SARAL-II INDIAN INCOME TAX RETURN Assessment Year

ITR-1 Year

(Please see rule 12 of the Income-tax Rules,1962) (Also see attached instructions) 2 0 1 0 - 11

Quick Guide to using this utility for eFiling of your Returns.

Pre requisites : 1 Use Excel 2003 onwards.2 Enable Macros to use this utility.

MACROS - ENABLING MACROS IN EXCEL 20071 Click the Microsoft Office Button , and then click Excel Options2 Click Trust Center, click Trust Center Settings, and then click Macro Settings3 Click the option "Enable all Macros"4 Restart your Excel Utility

MACROS - ENABLING MACROS IN EXCEL 20031 On the Tools Menu, point to Macros >> Security2 Now select Security Level as Low or Medium and press OK3 Restart your Excel Utility, and if asked whether you want to Enable Macros, Select YES

Steps to follow :1 Fill up your return following the instructions as provided separately in the Instructions for the relevant ITR ,

downloadable from http://incometaxindiaefiling.gov.in2 Validate the data entry done on each of the sheets by clicking on 'Validate' button.3 Click on 'Calculate Tax' button on the 'Income Details' sheet. This will calculate Tax and Interest

as per the data entered in the Excel Utility. (Note : Date of filing is taken as higher of system date and date entered in Verification .)

4 Verify the calculated Tax and Interest figures in Sl nos 8 to 15.5 Check Sl no 16 (Tax payable) in Sheet 'Taxes paid and Verification' .

If the value is not zero, then pay Self Assessment Tax for this amount.6 Make Self Assessment tax entry in Sch IT and re 'Calculate Tax' and verify that amount in Sl no 16 is zero.7 Check summary data such as Total Income, Tax payable, Interest payable, Taxes paid 8 After above steps completed for all sheets, click on Generate XML from any of the sheets. 9 This will take you to a Pre XML sheet for a final review of the return.

10 Review the number of rows entered in the various schedules and if modified, repeat Steps 1 to 911 Click on 'Save XML' on the Pre XML sheet.12 The XML file is now saved in the same folder in which the Excel utility is saved, and can be uploaded.

Dos and Donts1 Click Next / Previous to navigate between the schedules / sheets.2 Use TAB to navigate through the data entry cells on the sheet.3 To add more rows in any schedule, click on the '+' button.

(Blank rows need not be deleted as they will not be reflected in your return)4 Dates must always be entered as dd/mm/yyyy formats (ex : 14/03/2010 )5 While filling up a schedule with more than 1 row, ensure that all additional rows are filled in consecutive rows. 6 Save your Excel File once your work is completed.

Do not leave in between rows blank.

[For Individuals having Income from Salary / Pension / Income from One House Property (excluding loss brought forward from previous years) /

Income from Other Sources (Excluding Winning from Lottery and Income from Race Horses)]

If your are familiar with the Guide, you may start using the Utility by clicking here.

Avoid Common mistakes1 Ensure that you have correctly entered Gender, Date of birth, Residential Status, PAN and Status.2 Sl no 6 is the Total Deduction claimed under Chapter VI-A

ensure that you have entered individual claims under Relevant Sections from Sl no 5a to 5l.3 Check the TDS sheet thoroughly. If you have TDS credit for Tax Deduction at Source on Interest, (Sl no 22),

then enter the value claimed for this year in Column 7 out of Total Tax Deducted as in Col 6.

For more help1 Refer to the User Guide which can be downloaded from http://incometaxindiaefiling.gov.in2 Refer to Instructions for Filling up the ITR Form, which can be downloaded from http://incometaxindiaefiling.gov.in3 For further assistance, write to Help Desk (Details available on http://incometaxindiaefiling.gov.in)

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SARAL-II INDIAN INCOME TAX RETURN Assessment Year

ITR-1 Year

(Please see rule 12 of the Income-tax Rules,1962) (Also see attached instructions) 2 0 1 0 - 11

PE

RS

ON

AL

IN

FO

RM

AT

ION

First Name Middle Name Last Name PAN PAHLAD SINGH AGEPJ4236H

Flat / Door / Block No Name of Premises / Building / Village StatusFOS, MCTE I - Individual

Road / Street / Post Office Area / Locality Date of birth (DD/MM/YYYY)MHOW 01/05/1966

Town/City/District State Pin Code Sex (Select)INDORE 453441 M-Male

Email Address (Std code) Phone No Employer Category (if in pahladsingh123@yahoo.co.in employment) GOVDesignation of Assessing Officer (Ward / Circle) Return filed under section

[Pl see Form Instruction] 11 - u/s 139(1)Whether original or revised return? O-Original

If revised, enter Receipt no / Date DateResidential Status RES - Resident

INC

OM

E &

DE

DU

CT

ION

S

1 Income chargeable under the Head ‘Salaries’(Salary/ Pension) 1 458,812

2 2

3 3

4 Gross Total Income (1+2c) 4 458,8125 Deductions under Chapter VI A (Section) System Calculated

a 80 C 5a 109,080 100,000b 80 CCC 5b 0c 80 CCD 5c 0d 80 D 5d 0e 80 DD 5e 0f 80 DDB 5f 0g 80 E 5g 0h 80 G 5h 0i 80 GG 5i 0j 80 GGA 5j 0k 80 GGC 5k 0l 80 U 5l 0

6 Deductions (Total of 5a to 5l) 6 109,080 6 100,0007 Total Income (4 - 6) 7 358,812

TA

X C

OM

PU

TA

TIO

N 8 Tax payable on Total Income 8 25,7629 Education Cess, including secondary and higher secondary cess on 8 9 77310 Total Tax, Surcharge and Education Cess (Payable) (8 + 9) 10 26,53511 Relief under Section 89 11 012 Relief under Section 90/91 12 013 Balance Tax Payable (10 - 11 - 12) 13 26,53514 Total Interest Payable 14 015 Total Tax and Interest Payable (13 + 14) 15 26,535

For Office Use OnlyReceipt No/ Date

[For Individuals having Income from Salary / Pension / Income from One House Property (excluding loss brought forward from previous years) /

Income from Other Sources (Excluding Winning from Lottery and Income from Race Horses)]

18-MADHYA PRADESH

FIL

ING

S

TA

TU

S

Income chargeable under the Head ‘House Property’ (enter –ve sign in case of loss, if any)

Income chargeable under the Head ‘Other Sources’ (enter –ve sign in case of loss, if any)

Seal and Signature of Receiving Official

23 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)]

SI.No Address City State PinCode

(1) (2) (3) (4) (5) (6) (7) (8)1 BPLP02816C 461881 458,812 100,000 26,540 26,54023

(Click + to add more rows to 23) TDS on Salary above. Do not delete blank rows. Blank rows will not be included In the ITR)

24 Details of Tax Deducted at Source Other than Salary

SI.No Address City State PinCode

(1) (2) (3) (4) (5) (6) (7)

1

BPLP02816C 461881 11,838 01-02-2010 11,840 11,838

234

(Click + to add more rows to 24) TDS other than Salary above. Do not delete blank rows. Blank rows will not be included In the ITR)

25 Details of Advance Tax and Self Assessment Tax Payments

Sl No

Bank Detals & Branch

BSR Code Amount (Rs)Branch

123456

(Click '+' to add more rows to 25) Tax Payments. Do not delete blank rows. Blank rows will not be included In the ITR)

Tax DeductionAccount Number

(TAN) of the Employer

Name of the Employer

Income chargeable

under thehead

Salaries

Deductionunder

Chapter VI-A

Tax payable

(incl. surch.

and edn.cess)

Total taxDeducted

Taxpayable/

refundable

AEC PACHMARI

PAO (ORS) AEC, PACHMARI

HOSHANGABAD

18-MADHYA PRADESH

Tax DeductionAccount Number

(TAN) of the Deductor

Name of the Deductor

Amount paid/

credited

Date of Payment/ Credit

Total taxDeducted

Amount out of

(6) claimed

forthis year

AEC PACHMARI

PAO (ORS) AEC, PACHMARI

HOSHANGABAD

18-MADHYA PRADESH

Date of Deposit(DD/MM/YYYY)

Serial Number of

ChallanName of the

Bank

#########

######

######

############

###############

##################

TA

XE

S P

AID

16 Taxes Paida 16a 0

b 16b 38,378

c Self Assessment Tax (item 25) 16c 0

17 Total Taxes Paid (16a+16b+16c) 17 38,378

18 Tax Payable (15-17) (if 15 is greater than 17) 18 0

RE

FU

ND

19 Refund (17-15) if 17 is greater than 15 19 11,843

20 Enter your Bank Account number 63050367052 (Mandatory in case of refund)21 Yes

22 In case of direct deposit to your bank account give additional detailsMICR Code 452005056 Type of Account(As applicable) Savings

26

Sl Code Amount (Rs) Sl Code Amount (Rs)a 001 b 002c 003 d 004e 005 f 006g 007 h 008

27 Exempt income for reporting purposes only (from Dividends, Capital Gains etc)VERIFICATION

I, (full name in block letters), PAHLAD SINGH son/daughter of SHRI CHAND

Place MHOW Date 21-06-2010 Sign here ->

PAN AGEPJ4236H26 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below:

Identification No of TRP Name of TRP Counter Signature of TRP

27

Advance Tax (from item 25)TDS (column 7 of item 23 +column 7 of item 24)

Select Yes if you want your refund by direct deposit into your bank account, Select No if you want refund by Cheque

Other Information (transactions reported through Annual Information Return) (Please see instruction number-9(ii) for code)

solemnly declare that to the best of my knowledge and belief, the information given in the return thereto is correct and complete and that the amount of total income and other particulars shown therein are truly stated and are in accordance with the provisions of the Income-tax Act, 1961, in respect of income chargeable to Income-tax for the previous year relevant to the Assessment Year 2010-11

If TRP is entitled for any reimbursement from the Government, amount thereof (to be filled by TRP)

Instructions to fill up Excel Utility

A) Preparing for filing IncomeTax Return :

B) 5 Steps to upload the ITR.1. Download and unzip the relevant ITR excel return preparation utility for the selected Assessment Year.2. Fill up the ITR Excel form as per the tax payers details. 3. Validate the XML from the form by clicking on the "Validate" button.4. Correct the reported errors and click on "XML Generate" to generate the XML file. 5. Upload the XML file generated to the eFiling site using appropriate login/password.

D) How to use this Excel Utilityiiiiiiivvvivii

Overview

Fill up applicable schedulesValidate each sheetGenerate XMLValidate SummaryUpload the XML

i

ii Before you beginRead the general instructions for filling up the form.

The appropriate excel utility as per the assessment year and applicable form, for which the return is to be prepared should be downloaded from the website :

The tax payer need not use any other software for preparing their returns. The excel utility, once filled up as per the instructions, has the facility to generate an XML for uploading to the eFiling website.

C) No separate file validation utility is required as there are two checks for validating each XML. One check is within the excel utility itself and there is an additional validation check done while the XML is being uploaded to the efiling website.

OverviewBefore you beginStructure of the utility for ITR1Filling up the sections of the form using the utilityValidating the sheetsGenerating the XMLPrinting

Fill up : Navigate to each schedule applicable Fill up data (Refer to sheet specific Help for more details)

Validate each sheet : Click on the Validate Button on each filled sheet to ensure that the sheet has been properly filled. Also ensure that you have also followed instructions per sheet

Generate XML : After all required schedules have been filled and validated, click on Generate XML which will recheck all sheets and show a final validation sheet

Validate Summary : After clicking on Generate XML. You will be taken to a Verification / Validation sheet where you can check that all entries made are reflected before clicking on Save XML

Save XML to generate the XML for uploading to efiling site.

The ITR1 Excel Utility is an Excel Workbook that consists of 2 integrated worksheets. Each of the sheets contains a data entry area.

iii Structure of the utility for ITR1The various sheets and the schedules covered per sheet is as below.The name of each sheet displays in the tab at the bottom of the workbook.

Each sheet includes a number of distinct, titled sections / schedules. These titles are displayed in black color background with white text.

Each sheet is identified by the sheet tabs located at the bottom of the Excel window. These tabs are labelled with abbreviation forms of the schedules of the sheet.

ivFilling up the sections of the form using the utility.Every section / schedule is color coded to facilitate the user to enter data.There are following different types of cells in the sheet.

b) Data entry cells for optional fields have a black font and a green background color.

c) Fields whose values are automatically calculated / filled by the utility have a blue font for the labels and a white background color.

Moving through the cells : Use Tab Keys to move from one dataentry cell to another on the selected sheet.

Using provided buttons below these tables, the taxpayer can add as many rows as required in these tables.

v Validating the sheets :

Validate the filled up sheet using the "Validate" button. Correct errors identified by the validate feature.vi Generating the XML and Verifying before uploading to efiling Web Site :

This XML \can then be uploaded towards efiling your return and an acknowledgement can be hence generated.

vii Printing.

a) Data entry cells for mandatory fields which are required to be compulsorily entered by the user. These have a red font and a green background color. Certain fields are mandatory under specific conditions. Ex : MICR Details are only required for direct deposit of refunds to your bank account.

Navigation : Refer to the navigation buttons shown on the left for Next, Previous. The user can navigate between the sheets by either clicking on next or previous buttons as required.

Adding more rows : Schedules such as TDS, Bank Payments allow users to enter data in tabular format.

Warning : Rows once added, are not required and should not be deleted, even if they are blank. The utility does not generate XML for rows left blank.

Important Do's and Dont's while filling TDS and Bank Payment data : Do not skip any row in between as blank while filling up this data in the provided tables. Do not use 2 rows for entering value for a particular entry. Example : If address is longer than the available space, please continue typing in the provided space, and do not move to the next cell to complete the rest of the address. The cell will automatically expand and accept the full address in the same cell. Do not delete blank rows as utility will automatically ensure they are not added to the XML generated.

Click on the "XML Generate" button. This will re validate all the sheets, and direct the user to the confirmation page which shows the various schedules and the no of rows per schedule being generated.

Once verified ok, the tax payer can then click on Save XML option to generate XML. The utility will inform the user with the name and location of the saved XML.

The print button provides the option to the user to print both the sheets of ITR1 after previewing the same. On clicking "Print", the tax payer can click on OK for print preview option, preview the pages which will be printed, and Click on the "Print.." button on the menu of the preview pages to print the ITR Return.

1This section captures data on Tax Payers Personal Information, Filing status, Income and Deductions and Tax Computations

2This section captures data on Taxes Paid, Refunds, AIR Transactions, Verification and TRP information, TDS and Bankpayment details.

GENERAL

GENERAL2

1. Download and unzip the relevant ITR excel return preparation utility for the selected Assessment Year.

Validate each sheet : Click on the Validate Button on each filled sheet to ensure that the sheet has been properly filled. Also ensure that you have also followed instructions per sheet

The ITR1 Excel Utility is an Excel Workbook that consists of 2 integrated worksheets. Each of the sheets contains a data entry area.

Structure of the utility for ITR1The various sheets and the schedules covered per sheet is as below.The name of each sheet displays in the tab at the bottom of the workbook.

Each sheet includes a number of distinct, titled sections / schedules. These titles are displayed in black color background with white text.

Each sheet is identified by the sheet tabs located at the bottom of the Excel window. These tabs are labelled with abbreviation forms of the schedules of the sheet.

c) Fields whose values are automatically calculated / filled by the utility have a blue font for the labels and a white background color.

Moving through the cells : Use Tab Keys to move from one dataentry cell to another on the selected sheet.

Using provided buttons below these tables, the taxpayer can add as many rows as required in these tables.

Validate the filled up sheet using the "Validate" button. Correct errors identified by the validate feature.

This XML \can then be uploaded towards efiling your return and an acknowledgement can be hence generated.

a) Data entry cells for mandatory fields which are required to be compulsorily entered by the user. These have a red font and a green background color. Certain fields are mandatory under specific conditions. Ex : MICR Details are only required for direct deposit of refunds to

The user can navigate between the sheets by either clicking on next

Schedules such as TDS, Bank Payments allow users to enter data in tabular format.

Rows once added, are not required and should not be deleted, even if they are blank.

skip any row in between as blank while filling up this data in the provided tables.

Example : If address is longer than the available space, please continue typing in the provided space, and do not move to the next cell to complete the rest of the address. The cell will automatically expand

delete blank rows as utility will automatically ensure they are not added to the XML generated.

Click on the "XML Generate" button. This will re validate all the sheets, and direct the user to the confirmation page which

The print button provides the option to the user to print both the sheets of ITR1 after previewing the same. On clicking "Print", the tax payer can click on OK for print preview option, preview the pages which will be printed, and

This section captures data on Tax Payers Personal Information, Filing status, Income and Deductions and Tax Computations

This section captures data on Taxes Paid, Refunds, AIR Transactions, Verification and TRP information, TDS and Bankpayment details.

Validate data before generating XML No of entries110

TDS on SalaryTDS on InterestTax Payments

1. Validate against each schedule the count of no of entries.

3. In case this count does not match to the entered number of entries, you may recheck the schedules, refer to instructions for filling up tables, and ensure that all entries are valid and completely entered.

2. This is required to confirm that the total no of entries entered per schedule is valid and being generated in the final XML

4. Once this sheet is validated, you may click on Save XML to generate the XML file

If the no of entries are 0In a schedule, there are mandatory fieldsFor a row to be valid, these must befilled in.Also, do not skip blank rows