Tax Forms

• Form 121 - Declaration for receipt of dividend without deduction of Tax
• Self-declaration by the shareholders of having no permanent establishment in India in accordance with the applicable Tax Treaty and IT Act
• Joint shareholding - Declaration to be furnished by shareholder to give credit of tax deducted to joint shareholder/s.
• Declaration by shareholder qualifying as Insurer as per Section 2(7A) of the Insurance Act, 1938
• Declaration by Category I/II Alternate Investment Fund (AIF) registered with SEBI specified at Schedule V (Table: Sl. No 1)
• Declaration by institution covered by Circular 18/2017 and whose income is unconditionally exempt.
• Self-declaration by non-resident shareholders in respect of beneficial ownership of dividend income.
• Declaration by Mutual Fund shareholder as specified at Schedule VII (Table: Sl. No 20 or 21) of the Income Tax Act, 2025
• Self-declaration by non-resident shareholders as per subrule 2 of Rule 217 of Income Tax Rules, 2026 in case of not having PAN
• The procedure for e-filing Form 41
• Tax Residency Certificate (TRC) for the current tax year obtained from the revenue or tax authorities of the country of tax residence
• Form 41 mandatorily to be obtained via https://eportal.incometax.gov.in/iec/foservices/#/login