Introduction TDS return filing involves recurring deadlines, validations, and coordination. For mid-size CA firms handling multiple clients, setting up streamlined workflows ensures timely filing, reduces errors, and improves team efficiency.

Key Elements of a TDS Compliance Workflow

• Client onboarding with TDS details (TAN, nature of payments, deductee list)

• Checklist of due dates (24Q, 26Q, 27Q, 27EQ)

• Data collection SOPs

• Responsibility mapping

• Filing and validation process

Steps to Set Up the Workflow

1. Centralize Client Information
   Create digital profiles for each client with TAN, responsible team member, TDS type, return frequency.

2. Build a Filing Calendar
   Maintain a master dashboard with return due dates, document cut-off timelines, and client-wise reminders.

3. Create SOP for Data Collection
   Share standardized Excel templates with clients to collect salary, contractor, rent, and interest payment data.

4. Assign Roles Internally
   Define who collects data, who verifies challans, and who is responsible for uploading returns.

5. Integrate TDS Software Tools
   Use TDS filing modules within your practice management software like Unpaper to automate file validation, FVU generation, and error tracking.

6. Track Filing Status
   Maintain a status board that reflects Draft, Validated, Filed, and Acknowledged returns. Update this weekly.

7. Send Acknowledgments and Reports to Clients
   Automate email reports with filed details, Form 16/16A downloads, and upcoming payment alerts.

Maintaining Compliance Year-Round

• Review quarterly reports.

• Train junior staff on latest TDS changes.

• Encourage clients to share data 5–7 days in advance.

Conclusion A structured workflow for TDS compliance frees up bandwidth, reduces rework, and builds client trust. Tools like Unpaper help mid-size CA firms standardize operations and focus on high-value advisory.