efiling user manual
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Table of Contents
1. E-FILING REGISTRATION ......................................................................................................... 2
2. REGISTRATION - LINK ACTIVATION ...................................................................................... 2
3. PASSWORD RESET ................................................................................................................... 3
4. VIEW MY DETAILS ...................................................................................................................... 6
5. UPDATE CONTACT DETAILS ................................................................................................... 6
6. QUICK FILING OF ITR 1 ONLINE ............................................................................................ 7
7. INCOME TAX RETURN FORMS DOWNLOADS ................................................................ 8
8. REFUND / DEMAND STATUS ................................................................................................... 9
9. ITRV RECEIPT STATUS ............................................................................................................. 9
10. REQUEST FOR INTIMATION u/s 143(1) / 154 ................................................................. 10
11. RECTIFICATION REQUEST ................................................................................................ 11
12. REQUEST FOR REFUND RE-ISSUE ................................................................................ 11
13. RECTIFICATION STATUS .................................................................................................... 12
14. REGISTER AS LEGAL HEIR ............................................................................................... 12
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1. E-FILING REGISTRATION
Income Tax Department has introduced e-Filing of Income Tax Returns minimizing Manual Filing of
returns. Web Address -https:// incometaxindiaefi l ing.gov.in
New to e-Fil ing > Select Register Yours elf
Select the As sessee Type > Contin ue
Enter the below required d etails
PAN Number* Mandatory, should b e valid PAN.
Surname* Mandatory, shou ld be as per the PAN details.
First Name Not mand atory, sho uld be as per the PAN details.
Middle Name - Not m andatory, shou ld be as per the PAN details.
Date of Bi rth* Mandatory, should be as per the PAN details.
Email ID*- Mandato ry, should be valid E-mail ID.
Mobi le Number* Mandatory.
Enter the required details to com plete the registrat io n.
2. REGISTRATION - LINK ACTIVATION
After submitting the request for registration, Taxpayer would receive a link to His / Her email id foractivating the user ID (PAN would be the User ID) fromDONOTREPLY@incometaxindia.gov.in.
Click on the link to activate the registration / OR
Copy and paste the Link in the Internet portal address bar.
https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:DONOTREPLY@incometaxindia.gov.inmailto:DONOTREPLY@incometaxindia.gov.inmailto:DONOTREPLY@incometaxindia.gov.inmailto:DONOTREPLY@incometaxindia.gov.inhttps://incometaxindiaefiling.gov.in/ -
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Below is a samp le mai l for l ink act ivat ion
If the taxpayer is u nable to activate the link, please send the below d etails to
validate@incometaxindia.gov.inemail ID.(Reply wo uld b e received from
DONOTREPLY@incometaxindia.gov.in)
PAN Taxpayer Nam e
Date of Birt h / Date of Incorpo rtat ion Fathers Name Mail ing Add ress as per PAN Database
After activation the taxpayer can login with User ID (PAN) and password inhttps://incometaxindiaefiling.gov.in
3. PASSWORD RESET
Taxpayer can reset the password to log in in e-Fil ing w ebsite. Option s are available in the
portal enabling easy reset of passw ord. Taxpayer is requested to laun ch
https:// incometaxindiaefi l ing.gov.inwebsi te.
Main Screen> Click Login Here
Click Forgot Password?
mailto:validate@incometaxindia.gov.inmailto:validate@incometaxindia.gov.inhttps://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:validate@incometaxindia.gov.in -
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Enter the below :
PAN
Captcha Code (As speci f ied in the image)
Cl ick
Cont inue
Select any of the opt ions to reset the password onl ine > Cl ick Submit
Option 1 Answer Secret Question
Enter Date of Birth / Incorporation
Select the Secret Question
Enter the answer
Click Submit
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Enter the new password and confirm Password > Click Submit
Option 2 Upload Digital Signature Certificate
Select Upload using .pfx file or upload using USB token
Click Submit
Enter the new password and confirm Password > Click Submit
Option 3 Enter e-Filed Acknowledgement number and bank account number.
Select the Assessment Year
Enter the Acknowledgement number
Enter Bank Account Number
Click Submit
Enter the new password and confirm Password > Click Submit
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I f the taxpayer is u nable to reset the passw ord , please send a email to
validate@incometaxindia.gov.inwith the below details . (Reply w ould b e received from
DONOTREPLY@incometaxindia.gov.in)
PAN
Taxpayer Nam e
Date of Birt h / Date of Incorpo rtat ion
Fathers Name
Mail ing Ad dress
4. VIEW MY DETAILS
Taxpayers can view the contact details which have been registered in e-Filing Portal.
After Login w ith User Id and Password inhttps://incometaxindiaefiling.gov.inwebsite
Main Screen Click Profi le Sett ings > View My Prof i le
The Taxpayer Profile would have the below contents
Personal Details
Contact Details Address Details
Other Details
5. UPDATE CONTACT DETAILS
Taxpayers can update the contact details which are registered in e-Filing website.
After Login w ith User Id and Passwo rd inhttps://incometaxindiaefiling.gov.inwebsite
Main Screen Click Profi l e Sett ings > Update Contact Details
mailto:validate@incometaxindia.gov.inmailto:validate@incometaxindia.gov.inhttps://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/mailto:validate@incometaxindia.gov.in -
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The Taxpayer Can update the below details
Contact Details
Address details
6. QUICK FILING OF ITR 1 ONLINE
Taxpayers can file returns online, this option has been enabled for quick filing of ITR-1 forms.
Taxpayer are requested to login with the User ID and password in e-Filing websitehttps://incometaxindiaefiling.gov.in
Main Screen Select e-File > Prepare and Subm it Online
To Submit ITR-1 online Enter All m andatory fields >Click Submi t
https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/https://incometaxindiaefiling.gov.in/ -
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Enter the required details
Personal Inform ation
Income Details
TDS
Taxes Paid and Verif icat ion
80G
Afterupdating all the details Click Submit.
Note : All the personal information, TDS,Advance Tax and self assesment tax would be auto filled and
is editable other than PAN and DOB. Taxpayers are requested to validate the details prior submission.
INCOME TAX RETURNS FORMS DOWNLOADS
Taxpayers can download the forms for offline returns submission. ITR 1, 2, 3, 4, 4S, 5, & 6 Return
Forms are available.
Taxpayers can download the Forms either in pre-Login or post login in the e-filing website
Main ScreenDownloads > Click Income Tax return Forms
Select the Form to down load.
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7. REFUND / DEMAND STATUSTaxpayers can view the Refund and Demand status after logging with the User ID and Password.
Main Screen > My Account > Click Refund/Demand Status
Enter the assessmentyear > Captcha Code > Click Submit
8. ITRV RECEIPT STATUSTaxpayers can view the ITR-V Receipt Status before login with their user Ids
Main Screen > Services > Click ITR-V Receipt Status
Enter PAN, Assessm entYear and Captcha Code > Click Submit
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Taxpayer can v iew the st atus of t he ITR-V Status
9. REQUEST FOR INTIMATION u/s 143(1) / 154Taxpayers can Request for Intimation u/s 143(1) / 154 after logging with the User ID and Password.
Main Screen > My Accou nt> Click Request for Intimation u/s 143(1) / 154
Taxpayer to enter the required fields and click Submit.
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10. RECTIFICATION REQUESTTaxpayers can Request for Rectification after logging with the User ID and Password.
Main Screen > My Account > Click Rectif icaiton Request
Taxpayers are enabledwith below options in Rectification Request Type
1) Taxpayer is correc ting the data for Tax Credit Mismatch only
2) Taxpayer is correc ting the data in rectif icat ion3) No further Data Correctio n required Repro cess the case
11. REQUEST FOR REFUND RE-ISSUETaxpayers can Request for Refund Re-issue after logging with the User ID and Password.
Main Screen > My Account > Click Refund Re-issu eRequest
Enter As sessm ent Year,CPC Communication Reference Numb er (As per Int im ation
received),Refund Sequence Number, DOB, Captcha Code and Click Validate
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12. RECTIFICATION STATUSTaxpayers can View the status of Rectification after logging with the User ID and Password.
Main Screen > My Account > Click Rectification Status
Enter Assessment Year , Captcha Code andClick Submitto view the status
13. REGISTER AS LEGAL HEIR
A Legal Heir can file Income Tax Return, View Status of Income Tax Return, ITR-V Acknowledgment
and other filing status in respect of the Income Tax Return of the deceased person for the e-Filed
Assessment Year
Main Screen > My Account > Click Register as Legal Heir
Taxpayers have to fill mandatory details and have to upload Required Documents in ZIP format only.
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Required Docum ents:
Copy of the Death CertificateCopy of PAN card of the deceasedSelf attested PAN card copyLegal Heir certificate
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