Form No. 63 for Statement to Be Furnished To the Assessing Officer In Respect Of Income Distributed By the Unit Trust of India. Form No. 63 is relevant for the unit Trust of India, in respect of income distributed before 31-3-2002 or after 1-4-2003 by unit Trust of India or the specified company for which additional income tax is leviable under section 115R.
Any amount of income distributed by the specified company or a Mutual Fund to its unit holders shall be chargeable to tax and such specified company or Mutual Fund shall be liable to pay additional income-tax on such distributed income at the rate of—
(i) twenty-five per cent on income distributed to any person being an individual or a Hindu undivided family] by a money market mutual fund or a liquid fund;
(ia) thirty per cent on income distributed to any other person by a money market mutual fund or a liquid fund;
(ii) twelve and one-half per cent on income distributed to any person being an individual or a Hindu undivided family by a fund other than a money market mutual fund or a liquid fund; and
(iii) thirty per cent on income distributed to any other person by a fund other than a money market mutual fund or a liquid fund:
FORM NO. 63
[See rule 12B]
Statement to be furnished to the Assessing Officer designated under rule 12B of the Income-tax Rules, 1962, in respect of income distributed by the Unit Trust of India
(Separate forms to be filled up for each scheme)
1. Address of Registered Office
2. Permanent Account Number
3. Previous Year ending
4. Name and address of the office bearers
5. Name of Scheme
6. Face Value of Unit
7. Total No. of Units
8. Details of income distributed:—
Distribution or Payment of Income
Tax payable under section 115R
Interest chargeable under section 115S, if any
Payment towards tax and interest under section 115S (Attach a copy of challans)
9. Tax payable on income distributed to the Unit holders.
Enclose audited accounts including balance sheet, annual report, if any, with certified copies of income and appropriation towards distribution of income.
(Name in full and in block letters) son/daughter/wife of
do hereby solemnly declare that to the best of my knowledge and belief what is stated above and in the annexure(s), including the documents accompanying such annexure(s), is correct and complete. I further declare that I am furnishing such statement in my capacity as
(designation) and that I am competent to furnish this statement and verify it.
Verified today the
have examined the books of account and other documents showing the particulars of income earned and the income distributed to the unit holders by the Unit Trust of India for the previous year ending
2. I/We declare that the above particulars are true and correct to the best of my/our knowledge and belief.
(Signature with name of the Accountant)