HOW TO e-FILE YOUR INCOME TAX RETURN THE PROCESS OF ELECTRONICALLY FILING INCOME TAX RETURN THROUGH THE INTERNET IS KNOWNAS e-FILING. ° Individual g HUF . Company/BOI/AOP/Firm/Trust/Local authority/Artificial juridical person . External Agencies . Tax professionals - Chartered Accountants ° Tax Deductor and Collector . Electronic Return Filing Intermediaries Income Tax Department Central Board of Direct TaxesADVANTAGES OF e-FILING ANYWHERE - ANYTIME FILING EASY, FASTAND SECURE FASTER REFUNDS VALUE ADDED SERVICES LIKE TRACKING OF REFUNDS, 26AS VIEW, E-MAIL, AND SMS ALERTS REGARDING STATUS OF PROCESSINGAND REFUNDS, IMMEDIATE ACKNOWLEDGMENT 24/7 ONLINE SERVICE DEDICATED HELPDESK TO SUPPORT THE QUERES OF ASSESSEESHERE AREAFEW STEPS ON HOW YOU CAN FILE ONLINE: ONLINE e-FILING PROCESS (ITR 1 &ITR 4) ° LOGIN TO THE e-FILING PORTAL AND GO TO ‘e-FILE > "INCOME TAX RETURN” * SELECT THE “ASSESSMENT YEAR’, “ITR FORM NAME” AND “SUBMISSION MODE” G SELECT VERIFICATION MODEAS APPLICABLE c FILLALL THEAPPLICABLE FIELDS INTHE ITR . ENTER EVC/OTP FOR e-VERIFIYING YOUR ITR (OR) ie SEND THE SIGNED ITR-V TO CPC FOR VERIFICATION o e-FILING OF ITR IS NOW COMPLETE OFFLINE e-FILING PROCESS GOING COMPLETELY ONLINE CAN BE DIFFICULT, ESPECIALLY WHEN YOU HAVE MULTIPLE FORMS WITH NUMEROUS DATAAND LABORIOUS CALCULATIONS. SO TO EASE YOU IN, THE OPTION TO DOWNLOAD AND THEN UPLOAD A COMPLETED FILE WITHOUT THE FEAR OF ‘SESSION TIMEOUT’ ALSO PROVIDED. HERE’S HOW YOU GOABOUT THE PROCESS: e DOWNLOAD THE APPLICABLE ITR EXCEL/JAVA UTILITY FROM e-FILING PORTAL 2 GO TO ‘DOWNLOADS’ (BELOW LOG IN BUTTON) >OFFLINE UTILITIES > INCOME TAX RETURN PREPARATION UTILITIES Ss FILL ALL THE APPLICABLE FIELDS IN THE ITR UTILITY AND GENERATE THE XML FILE o LOGIN TO e-FILING PORTAL AND GO TO ‘e-FILE’ > ‘INCOME TAX RETURN’ ° SELECT THE ‘ASSESSMENT YEAR’, ‘ITR FORM NAME’ AND. ‘SUBMISSION MODE’ c SELECT VERIFICATION MODEAS APPLICABLE eS UPLOAD THE GENERATED XML FILE ° ENTER EVC/OTP FOR e-VERIFYING YOUR ITR (OR) SEND THE SIGNED ITR-V TO CPC FOR VERIFICATION + eFILING OF ITRIS COMPLETEDe-VERIFICATION ONCE YOU'VE SUBMITTED YOURITR, ITIS IMPORTANT TO VERIFY TO COMPLETE THE FILING. e-VERIFICATION IS THE EASIEST WAY OF VERIFYING YOUR ITR WHICH SAVES YOUR EFFORT OF SENDING SIGNED ITR-V TO CPC BENGALURU. HOW TO e-VERIFY You can e-Verify using Electronic Verification code or Aadhaar OTP or by logging in through net banking. EVC may be obtained using pre- validated Bank Account or pre-validated DematAccount or BankATM. Here are afew simple steps to complete the process: Si Login to e-Filing portal and go to ‘e-File’ > ‘Income Tax Return’ . Click on the ‘e-Verify’ link available against the ITR which is to be e-Verified c Select e-Verficiation mode as applicable . Enter EVC/OTP for e-Verifying your ITR . e-Verification of ITR is completee-PROCEEDING Get online and get on with live. e-Proceeding is an electronic platform for conducting proceedings in an end-to-end manner. All the notices/intimations/letters from the department are made available under e-Proceedings where the assessee would be able to view and submit the response along with attachments by uploading the same on e-Filing portal. It will substantially reduce compliance burden on the assessees, enable safe storage and tracking of all e-submission made by the assessee and makes the entire process paperless.CONDONATION REQUEST You can provide the reason for delay in submission of ITR-V or e-Verification. In submission, you will be given an option to e-verify the return after 120 days by giving reasons for delay. NTS Pn Linking Aadhaar with PAN is Mandatory for filing the Income Tax Returns, e-Filing portal facilitates the taxpayers to link their Aadhaar with PAN. aaa VALIDATION OF BANK EXeeeltl is Refund is credited only in pre-validated bank account. Use this facility to pre-validate your bank account for smooth crediting of your refund. ces SN Free of cost facility to generate PAN instantly based ee Sa ty tog y upon Aadhar KYC for people with Aadhar who do not have a PAN yi) et k- To authenticate any notice/order by the Income Tax Department using Document Identification Number (DIN) VERIFICATION (easy Common gateway for verifying PAN details, TAN Details and Return verification detailse-FILING VAULT To shield your e-Filing account against any fraudulent activity or unauthorised access, e-filing Vault adds a second level of authentication which ensures higher degree of security compared to simple user ID and password. Higher security options are available for e-Filing login and Reset Password. One of the following options may be chosen for higher security NET BANKING AADHAAR OTP. DIGITAL SIGNATURE CERTIFICATE (DSC) BANK ACCOUNT EVC DEMAT ACCOUNT EVCIMPORTANT FUNCTIONALITIES ON THE e-FILING PORTAL FILE ONLINE RECTIFICATION In case the taxpayer wants to seek rectification of a mistake in an order or intimation issued by the Department which is apparent from the record, taxpayer can seek ‘Rectification under Section 154’. IEW ANNUAL’ PVaetie Buran (26 AS) To view details of taxes paid by self or Tax deducted/ collected at source. VIEW AND RESPOND uz The taxpayer can view and respond to Outstanding OUTSTANDING . , . Nath} Demand online by either choosing to agree or disagree with the demand. REFUND aS In case of refund failure, taxpayer can raise the service request in e-Filing portal upon receiving communication from CPC REQUEST |@IncomeTaxindia. Official DIRECTORATE OF INCOME TAX (Public Relations, Publications & Publicity) 6th Floor, Mayur Bhawan, New Delhi December 2020 This brochure should not be construed as an exhaustive statement of the law. For details- reference should always be made to the relevant provisions in the Acts and the Rules.