Helping a Multi-Specialty Hospital Navigate Tax Scrutiny and Reclaim Refunds

Industry: Healthcare – Multi-Specialty Hospital Location: Kerala Organization Type: Private Healthcare Institution Service Category: Tax Representation, Refund Filing, Audit Support Engagement Period: FY 2022–23
The story

The Challenge

A private hospital was served multiple notices relating to pending income tax returns and mismatch in TDS records. Complications included:

Delayed filings from previous accounting years

Unclaimed TDS credits due to incorrect 26AS reporting

Questions raised on certain professional payments and donations

Incomplete audit documentation from earlier consultants

The institution also sought to claim sizeable tax refunds that had been delayed due to unresolved compliance gaps.

key steps

Our Approach

Lekshmi N Iyer & Associates undertook a structured clean-up and representation process to bring clarity and control back to the hospital’s finance desk.

Mapped previous years’ filings with Form 26AS, audited financials, and bank summaries.

Assisted in revising TDS returns, ensuring proper mapping of credits against the hospital’s PAN.

Drafted formal replies to departmental notices, submitted revised computation sheets, and addressed raised discrepancies.

Filed applications under section 154 and followed up with assessing officers to unlock pending refunds.

Our philosophy

The Outcome

Refunds Successfully Released
Past-year refund amounts were credited post documentation and rectification.

Audit Records Standardized
Financial records and schedules were cleaned up for future audits and internal tracking.

TDS Mapping Corrected
Proper TDS linkage enabled smooth credit reflection in departmental systems.

Improved Finance Team Awareness
The hospital’s internal team was trained on documentation protocols and compliance calendars.

Why Us

Why Choose Lekshmi N Iyer & Associates

For institutions managing both regulatory oversight and continuous operations, Lekshmi N Iyer & Associates offers practical, responsive advisory—ensuring both recovery and future readiness across tax, audit, and compliance matters.

“Healthcare organizations value our ability to combine audit intelligence with hands-on coordination, helping institutions avoid penalties, recover dues, and prepare for long-term financial clarity”

Professional Impact
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