Tax Forms

• 15G - Declaration to be furnished by individual shareholder claiming no deduction of tax.
• 15H - Declaration to be furnished by individual shareholder who is of the age of sixty years or more claiming no deduction of tax.
• Self-declaration by non-resident shareholders stating dividend income not effectively connected to any permanent establishment in India.
• Joint shareholding - Declaration to be furnished by shareholder to give credit of tax deducted to joint shareholder/s.
• Insurance - Declaration by shareholder qualifying as Insurer as per section 2(7A) of the Insurance Act, 1938 and exempt from tax deduction under section 194 of IT Act.
• Declaration by Category I/II Alternate Investment Fund (AIF) registered with SEBI holding registration and declaring dividend income is not chargeable under the head 'Profit and Gains of Business or Profession' and qualifies for exemption u/s 10(23FBA).
• Declaration by institution covered by Circular 18/2017 of the Income Tax Act, 1961 and whose income is unconditionally exempt.
• Self-declaration by non-resident shareholders in respect of beneficial ownership of dividend income.
• Mutual Fund - Declaration by Mutual Fund shareholder eligible for exemption u/s 10(23D) of the Income tax Act, 1961.
• Self-declaration by non-resident shareholders as per Rule 37BC of Income-tax Rules, 1962 in case of not having PAN.
• Current year valid Tax residency Certificate (TRC) to be obtained from the local tax authorities of the shareholder countries.
• Electronic Form 10F mandatorily to be obtained via https://eportal.incometax.gov.in/iec/foservices/#/login