How can I file a tax return and claim a TDS refund on behalf of a deceased parent?

Is it possible to submit an income tax return (ITR) on behalf of a deceased parent and claim a refund for tax deducted from the Source (TDS) on revenue earned during the same financial year? If so, are there specific procedures I need, or any pre -intimation I need to give the tax department? – Refraining name on request Yes, you can submit an ITR for a deceased parent and claim a TDS refund, but there is a specific process to follow. This involves two important steps: to get proof that you are the legal heir, and to register yourself on the Income Tax e-Lij Portal as their authorized representative. This ensures that the return is submitted in accordance with tax rules and that any refund is credited correctly. Step 1: Obtain proof that you are the legal heir in Mumbai (and most parts of Maharashtra), this is done by the Taluk or Tehsildar office or the local office in the municipal corporation in the area where the deceased lived. The process usually involves the submission of an application form, the death certificate, your identity and acceptance and documents that show your relationship with the deceased. Pay a nominal fee, and after verification the Tehsildar issues the certificate. It can take a few weeks, so it’s best to start early. Step 2: Register as an Authorized Representative Once you have the Legal-Heir Certificate, Sign in to your own account on the Income Tax Portal and request registration as a representative judge. Choose “Died (Legal Heir)” and upload the required documents: Death Certification, Pan of the deceased, legal heir and your bank account details for repayment credit. After the income tax department approves the request, you can submit the ITR on behalf of the deceased. The submission of the ITR and the claim of a refund The return must earn all income earned from April 1 to the date the person died. Revenue received after the date of death (as interested later) is taxable in your own hands as the legal heir. If TDS is deducted during their lifetime, you can claim the refund in the ITR. If the original bank account is closed, you may request a request to submit a “refund-re-issue” and specify your own ratified account. No separate prior intimacy to the tax department is required above the online legal registered. If there are several heirs, make sure there is clarity and consensus to avoid disputes. Keep all original documents safe as they may be necessary for verification. Although the process is simple, it may feel overwhelming during a period of sadness, and consider taking help from a trusted tax worker to relieve the load. Nehal Mota is co-founder and CEO of Finnovate.