Form 63A, Download Income Tax Form 63A in PDF Format

Income Tax FORM NO. 63A for Statement to Be Furnished To the Assessing Officer In Respect Of Income Distributed By a Mutual Fund. Form No. 63A is relevant only for a mutual fund which is liable to pay additional income tax on distributed profit under section 115R on or after 1-4-2003.this form is to be submitted on or before 15th September in each year in respect of the income distributed during the preceding previous year.

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. 63A

[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 a Mutual Fund

(Separate forms to be filled up for each scheme)

1. Name of the Mutual Fund and the address of registered office

 

2. Permanent Account Number

 

3. Previous Year ending

 

4. Names and addresses of the trustees of the fund

 

5. Objects of the fund (Enclose a copy of the Mutual Fund deed)

 

6. Whether registered with SEBI;

 

If yes, please specify the date and number of the order (Enclose a copy of the SEBI’s order)

 

7. Date of inception or setting up of the Mutual Fund

 

8. Details of Asset management company such as names and addresses of Directors

 

9. Name of Scheme

 

10. Face Value of Unit

 

11. Total No. of Units

12. 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)

Date(s)

Amount(s)

Date(s)

Amount(s)

13. 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.

I,

(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

day of

Place
Signature

Verification

I/We

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

(name of the Mutual Fund) 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.


Place

(Signature with name of the Accountant)

Date

 

 

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