Verify TDS-206 Compliance

Verify TDS-206 typically involves confirming the accuracy and completeness of information related to Tax Deducted at Source (TDS) Form 206.

How to Setup

1 Navigate to Workspace > Workflows, and click on the flow created for Verify TDS-206. If you need understanding in creating a workflow, refer to the step-by-step guide see here.

2 Hover over the plus (+) symbol and select Workflow. From the list, click Verify TDS-206 to add it.

3 Click on the newly added workflow, then select the General tab to customize your preferences.

Manage General

(*) Indicates an action to be mandatory.

Name	Description
Display Name*	Set a name to the workflow for easy identification.
Description	Summarize the purpose and functionality of this workflow module.
Enable	This toggle is enabled by default. When enabled, the particular workflow module begins its execution. Conversely, if disabled, the workflow module remains inactive and won't proceed.
Skip	Allows the user to skip this specific workflow module during execution. When selected, it provides an option to bypass the particular workflow without affecting other modules in the sequence.
Rule	This determines the criteria for triggering the particular workflow module. When the selected rule is evaluated, and is satisfied, the workflow proceeds as provided. If not, the workflow will not be executed. Note: If no rules are set, the workflow defaults to its standard action without any rule. For more information about the rules, refer here.

4 Then, click on the Configs tab to set the necessary configurations.

Manage Configs

Name

Description

TDS-206 Compliance Claims

Claims specify the information that should appear in the generated response. Note that only the selected claims will appear in the final response. The claims for Verify TDS-206 are, verify_tds206_compliance@pan_number: The PAN assigned to an individual for tax purposes. verify_tds206_compliance@tds206_compliance_verified_at: Timestamp (in Unix epoch format) indicating when the TDS-206 was verified. verify_tds206_compliance@client_id: A unique identifier assigned to the individual or entity for verification purposes. verify_tds206_compliance@tds206_compliance_verified: This denotes whether the TDS-206 verification is completed ("True" if completed, "False" if not). verify_tds206_compliance@compliant: Indicates whether the individual or entity complies with the TDS-206 regulations ("True" if compliant, "False" if not). verify_tds206_compliance@pan_allotment_date: The date when the PAN was allotted to the individual or entity. verify_tds206_compliance@masked_name: A partially hidden version of the name associated with the PAN for privacy purposes. verify_tds206_compliance@pan_aadhaar_linked: Indicates whether the PAN is linked to an Aadhaar number ("True" if linked, "False" if not). verify_tds206_compliance@specified_person_under_206: Specifies whether the individual or entity falls under the category of persons defined under Section 206 of the Income Tax Act ("True" if applicable, "False" if not). verify_tds206_compliance@pan_status: The current status of the PAN, such as Active, Inactive, or Cancelled. verify_tds206_compliance@valid_pan: Indicates whether the PAN is valid ("True" if valid, "False" if not).

5 After you've configured everything needed, click on SAVE.

6 Proceed to attach the workflow to the relevant application for execution. Refer to the instructions on how to attach a workflow to an application see here.

How it Works

1 Launch Postman or your preferred API tool and execute the flow by configuring the suitable Method, URL, and Body settings. If you're seeking guidance on how to perform these actions, see here.

2 Upon initiating the API call, a verification request will be sent to your configured Verification Way settings.

3 Based on the request, execute the flow in an incognito browser and follow the prompts to complete the verification process.

4 Begin by providing the PAN Number, and click on Submit.

5 The verification process will be completed if the entered data is valid.

If "force onboarding" is enabled in the API request, all users, regardless of status, will be directed to the onboarding flow first, followed by the verification flow if configured.

6 The response can differ depending on the chosen Verification Way and Notification Way configurations. To know more, see here.

7 Here is a sample response for Verify TDS-206:

{
   "request_id": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx",
   "user_id": "mark@gmail.com",
   "workflow": "verification",
   "valid_pan": "true",
   "masked_name": "MXXXXXXXU PXXXXXXXXA ",
   "pan_aadhaar_linked": "linked",
   "client_id": "itr_compliance_JmRoOJwdcBcohDxZQbEJ",
   "pan_number": "xxxxxxxxxx",
   "tds206_compliance_verified_at": "173268632",
   "pan_allotment_date": "2020-06-24",
   "compliant": "true",
   "pan_status": "operative",
   "tds206_compliance_verified": "true",
   "specified_person_under_206": "no"
}