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Change in Tax Status & Change in Bank Details FOLIO / UPHOLDER DETAILS Folio No.: Sole / First Unit Holder Joint Holder 1 Joint Holder 2 Name : PAN:CHANGE IN TAX STATUS Please Change the Tax Status

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How to fill out change in tax status

01

Start by gathering all the necessary documents, such as your previous tax returns, income statements, and any relevant documentation of changes in your financial situation.

02

Review the instructions for your specific tax form to understand the sections related to changing tax status.

03

Fill out the personal information section with your updated details, such as your name, address, and social security number.

04

Locate the section that deals with tax status changes, usually labelled as 'Filing Status' or 'Marital Status'.

05

Select the appropriate option that reflects your new tax status. If you got married, divorced, became widowed, or qualified for head of household status, choose the corresponding option.

06

Follow the instructions provided for providing additional details or documentation related to your tax status change.

07

Double-check all the information you entered to ensure accuracy and completeness.

08

Sign and date the form as required.

09

Make a copy of the completed form for your records.

10

Submit the form by either mailing it to the designated tax office or filing it electronically through an authorized platform.

11

Follow up to ensure that your tax status change has been processed successfully.

Who needs change in tax status?

01

Individuals who experienced a change in their marital status, such as getting married, divorced, or becoming widowed, may need to fill out a change in tax status.

02

Taxpayers who qualify for head of household status due to supporting dependents may also need to update their tax status accordingly.

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