TAN Registration and Portal Setup

• Ensure that the TAN is valid and registered with the Income Tax e-filing portal.
  
• Create a user profile on the TRACES portal using the TAN for accessing TDS tools and services.
  
• Update contact details and authorized signatory information on both portals.
  

Software Integration and Configuration

• Link the TAN correctly in your accounting or TDS software.
  
• Configure section-wise TDS rates and vendor PAN validations.
  
• Automate Challan 281 generation with prefilled TAN and deductor details.
  

Filing and Payment Automation

• File quarterly TDS/TCS returns (24Q, 26Q, 27Q, 27EQ) using digital utilities.
  
• Validate returns using the File Validation Utility (FVU) before submission.
  
• Use digital signatures (DSC) when required to authenticate filings.
  

TRACES Monitoring and Downloads

• Regularly check TRACES for:
  
  • Return processing status
    
  • Default summaries or mismatch reports
    
  • TDS certificate download availability
    
• Download Form 16/16A and justification reports electronically.
  

Compliance and Reconciliation

• Reconcile TDS deductions and deposits with:
  
  • Books of accounts
    
  • Challan Identification Numbers (CINs)
    
  • Form 26AS and TRACES reports
    
• Retain digital copies of filings, certificates, and payment proofs for at least 6 to 8 years.