> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax/form-12-ba.md).

# Form 12 BA

#### 1. What is Form 12BA report? <a href="#id-7.-what-is-form-12ba-report" id="id-7.-what-is-form-12ba-report"></a>

Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.

[![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd\&width=48\&height=48\&sign=5c056a2b\&sv=2)Income Tax | Pocket HRMSdocs.pockethrms.com](https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year)

Form 12BA is an income tax form used to report perquisites (like free housing or travel) provided by an employer. It is required if the employee's annual salary exceeds Rs 1,50,000. Form 12BA is an essential annexure to Form 16, detailing the valuation of perquisites provided to an employee. For any queries, contact <support@pockethrms.com>

#### 2. How to download the 12BA form? <a href="#id-6.-how-to-download-the-12ba-form" id="id-6.-how-to-download-the-12ba-form"></a>

Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.

[![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd\&width=48\&height=48\&sign=5c056a2b\&sv=2)Income Tax | Pocket HRMSdocs.pockethrms.com](https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year)

**Path**: Cloud Portal>Analytics>Report>Income Tax>Form 12BA Report>select required details>Download

**Step 1**: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVLh0ZgIBZZvxYg6zuT5r%252F0.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5e02a92d&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2**: Under the ‘Income Tax’ tab, click on the ‘Form 12BA Report’ subtab.

**Step 3:** Select Category, Employee Code and the ‘TDS Print Date’ from the respective fields. Click on the ‘Download’ button and the Form 12BA Report will be downloaded accordingly.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOFDGXcoLHn5XUXERabQ7%252F1.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=654f7786&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Link**:

<https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=Form12BAReport>

For any queries, contact <support@pockethrms.com>
