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eFiling User Manual

Table of Contents

Individual User Individual User Registration ........................................................................ 3 Individual User Features ............................................................................. 8 Corporate User Corporate User Registration ..................................................................... 37 Corporate User Features .......................................................................... 43 HUF User HUF Registration ....................................................................................... 69 HUF Features ............................................................................................ 75 Tax Professional (CA) Tax Professional (CA) Registration .......................................................... 101 Tax Professional (CA) Features ............................................................... 107 External Agency ( Bulk PAN Verification User) External Agency Registration (Bulk Pan Verification User) ..................... 123 External Agency Features (Bulk Pan Verification User) ........................... 128 e-Return Intermediary (ERI) User e-Return Intermediary (ERI) User Registration ...................................... 143 e-Return Intermediary (ERI) User Features ............................................. 150

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Individual User

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Individual User Registration
An Individual should have a valid PAN for registering with the E-Filing application. Registration Process  Type in the URL of e-Filing application ( https://incometaxindiaefiling.gov.in )

Click on the 'Register Yourself' tab and select 'Individual' against the radio button found under “Individual/HUF”.

Note: Instructions are provided on the right hand side of the screen. However, user can also refer to HELP menu, should they need help.  The user will be directed to the registration page and the user will fill the following fields for further validation.        PAN Number – Mandatory, should be valid PAN. Surname – Mandatory, should be as per the PAN details. First Name – Not mandatory, should be as per the PAN details. Middle Name - Not mandatory, should be as per the PAN details. Date of Birth – Mandatory, should be as per the PAN details. Email ID - Mandatory, should be valid E-mail ID. Mobile Number – Mandatory.

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which is entered in the Basic Details screen. A. Personal Details These details could be automatically populated by previously entered basic details. The user has to enter the same password as entered above. Password – Mandatory. Primary Secret Question – Mandatory. Password Details        User ID – This will be automatically populated by the system. Primary Secret Answer – Mandatory. Confirm Password – Mandatory. The registration details page should be displayed. The user needs to select any one question from available in the drop down. Secondary Secret Question – Mandatory. B. alphanumeric and should contain at least one special character. Secondary Secret Answer – Mandatory. The user needs to select any one question from available in the drop down. Click on the “Continue” button. should be between 8 – 14 characters. 4 .

Email ID – Mandatory. Present Address       Flat/Door/Building – Mandatory.Non mandatory. Pincode – Mandatory.C. Town/City/District – Mandatory. Alternate Mobile Number . Road/Street – Non-mandatory.Non mandatory. user selects from the drop down provided. State – Mandatory. Alternate Email ID . Fax Number – Non-mandatory. This field is auto-filled from the previous page. Contact Details       Landline Number – Not mandatory. D. Check the check box ‘Tick the box if Permanent Address is same as Present Address. 5 . should be valid E-mail ID. Mobile Number – Mandatory. Area/Locality – Mandatory.

User can un-check the box provided to un-subscribe for mailing list.E. G. user will be navigated to the “Registration successful” screen. Captcha This is mandatory and the user has to type in the numeric code which appears on the screen. Enable Alerts. reminders and notification. If it is success.  Click on ‘SUBMIT’. 6 . Subscribe to Mailing List This will be auto-selected. F. reminder and notifications This will be auto-selected. User can un-check the box provided to disable alerts.

the user should click on the Activation link. An SMS is also sent to notify on the confirmation mail. 7 . The user account is activated and the database is updated.The user receives a confirmation e-mail with an activation link. In order to activate the account.

Answer Secret Question.Individual User Features Forgot Password In efiling application home page. Click Forgot Password Link. click ‘Login Here’ button. Select the option. Enter Date of Birth. Secret Question and Secret Answer 8 . Enter User ID and captcha Click Continue a) I.

I. Enter New Password and Confirm Password. Click Submit. Enter New Password and Confirm Password. 9 . III. Click Submit.pfx file II. Upload Digital signature Certificate. Select one of the option. Upload using . Click Submit b) Select the option.II.

Click Submit 10 . II. Select Assessment year. III. I. Enter New Password and Confirm Password. Click Submit. acknowledgment number and bank account number. Enter e-Filed Acknowledgment number and bank account number. Click Submit c) Select the option.III.

in). Click ‘Login Here’ button. Enter user name.gov. password and DOB Click Login. Profile Settings Change Password Navigate to Profile Settings -> Change Password 11 .Login In browser. enter the URL of the efiling application (https://Incometaxindiaefiling.

answer and Secondary secret question and answer. 12 . confirm password and click submit. new password. Change Secret Question and Answer Navigate to Change Secret Question(s) and Answer(s). Click submit Update Contact Details Navigate to Profile settings-> Update contact details.Enter old password. Change Primary secret question.

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Success message will be displayed on the screen. Register Digital Signature Certificate Navigate to Profile settings -> Register digital signature certificate 14 .Change the contact details and click submit.

Click submit. Higher security option will be enabled. Success message will be display on the screen 15 . Success message will be displayed on the screen. Click Disable. Opt for Higher Security Navigate to Profile settings->Opt for higher security Upload and match the DSC. Success message will be displayed on the screen.

View my Profile Navigate to Profile settings -> View my profile 16 .

PAN Details Navigate to Profile settings -> PAN details The PAN. Status and Date of Birth (DOB) will be displayed. Gender. 17 . Mailing List Navigate to Profile Settings -> Mailing list User should be able to subscribe or unsubscribe the mailing list. Name. Click Subscribe to subscribe to mailing list. Address given while registering for the PAN card.

Success message is display on the screen. Reminders and Notification. Alerts. Click enable. 18 . Success message will be displayed on the screen. Success message will be displayed on the screen. Reminders and Notifications Navigate to Profile Settings-> Alerts. Click Unsubscribe to unsubscribe from mailing list. Users want to unsubscribe .Click disable.

Success message will be displayed on the screen. The user will be redirected to the TDS. The Details of the acknowledgment number is displayed as a pop up.CPC website . My Account View Form 26AS (Tax Credit) Navigate to My Account -> View Form 26 AS Click Confirm. 19 . My Return/Form Navigate to My Account -My returns/Form User will be able to see the status of returns. Click on the Acknowledgment number.

Refund/Demand Status User is able to see the status of Refund/Demand. DOB. Refund Reissue Request Navigate to Refund Reissue Request Enter the CPC Reference Number. sequence number. captcha and click submit 20 .

enter communication reference number.Select Mode of Refund Reissue. bank account details. category and Click submit. latest order date and click submit Select the Rectification request type and click submit 21 . Rectification Request Navigate to Rectification request page Select assessment year.

Rectification Status Navigate to My Account -> Rectification Status Select Assessment Year. sub-category. enter Captcha and Click Submit. captcha and click submit 22 . Request for Intimation Select assessment year. User is able to see the status of rectification. category.

DOB. select the form name and assessment year. enter captcha Click submit Add CA Navigate to My Account -> Add CA Enter the Membership no. 23 . Surname.Click submit Register Legal Heir Navigate to Register Legal Heir Enter PAN. enter captcha. First Name. attach scanned copy of death certificate.

Clicks submit. CA will be able to upload the Forms on behalf of the assesse. List of CAs Navigate to My Account -> List of CAs List of CAs should be displayed. Success message should be displayed on the screen. Outstanding Tax Demand Navigate to My Account -> Outstanding Tax Demand 24 . Individual assesse will be able to “Add CA” for the following set of Forms – 3AC 3AD 3AE 3CE 3CEA 3CA-3CD 3CB-3CD 3CEB 6B 10B 10BB 10CCB 10CCBBA 10CCBC 10CCBD 10CCC Once the assesse has added CA.

Disengage ERI Navigate to My Accounts -> Disengage ERI 25 .Disengage CA Navigate to My Account -> Disengage CA Click the ‘select’ check box in any row. CA should be engaged for the particular Form.

ERI will be disengaged successfully Tax Credit Mismatch Navigate to My Account -> Tax Credit Mismatch Select Assessment Year. 26 . User is able to see the status of tax credit mismatch. enter Captcha and Click Submit.Select Disengage check box and click Disengage.

Clicks submit Success message will be displayed on the screen. Click the hyperlink. Assessment year and select the Xml. 27 . Prepare and Submit ITR Online Login and Navigate to efile -> Prepare and Submit ITR Online ITR 1 & ITR 4S is available Online. User should be able to see the ITR-V Acknowledgement.e-File Upload Return Navigate to e-file -> Upload Return Select the ITR form name.

Income Details tab. Income Details tab. enter the details in the Personal Information tab. 44AE tab. Tax paid and Verification tab and 80G Tab. 28 .For ITR 1. TDS tab. enter the details in the Personal Information tab. Tax paid and Verification tab and 80G Tab. For ITR 4S. TDS tab.

Click submit e-File in Response to Notice 139(9) Navigate to e-file --> e-file in response to Notice u/s139(9) 29 .

verification Pin and browse the file to attach the Xml. Click Submit. Prepare and Submit Online Form(Other than ITR) Navigate to e-file --> Submit Form Online Select the form name. CPC date. assessment year.Select the ITR form name. following are the Forms available – 30 . For an Individual assesse. Assesse will be able to fill the form and Submit the form for further processing. Success message will be displayed on the screen. assessment year and click “Submit”. Receipt date. enter communication reference number.

Form 8 Form 9 Form 10 Form 10A Form 10BA Form 10CCD Form 10CCE Form 10E Form 10G Form 10H Form 35 Form 40C Form 41 Form 52A Form 56 Form 56D Download Income Tax Returns/Forms Navigate to Downloads->Income Tax returns forms. Download Pre-filled XML Navigate to Downloads -> Download Prefill Xml Select the assessment year and click submit. Select the assessment year from the dropdown. 31 . User will be able to view the prefilled xml.

enter the captcha and click submit My Legal Heir List should be displayed. Select an option.My Request List Navigate to My Request List -> My Request List. 32 .

Click on “View Form”.Worklist Navigate to Worklist -> Worklist. Assesse will be able to view the forms submitted by CA on behalf him/her. Assessee can verify the form and approve/reject the form by choosing the radio button and click “Submit”. If assesse is rejecting the form he has to provide the comments for rejection 33 .

34 .Helpdesk Submit Request GO to Help Desk -Click Submit Request User selects the category and subcategory from the dropdown. Clicks submit. Success message is display on the screen. User enters the summary and description.

User is able to update or cancel the request.Request List Navigate to Help Desk -Click Request list. 35 . Click the Request hyperlink. User will be able to see the status of the submitted grievance.

Corporate User 36 .

Click on the 'Register Yourself' tab and select 'Company' against the radio button found under “Corporate”.Corporate User Registration Before a Corporate user registers in the new e-Filing application. 1. the following conditions should be met. A Corporate user should  Have a valid PAN and a Digital Signature Certificate ( DSC is mandatory only for Company)  Be a registered user in the e-Filing application to avail the services of e-Filing REGISTRATION PROCESS Type in the URL of e-Filing application in a browser. 37 .

Mandatory. should they need help. 10 character alphanumeric Organization Name – Mandatory. However. 4. the user is directed to the Registration details page and the user needs to enter the following 38 . limited to 75 characters Date of Incorporation – Mandatory. On success.    Corporate PAN . 2. User clicks ‘CONTINUE’ and the PAN details are validated and the user credentials are validated with the ICAI database available with e-Filing application. select the date from the calendar provided 3. alphanumeric and can contain special characters. user can also refer to HELP menu. The user will be directed to the registration page and the user will fill the following fields for further validation.Note: Instructions are provided on the right hand side of the screen.

Not mandatory. 10 digits. Primary Secret Question – The user needs to select any one question out of four available in the drop down.Non-mandatory. alphanumeric and should contain at least one special character and one numeric. alphanumeric and special characters. Primary Secret Answer – Mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits. Password Details User ID – This will be automatically populated by the system which is already provided at step-1 basic details Password – Mandatory. 10 characters alphanumeric.Mandatory. limited to 50 characters 39 .Non-mandatory. then PAN is not mandatory. If director is an NRI.Non mandatory. numeric field. alphanumeric and special characters. This is mandatory. numeric field. alphanumeric and special characters. can be between 8 – 14 characters. Confirm Password – The user has to enter the same password as entered above. limited to 75 characters Surname – Mandatory. numeric field. Do not prefix ‘0’). and should match the date as given in the PAN card C. alphanumeric. alphanumeric and can contain special characters. Do not prefix ‘0’). alphanumeric and special characters. 125 characters Fax Number .This field is auto-filled from the previous page Alternate Email ID . Personal Details of Principal Contact PAN .Mandatory. Alternate Mobile Number . D. limited to 50 characters Road/Street . This is mandatory. numeric field. limited to 75 characters First Name – Not mandatory. limited to 25 characters Middle Name . 10 digits Email ID . alphanumeric and can contain special characters. limited to 25 characters Date of Birth – Mandatory. Designation – Mandatory. Secondary Secret Answer – Mandatory. alphanumeric and can contain special characters. limited to 25 characters B.Corporate office of Postal Address Flat/Door/Building – Mandatory.Non mandatory. This is mandatory. Mobile Number . alphanumeric and can contain special characters. select the date from the calendar provided. 10 digits (STD code and the telephone number should not exceed 10 digits. limited to 25 characters Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. A.details. Contact Details Landline Number – Non-mandatory.

limited to 6 digits Country – Mandatory E. Digital Signature Certificate  Mandatory only for the company user F. numeric. Captcha Code  This is mandatory and the user has to type in the numeric code which appears on the screen. reminders and notification. alphanumeric and special characters. Reminders and Notifications This will be auto-selected. limited to 50 characters State – Mandatory. User can un-check the box provided to disable alerts. H. user selects from the drop down provided Pin code . Enable Alerts. User can un-check the box provided to un-subscribe for mailing list G.Area/Locality .Mandatory. alphanumeric and special characters. limited to 50 characters Town/City/District .Mandatory.Mandatory. 40 . Subscribe to Mailing List This will be auto-selected.

The user records are captured in the efiling application. 41 . If not.User clicks on 'SUBMIT' and the fields are validated for correctness. the user will be intimated on unsuccessful registration.

the user should click on the link.The user receives a confirmation e-mail with an activation link. 42 . An SMS is also sent to notify on the confirmation mail. In order to activate the account. The user account is activated and the database is updated.

The quick links provided are as follows: 43 . Password and Date of Birth/Incorporation . There are also links provided like  About us  Feedback  Contact Us  Help The dashboard displays a set of quick links on the left.Click on the Login' button below. the user will now be able to view his profile (Dashboard). The top right corner of the profile will let the User know about his/her ‘Last Login' with the date stamp and time.in/) of e-Filing application in a browser. Step 3: On a successful login.gov. which will help the User navigate through the pages easily. Step 2: Click 'Login Here' and Enter the User ID.Corporate User Features Login Step 1: Type in the URL (https://incometaxindiaefiling.

      Upload Return View form 26AS( Tax Credit) Rectification Request Download ITR e-Filings Do's & Don't ITRV.Do's & Don't The profile also shows the various tabs along with their functionalities as follows: The 'My Account’ tab has the following functionalities:  View Form 26AS  Refund/Demand Status  My Returns and Forms  Rectification Request  Rectification Status  Request for Intimation  Add CA  List of CA  Outstanding Tax Demand  Dis-engage CA  Dis-engage ERI  Tax Credit Mismatch The 'e-File' tab has the following functionalities:  Upload Returns  e-File in Response to notice U/S 139(9).  Prepare and Submit Online Form(Other than ITR) The 'Download' tab has the following functionalities:  Income Tax Returns Forms  Download Pre-filled XML The 'Profile Settings' tab has the following functionalities:  Change Password  Change Secret Question /Answer  Update Principal Contact Details  Update Contact Details  Register Digital Certificate  Opt for Higher Security  View My Profile  PAN Details  Mailing List  Alerts . Reminders and Notifications The ‘My Request List' tab has the following functionalities:  My Request List The ‘Worklist’ tab has the following functionalities:  Woklist The 'Helpdesk' tab provides the following functionalities: • Submit request • Request List 44 .

The dashboard also provides two Hyperlinks to view Returns/Forms and to view the Notifications if any. My Returns/Forms In order to View the Returns/Forms. the User must perform the following steps: Step 1: Go to 'My Account’ tab and Click on the 'View Form 26AS' button. My Account View Form 26AS In order to View the Form 26AS.The Details of the acknowledgement number is displayed as a popup. Step 2: The User will be notified about being directed to the TDS-CPC website to view the Form 26AS.The User will be able to view the Returns/Forms now. 45 . Click on the Acknowledgement number. Click on the 'Confirm' button to view the 26AS statement. the User must perform as follows: Step 1: Go to the 'My Account' tab and Click on the ‘My Returns/Form' .

Step 2: The User will now be able to view the status of Refund/Demand. Step 2: Enter the CPC Reference Number.Refund/Demand Status In order to check the refund/Demand Status. the User must perform the following steps: Step 1: Go to 'My Account' tab and Click on the 'Refund Reissue Request' link. 46 . Date of Birth. the 'Captcha Code' and Click on the 'Submit' button. the User must perform the following steps: Step 1: Go to 'My Account’ tab and Click on the ‘Refund/Demand Status’ button. Refund Re-issue Request In order to Refund Reissue Request. sequence number.

bank account details and the category. Click on the 'Submit' button. 47 .Step 3: Select the Mode of Refund Reissue. Step 2: Select assessment year. category and sub-category. the User must perform the following steps: Step 1: Go to 'My Account' tab and Click on the 'Request for Intimation' link. Request for Intimation In order to Request for Intimation. Step 4: A success message will be displayed on the screen. Also enter the 'Captcha Code' and Click on the 'Submit' button.

Step 2: Select assessment year.Step 3: A success message will be displayed on the screen. Step 3: Select the Rectification request type and Click on the ‘Submit’ button . 48 . the User must perform the following steps: Step 1: Go to 'My Account' tab and Click on the ‘Rectification Request' link. Rectification Request In order to submit the Rectification Request. enter communication reference number. latest order date and Click 'Submit' button.

Click on the 'Submit' button. Step 2: The User will now be able to see the status of rectification. the User must perform the following steps: Step 1: Go to the 'My Account' tab and Click on the 'Rectification status' link. 49 . Rectification Status In order to view the Rectification status. The User must provide all the mandatory fields along with the 'Captcha code'.Step 4: A success message will be displayed on the Screen.

The User must enter all the mandatory fields required to add a new CA. On successful addition of a new CA. 50 . Corporate assesse will be able to “Add CA” for the following set of Forms Once the assesse has added CA. a successful message will be displayed on the screen. User will now be able to see the list of CA's. 3AC 3AD 3AE 3CE 3CEA 3CA-3CD 3CB-3CD 3CEB 6B 10B 10BB 10CCB 10CCBBA 10CCBC 10CCBD 10CCC 10CCF 10DA 29B 62 63 64 65 66 List of CA In order to View the List of CA’s. the User must perform the following steps: Step1: Go to ‘My Account’ and Click on the 'List of CA' link. he must also enter the 'Captcha Code' and Click on the ‘Submit’ button. CA will be able to upload the Forms on behalf of the assesse.Add CA In order to add a new CA (Chartered Accountant). the user must perform the following steps: Step 1: Go to 'My Account' tab and click on the 'Add CA' link.

Dis-engage ERI In order to Dis-engage an ERI.Outstanding Tax Demand In order to view the Outstanding Tax Demand. Step 2: The User can Dis-engage the Services of ERI. 51 . Check the Dis-engage check box provided and Click on the 'dis-engage' button. The User must perform the following steps: Step 1: Go to the 'My Account’' tab and Click on the 'Outstanding Tax demand' button. Step 2: It will display whether there is any demand outstanding from the assessee to the Income Tax Department. The User must perform the following steps: Step 1: Go to 'My Account' tab and Click on the 'dis-Engage ERI' link.

Step 2: The User can Dis-engage the Services of CA Tax Credit Mismatch Navigate to My Account -> Tax Credit Mismatch Select Assessment Year. User is able to see the status of tax credit mismatch. Check the Dis-engage check box provided and Click on the 'dis-engage' button. enter Captcha and Click Submit. The User must perform the following steps: Step 1: Go to 'My Account' tab and Click on the 'dis-Engage CA' link.Dis-engage CA In order to Dis-engage a CA. 52 .

the User must perform the following steps: Step 1: 53 . Step 2: Enter all the mandatory fields and Click on the 'Submit' button. Step 3: The user can click on the hyperlink that says 'Click here' and download the ITR-V form. e-File in Response to Notice u/s139(9) In order to file a defective return.e-File UPLOAD RETURN In order to upload a Return the user must perform the following steps: Step 1: Go to the 'e-File' tab and Click on the 'Upload Return' link. The respective Success message will be displayed on the screen.

Step 3: Click on the 'Submit’ button. The User will be able to upload the defective return. The User must perform the following steps: 54 .Go to the ‘e-File' tab and click on the ‘e-File in response to Notice u/s139 (9)' link. He / She must also fill in all the mandatory details that are required and add attachments if needed. For a Corporate. Step 2: The User must select the ITR form name and the assessment year from the dropdown. The respective success message will be displayed on the screen. assessment year and click “Submit”. Assesse will be able to fill the form and Submit the form for further processing. Prepare and Submit Online Form(Other than ITR) Navigate to e-file --> Submit Form Online Select the form name. following are the Forms available – Form 10A Form 52A Form 63A Form 3CF-I Form 10G Form 56 Form 64 Form 3CF-II Form 35 Form 56D Form 65 Form 8 Form 9 Form 40C Form 62 Form 66 Form 10 Form 41 Form 63 Downloads Income Tax Returns/Forms In order to download the Income Tax Returns Forms.

Step 1: Go to 'Downloads' tab and Click on the 'Income Tax Returns Forms' link. Download Pre-filled XML In order to download the Pre-filled XML. Step 3: The user can now download the Income Tax Returns Form. Step 2: The User must select the Assessment Year from the dropdown menu and the respective ITR’s will be then displayed on the screen. The user must perform the following steps: Step 1: Go to 'Downloads' tab and Click on the 'Download Pre-filled Xml' link. 55 .

Step 2: The User needs to enter the mandatory details (*) then Click on the 'Submit' button and the fields are validated for correctness. 56 . the user needs to perform the following steps Step 1: Go to the 'Profile settings’ and Click on the 'Change Password' link. Change Secret Question(s) / Answer(s) In order to change the secret question / answer. The User can now download the Pre-filled XML. a 'success' message will be displayed on the Screen. Profile Settings Change Password In order to change the password. the user needs to perform the following steps: Step 1: Go to 'Profile settings’ and Click on the 'Change Secret question/Answer' link.The User must Select the Assessment Year and Click on the 'Submit' button. Once the password is changed successfully.

the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Update Principal Contact Details' link. The user also needs to provide the correct 'Captcha Code' and Click on the 'Submit' button. Update Principal Contact Details In order to update the Principal Contact Details. provide the 'Captcha Code' and Click on the 'Submit' button. 57 .Step 2: User needs to enter all the mandatory fields like the Primary and Secondary questions and their respective answers. Step 2: If the User wishes he/she could easily Change the details. The fields are validated for correctness and a Success Message is displayed on the Screen. Some of the 'Principal Contact Details' of the User would be pre-filled.

Step 3: If the User is an NRI director. the User needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Update Contact Details' link. select the checkbox. Step 4: The fields will be validated for correctness and a Successful message will be displayed on the Screen. Some of the 'Contact Details' of the User would be pre-filled. The database will also be updated. Update Contact Details In order to update the Contact Details. provide the 'Captcha Code' and Click on the 'Submit' button. 58 . PAN field will be hidden. Step 2: If the User wishes he/she could easily Change the details.

Register Digital Signature Certificate In order to register the Digital Signature Certificate. Click on the 'Submit' button.pfx file' or the 'Sign with your USB token' against the radio button. The database will also be updated. 59 . Step 2: The User needs to select either on the 'Sign with .Step 3: The fields will be validated for correctness and a Successful message will be displayed on the Screen. the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Register Digital Signature Certificate' link. Step 3: A Success Message will be displayed on the Screen as shown below.

The respective Success Message will be displayed on the Screen. Step 2: The User Clicks on the 'Enable' button. the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Opt for Higher Security' link. The respective Success Message will be displayed on the Screen. Else If the User clicks on the 'Disable' button. 60 .Opt for Higher Security In order to opt for Higher Security. The User can either enable or disable the higher security as he/she wishes.

the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'PAN Details' link. he will not be allowed to make any changes to the details. he will not be allowed to make any changes to his profile details. 61 . the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'View My Profile' link. The User will be able to only View his profile. Pan Details In order to View the PAN Details. The User will be able to only View his PAN Details.View My Profile In order to View the Profile.

Reminders and Notifications' link. Reminders and Notifications.Alerts/Remainders and Notifications In order to check for any Alerts. Step 2: The User Clicks on the 'Enable' button. 62 . He/ She should Click on the 'Disable' button. the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Alerts. Reminders and Notifications. The respective Success Message will be displayed on the Screen. The respective Success Message will be displayed on the Screen. The User can either Enable or Disable the Alerts. Else If the User wants to unsubscribe this feature.

The respective Success Message will be displayed on the Screen. The User can either Subscribe or Unsubscribe to the Mailing List. He/ She should Click on the 'Unsubscribe' button. Select an option. enter the captcha and click submit 63 . Step 2: The User Clicks on the 'Subscribe' button. Else If the User wants to unsubscribe this feature. The respective Success Message will be displayed on the Screen. My Request List Navigate to My Request List -> My Request List.. the user needs to perform the following steps: Step 1: Go to ‘Profile Settings’ and Click on the 'Mailing List' link.Mailing List In order to Subscribe or Unsubscribe to the Mailing List.

Worklist Navigate to Worklist -> Worklist. Assessee can verify the form and approve/reject the form by choosing the radio button and click “Submit”. Assesse will be able to view the forms submitted by CA on behalf him/her. 64 . My Request List should be displayed. Click on “View Form”.Based on the option chosen.

also he can add any attachments if required. The User needs to fill all the mandatory fields and also the category and sub-category from the drop down menu. After this. the user needs to perform the following steps: Submit Request Step 1: Go to 'Helpdesk' and Click on the ‘Submit Request'. 65 .If assesse is rejecting the form he has to provide the comments for rejection Helpdesk In order to submit a Helpdesk Request. The User must enter the Summary and the Description.

The User can either update or Cancel the Request. the following steps must be followed: Step 1: Go to ‘Helpdesk’ and Click on the ‘Request List'. Step 3: Once the Particular Request is Open.The User Clicks on the 'Submit' Button and a Success Message will be displayed on the Screen. Step 2: The User can either select from the list of Request Numbers Link that is provided or he could manually type the particular Request Number he is checking for and Click on the ‘Search’ Button. Request List In order to view the solution/status of The User's request. 66 .

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HUF User

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HUF Registration
 In Browser, type the URL of the e-Filing application. (https://incometaxindiaefiling.gov.in/)

2. Click on the 'Register Yourself' tab and select 'HUF' against the radio button found under

“Individual/HUF”.

Note: Instructions are provided on the right hand side of the screen. However, user can also refer to HELP menu, should they need help.

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 

Click on the “Continue” button to proceed. The user will be directed to the registration page and the user will fill the following fields for further validation.    PAN Number – Mandatory, alphanumeric, limited to 10 digits Name of the HUF – Mandatory, alphanumeric and can contain special characters, limited to 75 characters Date of Incorporation – Mandatory, select the date from the calendar provided, and should match the date as given in the PAN card

3. If user clicks on ‘CONTINUE’ button then PAN detail is validated and the individual user credentials are validated with the ICAI database which are available with e-Filing application

 On success, the user is directed to the Registration details page and the user needs to enter the following details.
A. Password Details        User ID – This will be automatically populated by the system , which user had entered in the Basic Details. Password – Mandatory, can be between 8 – 14 characters, alphanumeric and should contain at least one special character and one numeric. Confirm Password – Mandatory, The user has to enter the same password as entered above. Primary Secret Question – Mandatory, The user needs to select any one question out of four available in the drop down. Primary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters Secondary Secret Question – Mandatory, The user needs to select any one question out of the balance three available in the drop down. Secondary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters.

B. Personal Details of Karta     Surname – Mandatory, alphanumeric and must be validated with the PAN Database. Middle Name – Not Mandatory, alphanumeric and special characters, limited to 25 characters. First Name – Not Mandatory, alphanumeric and special characters, limited to 25 characters. PAN – Mandatory, 10 character alphanumeric

70

Do not prefix ‘0’). 10 digits (STD code and the telephone number should not exceed 10 digits. limited to 50 characters Area/Locality . Postal Details Flat/Door/Building – Mandatory.Non mandatory. Mobile Number .Mandatory. alphanumeric and special characters. CAPTCHA This is mandatory and the user has to type in the numeric code which appears on the screen 71 . limited to 50 characters Town/City/District . limited to 50 characters Road/Street . This field is auto-filled from the previous page Alternate Email ID . alphanumeric and special characters.Non-mandatory. alphanumeric and special characters. Date of Birth – Mandatory. Digital Signature Certificate(DSC) User can upload this DSC to make his account permanent.Mandatory. numeric field. This field is auto-filled from the previous page Alternate Mobile Number . 10 digits Email ID – Mandatory. numeric field. limited to 6 digits E. Do not prefix ‘0’). reminder and notifications This will be auto-selected. numeric field. User can un-check the box provided to un-subscribe for mailing list F.Non mandatory. numeric field. numeric. G. User can un-check the box provided to disable alerts. Contact Details       Landline Number – Not mandatory. 10 digits. select the date from the calendar provided C. alphanumeric. D. limited to 50 characters State – Mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits. Enable Alerts. alphanumeric and special characters.Mandatory. user selects from the drop down provided Pincode .Mandatory. F.Non-mandatory. 125 characters Fax Number . reminders and notification.Subscribe to Mailing List This will be auto-selected.

72 .

73 .

The user records are captured in the e-filing application.   The user receives a confirmation e-mail with an activation link. An SMS is also sent to notify on the confirmation mail. the user will be intimated on unsuccessful registration. In order to activate the account. The user account is activated and the database is updated. User clicks 'SUBMIT' and the fields are validated for correctness. the user should click on the link. If not. 74 .

HUF Features Login In browser. Click Forgot Password Link. Enter the URL of the efiling application (https://Incometaxindiaefiling.gov. Forgot Password In efiling application home page.in). Enter User ID and captcha 75 . password and DOB Click Login. Enter user name. click ‘Login Here’ button. Click ‘Login Here’ button.

Click Submit 76 .Click Continue Select the option. Answer Secret Question. Enter New Password and Confirm Password. Enter Date of Birth. Secret Question and Secret Answer Click Submit.

Click Submit. Click Submit Select the option. 77 . Enter New Password and Confirm Password. Upload Digital signature Certificate.pfx file Click Submit. Upload using . Select one of the option. Enter New Password and Confirm Password. Enter e-Filed Acknowledgment number and bank account number.Select the option. acknowledgment number and bank account number. Select Assessment year.

Click Submit Profile Settings Change Password Navigate to Profile Settings -> Change Password Enter old password. 78 . confirm password and click submit. Change Secret Question and Answer Navigate to Change Secret Question(s) and Answer(s). new password.

Change Primary secret question. answer and Secondary secret question and answer. 79 . Click submit Update Principal Contact Details Navigate to Profile Settings -> Update Principal Contact Details Edit the principal contact details and click submit.

80 .Update Contact Details Navigate to Profile settings-> Update contact details.

Success message will be displayed on the screen.Change the contact details and click submit. Register Digital Signature Certificate Navigate to Profile settings -> Register digital signature certificate 81 .

Higher security option will be enabled. Success message will be displayed on the screen. Success message will be display on the screen 82 .Click submit. Success message will be displayed on the screen. Click Disable. Opt for Higher Security Navigate to Profile settings->Opt for higher security Upload and match the DSC.

Name. Status and Date of Birth (DOB) will be displayed.View my Profile Navigate to Profile settings-> View my profile PAN Details Navigate to Profile settings. Gender. Address given while registering for the PAN card.PAN details The PAN. 83 .

Success message is display on the screen. Alerts. 84 . Click Unsubscribe to unsubscribe from mailing list. Users want to unsubscribe .Click disable. Remainders and Notification.Mailing List Navigate to Profile Settings -> Mailing list. Success message will be displayed on the screen. Click Subscribe to subscribe to mailing list. Success message will be displayed on the screen. Reminders and Notifications Navigate to Profile Settings-> Alerts. Click enable.

The user will be redirected to the NSDL page. 85 . Click on the Acknowledgment number. My Return/Form Navigate to My Account -My returns/Form User will be able to see the status of returns. My Account View Form 26 AS(Tax Credit) Navigate to My Account -> View Form 26 AS Click Confirm. The Details of the acknowledgment number is displayed as a pop up.Success message will be displayed on the screen.

captcha and click submit Select Mode of Refund Reissue. DOB. Refund Reissue Request Navigate to Refund Reissue Request Enter the CPC Reference Number. bank account details. User is able to see the status of Refund/Demand. sequence number.Refund/Demand Status Users will provide PAN (auto-filled) and Assessment Year and enters the Captcha. category 86 .

latest order date and click submit Select the Rectification request type and click submit 87 . enter communication reference number.Click submit Rectification Request Navigate to Rectification request page Select assessment year.

Rectification Status Navigate to My Account -> Rectification Status Select Assessment Year. Request for Intimation Select assessment year. captcha and click submit Click submit. sub-category. 88 . enter Captcha and Click Submit. User is able to see the status of rectification. category.

Add CA Navigate to My Account -> Add CA Enter the Membership no. enter captcha. Success message should be displayed on the screen. 89 . HUF will be able to “Add CA” for the following set of Forms – 6B 10CCBBA 3AC 3CEA 3CA-3CD 10B 10CCBC 3AD 3CB-3CD 10BB 10CCBD 3AE 3CEB 10CCB 10CCC 3CE Once the assesse has added CA. Clicks submit. select the form name and assessment year. CA will be able to upload the Forms on behalf of the assesse. List of CAs Navigate to Services -> List of CAs List of CAs should be displayed.

Outstanding Tax Demand Navigate to My Account -> Outstanding Tax Demand Disengage CA Navigate to My Account -> Disengage CA Click the ‘select’ check box in any row. 90 . CA should be engaged for the particular Form.

91 . ERI will be disengaged. enter Captcha and Click Submit. Tax Credit Mismatch Navigate to My Account -> Tax Credit Mismatch Select Assessment Year.Disengage ERI Navigate to My Accounts -> Disengage ERI Select Disengage check box and click Disengage button Click Disengage.

Clicks submit Success message will be displayed on the screen.User is able to see the status of tax credit mismatch. Assessment year and select the Xml. e-File Upload Return Navigate to e-file -> Upload Return Select the ITR form name. 92 .

Tax paid and Verification tab and 80G Tab. Income Details tab. Prepare and Submit ITR Online Login and Navigate to efile -> Prepare and Submit ITR Online ITR 4S is available Online. 44AE tab. enter the details in the Personal Information tab. User should be able to see the ITR-V Acknowledgement. 93 . TDS tab.Click the hyperlink. For ITR 4S.

e-File in Response to Notice 139(9) Navigate to e-file --> e-file in response to Notice u/s139 (9) Select the ITR form name. Click Submit. CPC date. Success message will be displayed on the screen. 94 . verification Pin and browse the file to attach the Xml. Receipt date. assessment year.Click Submit. enter communication reference number.

ITR1 95 . Assesse will be able to fill the form and Submit the form for further processing.Prepare and Submit Online Form(Other than ITR) Navigate to e-file --> Submit Form Online Select the form name. assessment year and click “Submit”. Select the assessment year from the dropdown. For a HUF . following are the Forms available – Form 8 Form 9 Form 10 Form 10A Form 10G Form 35 Form 40C Form 41 Form 52A Form 56 Form 56D Download Income Tax Returns/Forms Navigate to Downloads->Income Tax returns forms.

Assesse will be able to view the forms submitted by CA on behalf him/her. 96 . enter the captcha and click submit Based on the option chosen – > Request List is displayed .Download Pre-filled XML Navigate to Downloads -> Download Prefill Xml Select the assessment year and click submit. User will be able to view the prefilled xml. “My Intimation Request List” is displayed as shown Worklist Navigate to Worklist -> Worklist. My Request List Navigate to My Request List -> My Request List. Select an option.

Assessee can verify the form and approve/reject the form by choosing the radio button and click “Submit”.Click on “View Form”. If assesse is rejecting the form he has to provide the comments for rejection 97 .

98 . User will be able to see the status of the submitted grievance. Enter the summary and description. Request List Navigate to Help Desk -Click Request list. Click submit.HelpDesk Submit Request Navigate to Help Desk -> Submit Request Select the category and subcategory from the dropdown. Success message will be display on the screen.

99 .Click the Request hyperlink. User is able to update or cancel the request.

Tax Professional (CA) 100 .

in/)  Click on the 'Register Yourself' tab and select 'Chartered Accountant' against the radio button found under “Tax Professional”. Be a practising CA [should be registered with Institute of Chartered Accountants of India (ICAI) with a valid Membership Number].Tax Professional (CA) Registration Before a CA registers in the new e-Filing application. Be a registered user in the e-Filing application to avail the services of e-Filing Registration Process  Type in the URL of e-Filing application in a browser (https://incometaxindiaefiling. 2. A CA should 1. the following conditions should be met.gov. 101 . Have a valid PAN and a Digital Signature Certificate 3.

limited to 25 characters  CA’s PAN .  The user will be directed to the registration page and the user will fill the following fields for further validation. select the date from the calendar provided. user can also refer to HELP menu. alphanumeric and can contain special characters. limited to 25 characters  CA’s Middle Name . limited to 6 digits  Date of Enrollment – Mandatory. limited to 125 characters and should be a valid format  Digital Signature Certificate – Mandatory and the user uploads the DSC 102 .Not mandatory. 10 character alphanumeric  Date of Birth – Mandatory. select the date from the calendar provided  CA’s Surname – Mandatory. should they need help.Note: Instructions are provided on the right hand side of the screen. alphanumeric. and should match the date as given in the PAN card  Email ID . alphanumeric and can contain special characters. numeric. However.  Membership Number – Mandatory.Mandatory. alphanumeric and can contain special characters.Mandatory. limited to 75 characters  CA’s First Name – Not mandatory.

10 digits. limited to 25 characters B.  Password – Mandatory. alphanumeric and special characters. 10 digits  Email ID .  Mobile Number .This field is auto-filled from the previous page  Alternate Email ID . limited to 25 characters  Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. Password Details  User ID – This will be generated by the system (Eg: ARCA012345) and will be sent to the user in an email with an activation link. Do not prefix ‘0’). numeric field. User clicks ‘CONTINUE’ and the PAN detail is validated and the CA credentials are validated with the ICAI database available with e-Filing application.  Alternate Mobile Number . alphanumeric and should contain atleast one special character and one numeric.  Confirm Password – The user has to enter the same password as entered above.Non mandatory. This is mandatory. alphanumeric. 125 characters  Fax Number .Mandatory.  Secondary Secret Answer – Mandatory.  Primary Secret Answer – Mandatory. alphanumeric and special characters. can be between 8 – 14 characters. A.Non mandatory. 10 digits (STD code and the telephone 103 .  Primary Secret Question – The user needs to select any one question out of four available in the drop down. Contact Details  Landline Number – Non-mandatory. the user is directed to the Registration details page and the user needs to enter the following details. This is mandatory.  On success.Non-mandatory. numeric field. 10 digits (STD code and the telephone number should not exceed 10 digits. This is mandatory. numeric field. numeric field.

alphanumeric and special characters. 104 . CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the screen D. user selects from the drop down provided  Pincode . alphanumeric and special characters. limited to 50 characters  State – Mandatory. User can un-check the box provided to un-subscribe for mailing list E. alphanumeric and special characters. limited to 50 characters  Road/Street .number should not exceed 10 digits.Non-mandatory. limited to 50 characters  Town/City/District . numeric. reminder and notifications  This will be auto-selected.Mandatory. limited to 6 digits C. Subscribe to Mailing List  This will be auto-selected.Mandatory. Enable Alerts. reminders and notification. User can un-check the box provided to disable alerts.Mandatory. Do not prefix ‘0’). Postal Address  Flat/Door/Building – Mandatory. alphanumeric and special characters. limited to 50 characters  Area/Locality .

105 .

The user records are captured in the e-filing application.  In order to activate the account. 106 . An SMS is also sent to notify on the confirmation mail. If not. the user should click on the link. The user account is activated and the database is updated. User clicks 'SUBMIT' and the fields are validated for correctness.  The user receives a confirmation e-mail with an activation link. the user will be intimated on unsuccessful registration.

Enter the login credentials i. Login Type the URL of e-Filing application (https://incometaxindiaefiling. CA User has to enter following details –   User ID of the CA User: Mandatory. User Id and Password as provided in the e-mail and click “Login” button. Forgot Password CA User can click on the “Forgot Password?” link available next to “Login” button to reset the password.. alphanumeric.in) in a web browser (Internet Explorer/ Mozilla/ Chrome/ Safari).e.gov.Tax Professional (CA) Features Pre-requisites:   CA should have a valid membership number. 107 . CA should be registered in e-Filing application. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. Click on the “Login Here” button available on the home page.

After selecting either of the above options. User is directed to a new page where the “New Password” has to be entered and user has to “Confirm Password”. CA User has to enter his Date of Birth. On Selecting ‘Answer Secret Question’. On Selecting ‘Upload Digital Signature Certificate’. 108 . Secret Question and Secret Answer. CA User has to upload his Digital Signature Certificate. CA User will be directed to a new page where he can select one of the options ‘Answer Secret Question’ or ‘Upload Digital Signature Certificate’ provided as radio buttons. CA User should click on “Submit” button.On clicking “Continue” button.

109 . Post-login. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. CA user name and last login time is displayed on top right corner. Download Forms Profile Settings 1. Note: User must have added CA under ‘Add My CA’. Change Secret Question(s) / Answer(s) 3. 10 character alphanumeric.CA User has to click on “Submit” to view the success page displayed on confirming t he password reset. View My Profile 7. Opt for Higher Security 6. instructions on right and a dashboard with all the activities exercised by CA in the middle. Upload Form 2. Alerts. Worklist Helpdesk 2. Request List    Functionalities available for CA in e-Filing application: View Forms Go to My Account and select View Forms. View Client List  E-File 1. Submit Request 3. Mailing List 8. View Forms 2. User should enter the following details. Register Digital Signature Certificate 5. A menu bar is provided on top with following categories and sub-categories:  My Account 1. Prepare and Submit Online Form(Other than ITR)   Downloads 1. CA will be provided with Quick links on left.   PAN of the Assesse: Mandatory. Change Password 2. Update Contact Details 4. Remainders & Notifications My Request List 1. My Request List Worklist 1.

A new page is displayed with all the return details of the client. Assessment Year and Status. View Client List View Client List displays the list of clients of the CA. 10 character alphanumeric. Form Name: Mandatory. PAN of the CA: Mandatory. Upload Form Go to e-File and select Upload Form. User should enter the following details. Form Name.    PAN of the Assesse: Mandatory. 10 character alphanumeric. Note: User must have added CA under ‘Add My CA’. Search can be done based on PAN. dropdown 110 .User clicks 'SUBMIT' and the fields are validated for correctness.

tiff 111 .pdf or . he has to upload addition attachments like. If user selects form ‘3CA’ or ‘3CB’.   Assessment Year: Upload XML: Mandatory. form in XML format Select the Digital Signature Certificate – Mandatory and the user uploads the DSC.     Balance Sheet: Mandatory Profit Loss Statement: Mandatory Cost Audit Report: Non-mandatory Excise Audit and/or Other Report: Non-mandatory The attachment size should not exceed more than 20Mb and the format should be .

     PAN of the Assesse: Mandatory. Prepare and Submit Online Form(Other than ITR) Go to e-File and select Submit Form Online. PAN of the CA: Mandatory. User should enter the following details. Downloads Income Tax Return Forms Go to Downloads and select Download Forms. dropdown Assessment Year: Select the Digital Signature Certificate – Mandatory and the user uploads the DSC User clicks 'SUBMIT' and the online form will be opened based on the form selected. Assesse has to verify the forms in his/her login and approve/reject the form which is available under Worklist. User should first select the assessment year and then click excel or the pdf to download it. 10 character alphanumeric. 10 character alphanumeric. 112 . Note: User must have added CA under ‘Add My CA’. Form Name: Mandatory.User clicks 'SUBMIT' and the fields are validated for correctness. A success message is displayed on successful upload of form. A success message is displayed on successful upload of Forms.

113 . User should enter the following details.Profile Settings Change Password Go to Profile Settings and select Change Password.  New Password – Mandatory.  Old Password – Mandatory. This is mandatory  Captcha .This is mandatory and the user has to type in the numeric code which appears on the screen.  Confirm Password – The user has to enter the same password as entered above. can be between 8 – 14 characters. can be between 8 – 14 characters. alphanumeric and should contain atleast one special character and one numeric. alphanumeric and should contain atleast one special character and one numeric. User clicks ‘SUBMIT’ and a success message page is displayed confirming password ch ange.

Non mandatory. numeric field. Do not prefix ‘0’).This is mandatory and the user has to type in the numeric code which appears on the screen. limited to 25 characters. Do not prefix ‘0’). This is mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits. Update Contact Details Go to Profile Settings and select Update Contact Details. numeric field.Non-mandatory. User should enter the following details. alphanumeric. limited to 25 characters  Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. User should enter the following details.Mandatory. User clicks ‘SUBMIT’ and a success message page is displayed confirming change in secret question and secret answer.  Secondary Secret Answer – Mandatory.This field is auto-filled from the previous page  Alternate Email ID .  Primary Secret Answer – Mandatory. numeric field.  Mobile Number .  Contact Details  Landline Number – Non-mandatory. 10 digits. 10 digits (STD code and the telephone number should not exceed 10 digits. limited to 50 114 .  Captcha .Non mandatory.Change Secret Question(s) / Answer(s) Go to Profile Settings and select Change Secret Question(s) / Answer(s).  Alternate Mobile Number .  Address Details  Flat/Door/Building – Mandatory. 125 characters  Fax Number . numeric field.  Primary Secret Question – The user needs to select any one question out of four available in the drop down. alphanumeric and special characters. alphanumeric and special characters. 10 digits  Email ID . This is mandatory. alphanumeric and special characters.

A success message page is displayed. alphanumeric and special characters.characters  Road/Street . User clicks on “SUBMIT” after updating the contact details.Mandatory. user selects from the drop down provided  Pin code . limited to 50 characters  Area/Locality .Non-mandatory. alphanumeric and special characters. numeric. alphanumeric and special characters. limited to 6 digits  CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the screen. 115 . limited to 50 characters  Town/City/District .Mandatory. limited to 50 characters  State – Mandatory.Mandatory.

. Instructions will be provided in the right corner of efiling application when Register Digital Signature Certificate page is opened.Register Digital Signature Certificate Go to Profile Settings and select Register Digital Signature Certificate. 116 . Update and match the DSC to enable higher security. it should be a . User should select a valid DSC i.pfx file. User clicks “Submit” after selecting a DSC. Opt for Higher Security Go to Profile Settings and select Opt for Higher Security. a success message page is displayed.e. DSC is made mandatory for the user to login.

All the details of the user will be displayed.View My Profile Go to Profile Settings and select View My Profile. 117 .

Mailing List Go to Profile Settings and select Mailing List. 118 . Alerts. a success message is displayed. a success message is displayed. If user is already subscribed to mailing list. a success message is displayed. User clicks on ‘Unsubscribe’ button. A ‘Subscribe’ button is available for the user. User clicks on ‘Enable’ button. Remainders & Notifications Go to Profile Settings and select Alerts. ‘Disable’ button will be available. Remainders & Notifications. User will be provided with a ‘Enable’ button. User clicks on ‘Subscribe’ button. If user is already enabled to Alerts. Remainders & Notifications. ‘Unsubscribe’ button will be available.

dropdown.  Mobile Number . dropdown  Sub-category . alphanumeric. Worklist Worklist Go to Worklist and Worklist. minimum of 30 characters has to be entered. a success message is displayed. To View the form click on “View Form” .Mandatory. minimum of 30 characters has to be entered.  Attachment – Non-mandatory 119 .Mandatory. 125 characters  Category – Mandatory. numeric field.User clicks on ‘Disable’ button.  Description .Mandatory. User has to enter the following details. auto-filled.Mandatory. CA will be able to verify the form submiited by the client.  Email ID . options available are based on selection of category dropdown  Summary – Mandatory. 10 digits. All the forms submitted by clients of CA will be displayed in this worklist. Helpdesk Submit Request Go to Helpdesk and select Submit Request.

mandatory. 120 . dropdown  Start Date: Non.User clicks on ‘SUBMIT’. User enters the details and clicks on “Search” button. All the requests based on the filter will be displayed.mandatory. User can search a request raised by using following options. a success message page is displayed. a calendar is provided to select the date. User should click on the request number which he/she wants to view. Request List Go to Helpdesk and select Request List.  Status: Mandatory.  End Date: Non. a calendar is provided to select the date.

User can edit the details like Summary. 3 buttons are available to the user. 121 . description.  Back: Takes user to previous page. etc.  Update: Updates the request.  Cancel: Request is cancelled.

Bulk PAN Verification User (External Agency) 122 .

 For Non-Government Agency. 2.gov. Registration Process: 1.in). Type in the URL of e-Filing application (https://incometaxindiaefiling.External Agency Registration (Bulk Pan Verification User) For Registering in the e-Filing application. DSC is mandatory. Click on the 'Register Yourself' tab and select 'External Agency' against the radio button under “Bulk PAN Verification Users”. the 123 . an External Agency must have  A Valid PAN.

However. Secondary Secret Answer – Mandatory field. The user needs to select any one question from the drop down list. The user has to enter the same password as entered in the ‘Password’ field above.e Note: Instructions are provided on the right hand side of the screen. Password Details User ID – This will be generated by the system (Eg: EXTA100100) and will be sent to the user by an email along with an activation link. TAN of the Organization – Mandatory in case of Non-Government Organisation. Date Of Incorporation – Mandatory field and should be as per the PAN details. alphanumeric and should contain at least one special character. First Name – Not a mandatory field and should be as per the PAN details. Primary Secret Question – Mandatory field. user can also refer the HELP menu. 124 . Designation – Mandatory field.Not a mandatory field and should be as per the PAN details. The user needs to select any one question from the drop down list. Secondary Secret Question – Mandatory field. Surname – Mandatory field and should be as per the PAN details. Organization Name – Mandatory field. C. 3. Password – Mandatory field can be between 8 – 14 characters. The user will be directed to the registration page. Primary Secret Answer – Mandatory field. PAN of the Organization – Mandatory in case of Non-Government Organisation. Confirm Password – Mandatory field. Personal Details of Principal Contact       PAN – A Valid PAN required. B. Middle Name . A. Organization Details      Select External type of agency – Mandatory field. Mandatory field. Date of Birth – Mandatory field and should be as per the PAN details.

Mobile Number – Mandatory field. F. State – Mandatory field. Email ID – An auto-filled field. Subscribe to Mailing List This will be auto-selected. Alternate Mobile Number – Not a mandatory field. G. Road/Street – Not a mandatory field. Town/City/District –Mandatory field. H. Country – Mandatory field. then he can uncheck the box provided. Alternate Email ID – Not a mandatory. If it is Non-Government Agency then DSC is a mandatory field. reminder and notifications This will be auto-selected. Area/Locality – Mandatory field. Digital Signature Certificate(DSC) If it is Government Agency then DSC is not mandatory. Enable Alerts.D. In case the User wishes not to receive alerts related to the same. Pin code – Mandatory field. Contact Details       Landline Number – Not a mandatory field. E. In case the User wishes not to subscribe to the same. Fax Number – Not a mandatory field. Captcha Code This is a mandatory field where the user needs to type the code which appears on the screen.External Agency's Office Postal Address Flat/Door/Building – Mandatory field. then he can uncheck the box provided. 125 .

126 .

Figure 5 .Registration Success Page After registration. The e-Filing Admin reviews the documents and approves the request. User must click on the activation link available in the mail to get activated in e-filing system. 127 . Centralized Processing Centre.User clicks on the 'SUBMIT' button. User has to send the Authorized Letter issued by the Head of the External Agency and a print out of attachment sent via email duly signed to e-Filing Admin at the address – Income Tax Department. Post Bag 12. Electronic City Post Office. After approval. the user details alongwith the registration request are transferred to the e-Filing Admin. Bangalore – 100. An activation link will also be provided to the user by email. the User will get the User ID by email and SMS.

. 128 . Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.External Agency Features (Bulk Pan Verification User) Pre-requisites: External Agency user should be registered in e-Filing application. Forgot Password CA User can click on the “Forgot Password?” link available next to “Login” button to reset the password.e. CA User has to enter following details –   User ID: Mandatory.in/)  Click on the “Login Here” button available on the home page. Enter the login credentials i. Login: Enter the URL of e-Filing application in a web browser (https://incometaxindiaefiling. User Id and Password as provided in the e-mail and click “Login” button.gov. alphanumeric.

External Agency user has to enter his Date of Birth. On Selecting ‘Upload Digital Signature Certificate’. After selecting either of the above options.On clicking “Continue” button. 129 . External Agency user has to upload his Digital Signature Certificate. User is directed to a new page where the “New Password” has to be entered and user has to “Confirm Password”. External Agency user will be directed to a new page where he can select one of the options ‘Answer Secret Question’ or ‘Upload Digital Signature Certificate’ provided as radio buttons. Secret Question and Secret Answer. On Selecting ‘Answer Secret Question’. External Agency user should click on “Submit” button.

9. 6. External Agency user will be provided with Quick links on left. Upload Query Profile Settings 1. Post-login. Token List Bulk PAN Query 1. External Agency user name and last login time is displayed on top right corner. Token Details 2. Helpdesk 1. Request List Change Password Change Secret Question(s) / Answer(s) Update Principal Contact Details Update Contact Details Register Digital Signature Certificate Opt for Higher Security View My Profile Mailing List Alerts. instructions on right and a dashboard with all the activities exercised by External Agency users in the middle. A menu bar is provided on top with following categories and sub-categories: My Account 1. 7. Remainders & Notifications 130 . 2.External Agency user has to click on “Submit” to view the success page displayed on confirming the password reset. 8. 5. Submit Request 2. 3. 4.

Token Details Go to Bulk PAN Query and select Token Details. a 9-digit numeric value. 131 . Token Number: Mandatory. User clicks 'SUBMIT' and the fields are validated for correctness.Token List Go to My Account and select Token List. Status and Transaction Type. A new page is displayed with Bulk PAN token details. Date of Submission. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. Token List for the user is displayed with the details like Token number. User should enter the following details.

XML file with a valid Bulk PAN format.  Old Password – Mandatory. can be between 8 – 14 characters. User should enter the following details. Upload XML: Mandatory. 132 . can be between 8 – 14 characters.  New Password – Mandatory. User clicks 'SUBMIT' and the fields are validated for correctness.  Confirm Password – The user has to enter the same password as entered above. alphanumeric and should contain at least one special character and one numeric. A success message is displayed when the details are valid. This is mandatory  Captcha .Upload Query Go to Bulk PAN Query and select Upload Query. Profile Settings Change Password Go to Profile Settings and select Change Password. User should enter the following details.This is mandatory and the user has to type in the numeric code which appears on the screen. alphanumeric and should contain at least one special character and one numeric.

 Captcha . limited to 25 characters. 133 . User should e the following details enter  Primary Secret Question – The user needs to select any one question out of four available in the drop down. alphanumeric and special characters.  Secondary Secret Answer – Mandatory. Change Secret Question(s) / Answer(s) Go to Profile Settings and select Change Secret Question(s) / Answer(s). limited to 25 characters. This is mandatory.  Primary Secret Answer – Mandatory. alphanumeric and special characters.  Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down.User clicks ‘SUBMIT’ and a success message page is displayed confirming password change. This is mandatory.This is mandatory and the user has to type in the numeric code which appears on the screen.

Not mandatory. limited to 75 characters PAN .User clicks ‘SUBMIT’ and a success message page is displayed confirming change in secret question and secret answer.           Surname – Mandatory.This field is auto-filled from the previous page Alternate Email ID .Non mandatory. limited to 75 characters First Name – Not mandatory. and should match the date as given in the PAN card Mobile Number . 10 digits. numeric field.Non mandatory.Mandatory. 10 digits Email ID . select the date from the calendar provided. alphanumeric and can contain special characters.Mandatory. 10 character alphanumeric Date of Birth – Mandatory. Alternate Mobile Number . 125 characters 134 . Update Principal Contact Details Go to Profile Settings and select Update Contact Details. limited to 25 characters Designation .Mandatory. alphanumeric. User should enter the following details. alphanumeric and can contain special characters. numeric field. limited to 25 characters Middle Name . alphanumeric and can contain special characters. alphanumeric and can contain special characters.

numeric field.Mandatory.Non-mandatory. numeric field. alphanumeric and special characters. 10 digits Email ID . limited to 50 characters  Town/City/District .Non mandatory. alphanumeric and special characters. User should enter the following details. Update Contact Details Go to Profile Settings and select Update Contact Details. 135 . 10 digits. Mobile Number . A success message page is d isplayed. limited to 6 digits  CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the screen.Mandatory.This field is auto-filled from the previous page Alternate Email ID . Alternate Mobile Number . 10 digits (STD code and the telephone number should not exceed 10 digits. limited to 50 characters  State – Mandatory. Address Details  Flat/Door/Building – Mandatory. alphanumeric. user selects from the drop down provided  Pin code . numeric field. Do not prefix ‘0’). limited to 50 characters  Road/Street . 10 digits (STD code and the telephone number should not exceed 10 digits.Non mandatory. alphanumeric and special characters. numeric field.Non-mandatory. 125 characters Fax Number .Mandatory.  Contact Details        Landline Number – Non-mandatory.User clicks on “SUBMIT” after updating the contact details. Do not prefix ‘0’). alphanumeric and special characters. limited to 50 characters  Area/Locality . numeric.Mandatory.

User should select a valid DSC i. User clicks “Submit” after selecting a DSC.pfx file. A success message page is displayed. 136 . Opt for Higher Security Go to Profile Settings and select Opt for Higher Security. Instructions will be provided in the right corner of efiling application when Register Digital Signature Certificate page is opened.e. Register Digital Signature Certificate Go to Profile Settings and select Register Digital Signature Certificate.User clicks on “SUBMIT” after updating the contact details. a success message page is displayed. it should be a ..

All the details of the user will be displayed. User clicks “Disable”. a success message page is displayed.User can disable opt for higher security option by choosing “Disable” Option. View My Profile Go to Profile Settings and select View My Profile. 137 .

a success message is displayed. Remainders & Notifications. User clicks on ‘Subscribe’ button. A ‘Subscribe’ button is available for the user. If user is already subscribed to mailing list. Alerts. User will be provided with a ‘Enable’ button. ‘Unsubscribe’ button will be available. a success message is displayed. Remainders & Notifications Go to Profile Settings and select Alerts. User clicks on ‘Unsubscribe’ button.Mailing List Go to Profile Settings and select Mailing List. 138 .

alphanumeric. Helpdesk Submit Request Go to Helpdesk and select Submit Request. dropdown.Mandatory. If user is already enabled to Alerts. auto-filled. User clicks on ‘Disable’ button.  Attachment – Non-mandatory 139 . 125 characters Category – Mandatory.Mandatory. dropdown Sub-category . a success message is displayed.User clicks on ‘Enable’ button. minimum of 30 characters has to be entered. ‘Disable’ button will be available. 10 digits.Mandatory. Remainders & Notifications.Mandatory.  Description . a success message is displayed.     Mobile Number . minimum of 30 characters has to be entered. numeric field. options available are based on selection of category dropdown  Summary – Mandatory. Email ID . User has to enter the following details.

140 .mandatory. a calendar is provided to select the date. a calendar is provided to select the date. User can search a request raised by using following options.mandatory. Request List Go to Helpdesk and select Request List. User should click on the request number which he/she wants to view. dropdown  Start Date: Non.User clicks on ‘SUBMIT’. User enters the details and clicks on “Search” button. All the requests based on the filter will be displayed. a success message page is displayed.  End Date: Non.  Status: Mandatory.

description. 3 buttons are available to the user.User can edit the details like Summary.  Update: Updates the request.  Back: Takes user to previous page. 141 .  Cancel: Request is cancelled. etc.

e-Return Intermediary (ERI) User 142 .

e-Return Intermediary (ERI) User Registration 1.incometaxindiaefiling. 2. 3.gov. ERI makes an application online at NSDL's website www. Application is processed by NSDL on the basis of eligibility criteria set by the Income Tax Department.tinnsdl.in by using NSDL’s login credentials. 143 .  Sample XML which is upload by NSDL looks as shown below.com using ERI’s digital signature certificate (DSC). The XML file having details of the applicant and the temporary user Id and password is uploaded onto the Income Tax Department's e-filing website www. if the application is in order. 4. A temporary User Id and Password is generated by NSDL and intimated to the applicant vide an XML file.

If the registering ERI Admin belongs to company/firm category. Date of Incorporation is mandatory. Registeration Number is available only for Companies and Firms but it is non-mandatory. 5. 144 . Using this temporary User Id and password. A check is provided while uploading the xml. the applicant is required to log onto the Income Tax Department's e-filing website and complete the data transmission test. 1.NOTE: 1.

7. Post data transmission test. a success page is displayed. After successful data transmission test. ITR -7 is not included here as it cannot be electronically filed. ERI will be given a maximum of 15 attempts to upload all the ITR’s. ERI must fill in the additional details and upload digital signature certificate (DSC) in the registration page provided to complete the registration process. 145 . ERI must upload all the ITR’s from 1 to 6 for assessment year 2012.  6.

8. 146 . On completion of registration process. a success page is displayed.

10. Once activated. Request is sent to e-Filing Admin’s approval.9. ERI Admin has to click on activation link in order to activate his/her account.  Post login. 11. View Form 26AS (Tax Credit) 147 . ERI Admin can use the credentials to access the e-filing website and upload the data pertaining to the return of income received by it to the Income Tax Department directly. ERI Admin can create ERI Sub-users and a maximum of 20 sub-users can be active under that ERI Admin. ERI’s permanent user ID along with an activation link and an authorization letter will be communicated to the ERI through an e-mail and intimation is sent via SMS. 10.  ERI Admin will be provided with the following functionalities post login –  My Account 1. Once the registration is approved by e-Filing Admin.

8. Create Sub-user 2. 3. Activate Sub-user 3. Add Clients 2. Income Tax Return Forms 2.2. Request List     148 . Submit Request 2. Extend Sub-user Validity 4. 10. Update Contact Details 4. View My Profile 7.  E-File View Returns Refund/Demand Status Refund Re-issue Request Rectification Request Rectification Status Request for Intimation Outstanding Tax Demand Token List Tax Credit Mismantch 1. 7. View Sub-user History 6. Upload Return 2. Change Sub-user Password 7. 9. Upload Query Downloads 1. Token Details 2. Register Digital Signature Certificate 5. View Client History Manage Sub-user 1. 5. Alerts. e-Flied Token Details  Bulk PAN Query 1. Change Password 2. Mailing List 8. 4. 6. Schema  Manage Client 1. Token Status 3. Change Secret Question(s) / Answer(s) 3. Remainders & Notifications Helpdesk 1. List of Clients 3. Update Sub-user Contact Details Profile Settings 1. Opt for Higher Security 6. De-activate Sub-user 5.

149 .

1. Post-login.. 6. Click on the “Login Here” button available on the home page. 4. 8. Login Type the URL of e-Filing application (https://incometaxindiaefiling.in) in a web browser (Internet Explorer/ Mozilla/ Chrome/ Safari). ERI Admin/ ERI Sub-user name and last login time is displayed on top right corner. 2. 5. instructions on right and a dashboard with all the activities exercised by ERI in the middle. Enter the login credentials i. 7.gov. User Id and Password as provided in the e-mail and click “Login” button. ERI will be provided with Quick links on left.e. 3.e-Return Intermediary (ERI) User Features Pre-requisites:   ERI Admin should be registered in e-Filing application. View Form 26AS (Tax Credit) View Returns Refund/Demand Status Refund Re-issue Request Rectification Request Rectification Status Request for Intimation u/s 143(1)/154 Outstanding Tax Demand 150 . ERI Sub-user must be created and activated by ERI Admin. A menu bar is provided on top with following categories and sub-categories:  Services 1.

9. Token List 10. Tax Credit Mismatch  E-File 1. Upload Return 2. e-Flied Token Details  Bulk PAN Query 1. Token Details 2. Token Status 3. Upload Query Downloads 1. Income Tax Return Forms 2. Schema  Manage Client 1. 2. 3. 4.

Add Clients List of Clients View Client History Request List

Manage Sub-user 1. Create Sub-user 2. Activate Sub-user 3. Extend Sub-user Validity 4. De-activate Sub-user 5. View Sub-user History 6. Change Sub-user Password 7. Update Sub-user Contact Details

Profile Settings 1. Change Password 2. Change Secret Question(s) / Answer(s) 3. Update Contact Details 4. Register Digital Signature Certificate 5. Opt for Higher Security 6. View My Profile 7. Mailing List 8. Alerts, Remainders & Notifications Helpdesk 1. Submit Request 2. Request List

Functionalities available for ERI Admin in e-Filing application:

My Account View Form 26AS (Tax Credit): Available for ERI Admin and ERI Sub-user
151

Go to My Account and select View Form 26AS (Tax Credit). User should enter the following details.     PAN of the Client: Mandatory, 10 character alphanumeric. Note: User must be added as client under ERI Admin. Date of Birth/Incorporation: Mandatory, select the date from the calendar provided, and should match the date as given in the PAN card. Assessment Year: Mandatory, select the assessment from the dropdown. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.

User clicks 'SUBMIT' and the fields are validated for correctness and a new page is displayed asking confirmation from user for redirecting to NSDL website. Click on “Confirm” and you will be redirected to NSDL website.

View Returns: Available for ERI Admin and ERI Sub-user
Go to My Account and select View Returns. User should enter the following details.   PAN of the Client: Mandatory, 10 character alphanumeric. Note: User must be added as client under ERI Admin. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.

152

User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with all the return details of the client.

Refund/Demand Status: Available for ERI Admin and ERI Sub-user
Go to My Account and select Refund/Demand Status. User should enter the following details.    PAN of the Client: Mandatory, 10 character alphanumeric. Note: User must be added as client under ERI Admin. Assessment Year: Mandatory, select the assessment from the dropdown. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.

153

Refund Sequence Number: Mandatory. select the date from the calendar provided. CPC Communication Reference Number: Mandatory.       PAN of the Client: Mandatory. Refund Re-issue Request: Available for ERI Admin and ERI Sub-user Go to My Account and select Refund/Demand Status. select the assessment from the dropdown. Date of Birth/Incorporation: Mandatory. Note: User must be added as client under ERI Admin. 10 character alphanumeric. A new page is displayed with details of refund/demand.User clicks 'SUBMIT' and the fields are validated for correctness. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. User should enter the following details. Assessment Year: Mandatory. and should match the date as given in the PAN card. 154 . it should be in the format CPC/1111/I1/1111111111.

   If the user selects ‘ITR Address’. limited to 50 characters  State – Mandatory. limited to 50 characters  Town/City/District . numeric. User can select the address to which address to be used for that particular refund under the dropdown ‘Category’. limited to 50 characters  Road/Street . alphanumeric and special characters. alphanumeric and special characters. If the user selects ‘PAN Address’. user selects from the drop down provided  Pin code . alphanumeric and special characters. user has to enter the following details in the additional fields displayed.Mandatory. alphanumeric and special characters.  Flat/Door/Building – Mandatory.User clicks on ‘Validate’ and he/she will be directed to a new page to enter additional details. limited to 6 digits 155 . If the user selects ‘New Address’.Mandatory. address provided in the PAN is used. limited to 50 characters  Area/Locality . address provided in the ITR uploaded is used.Mandatory.Non-mandatory.

Note: User must be added as client under ERI Admin. Assessment Year: Mandatory. an additional dropdown is displayed for selecting Rectification Request Type. User can select the following options from dropdown.User clicks on ‘SUBMIT’ and all the fields are validated for correctness. and should match the date as given in the PAN card. 10 character alphanumeric. Latest CPC Order Date: Mandatory. A success message is displayed in a new page after validation. it should be in the format CPC/1111/I1/1111111111.     PAN: Mandatory. 156 . select the date from the calendar provided. select the assessment from the dropdown. Rectification Request: Available for ERI Admin and ERI Sub-user Go to My Account and select Rectification Request. User should enter the following details. On successful validation. CPC Communication Reference Number: Mandatory. User clicks on ‘SUBMIT’ and all the fields are validated for corr ectness.

157 . Taxpayer is correcting the data in rectification . a pop-up with 21 radio buttons for selecting an option is displayed. Upload a valid XML file that needs to be rectified. User should click ‘SUBMIT’ for validating the details and successful rectification upload. User has to select a radio button and click ‘OK’. Schedules Being Changed: Mandatory. Again a new page with the following fields is displayed. Select the type of Digital certificate: Mandatory. Select and upload the rectification XML File: Mandatory. Reason you selected: Auto-filled. User should upload a valid Digital Certificate.On selecting. User can use ‘CTRL’ + ‘CLICK’ and select multiple schedules that are provided.

Reprocess the case for  TAX CREDIT MISMATCH  STATUS MISMATCH  TAX/INTEREST COMPUTATION. User needs to click ‘SUBMIT’. select the assessment from the dropdown. 158 . On selecting. A success message is displayed indicating a valid rectification upload. Note: User must be added as client under ERI Admin. A page with rectification status and a link to withdraw the filed rectification is displayed. User should enter the following details. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.    PAN of the Client: Mandatory. 10 character alphanumeric. User can select one or more check-boxes as required. Assessment Year: Mandatory. User clicks 'SUBMIT' and the fields are validated for correctness.  3 check-box options are provided. No further Data Correction required. Rectification Status: Available for ERI Admin and ERI Sub-user Go to My Account and select Rectification Status.

A successful withdrawal message will be displayed when user clicks on ‘Confirm withdrawal’.On clicking the link to withdraw the request. dropdown. 10 character alphanumeric. Assessment Year: Mandatory. dropdown. select the assessment from the dropdown. User can withdraw his request within 7 days of rectification request. Note: User must be added as client under ERI Admin. a page requesting for withdrawal of rectification request is displayed. User should enter the following details. Sub-category: Mandatory. 159 . Request for Intimation u/s 143(1)/154: Available for ERI Admin and ERI Subuser Go to My Account and select Request for Intimation. Category: Mandatory.     PAN: Mandatory.

user has to enter the details in the additional fields provided for new address.e.  User can select one of the 2 options from dropdown ‘Category’ i.. various options under sub-category dropdown is available for the user. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. If ‘New Address’ is selected. 160 . Intimation u/s 143(1) and Rectification order u/s 154. Depending on the category selected.

Outstanding Tax Demand: Available for ERI Admin and ERI Sub-user Go to My Account and select Outstanding Tax Demand. 10 character alphanumeric. 161 . Note: User must be added as client under ERI Admin. User should enter the following details. A success message is displayed for valid intimation request. User clicks 'SUBMIT' and the fields are validated for correctness.  PAN: Mandatory.

drop down  Start Date: Calendar. User should enter the following details. radio buttons for My Tokens and Sub-user tokens.  Transaction Type: mandatory.  User ID of the Sub-User: Mandatory when radio button option Sub-user tokens is selected. A new page with demand status is displayed. 162 . Token List: Available for ERI Admin and ERI Sub-user Go to My Account and select Token List. User clicks 'SUBMIT' and the fields are validated for correctness.  Token List: Mandatory. alphanumeric. mandatory  Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. mandatory  End Date: Calendar.

Token numbers of the Sub-User whose ID was provided will be displayed. All the token numbers of the ERI Admin is displayed. Assessment Year: Mandatory. Note: User must be added as client under ERI Admin.  User selects “Sub-User Tokens” radio button. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. select the assessment from the dropdown.    PAN of the Client: Mandatory. Tax Credit Mismatch: Available for ERI Admin and ERI Sub-user Go to My Account and select Tax Credit Mismatch. User should enter the following details. 10 character alphanumeric. 163 . User selects “My Tokens” radio button.

  Upload XML: Mandatory. Select the Digital Signature Certificate – Mandatory and the user uploads the DSC. A page with tax credit mismatch is displayed. e-File Upload Return: Available for ERI Admin and ERI Sub-user Go to e-File and select Upload Return. A success message is displayed on successful upload of Bulk ITR. 164 .User clicks 'SUBMIT' and the fields are validated for correctness. User clicks 'SUBMIT' and the fields are validated for correctness. User should enter the following details. a zip file containing one or more valid XMLs of ITRs (Bulk ITR).

Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. Token Details: Available for ERI Admin and ERI Sub-user Go to Bulk PAN Query and select Token Details. a 9-digit numeric value. A new page is displayed with Bulk ITR token status and details.   Token Number: Mandatory. User should enter the following details. User should enter the following details.   Token Number: Mandatory.E-Filed Token Details: Available for ERI Admin and ERI Sub-user Go to e-File and select e-Flied Token Details. 165 . a 9-digit numeric value. User clicks 'SUBMIT' and the fields are validated for correctness.

Token Status: Available for ERI Admin and ERI Sub-user Go to Bulk PAN Query and select Token Status.   Token Number: Mandatory.User clicks 'SUBMIT' and the fields are validated for correctness. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. User clicks 'SUBMIT' and the fields are validated for correctness. User should enter the following details. A new page is displayed with Bulk PAN token status. a 9-digit numeric value. A new page is displayed with Bulk PAN token details. 166 .

User clicks 'SUBMIT' and the fields are validated for correctness. 167 . Income Tax Return Forms: Available for ERI Admin and ERI Sub-user Go to Downloads and select Income Tax Return Forms. User should enter the following details. User should first select the assessment year and then click on excel or the pdf to download it. XML file with a valid Bulk PAN format. A success message is displayed when the details are valid.Upload Query: Available for ERI Admin and ERI Sub-user Go to Bulk PAN Query and select Upload Query.  Upload XML: Mandatory.

10 character alphanumeric Date of Birth – Mandatory. limited to 125 characters and should be a valid format Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. User should enter the following details. 168 . alphanumeric. and should match the date as given in the PAN card Email ID .     PAN .Mandatory. Manage Client Add Clients: Available for ERI Admin and ERI Sub-user Go to Manage Client and select Add Clients. select the date from the calendar provided.Schema: Available for ERI Admin and ERI Sub-user Go to Downloads and select Schema.Mandatory. User should click on the link provided for downloading the schema of ITRs.

169 . List of Clients: Available for ERI Admin and ERI Sub-user Go to Manage Client and select List of Clients.    Clients List: Mandatory. All the Clients under the ERI Admin are displayed. A success message is displayed when the details are valid. radio buttons for My Clients and Sub-user Clients.User clicks 'SUBMIT' and the fields are validated for correctness. User ID of the Sub-User: Mandatory when radio button option Sub-user Clients is selected.  User selects “My Clients” radio button. User should enter the following details. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. alphanumeric.

170 .  PAN . User selects “Sub-User Clients” radio button.Mandatory. 10 character alphanumeric  Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. View Client History: Available for ERI Admin and ERI Sub-user Go to Manage Client and select View Client History. All the Clients under the ERI Admin’s Sub-user are displayed. User should enter the following details.

Request List: Available ERI Admin and ERI Sub-user Go to Manage Client and select Request List. drop down. A new page showing the client’s status for the requested option is displayed. A new page showing the client’s history i. User clicks 'SUBMIT' and the fields are validated for correctness. all the filings related to the client is displayed. 171 .Mandatory. mandatory.e.  PAN .  Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.User clicks 'SUBMIT' and the fields are validated for correctness. User should enter the following details. 10 character alphanumeric  Select an Option: Type of request needed..

10 digits  Email ID . limited to 25 characters  Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. Personal Details         Surname – Mandatory.Mandatory. This is mandatory. limited to 25 characters. numeric field.Non-mandatory. limited to 25 characters Middle Name .  Primary Secret Answer – Mandatory. Employee Number: Optional.Non mandatory. 6-character. limited to 50 characters  Town/City/District . User should enter the following details. A.Non-mandatory. alphanumeric and can contain special characters. numeric field. 10 digits (STD code and the telephone number should not exceed 10 digits. This is mandatory.  Primary Secret Question – The user needs to select any one question out of four available in the drop down. alphanumeric and can contain special characters. can be between 8 – 14 characters. alphanumeric. limited to 25 characters PAN .Not mandatory. user selects from the drop down provided  Pin code . and should match the date as given in the PAN card Designation: Mandatory. alphanumeric. limited to 75 characters First Name – Not mandatory. 125 characters  Fax Number . limited to 125 characters and should be a valid format. numeric C. alphanumeric and special characters. Contact Details  Landline Number – Non-mandatory.Mandatory. select the date from the calendar provided.  Alternate Email ID . Password Details  Password – Mandatory.Mandatory.  Secondary Secret Answer – Mandatory. alphanumeric and can contain special characters. Do not prefix ‘0’). 10 digits. Branch Name: Mandatory. alphanumeric and special characters. alphanumeric and special characters.Mandatory. numeric field. alphanumeric and should contain at least one special character and one numeric.  Mobile Number . CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the 172 . limited to 50 characters  Road/Street . This is mandatory. alphanumeric and special characters. limited to 50 characters  Area/Locality . 10 digits (STD code and the telephone number should not exceed 10 digits.Mandatory.Mandatory. Do not prefix ‘0’).  Confirm Password – The user has to enter the same password as entered above. B.  Alternate Mobile Number . 10 character alphanumeric Date of Birth – Mandatory. numeric. Postal Address  Flat/Door/Building – Mandatory. alphanumeric and special characters.Non mandatory. alphanumeric and special characters. numeric field. limited to 50 characters  State – Mandatory.Manage Sub-user Create Sub-user: Available only for ERI Admin Go to Manage Sub-user and select Create Sub-user. limited to 6 digits D.

173 . reminder and notifications  This will be auto-selected. Subscribe to Mailing List  This will be auto-selected. User can un-check the box provided to un-subscribe for mailing list F.screen E. reminders and notification. Enable Alerts. User can un-check the box provided to disable alerts.

A success message is displayed when a sub-user is created. The user records are captured in the e-filing application. User can select “OK” to Register DSC or click on “Cancel” and proceed with login. 174 . When the Sub-user is logging in for the first time. a pop up is displayed to Register DSC.User clicks 'SUBMIT' and the fields are validated for correctness.

Select a valid date from the calendar provided as the end date. 10 -character alphanumeric.. Activate Sub-user: Available only for ERI Admin Go to Manage Sub-user and select Activate Sub-user. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. radio buttons User ID: Mandatory only when “Single User” radio button is selected. User should click on “Show Details” and Select the check -box provided next to Sub-user details. The user records are captured in the efiling application and Sub-User is activated. 175 . User clicks on 'Activate' and the fields are validated for correctness.    Select User: Mandatory. User should enter the following details.

User should select a date from the calendar provided in the ‘Valid upto’ field and click on “Extend User Validity” button to extend the user validity.Extend Sub-user Validity: Available only for ERI Admin Go to Manage Sub-user and select Extend Sub-user Validity. User clicks 'Get User Current Validity' and the fields are validated for correctness. 176 . De-activate Sub-user: Available only for ERI Admin. User should enter the following details. Go to Manage Sub-user and select Activate Sub-user. 10 -character alphanumeric.  Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.  User ID: Mandatory only when “Single User” radio button is selected. User should enter the following details. A success message is displayed to the user.

user should click on “Show Details” after entering the user id of sub-user.  When ‘All Users’ radio button is selected. Details of sub-user will be displayed. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. user should click on “Show Details”. 177 .   Select User: Mandatory. radio buttons User ID: Mandatory only when “Single User” radio button is selected 10-character alphanumeric. Select the check-box of Sub-users whom you want to de-activate.  When ‘Single User’ radio button is selected. A list of all the Sub users who are active is displayed.

A success message will be displayed to the user. User ID: Mandatory only when “Single User” radio button is selected 10-character alphanumeric. radio buttons “Single User” and “All Users” are available.Select the check-box provided adjacent to the sub-user details and click ‘Deactivate’ button.    Select User: Mandatory. View Sub-user History: Available for only ERI Admin Go to Manage Sub-user and select View Sub-user History. User should enter the following details. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. 178 .

‘Single User’ and ‘All Users’. The details of the sub-user whose user id is entered will be displayed. The details of all the sub -users will be displayed. Change Sub-user Password: Available only for ERI Admin 179 .e.  User selects ‘Single User’ and clicks ‘Show details’..  User selects ‘All Users’ and clicks ‘Show details’.User can select one of the 2 radio buttons. i.

Go to Manage Sub-user and select Change Sub-user Password. numeric field. Update Sub-user Contact Details: Available only for ERI Admin Go to Manage Sub-user and select Update Sub-user Contact Details. Password – Mandatory. numeric field.Non-mandatory. 180 . User clicks 'SUBMIT' and a success message is displayed on password change. 10-character alphanumeric. numeric field. User can view and edit the following details.Mandatory. alphanumeric. numeric field. 10 digits.Non mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits. Alternate Mobile Number . alphanumeric and should contain at least one special character and one numeric. Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen. alphanumeric. 125 characters Fax Number . User should enter the following details. 10-character alphanumeric. This is mandatory.  Contact Details       Landline Number – Non-mandatory. Do not prefix ‘0’). Mobile Number . User clicks 'SUBMIT' and a new page is displayed with all the contact details of the sub-user. 125 characters Alternate Email ID . Do not prefix ‘0’). can be between 8 – 14 characters. 10 digits Email ID .Non mandatory.Mandatory.  User ID: Mandatory. Confirm Password – The user has to enter the same password as entered above. User should enter the following details.     User ID: Mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits.

alphanumeric and special characters. alphanumeric and special characters. limited to 50 characters  State – Mandatory. user selects from the drop down provided  Pin code . limited to 50 characters  Area/Locality . limited to 50 characters  Town/City/District .Mandatory. alphanumeric and special characters. alphanumeric and special characters. limited to 6 digits  CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the screen User clicks on “Submit”. 181 .Non-mandatory. limited to 50 characters  Road/Street .Mandatory. User can view a success message page when the contact details are updated. numeric.Mandatory. Address Details  Flat/Door/Building – Mandatory.

can be between 8 – 14 characters. alphanumeric and special characters. alphanumeric and should contain atleast one special character and one numeric. This is mandatory Captcha . limited to 25 characters  Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. 182 . This is mandatory.  Secondary Secret Answer – Mandatory. can be between 8 – 14 characters.This is mandatory and the user has to type in the numeric code which appears on the screen. User should enter the following details. limited to 25 characters.  Primary Secret Answer – Mandatory.  Captcha . User should enter the following details. User clicks ‘SUBMIT’ and a success message page is displayed confirming password change. New Password – Mandatory. alphanumeric and should contain atleast one special character and one numeric. Confirm Password – The user has to enter the same password as entered above. This is mandatory. Change Secret Question(s) / Answer(s): Available for ERI Admin and ERI Subuser Go to Profile Settings and select Change Secret Question(s) / Answer(s). alphanumeric and special characters.Change Password: Available for ERI Admin and ERI Sub-user Go to Profile Settings and select Change Password.     Old Password – Mandatory.This is mandatory and the user has to type in the numeric code which appears on the screen.  Primary Secret Question – The user needs to select any one question out of four available in the drop down.

alphanumeric and special characters. user selects from the drop down provided  Pin code .Mandatory.Non-mandatory. limited to 50 characters  Area/Locality .  Contact Details        Landline Number – Non-mandatory. Update Contact Details: Available for ERI Admin and ERI Sub-user Go to Profile Settings and select Update Contact Details. alphanumeric. limited to 50 characters  Road/Street . Do not prefix ‘0’). limited to 50 characters  Town/City/District . User should enter the following details. limited to 6 digits  CAPTCHA  This is mandatory and the user has to type in the numeric code which appears on the screen. Mobile Number . numeric.Mandatory. alphanumeric and special characters. alphanumeric and special characters. 125 characters Fax Number . alphanumeric and special characters.Non mandatory. 10 digits. numeric field. numeric field.Non-mandatory. 10 digits (STD code and the telephone number should not exceed 10 digits.Mandatory. 10 digits Email ID . numeric field. 10 digits (STD code and the telephone number should not exceed 10 digits. Alternate Mobile Number . 183 . Address Details  Flat/Door/Building – Mandatory. numeric field. Do not prefix ‘0’).Mandatory.This field is auto-filled from the previous page Alternate Email ID .User clicks ‘SUBMIT’ and a success message page is displayed confirming change in secret question and secret answer.Non mandatory. limited to 50 characters  State – Mandatory.

a success message page is displayed. User should select a valid DSC i..e.pfx file. Register Digital Signature Certificate: Available for ERI Admin and ERI Sub-user Go to Profile Settings and select Register Digital Signature Certificate. User clicks “Submit” after selecting a DSC. it should be a . 184 .User clicks on “SUBMIT” after updating the contact details. Instructions will be provided in the right corner of efiling application when Register Digital Signature Certificate page is opened. A success message page is displayed.

Opt for Higher Security: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Opt for Higher Security.

View My Profile: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select View My Profile. All the details of the user will be displayed.

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Mailing List: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Mailing List. A ‘Subscribe’ button is available for the user.

User clicks on ‘Subscribe’ button, a success message is displayed.

If user is already subscribed to mailing list, ‘Unsubscribe’ button will be available.

User clicks on ‘Unsubscribe’ button, a success message is displayed.

Alerts, Remainders & Notifications: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Alerts, Remainders & Notifications. User will be provided with a ‘Enable’ button.

User clicks on ‘Enable’ button, a success message is displayed.

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If user is already enabled to Alerts, Remainders & Notifications, ‘Disable’ button will be available.

User clicks on ‘Disable’ button, a success message is displayed.

Helpdesk Submit Request: Available for ERI Admin and ERI Sub-user
Go to Grievance and select Submit Request. User has to enter the following details.  Mobile Number - Mandatory, auto-filled, numeric field, 10 digits.  Email ID - Mandatory, alphanumeric, 125 characters  Category – Mandatory, dropdown  Sub-category - Mandatory, dropdown, options available are based on selection of category dropdown  Summary – Mandatory, minimum of 30 characters has to be entered.  Description - Mandatory, minimum of 30 characters has to be entered.  Attachment – Non-mandatory

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a calendar is provided to select the date. dropdown  Start Date: Non. Request List: Available for ERI Admin and ERI Sub-user Go to Grievance and select Request List.mandatory. a success message page is displayed. User can search a request raised by using following options.  End Date: Non.User clicks on ‘SUBMIT’.  Status: Mandatory. 188 . a calendar is provided to select the date.mandatory.

All the requests based on the filter will be displayed. 189 .User enters the details and clicks on “Search” button. User should click on the request number which he/she wants to view. 3 buttons are available to the user. etc.  Update: Updates the request. description.  Cancel: Request is cancelled.  Back: Takes user to previous page. User can edit the details like Summary.