Tax Deduction Refund Request

Summary

If your employer deducted tax from your salary due to an unupdated PAN, you should communicate with HR and the finance team. Reference Section 87A of the Income Tax Act, which provides tax exemption for individuals with income below ₹5 lakh, to clarify your eligibility. Provide proof of your updated PAN card and any previous communications. Formally request a refund of the deducted tax amount. If necessary, mention potential consequences of non-compliance and include a documented timeline of your actions. Consider using formal language and citing relevant laws in your communication.

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Yes the mail will be sent to HR and the finance team
To draft the email to your HR and finance team, here's a template you can consider using:
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Subject: Request for Refund of Excess Tax Deducted from Salary
Dear [HR/Finance Team's Name],
I hope this message finds you well. I am writing to address an issue concerning the tax deduction from my April salary for the financial year *-*.
According to the Income Tax Act, Section 87A, my annual income of ₹* lakh exempts me from tax liabilities. However, ₹*,* was deducted due to my PAN card not being updated on the portal, despite having provided it to HR earlier.
I have now updated my PAN card details on the portal. Kindly arrange for a refund of the deducted tax amount. Attached are copies of my PAN card and previous communications for your reference.
Thank you for your prompt attention to this matter.
Best regards,
[Your Name]
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Feel free to modify any part of this email to better suit your situation. Let me know if you need further assistance!
Dr
It seems you might have entered your name instead of a response. Could you please clarify if there's anything else you need help with regarding your situation?
Make it more legal
Case Rating: *
To make your email more legal, you can add the following elements:
- Cite Relevant Laws: Reference the specific clauses within Section 87A that outline your exemption criteria, e.g., "As per the provisions under Section 87A of the Income Tax Act..."
- Formal Language: Use formal language throughout, such as "I hereby formally request..."
- Legal Consequences: Mention potential consequences of non-compliance, e.g., "Failure to rectify may lead to..."
- Documented Timeline: Include dates of previous communications and actions taken, e.g., "On [Date], I provided my PAN card to HR..."
Let me know if you need help with specific legal phrasing or further assistance!
Draft a mail as a lawyer
Case Rating: *
Here's a more formal and legally inclined draft for your email:
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Subject: Formal Request for Refund of Excess Tax Deducted from Salary
Dear [HR/Finance Team's Name],
I hope this message finds you well. I am writing to formally address the unauthorized tax deduction from my April salary for the financial year *-*.
Pursuant to Section 87A of the Income Tax Act, my income of ₹* lakh entitles me to a full tax exemption. Despite having submitted my PAN card to HR on [Date], a deduction of ₹*,* was made due to the non-update of my PAN details in the portal. I have rectified this by updating my PAN information on the portal.
I hereby formally request the refund of the deducted tax amount. Kindly find attached copies of my PAN card and previous communications for your reference. I trust that this matter will be resolved promptly. Failure to address this issue may necessitate further action.
Thank you for your immediate attention to this matter.
Sincerely,
[Your Name]
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Feel free to adjust the specifics as needed. Let me know if there's anything else you'd like to modify or add!