Tax Professional (CA) - Registration and Services 

The pre-requisites for registering as Chartered Accountant in e-Filing are

1.You should be a practicing Chartered Accountant (registered with Institute of Chartered Accountants of India, ICAI, with a valid Membership Number)

1.You should have a valid Permanent Account Number (PAN) and Digital Signature Certificate.

Registration

If you are a new user, click on the Register Yourself button

Registration contd…

Registration contd…

Select “Chartered Accountant” against the radio button found under “Tax Professional” and click on the CONTINUE button.

The REGISTRATION FORM screen will appear.

Enter the details, upload the Digital Signature Certificate (DSC) and click CONTINUE button.

Registration contd…

On successful validation, you will be directed to the next page of registration where you have to enter additional details like Password, Contact, Postal address and enter the Code displayed on the screen and click on the SUBMIT button.

Registration contd…

Note: Make sure you provide a valid mobile number and an email ID, as all the future communications will be sent to this mobile number and email ID.

Successful RegistrationOn successful registration, a message will be displayed along with a transaction ID. An email with the user ID and activation link will be sent to your registered email ID.

Login to your email ID and click on the activation link. To login to e-Filing, you must activate your account.

You can now login and use the services on the portal.

Services

Being a registered user on the portal, you can file Forms (Other than ITR) electronically.  The pre-requisites for e-Filing are1. Assessee and the CA should be registered in e-Filing2. Assessee should have added the CA for the desired Form and Assessment Year

There are two ways to file Forms electronically.

Submission of Forms (other than ITR)

1. GO TO 'Downloads' section and select applicable Form (other than ITR) of the desired Assessment Year OR Login to e-Filing application and GO TO 'Downloads‘-->'Download Forms' and select applicable Income Tax Form of the desired Assessment Year.

2. Download and fill the utility of the Form (other than ITR) and validate.3. Fill the utility and Validate.4. Generate an XML file and save in desired path/destination in your desktop/system.5. LOGIN to e-Filing application and GO TO --> e-File --> Upload Form6. Enter the Assessee’s PAN, CA’s PAN; select the Form Name (other than ITR) and

the Assessment Year.7. Browse and Select the XML file8. Upload Digital Signature Certificate.9. Click 'SUBMIT'.10. On successful upload, the Form (other than ITR) is sent to Assessee's workflow for

acceptance.11. The Assessee should LOGIN to e-Filing application, GO TO Worklist and

accept/reject the Form (other than ITR). 12. A) On Approval, the Form is successfully submitted with e-Filing application. No

further action is required. B) If Rejected, the Tax Professional can file the Form (other than ITR) again and follow the same process as mentioned in 10, 11 & 12a.

Steps for submission of Offline Forms (other than ITR)

1. GO TO 'e-File' menu post Login and "Submit Form Online“

1. Enter the Assessee PAN, CAs PAN, select the Form Name (other than ITR) and the Assessment Year.

1. Upload Digital Signature Certificate.

1. Click 'SUBMIT'.

1. Enter the data and Submit

1. On successful submission, the Form (other than ITR) is sent to Assessee's workflow for acceptance.

1. The Assessee should LOGIN to e-Filing application, GO TO Worklist and accept/reject the Form (other than ITR).

1. a) On approval, the Form is successfully submitted with e-Filing application. No further action is required. b)If rejected, the Tax Professional can file the Income Tax Form (other than ITR) again and follow the same process as mentioned above.

Steps for submission of Online Forms (other than ITR)

There are some statutory Forms like Form 62, Form 63, Form 63A and Form 64 which needs to be initiated by Assessee and reviewed by CA. On finding the Forms in order, CA will approve and an acknowledgment number is generated.

Steps to verify submitted Forms (other than ITR) of Assessee

1. The CA should LOGIN to e-Filing application, GO TO Worklist and verify the Income Tax Form (other than ITR) submitted by the Assessee.

2. Upload Digital Signature Certificate.3. Click 'SUBMIT'.4. The Form is successfully submitted with e-Filing application. No further

action is required.

Verification of Forms (other than ITR)

View Forms

My Account

View Forms displays the list of Forms uploaded by CA for an assessee.

The CA will type the PAN of the assessee and clicks SUBMIT button

View Client List

View Client list displays the list of clients of the CA.

My Account contd…

Step 1

Workflow – Registration and Services

CA registers in e-Filing portal Assessee registers in e-Filing portal

Step 2

Assessee “adds CA” for the desired Form (Other than ITR) and Assessment Year

Step 3

CA logs in e-Filing portal

CA Assessee

Step 4

Workflow – Registration and Services contd..

CA Downloads the offline Form, fills the data, generates and uploads the XML

Step 5

CA gets the success message and the transaction ID

CA opens the online Form, fills the data and submits the Form

OR

CA Assessee

Step 6

Workflow – Registration and Services contd..

Assessee reviews and approves. An acknowledgment number is generated

Step 7

Assessee can view/print the submitted Form using the functionality “e-Filed Returns/Forms”

CA can view/print the submitted Form using the functionality “View Forms”

AssesseeCA

Assessee can add CA to upload the Forms (other than ITR) on his/her behalf.

1.Assessee should Login to e-Filing portal 2.Navigate to My Account -> Add CA3.Enter the Membership no of the CA, select the Form and Assessment Year and enter captcha.

Steps to add CA by an assessee

Click submit. Success message should be displayed on the screen.

Steps to add CA contd…

End of Presentation