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FY 2026-27 · For Employers & Employees

What is Form 138? Quarterly TDS Return for Salary — Explained Simply

Every month, your employer deducts TDS from your salary. But how does the government know? Your employer files a report every quarter. That report used to be called Form 24Q. Now it's Form 138.

Form 24Q → Now Form 138
Filed by Employer, Not You

Quick Answer

Form 138 is the quarterly TDS return that your employer files with the government to report how much salary was paid and how much TDS was deducted from all employees. It replaced Form 24Q from April 1, 2026. As an employee, you don't file this — but it directly affects whether your TDS credit shows up in Form 168.

Why Should You Care About Form 138?

You might think: "My employer files it, not me. Why should I care?"

Because your TDS refund depends on it. Here's the chain:

StepWhat Happens
1Employer deducts TDS from your salary every month
2Employer deposits TDS with government via challan
3Employer files Form 138 quarterly — reporting TDS details
4Government processes Form 138 and updates your Form 168 (AIS)
5Employer issues Form 130 (TDS certificate) to you
6You file ITR claiming TDS credit from Form 168

Samajh lo: if Step 3 doesn't happen, Steps 4-6 break. No Form 138 = No TDS in Form 168 = No refund.

Form 138 Structure — What's Inside?

SectionWhat It ContainsFiled Every Quarter?
Part ADeductor details — company name, TAN, address✓ Yes
Part BChallan details — TDS deposited with government✓ Yes
Annexure IEmployee-wise TDS breakup — name, PAN, TDS amount✓ Yes (all 4 quarters)
Annexure IIDetailed salary computation — income, deductions, taxOnly Q4
Annexure IIISenior citizen pension/interest (for specified banks)When applicable
💡 Why Annexure II is Only in Q4

Annexure II contains the full-year salary computation with all deductions. Since the complete picture is only available at year-end (January-March), it's filed only in Q4. This is also the annexure that feeds into your Form 130 Part C.

Form 138 vs Form 24Q — What Changed?

FeatureOld: Form 24QNew: Form 138
LawIncome-tax Act, 1961Income-tax Act, 2025
Annexures2 (Annexure I + II)3 (Annexure I + II + III)
Auto-prefill❌ Manual entry✓ Auto-prefill from challan data
Real-time Validation❌ Errors found after filing✓ Validated during filing
GeneratesForm 16Form 130
UpdatesForm 26ASForm 168 (AIS)

Due Dates for Form 138 Filing

QuarterPeriodDue DateLate Fee (Section 234E)
Q1April – JuneJuly 31₹200/day until filed
Q2July – SeptemberOctober 31₹200/day until filed
Q3October – DecemberJanuary 31₹200/day until filed
Q4January – MarchMay 31₹200/day until filed
⚠ Late Fee Cannot Exceed TDS Amount

The ₹200/day penalty is capped at the total TDS amount for that quarter. So if your employer's total TDS for Q1 was ₹50,000, maximum late fee is ₹50,000 — even if they filed 300 days late.

Real-Life Scenario: Why Form 138 Matters to You

Neha earns ₹8 lakh salary. Her employer deducts ₹0 TDS (because ₹8L is within the zero-tax bracket under New Regime after standard deduction). But the employer still needs to file Form 138 every quarter — even when TDS is zero!

Why? Because Form 138 also reports the salary paid. If the employer doesn't file it, Neha's salary won't show up in Form 168. When Neha files ITR, the pre-filled data will be incomplete.

✓ Pro Tip: Ask HR About Form 138 Filing

During your quarterly check of Form 168, if your salary details are missing, ask HR: "Has Form 138 been filed for this quarter?" Most payroll teams file on time, but small companies sometimes delay.

The Complete Form Ecosystem — How Everything Connects

Old FormNew FormWho Files/IssuesPurpose
Form 24QForm 138Employer files quarterlyReport TDS on salary to government
Form 16Form 130Employer issues to employeeTDS certificate for employee
Form 26ASForm 168Government generatesComplete tax statement for taxpayer

Simple chain: Employer files 138 → Government creates 168 → Employer gives you 130 → You reconcile 130 vs 168 → File ITR. Done!

Know Your Tax Before Your Employer Files

Calculate your exact tax liability and compare it with your monthly TDS deduction. If your employer is deducting too much or too little, you'll know.

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Frequently Asked Questions

Form 138 is the quarterly TDS return that employers file for salary TDS under the Income-tax Act, 2025. It replaced Form 24Q from April 1, 2026. Your employer files it every quarter to report TDS deducted from all employees' salaries.
Q1 (Apr-Jun): July 31. Q2 (Jul-Sep): October 31. Q3 (Oct-Dec): January 31. Q4 (Jan-Mar): May 31 of the next financial year.
No. Form 138 is filed by your employer, not by you. As an employee, you only need to verify that the TDS reported via Form 138 reflects correctly in your Form 168 (AIS) and matches your Form 130 (TDS certificate).
If your employer doesn't file Form 138, your TDS credit won't appear in Form 168. This means you can't claim TDS refund when filing ITR. The employer also faces a late fee of ₹200 per day under Section 234E, capped at the TDS amount.
Form 138 replaced Form 24Q under the new Income-tax Act, 2025. The structure is similar but Form 138 has improved features like auto-prefill of challan data, real-time validations during filing, and a 3-annexure format (vs 2 in Form 24Q).

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