procedure

  1. Seller collects tax from buyer at time of sale
  2. Seller deposits TCS to government treasury
  3. Seller files Form 27EQ (quarterly TCS return)
  4. Seller issues Form 27D (TCS certificate) to the buyer

17.5 Form 27D — TCS Certificate

Form 27D is the TCS certificate issued by the seller to the buyer. It contains:

  • Seller details (TAN, name, address)
  • Buyer details (PAN)
  • Nature and value of goods sold
  • TCS collected
  • Amount deposited with government

18. Consequences of TDS/TCS Default

18.1 Interest Under Section 201

If the deductor fails to deduct tax or fails to pay the deducted tax to the government, the following consequences follow:

SituationInterest Rate
Failure to deduct TDS1% per month (or part) from the date on which tax was deductible
Failure to pay TDS after deduction1.5% per month (or part) from the date of deduction

🔴 High Priority: Interest under Section 201 is calculated on the amount of tax not deducted or not paid, from the date the tax was deductible until the date of actual deduction/ deposit.

18.2 Penalty Under Section 221

If TDS is not deducted or paid, the Assessing Officer may impose a penalty up to the amount of tax that was not deducted or paid. The penalty is in addition to the interest charge.

18.3 Penalty Under Section 271H

Failure to file TDS/TCS returns on time attracts a penalty:

  • Minimum: ₹10,000
  • Maximum: ₹1,00,000

for delayed filing, false PAN/Aadhaar quotes.

18.4 Prosecution Under Section 276B

If the deductor fails to pay the tax deducted, prosecution may be initiated:

  • Imprisonment: 3 months to 7 years
  • Fine

18.5 Consequences for Deductee

Even if the deductor fails to deduct or pay TDS:

  • The deductee’s income is still taxable as if TDS was deducted
  • The deductee can claim credit of the TDS shown in Form 26AS
  • If TDS credit is not appearing in Form 26AS due to non-deposit by deductor, the deductee must claim credit based on evidence (challan, certificate)

19. Form 26AS — Annual Tax Statement

Form 26AS is a consolidated annual tax statement that shows:

  • All TDS claimed by the deductee
  • All TCS collected
  • All advance tax paid by the deductee
  • All self-assessment tax paid

The deductee should verify Form 26AS before filing ITR to ensure all TDS/TCS credits are properly reflected.


20. Frequently Asked Exam Questions (TDS/TCS)

Q1. What is the difference between TDS and TCS? TDS is deducted by the payer at the time of payment, while TCS is collected by the seller at the time of sale of goods. TDS covers payments like salary, interest, commission, etc. TCS covers sale of specific goods like alcohol, scrap, motor vehicles.

Q2. What happens if a deductor doesn’t file TDS returns? Penalty under Section 271H, interest under Section 201, and potential prosecution under Section 276B for non-payment.

Q3. Can TDS be claimed as refund? Yes, if TDS deducted exceeds the actual tax liability, the excess can be claimed as refund by filing Income Tax Return.

Q4. What is the penalty for not obtaining TAN? Penalty of up to ₹10,000 under Section 272BB.

Q5. What is the threshold for TDS on rent under Section 194-IB? ₹2,40,000 per annum (for individual/HUF payers).

Q6. What is the TDS rate on professional fees under Section 194J? 10% if PAN is quoted; 20% if PAN is not quoted.


21. Comprehensive TDS Rate Summary Table

SectionNature of PaymentThresholdTDS RateNo PAN RateSurchargeCess
192SalaryN/ASlab30%As per income4%
193Dividend (Securities)₹2,50010%20%10-37%4%
194Interest (Securities)₹2,50010%20%10-37%4%
194AInterest (non-security)₹40,000 (ind)10%20%-4%
194BLottery/Gambling₹10,00030%30%-4%
194CContractor (Individual/HUF)30K/1L1%20%-4%
194CContractor (Company/Firm)30K/1L2%20%-4%
194HCommission/Brokerage₹15,0005%20%-4%
194IRent (building)₹2.4L10%20%-4%
194IRent (equipment)₹2.4L2%20%-4%
194-IAProperty transfer>₹50L1%20%-4%
194-IBRent (Ind/HUF)>₹2.4L5%20%-4%
194JProfessional fees₹30,00010%20%-4%
194KMutual fund income₹5,0005%20%-4%

22. Advance Tax and Self-Assessment

22.1 Advance Tax (Section 208-211)

Advance tax must be paid by the taxpayer if estimated tax liability exceeds ₹10,000. Advance tax is paid in installments:

InstallmentDue DatePercentage of Estimated Tax
1st15th June15%
2nd15th September45%
3rd15th December75%
4th15th March100%

Exam Tip: Salaried employees where tax is fully deducted at source under Section 192 generally do not need to pay advance tax unless they have significant non-salary income.

22.2 Self-Assessment Tax (Section 140A)

If after considering TDS credit and advance tax, there is still tax payable, the taxpayer must pay self-assessment tax before filing the return. The return must be filed by the due date (usually 31st July for individuals).


23. Key Differences: TDS vs TCS

FeatureTDSTCS
Deductor/CollectorPayer of incomeSeller of goods
Section192-194L206C
RateVaries (5%, 10%, etc.)Varies (0.1% to 5%)
ThresholdVaries by sectionVaries by goods
Return Form24Q, 26Q, 27Q27EQ
CertificateForm 16, 16AForm 27D
PAN quotingMandatoryMandatory

24. Important Points for Exam Preparation

🔴 High Priority Topics for CS Executive Exam:

  1. TDS rates for all sections (192, 193, 194, 194A, 194C, 194H, 194J, 194-IB, 194-IA)
  2. TAN requirements and penalties
  3. Form 16 structure (Part A and Part B)
  4. Section 197 — Lower/nil deduction certificate
  5. TCS provisions under Section 206C (especially 1H — goods sale)
  6. Interest and penalties for TDS defaults

Exam Tip: Always remember: TDS is deducted by the payer, TCS is collected by the seller. For every TDS section, remember the rate, threshold, and exceptions.


This note is part of the CS Executive Taxation subject and covers the TDS and TCS mechanism as prescribed under the Income Tax Act, 1961. For procedural aspects and recent amendments, refer to latest Income Tax Rules and annual Finance Acts.