Documents Required for Lower / Nil TDS Certificate (Form 13)
Lower / Nil TDS Certificate (Form 13) is granted on the strength of the papers you file with it, so a complete set at the start is the difference between typically 4–8 weeks, depending on the assessing officer and a query that sends the application back. Below is every document our team needs from you, what each one is for, and how to get it to us. You upload all of it in your Fastlegal dashboard — nothing is couriered, and nothing is payable while you gather it.
Checklist: 6 documents for lower / nil tds certificate (form 13)
- 1
PAN and TRACES/income-tax portal access
- 2
Last 3 years' ITRs and financial statements
- 3
Current-year provisional financials and projections
- 4
List of deductors with PAN/TAN and expected payments
- 5
Form 26AS / AIS for the last year
- 6
For NRI property sale: sale agreement, cost of acquisition proof
What we file with them
- Assessment of eligibility and the rate to request
- Projected profit & loss and tax computation for the year
- Preparation and filing of Form 13 on TRACES
- Deductor-wise schedule of expected receipts
- Follow-up with the Assessing Officer and reply to queries
- Certificate shared with you for onward submission to deductors
How to submit your documents
- 1
Start it online: Order and share your projected receipts and expected tax.
- 2
Upload documents in your dashboard: Upload past returns, financials and the deductor list in your dashboard.
- 3
We apply and follow up: We file Form 13 and pursue it with the Assessing Officer until the certificate is issued.
- 4
Track & download: Download the certificate from your dashboard and share it with your deductors.
Scans or clear phone photographs are fine for every item above. Documents live in your private vault, are served only to your signed-in account and the team working on your file, and you can delete anything you uploaded.
Document questions for lower / nil tds certificate (form 13)
Who can apply for a lower deduction certificate?
Any resident or non-resident whose estimated tax liability justifies a lower rate — for example companies with carried-forward losses, low-margin contractors, and NRIs selling Indian property where TDS on the full sale value would far exceed capital-gains tax.
How long is the certificate valid?
Generally for the financial year in which it is issued, or the period mentioned in the certificate, and only for the deductors named in it.
Can the certificate be issued for nil deduction?
Yes, where the estimated liability is nil. Officers scrutinise nil applications more closely, so projections must be well supported.
What if the officer rejects the application?
Rejections are usually for incomplete projections. We address the officer's reasons and re-apply; excess TDS can in any case be claimed as a refund through the ITR.
Got your documents together?
Hand lower / nil tds certificate (form 13) to our team and upload them straight away. We confirm a fixed fee once we have seen what is involved — nothing is charged until you approve it.
Not sure which documents apply to you?