Instructions for filing Form 15G Basic Details

Instructions for filling Form 15G Basic Details

Option 1 – “Import CSV“

 Download the template from the link (“Template”) provided.

 Click on the template; provide a file name to save the file.
 Update the data as per the headings provided in the template.
 Ensure that the filled template is saved in .CSV format. The same can be done
through  Go to File  Save As  Provide File name to save the Template 
Select Save as type as “CSV (Comma delimited) (*.csv)”  Save.
 Import the updated CSV file by Clicking on “Import CSV with basic details”.

Option 2 – “Add Details“

 Select “Add Row” and enter all the required details. Click on “Save” to save the
added details in the table. To copy/edit/delete rows select the row which is to be
copied/edited/deleted and then click on respective buttons available.
To add income details for the respective row of “Basic details”, select the row,
click on “Add Income details” and fill the required data and save it.

Note:
1) On deletion of any row in “Basic details” tab, the corresponding income details
row shall get deleted.
2) The new data added shall always be appended to the existing one. It shall not
overwrite.

Guidance for importing the data

In “CSV Template”, the data provided should comply with the below requirements:

 “Unique Identification No” field should be of a valid UIN format.

A valid UIN format should have “First Character should be "G" followed by 9
digits, next Financial year (Ex: 201516) and TAN (First 4 alphabets, then 5
numeric and last alphabet)”.

 “PAN of the Assesse” field should be of valid PAN format.

A valid PAN format should be “First 5 alphabets, next 4 numeric digits and then 1
alphabet”.

 The drop down values of “Status” should be given as the simplified codes
mentioned below:

Individual 1
HUF 2
AOP/BOI 3
AOP(trust) 4
Local Authority 5
Artificial Juridical Person 6
Co-operative Society 7
Co-operative Bank 8
Private Discretionary Trust 9

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 Instructions for filing Form 15G Basic Details

 The drop down values of “Residential Status” should be given as the simplified
codes mentioned below:

Resident RES
Non Resident NRI
Resident but not Ordinarily NOR
resident

 “Previous year (P.Y) (for which declaration is being made)” field should be
of valid YYYY format. (Ex: if P.Y is 2014-15, it should be mentioned as 2014).

 The drop down values of “State” should be given as the simplified codes
mentioned below:

Andaman and Nicobar islands 01

Andhra Pradesh 02
Arunachal Pradesh 03
Assam 04
Bihar 05
Chandigarh 06
Dadra Nagar and Haveli 07
Daman and Diu 08
Delhi 09
Goa 10
Gujarat 11
Haryana 12
Himachal Pradesh 13
Jammu and Kashmir 14
Karnataka 15
Kerala 16
Lakshadweep 17
Madhya Pradesh 18
Maharashtra 19
Manipur 20
Meghalaya 21
Mizoram 22
Nagaland 23
Orissa 24
Pondicherry 25
Punjab 26
Rajasthan 27
Sikkim 28
Tamil Nadu 29
Tripura 30
Uttar Pradesh 31

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 Instructions for filing Form 15G Basic Details
West Bengal 32
Chhattisgarh 33
Uttarakhand 34
Jharkhand 35
Telangana 36
Ladakh 37
Foreign. 99

 The drop down values of “Whether assessed to tax under the Income-tax
act,1961” should be given as the simplified codes mentioned below:

YES Y
NO N

 “If yes, last assessment year for which assessed” field should be of valid in
YYYY format. (Ex: if A.Y is 2014-15, it should be mentioned as 2014).

 “Estimated income for which this declaration is made” field should be

“Numeric, Non- negative, Non- decimal and not exceeding 14 digits”.

 “Estimated total income of the P.Y. in which Estimated income for which
this declaration is made to be included” field should be “Numeric, Non-
decimal and not exceeding 14 digits”.

 “Total No. of Form No. 15G filed” field should be “Numeric, Non-negative,
Non- decimal and not exceeding 4 digits”.

 “Aggregate amount of income for which Form No.15G filed” field should be
“Numeric, Non-negative, Non - decimal and not exceeding 14 digits”.

 “Date on which Declaration is received (DD/MM/YYYY)” field should be of

valid DD/MM/YYYY format.

 “Amount of income paid” field should be “Numeric, Non-negative, Non -

decimal and not exceeding 14 digits”.

 “Date on which the income has been paid/credited (DD/MM/YYYY)” field

should be of valid DD/MM/YYYY format.

 The drop down values of “Record Type (Only in case of correction)” should be
given as the simplified codes mentioned below:

ADDITION A
DELETION D
UPDATE U

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