Income tax · Field booklet

Income tax and TDS working-paper booklet

A simple-English reference for income-tax periods, returns, payments, TDS, remittance research, and proof records during the current transition context.

Educational reference only. Terms are simplified for orientation. Confirm current applicability, forms, deadlines, thresholds, and process details in the linked official source and with a qualified professional.

1. Period and return language

The correct period label is a core control in the transition environment.

Financial Year (FY)
A financial reporting period used in many Indian compliance contexts.
Assessment Year (AY)
An income-tax return label used for the assessment context of the preceding financial year.
Tax Year
A label used in the current Income Tax Act 2025 transition material; do not treat it as interchangeable with AY.
ITR
Income Tax Return; the current portal and facts determine the relevant form and process.
e-Filing portal
The official Income Tax Department portal for return, form, payment, and service workflows.

2. Tax payment language

A payment record needs its purpose, period, and proof.

Challan
A portal-generated payment record or reference.
Advance tax
A tax-payment concept addressed by the official Income Tax payment guidance.
Self-assessment tax
A payment concept in the Income Tax Department’s tax-payment guidance.
Regular assessment
A tax-payment context named in the Department’s guidance.
Tax credit
A credit record that requires correct period and reconciliation context.

3. TDS and remittance language

TDS work starts with the underlying payment or credit event.

TDS
Tax deducted at source: tax withheld in relevant payment contexts, subject to current rules.
TCS
Tax collected at source: a separate withholding/collection concept in the tax system.
TAN
Tax Deduction and Collection Account Number used in applicable deduction/collection work.
Form 16A
A TDS-certificate term used in the official TDS guidance; current rules control use.
Form 15CA / 15CB
Remittance-information and CA-certificate terms discussed in the Income Tax forms guidance; current transition forms require review.

4. Research and response controls

A statement, notice, or correction should become a documented case.

Form 26AS
An income-tax information-statement term used in reconciliation discussions.
AIS
Annual Information Statement: an official information-statement concept that should be compared with records.
Correction return
A return correction related to an earlier submission/period; use current portal guidance.
Notice
An official communication that should be preserved with reference, period, evidence, and reviewer routing.
TRACES
A named income-tax/TDS service ecosystem referenced in the Department’s transition guidance.

Primary official sources

  1. Income Tax Department — Income Tax Returns
  2. Income Tax Department — TDS Compliance
  3. Income Tax Department — Tax Payments
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