FILING OF INCOME TAX RETURN FOR POOR DEFENCE PENSIONERS BY EXWEL TRUST

INCOME TAX RETURN FOR POOR DEFENCE PENSIONERS

 

FILING OF INCOME TAX RETURN FOR POOR DEFENCE PENSIONERS BY

EXWEL TRUST

This is the first time in the history, that a Sepoy pensioner of Indian Army has to run from pillar to post for filing Income Tax return, just because some banks have deducted huge amount of tax from their pension.  The amount of tax deducted is un-proportionate to their income. In some cases, banks like Indian Bank have deducted 90% of the pension as tax for three consecutive months from Jan 2017 and paid only 10% of their pension.

On our complaint, they simply replied to file IT return and get refund if any.  A 75 year old Sepoy’s  total pension income including all arrears was only Rs.3,45,000/-.  The bank had deducted Rs.40,000 as tax even after submitting PAN card to the bank.  There are many similar cases.  If a proper help is given to these pensioners for filing IT return with 10E, they will get the entire tax deducted as refund.  But we find it very difficult to educate them on this subject.  Most of them are ready to forego the entire amount deducted, and they are not ready to take pain to gather the required documents to claim tax relief.

However, the Exwel Trust conducted meeting exclusively for this purpose and explained in detail.  But the response is not encouraging.  Many aged pensioners do not have PAN Card.  There is no one to help them to get one.  They have to run a number of times to bank to get Form 16 and statement of account etc. from bank.  Most of the pensioners do not have old pass books to note down their pension received from 2006 to 2017.  Banks are not giving statement of account from 2006.  Some learned people are afraid of disclosing their 2^nd pension for the sake of refund.  Likewise there are so many reasons.

As far as possible, we are helping all the pensioners who are approaching for filing tax and helping them to get refund.  We are taking First Time filing cases only.

The last day for filing income tax return is 31^st July 2017.  We will accept applications for filing tax up to 20.07.2017 only.  Applications coming after 20.07.2017 will be returned.  The Money orders also will be returned.  (We expect a donation of Rs.800 for Filing 10E and IT Return),

Those who want to send applications for filing income tax must send the following details in a neatly typed format.  All documents must be sent by Courier or Speed Post only.  One or two documents only will be accepted by email/scanning etc.  We will not accept the entire documents by email.  Please note to send the following information in proper form and help us to help you.

The Particulars of a Pensioner

1        Name, Address, Mobile No. and Date of Birth.

2.      Father’s Name.

3.      PAN Card No. and Xerox copy.

4.      Aadhaar card Number. And copy.

5.      Form 16 issued by bank both Part A and B. (In three pages)

6.      Copy of Bank pass book Front page and transactions from Mar 2016 to Mar 2017.

7.      If you are drawing two pensions, the details of 2^nd pension from 2005 to 2017. (Yearwise total from Apr to Mar of each year)

8.      Details of arrears received.

a)      OROP arrears each instalment and date paid.

b)      Delinking arrears amount and date paid.

c)      7 CPC arrears and date paid.

9.      Your Service Particulars

a)      Rank

b)      Service

c)      Group

d)      Date of retirement

e)      Present Basic pension.

Bank details:

a)      Name of bank, Branch, IFSC Code.

b)      Account No. (Attach copy of Front page)

IF YOU ARE HAVING IT LOG IN DETAILS, PLEASE SHARE.  PLEASE MENTION IF YOU ARE FILING FIRST TIME

Note: Every one should verify the pass book enties and note down the total tax deducted for the FY 2016 -17 and see that it is correct with the Form 16 given by the bank.  If there is any difference, please ask the bank to issue corrected Form 16 and send it to us.

PLEASE NOTE THAT THE LAST DATE FOR RECEIVING INCOME TAX APPLICATIONS IN OUR OFFICE  IS 20.07.2017.  WE WILL RETURN ALL THOSE RECEIVED AFTER THE DATE.  THIS IS VERY IMPORTANT.

THIS IS A SERVICE FOR POOR DEFENCE PENSIONERS.  IF THERE IS ANY DISPUTE ARISES IN THE PROCESS, WE WILL RETURN THE ENTIRE DOCUMENTS AND THE MONEY ORDER.  NO FURTHER CORRESPONDENCE WILL BE MADE.

OUR CONTACT DETAILS 

EXWEL TRUST

NO.3D ST. MARK STREET,

JOHNS HIGH SCHOOL ROAD,

SAMATHANAPURAM,

TIRUNELVELI 627002.

TAMILNADU.

PHONE;0462-2575380

(PHONE AVAILABLE FROM 09.30AM TO 2.00 PM)

PLEASE HELP US TO SERVE YOU BETTER