An essential document, Form 26AS lists all of the tax-related transactions connected to your PAN, including refunds, advance tax payments, and tax deductions. It is necessary to file income tax returns and is used to confirm taxes paid.
Form 26AS may occasionally be required for a variety of reasons, such as audits, loan applications, or the resolution of tax disputes. The process is streamlined by submitting an application that is well-organized, contains the necessary information, and is clear.
Five application types for requesting Form 26AS based on different circumstances will be provided in this blog.
1. General Application for Form 26AS Statement
To,
The Manager,
[Bank/Institution Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Form 26AS Statement
Respected Sir/Madam,
I am [Your Name], an account holder with your bank, holding account number [Your Account Number] and PAN [Your PAN Number]. I am writing to request a copy of my Form 26AS statement for the financial year [Insert Financial Year], as it is required for filing my income tax return.
Please find attached the necessary documents for your reference:
1. Self-attested copy of PAN card.
2. Identity proof (e.g., Aadhaar card).
3. Proof of account ownership (e.g., passbook or account statement).
I request you to provide the Form 26AS at the earliest to ensure timely filing of my tax return. Kindly let me know if further information is required.
Yours sincerely,
[Your Name]
[Your Contact Number]
[Your Email Address]
2. Application for Form 26AS to Rectify TDS Discrepancy
To,
The Manager,
[Bank/Institution Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Form 26AS Statement to Rectify TDS Discrepancy
Respected Sir/Madam,
I, [Your Name], holding PAN [Your PAN Number], recently identified a discrepancy in the TDS amount credited to my account. To resolve this issue, I require a copy of my Form 26AS statement for the financial year [Insert Financial Year].
I have attached the following documents for verification:
1. Self-attested copy of PAN card.
2. Proof of TDS deduction (e.g., Form 16 or deduction certificate).
3. Identity proof.
I kindly request your assistance in providing the Form 26AS to address this matter at the earliest.
Yours sincerely,
[Your Name]
[Your Contact Number]
[Your Email Address]
3. Application for Form 26AS for Loan Processing
To,
The Manager,
[Bank/Institution Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Form 26AS Statement for Loan Processing
Respected Sir/Madam,
I am [Your Name], a customer of your bank with account number [Your Account Number] and PAN [Your PAN Number]. As part of my loan application process with [Loan Provider’s Name], I need to submit my Form 26AS statement for verification purposes.
Kindly provide me with the Form 26AS statement for the financial year [Insert Financial Year]. I have attached the required documents for your reference:
1. Self-attested copy of PAN card.
2. Identity proof (e.g., Aadhaar card).
3. Loan-related correspondence (if applicable).
Your prompt assistance in this matter will be greatly appreciated.
Yours sincerely,
[Your Name]
[Your Contact Number]
[Your Email Address]
4. Application for Form 26AS Statement for Tax Refund Verification
To,
The Manager,
[Bank/Institution Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Form 26AS Statement to Verify Tax Refund
Respected Sir/Madam,
I, [Your Name], holding PAN [Your PAN Number], am writing to request a copy of my Form 26AS statement for the financial year [Insert Financial Year]. This is required to verify the tax refund credited to my account.
Attached are the documents needed for verification:
1. Self-attested copy of PAN card.
2. Refund-related correspondence (if any).
3. Identity proof.
I kindly request you to provide the Form 26AS at the earliest for my review and records.
Yours sincerely,
[Your Name]
[Your Contact Number]
[Your Email Address]
5. Application for Form 26AS Statement for Income Tax Audit
To,
The Manager,
[Bank/Institution Name],
[Branch Name],
[City, State, Pin Code]
Date: [Insert Date]
Subject: Request for Form 26AS Statement for Income Tax Audit
Respected Sir/Madam,
I am [Your Name], a taxpayer holding PAN [Your PAN Number]. My accounts are currently under audit for the financial year [Insert Financial Year], and I am required to submit my Form 26AS statement to the income tax authorities.
Please find attached the necessary documents for processing my request:
1. Self-attested copy of PAN card.
2. Notice or letter from the income tax authorities (if applicable).
3. Identity proof.
I request you to process this application at the earliest to comply with the audit requirements.
Yours sincerely,
[Your Name]
[Your Contact Number]
[Your Email Address]
Key Points to Consider
Purpose of Request: Clearly state the reason for needing Form 26AS (e.g., tax filing, discrepancy verification).
Details to Include: Mention your PAN, relevant account details, and the financial year.
Supporting Documents: Provide identity proof, PAN copy, and any additional documents requested by the institution.
Mode of Submission: Check whether the application needs to be submitted in person, via email, or through an online portal.
Response Time: Institutions typically provide Form 26AS within a few days, depending on the mode of submission.
In order to preserve accuracy and transparency in tax-related affairs, Form 26AS is essential. A well-written application guarantees efficient processing, whether it is for filing returns, settling disputes, or fulfilling institutional obligations.
To prevent delays, make sure your application contains all required information and supporting documentation. You can confidently handle a variety of situations that call for a Form 26AS statement by following these templates.
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[MBA in Finance]
Nazim Khan is an expert in Microsoft Excel. He teaches people how to use it better. He has been doing this for more than ten years. He is running this website (TechGuruPlus.com) and a YouTube channel called "Business Excel" since 2016. He shares useful tips from his own experiences to help others improve their Excel skills and careers.
