OVERVIEW –

ADMINISTRATIVE FUNCTIONS

August 2016 Version 1.0

Agenda

• Portal Pre-Login Page

• Portal Home Page

• Administrative Functions Home Page

• Processes in Administrative Functions Module

• Users of Administrative Functions Module

• Detailed walk through of Administrative functionalities in ITBA

Income Tax Business Application

Portal Home Page – Pre Login

Navigate to https://itba.incometax.gov.in

Click
“Login Here”

Income Tax Business Application

Portal Home Page – Pre Login

1. Enter your Username, Password and RSA.

2. Click “Login”.

Income Tax Business Application

 Portal Home Page – Post Login

Click on Administrative Functions under MODULES.

Click on
Administrative Functions

Income Tax Business Application

 Administrative Functions Home Page

Administrative Functions Home Page is displayed

Income Tax Business Application

Processes of Administrative Functions Module

Administrative Functions module comprises of following processes:

• Approval of Hospital u/s 17

• Tax Practitioner Approval

• Gratuity Fund Approval

• Superannuation Fund Approval

• Provident Fund Approval

Income Tax Business Application

 Users and their Functions – PCCIT and CCIT

Approval of Hospital u/s 17 and Tax Practitioner Approval

PCCIT/CCIT HQ of PCCIT/CCIT Staff of HQ of PCCIT/ CCIT

• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Upload the
Inspection/Verification Report
(Only in case of Approval of
Hospital u/s 17)
• Generate Hearing Notice and
Record Hearing
• Generate Approval/Rejection
Letter
• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Upload the
Inspection/Verification Report
(Only in case of Approval of
Hospital u/s 17)
• Generate Hearing Notice and
Record Hearing
• Save Draft
Approval/Rejection Letter
• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Upload the
Inspection/Verification Report
(Only in case of Approval of
Hospital u/s 17)
• Generate Hearing Notice and
Record Hearing
• Save Draft
Approval/Rejection Letter

- All the users mentioned above along with Members and Chairperson CBDT will have access
to MIS and Dashboard for Administrative Functions Module.
Income Tax Business Application
 Users and their Functions – PCIT and CIT

Gratuity Fund, Superannuation Fund and Provident Fund Approval

PCIT/CIT HQ of PCIT/CIT Staff of HQ of PCIT/ CIT

• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Generate Hearing Notice and
Record Hearing
• Generate Approval/Rejection
Letter
• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Generate Hearing Notice and
Record Hearing
• Save Draft
Approval/Rejection Letter
• Enter basic information of
application in Control
Register and Initiate Request
• Enter Application Details
• Verify the Application based
on checklist
• Generate Hearing Notice and
Record Hearing
• Save Draft
Approval/Rejection Letter

- All the users mentioned above along with hierarchy upto Members and Chairperson CBDT will
have access to MIS and Dashboard for Administrative Functions Module.
Income Tax Business Application
 Hospital Approval u/s 17 Process

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Income Tax Business Application

 Steps for Initiating Request for Approval of Hospital u/s 17

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Search and select the

Enter the basic details of
applications for approval
of hospital u/s 17
received at PCCIT/CCIT
office through Add option
in Control Register
screen
Request(s) Pending for
Initiation and click
Initiate Pendency will be
created for the user in
his/her worklist for
further proceedings.

Control Register - Add Request Worklist

Income Tax Business Application

Steps for Digitisation of List of Diseases

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Click Application
Details in workitem Select the diseases
Click on Subject in to navigate to dorm the set of
the worklist to application details diseases in system
navigate to the screen. as furnished by
Administrative
applicant and save
Function Workitem.
the details.

- For Approval of Hospital u/s 17, List of Diseases for which approval is sought need to be selected and
saved in Application Details tab.

Income Tax Business Application

 Steps for Verification of Application

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Compliance Status is
marked as by default.
Uncheck the
Compliance Status
After selection of checkbox in case any
disease for which the
of the checklist point is
approval is sought, not compliant.
verify the checklist
points.
Save the Verification Click Generate
Checklist. Deficiency Letter in
Status should be auto case application is
populated either as marked as deficient
Deficient in case any
of the checklist point is
not compliant or
Compliant if all the
checklist points are
compliant.

Verification of Application Generate Deficiency Letter

Income Tax Business Application
Steps for Uploading Inspection/Verification Report

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Click Choose File to

browse the report, select
Once the the file and enter the Click Upload to upload the
Inspection/Verification is Remarks report. Once the report is
carried out by Inspector
uploaded successfully.
outside the system, the
User can navigate forward
report needs to be
to next step.
uploaded in the system.

Option to upload Inspection/Verification Report will be only required in case of Approval of

Hospital u/s 17.
Income Tax Business Application
Inspection/ Verification Report
Steps for Generation of Hearing Notice

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

After uploading Generate the hearing

notice to intimate Once hearing is done,
Inspection/
assessee about the Click Record Hearing
Verification Report,
schedule of hearing. to record the details
click Generate
of hearing.
Hearing Notice.

Generate Hearing Notice

Income Tax Business Application
Steps for Record Hearing

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Click View
Once hearing is Click Save to Hearing
done, click save the details Calendar to view
Record Hearing of hearing the hearing
to record the Click Order Sheet calendar.
details of to view/print the
hearing. order sheet.

Record Hearing

Income Tax Business Application

Steps for Generation of Approval/Rejection Letter

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Select the Click Generate to

Click Generate decision and generate the final
Approval Letter enter the Approval/
Click on Preview to
after the processing required fields. Rejection letter
view the draft
is complete Approval/
Rejection letter

Option to generate the final Approval/Rejection letter will be available only with PCCIT/CCIT.
HQ and Staff of HQ of PCCIT/CCIT) can only record the details and save the draft letter.

Click here to view screen

Income Tax Business Application
Other Functionalities available on Workitem

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

 Upload any document through Attachment screen.

 Issue letter to Applicant/any other person through Initiate Other
Actions screen.
View Summary of Actions taken on the workitem.
Delegation of the workitem through Delegate button.
Required Information can be sought through Seek Information
button

Income Tax Business Application

 Tax Practitioner’s Approval Process

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Income Tax Business Application

 Steps for Initiating Request for Tax Practitioner’s Approval

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Search and select the

Enter the basic details of
applications for tax
practitioner’s approval
received at PCCIT/CCIT
office through Add option
in Control Register
screen
Request(s) Pending for
Initiation and click
Initiate Pendency will be
created for the user in
his/her worklist for
further proceedings.

Control Register - Add Request Worklist

Income Tax Business Application

Steps for Digitisation of Application

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Click Application
Details in workitem
Click on Subject in to navigate to Enter the application
the worklist to application details details in system as
navigate to the screen. furnished by
Administrative applicant and save
Function Workitem. the details.

- In case of approval of tax practitioner’s approval, Application Details need to be entered and saved.

Income Tax Business Application

Click here to view screen
 Steps for Verification of Application

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Compliance Status is
marked as by default.
Uncheck the
Compliance Status
After entering and checkbox in case any
saving Application of the checklist point is
Details, verify the not compliant.
checklist points.
Save the Verification Click Generate
Checklist. Deficiency Letter in
Status should be auto case application is
populated either as marked as deficient
Deficient in case any
of the checklist point is
not compliant or
Compliant if all the
checklist points are
compliant.

Verification of Application Generate Deficiency Letter

Income Tax Business Application
Steps for Generation of Hearing Notice

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

After uploading Generate the hearing

notice to intimate Once hearing is done,
Inspection/
assessee about the Click Record Hearing
Verification Report,
schedule of hearing. to record the details
click Generate
of hearing.
Hearing Notice.

Generate Hearing Notice

Income Tax Business Application
Steps for Record Hearing

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Click View
Once hearing is Click Save to Hearing
done, click save the details Calendar to view
Record Hearing of hearing the hearing
to record the Click Order Sheet calendar.
details of to view/print the
hearing. order sheet.

Record Hearing

Income Tax Business Application

Steps for Generation of Approval/Rejection Letter

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

Select the Click Generate to

Click Generate decision and generate the final
Approval Letter enter the Approval/
Click on Preview to
after the processing required fields. Rejection letter
view the draft
is complete Approval/
Rejection letter

Option to generate the final Approval/Rejection letter will be available only with PCCIT/CCIT.
HQ and Staff of HQ of PCCIT/CCIT) can only record the details and save the draft letter.

Click here to view screen

Income Tax Business Application
Other Functionalities available on Workitem

Users: PCCIT/CCIT, HQ of PCCIT/CCIT, Staff of HQ of PCCIT/CCIT

 Upload any document through Attachment screen.

 Issue letter to Applicant/any other person through Initiate Other
Actions screen.
View Summary of Actions taken on the workitem.
Delegation of the workitem through Delegate button.
Required Information can be sought through Seek Information
button

Income Tax Business Application

 Fund Approval Processes

Covering the following applications:

• Gratuity Fund Approval

• Superannuation Fund Approval

• Provident Fund Approval

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Income Tax Business Application

 Steps for Initiating Request for Fund Approval

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Search and select the

Request(s) Pending for
Enter the basic details of Initiation and click
applications for Fund Initiate Pendency will be
approval received at created for the user in
PCIT/CIT office through his/her worklist for
Add option in Control further proceedings.
Register screen

Control Register - Add Request Worklist

Income Tax Business Application

Steps for Digitisation of Application

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Click Application
Details in workitem
Click on Subject in to navigate to Enter the application
the worklist to application details details in system as
navigate to the screen. furnished by
Administrative applicant and save
Function Workitem. the details.

Click here to view screen

Income Tax Business Application

 Steps for Verification of Application

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Compliance Status is
marked as by default.
Uncheck the
Compliance Status
After entering and checkbox in case any
saving Application of the checklist point is
Details, verify the not compliant.
checklist points.
Save the Verification Click Generate
Checklist. Deficiency Letter in
Status should be auto case application is
populated either as marked as deficient
Deficient in case any
of the checklist point is
not compliant or
Compliant if all the
checklist points are
compliant.

Verification of Application Generate Deficiency Letter

Income Tax Business Application
Steps for Generation of Hearing Notice

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Generate the hearing

notice to intimate Once hearing is done,
After Verification, click
assessee about the Click Record Hearing
Generate Hearing
schedule of hearing. to record the details
Notice.
of hearing.

Generate Hearing Notice

Income Tax Business Application
Steps for Record Hearing

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Click View
Once hearing is Click Save to Hearing
done, click save the details Calendar to view
Record Hearing of hearing the hearing
to record the Click Order Sheet calendar.
details of to view/print the
hearing. order sheet.

Record Hearing

Income Tax Business Application

Steps for Generation of Approval/Rejection Letter

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

Select the Click Generate to

Click Generate decision and generate the final
Approval Letter enter the Approval/
Click on Preview to
after the processing required fields Rejection letter
view the draft
is complete Approval/
Rejection letter

Option to generate the final Approval/Rejection letter will be available only with PCIT/CIT.
HQ and Staff (of HQ of PCIT/CIT) can only record the details and save the draft letter.

Click here to view screen

Income Tax Business Application
Other Functionalities available on Workitem

Users: PCIT/CIT, HQ of PCIT/CIT, Staff of HQ of PCIT/CIT

 Upload any document through Attachment screen.

 Issue letter to Applicant/any other person through Initiate Other
Actions screen.
View Summary of Actions taken on the workitem.
Delegation of the workitem through Delegate button.
Required Information can be sought through Seek Information
button

Income Tax Business Application

Income Tax Business Application