Help

Registration helps in creating a user account in the e-Filing portal. Taxpayer needs to register on the e-Filing website to leverage the services such as filing ITR, tax deducted details, refund status and so on. Briefly, taxpayer can track all tax-related activities on this website.
Select the Taxpayer's user type to register on e-Filing

Individual
HUF
Other than Individual and HUF

The return filed by the taxpayer will be processed by Income Tax Department (ITD) and intimation will be sent to the assesse under section 143(1) based on details disclosed by the taxpayer and rules deployed at the processing center of ITD. In case if the taxpayer wants to seek rectification of a mistake in an order or intimation which is apparent from the record, then the taxpayer can seek 'Rectification under Section 154'

Perform the following steps to file the Rectification request.

Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click 'Rectification'
Step 3 Choose the options of 'Order/Intimation to be rectified' and 'Assessment Year' from the drop down list. Click 'Continue'
Step 4 Select any one of the following options of 'Request Type' from drop down list.
  • Tax credit mismatch correction only - On selecting this option, following check boxes will be displayed.
    • TDS on Salary Details
    • TDS on Other than Salary Details
    • TDS on transfer of Immovable property/Rent
    • TCS Details
    • IT Details
    You may select the check box for which data needs to be corrected.
    You can add a maximum of 10 entries for each of the selections. No upload of an Income Tax Return is required.
    Note: This option is available only for ITR 1 for AY 2018-19. For remaining ITRs for AY 2018-19 this option is not available, so the assesse should use Return Data Correction (XML) option for rectifying tax credit mismatch.

  • Return data Correction (XML) - Select the following
    • Reason for Rectification by clicking the button made available. (maximum of 4 reasons)
    • Schedules being changed
    • Donation and Capital gain details (if applicable)
    • Upload XML, and
    • Digital Signature Certificate (DSC) (if available and applicable)
    Note:
    • When the user is uploading XML, the Gross Total Income and Deductions amount should be the same as in the processed return.
    • For AY 2018-19 the assesse should select 'Filing Type' as 'Rectification' in the ITR utility and upload the XML

  • Only reprocess the return – On selecting this option, user needs to just submit the rectification request.
    Note: User can verify the Form 26AS details under My Account ⇒ View Form 26AS and Tax Credit Mismatch under My Account ⇒ Tax Credit Mismatch

  • Correcting Status (Only for ITR-5 & 7) - On selecting this option, the user should select the status applicable from the displayed drop down, answer the additional questions asked and upload the necessary attachments to submit the request.

  • Correcting Exemption Section Details (only for ITR-7) – On Selecting this option, the user must fill in all the applicable fields and upload the necessary attachments to submit the request.

  • Additional information for 234C - On Selecting this option, the user must fill in all the applicable fields to submit the request.
Step 5 Click Submit to complete the rectification request. A Success message will be displayed and a mail confirming the submission of rectification request will be sent to the user's registered mail id.
Step 6 To View the submitted Rectification Request, Click here to know more
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'My Account' menu located at upper-left side of the page ⇒ Click 'View e-Filed Returns/Forms'
Step 3 Select 'Rectification Status' from drop down list ⇒ Click 'Submit'
Note
  • Taxpayer can withdraw rectification within end of the day of request, To withdraw rectification request, Click hyperlink 'Click here to withdraw'
  • Submission of Rectification allowed for both paper filed and e-Filed Returns and for rectification rights transferred to AO.

To shield your e-Filing account against any fraudulent activity, a new facility has been introduced named as e-Vault. It adds a second level of authentication for logging into your e-Filing account through various options such as:

  • Login through Net Banking
  • Login using DSC
  • Login using Aadhaar OTP
  • Login using Bank Account EVC
  • Login using Demat Account EVC
Taxpayers can secure their login credentials if they had shared their account's user id and password. The two level of authentications, ensure higher degree of security compared to the simple user id and password.
Perform the following steps to enable e-Vault - Higher Security:

Step 1 Logon to the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Profile Setting' menu located at the upper-right side of the page ⇒ Click 'e-filing Vault - Higher Security' ⇒ Select any one of the following Login options:
  • Login through Net Banking
  • Login using DSC
  • Login using Aadhaar OTP
  • Login using Bank Account EVC
  • Login using Demat Account EVC
Click 'Proceed'
Note You can reset your password using any one of the following option:
  • Bank Account EVC
  • Demat Account EVC
  • Aadhaar OTP
  • Upload DSC

Taxpayer can edit the details such as Address, Contact details. For updating the contact details, OTP authentication is required. However, user can view the PAN details, Aadhaar details and jurisdiction.

Edit Profile Information

Perform the following steps to edit the information associated with your account:

Step 1 Logon to the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Profile Setting' menu located at the upper-right side of the page⇒ Click 'My Profile' ⇒ Click 'Edit' button located at right side of the page ⇒ Enter the details ⇒ Click 'Save' ⇒ Verify the edited details and Click 'Continue'
Step 3 After updating Contact details,
  • A 'Mobile OTP' will be sent to the registered mobile number (Primary Contact)
  • A 'Email OTP' will be sent to the registered email ID (Primary Contact)
Step 4 Enter 'Mobile OTP' and 'Email OTP' ⇒ Click 'Confirm'

Change the Password

Perform the following steps to change the password in e-Filing:

Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Profile Setting' menu located at the upper-right side of the page ⇒ Click 'Change Password'
Step 3 Enter 'Current Password' (Existing password) ⇒ Enter 'New Password' ⇒ Confirm the 'New Password' ⇒ Click 'Submit'

Register your Online/Digital Signature (Sign)

During upload of a return, user can sign the return digitally or online by using their Digital Signature Certificate (DSC).
If you do not have your DSC file to register at e-Filing portal, firstly, obtain the DSC file. Click here to know more:

Perform the following steps to register the DSC to generate a signature file in e-Filing:

Step 1 Logon to the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Profile Setting' menu located at the upper-right side of the page ⇒ Click 'Register Digital Signature Certificate''Click here to download the DSC Utility'
Step 3 Extract the downloaded DSC Utility ⇒ Open the Executable Jar File (DSC Utility) ⇒ Read the instructions carefully.
Step 4 In the DSC Management Utility, go to 'Register/Reset Password using DSC' tab ⇒ Enter 'Enter e-Filing User ID*', 'Enter PAN of the DSC*' ⇒ Select the type of 'Digital Signature Certificate' (DSC)
Step 5 DSC using .pfx file:
1. Select the Type of DSC .pfx file
2. Browse and attach the Keystore file (.pfx File)
3. Enter the password for your private key
4. Click 'Generate Signature file'
DSC using USB token:
1. Select the Type of DSC (.pfx file or USB token) USB Token
2. Select USB Token Certificate ⇒ Click 'Generate Signature File' ⇒ Browse and attach the signature file using the browse option ⇒ Click 'Submit'
Step 6 Browse and attach the signature file using the browse option ⇒ Click 'Submit'

Change Secret Question(s) and Answer(s)

Perform the following steps to change the Secret Question(s) or Answer(s):

Step 1 Logon to the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Profile Setting' menu located at the upper-right side of the page ⇒ Click 'Change Secret Question(s) / Answer(s)'
Step 3 Select 'Primary Secret Question' ⇒ Enter 'Primary Secret answer' ⇒ Select 'Secondary Secret Question' ⇒ Enter 'Secondary Secret Answer'
Step 4 Click 'Submit'

  • Only validated bank account in e-Filing should be used by the respective Taxpayer in the Income Tax Return (under bank account details for refund claim) and Refund Re-Issue service request in e-Filing portal.
  • Bank account details provided by Taxpayer already in the Income Tax Return filed in the recent assessment years and validated by centralized processing center will also be associated with the respective PAN holder account in e-Filing
  • In case Taxpayer login to e-Filing through net banking login then bank account details provided by bank will be added under pre-validated bank account details in e-Filing account upon confirmation by the user if the account details not present in Pre-validated bank account list)
  • Taxpayer can add/remove bank accounts and can have multiple validated bank accounts. In case the validation fails with the bank while adding then such account will be removed from e-Filing after 7 days. The list of Removed or Validation failed bank accounts can be viewed by clicking the link 'View Failed/removed bank accounts'.
  • EVC can be enabled for the validated bank account by validating the mobile number (Mandatory) and email ID (optional) with the bank. Tax payer can use the 'Enable EVC' button for the same by selecting the any one of the validated bank account from the list. EVC can be enabled for only one bank account at any point of time. In case user trying to enable EVC for another validated account then, EVC option will be removed from the existing account.
    Note: 'Enable EVC' button is Applicable only to the Individual taxpayers. Other categories of taxpayers cannot use their prevalidated bank account for generating EVC to e-Verify their Income Tax Returns and Forms.
  • EVC Generation will be enabled only for the bank accounts with status "Validated and EVC Enabled".
  • Currently this option is available for specific banks -Click here to view the list of banks

Below are the Steps to Pre-validate a bank account details:

Step 1 Logon to the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Select Profile Settings ⇒ Prevalidate your Bank Account
Step 3 Pre-validate form will be displayed in case no account exists. (Click on Add in case of new account or Select one of the existing Validated bank account in case validated accounts are available)
Step 4 Provide 'Bank Account Number', 'Account Type', 'IFSC', 'Mobile Number', 'e-mail id' and Click on ‘Prevalidate’. (email ID is optional if provided it will be validated with the bank)
Step 5 Status of the request will be sent to the e-mail id registered with the e-Filing account.
Permanent Account Number (PAN) is a ten-digit alphanumeric number, issued in the form of a laminated card, by the Income Tax Department, to any "person" who applies for it or to whom the department allots the number without an application.

Aadhaar is a 12-digit unique identity number that can be obtained by residents of India, based on their biometric and demographic data. It is issued by the Unique Identification Authority of India (UIDAI).

Linking Aadhaar with PAN is Mandatory for filing the Income Tax Returns. On Linking the Aadhaar with PAN, the Taxpayers can also generate Aadhaar OTP to e-Verify their Income Tax Returns and Forms. e-Filing portal facilitates the taxpayers to link their Aadhaar with PAN by following the below steps.

Steps to be followed to link Aadhaar with PAN Post Login to the e-Filing Portal
Step 1 Go to the Income Tax e-Filing portal, www.incometaxindiaefiling.gov.in
Step 2 Login to e-Filing portal by entering user ID (PAN), Password, Captcha code and click 'Login'.
Step 3 Navigate to 'Profile Settings' menu and click 'Link Aadhaar'.
Step 4 Details such as 'Name', 'Date of Birth' and 'Gender' will be auto-filled as per the PAN. Enter the Aadhaar Number and Name as per Aadhaar.
Step 5 Click on checkbox 'I have only year of birth in Aadhaar card' if applicable
Step 6 Click on checkbox 'I Agree to validate my Aadhaar details with UIDAI'
Step 7 Click 'Link Aadhaar' button to complete the process
Note To view the status of linking Aadhaar with PAN, Login to the e-Filing portal ⇒ go to 'Profile Settings' ⇒ Choose 'Link Aadhaar'.

Steps to be followed to link Aadhaar with PAN Pre-Login to the e-Filing Portal
Step 1 Go to the Income Tax e-Filing portal, www.incometaxindiaefiling.gov.in
Step 2 Click on 'Link Aadhaar' hyperlink available under the 'Quick Links' of the homepage.
Step 3 Enter the 'PAN', 'Aadhaar Number', 'Name as per Aadhaar
Step 4 Click on checkbox 'I have only year of birth in Aadhaar card' if applicable
Step 5 Click on the checkbox 'I Agree to validate my Aadhaar details with UIDAI'
Step 6 Enter the Captcha Code.
Step 7 Click 'Link Aadhaar' button to complete the process.
Note: To view the status of linking Aadhaar with PAN, Click on 'Link Aadhaar' hyperlink available under the 'Quick Links' ⇒ Click on 'Click Here to view the status if you have already submitted Link Aadhaar request' hyperlink.
The Taxpayer can submit the response online to the outstanding demand by either choosing to Agree or Disagree with the demand.
Perform the following steps for Responding to the Outstanding Demand.
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click 'Response to Outstanding Demand'
Step 3 Click the hyperlink Submit located under Response column (To respond for the Outstanding Demand)
Step 4 Choose any one of the listed responses.
• Demand is correct
• Demand is partially correct
• Disagree with the Demand
• Demand is not correct but agree for adjustment

  • On choosing 'Demand is correct', click on 'Submit' button to 'Confirm' and complete the response submission process.
  • Note:
    • If you confirm 'Demand is correct' then you cannot disagree with the demand again.
    • If any refund is due, the refund will be adjusted against the outstanding demand.
    • The taxpayer can pay the demand by clicking the link under 'Pay Tax' option.

  • On choosing 'Demand is partially correct', Enter the 'Amount which is correct' and the 'Amount which is incorrect' will be auto filled. Select the appropriate reason(s) from the list and fill all the applicable fields, upload the necessary supporting documents and 'Submit' the response.
  • On choosing 'Disagree with demand', Select the appropriate reason(s) from the list and fill all the applicable fields, upload the necessary supporting documents and 'Submit' the response.
  • On choosing 'Demand is not correct but agree for adjustment', Select the appropriate reason(s) from the list and fill all the applicable fields, upload the necessary supporting documents and 'Submit' the response.

Click Here for the list of Reasons and the additional details required on selecting each reasons.
Reasons Additional Details Required
Demand paid and Challan has CIN BSR Code
Date of payment
Serial Number
Amount
Remarks
Demand paid and Challan has no CIN Date of payment
Amount
Remarks
Upload copy of Challan
Demand already reduced by rectification / Revision / Appellate Order Date of Order
Demand after rectification / revision / Appeal
Details of AO
Upload Rectification / revision / Giving appeal effect order passed by AO
Demand already reduced by Appellate Order but appeal effect to be given Date of Order
Order passed by
Reference Number of Order
Appeal has been filed - Stay petition filed Date of filing of appeal
Appeal Pending with
Stay petition filed with
Appeal has been filed - Stay granted Date of filing of appeal
Appeal Pending with
Stay granted by
Upload copy of Stay
Appeal has been filed - Instalment granted Date of filing of appeal
Appeal Pending with
Instalment granted by
Upload copy of instalment order
Rectification / Revised Return filed at CPC Filing Type
e-Filed Acknowledgement Number.
Remarks
Upload Challan Copy
Upload TDS Certificate
Upload Letter requesting for rectification
Upload Indemnity Bond
Rectification filed with AO
Date of application
Remarks
Others Others
Step 5 A success message along with Transaction ID is displayed on successful submission of the response.
Note
  • To View the submitted response go to 'e-File' ⇒ 'Response to Outstanding Demand' and click on the 'View' link under the 'Response' column and in the new page click on the 'Transaction Id' hyperlink.
  • For the demand which is shown to be uploaded by AO, then the rectification right is with Assessing Officer and for the demand against which there is no 'Submit' response available is already confirmed by the Assessing Officer. Kindly contact your jurisdictional Assessing Officer for clarification.
Refund shall be issued to the pre-validated bank account only. In case of refund failure, taxpayer can raise the service request in e-Filing portal upon receiving communication from CPC.
Perform the following steps to raise Refund Re-issue Request:
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click on 'My Account' menu and click 'Service Request' link.
Step 3 Select the 'Request Type' as 'New Request' and Select the 'Request Category' as 'Refund Reissue'. Click 'Submit'.
Step 4 Details such as PAN, Return Type, Assessment Year (A.Y), Acknowledgement No, Communication Reference Number, Reason for Refund Failure and Response are displayed.
Step 5 Click 'Submit' hyperlink located under 'Response' column. All the prevalidated bank accounts with status validated/validated and EVC enabled will be displayed.
Step 6 Select the bank account to which the tax refund is to be credited and click 'Continue'. Details such as Bank Account Number, IFSC, Bank Name and Account Type are displayed for the taxpayer to cross verify the same.

Note : If the taxpayer doesnot have any Prevalidated bank accounts, then the taxpayer is directed to Prevalidate bank account Screen. In this screen the tax payer should enter all relevant details of the bank account where he intends receive refund and click on 'Prevalidate' button to proceed with the request submission. After this Account is pre-validated by the concerned bank, the bank account will be automatically considered for refund re-issue. This account will now be displayed under Pre-validated bank accounts in the e-Filing portal.

In case the prevalidation of account fails, then the same will be communicated to the taxpayer by CPC. The taxpayer is required to resubmit the request for refund re-issue/prevalidation of bank account.
Step 7 Click 'OK' in popup if the details are correct and the options for e-Verification appears in the dialogue box. Choose the appropriate mode of e-Verification, Generate and enter Electronic Verification Code (EVC)/Aadhaar OTP as applicable to proceed with the request submission.
Note If Digital Signature Certificate (DSC) is registered in the profile, generate the signature file by downloading the 'DSC Management Utility' and upload the same to proceed with the submission.
Step 8 A success message will be displayed confirming the Refund Re-issue request submission.
Step 9 To View the status of submitted Refund Re-issue, Click here to know more
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'My Account' ⇒ Click 'Service Request' ⇒ Select the 'Request Type' as 'View Request' and Select the 'Request Category' as 'Refund Reissue'
Step 3 Click 'Submit'
After the Income Tax Return is processed by CPC, taxpayer receives an Intimation at their registered email ID. If the taxpayers request to resend the Intimation, perform the following steps.
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'My Account' menu located at upper-left side of the page ⇒ Click 'Service Request' ⇒ Select the 'Request Type' as 'New Request' and Select the 'Request Category' as 'Intimation u/s 143(1)154/16(1)/35' ⇒ Click 'Submit'
Step 3 Enter the following details:
  • Return Type
  • Assessment Year
  • Category (Intimation u/s 143(1))
Step 4 Click 'Submit'
Step 5 To View the status of submitted form, Click here to know more
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'My Account' menu located at upper-left side of the page ⇒ Click 'Service Request' ⇒ Select the 'Request Type' as 'View Request' and Select the 'Request Category' as 'Intimation u/s 143(1)154/16(1)/35'
Step 3 Click 'Submit'

The 'Chartered Accountant' (CA) is a person who is a member of the Institute of Chartered Accountants of India (ICAI) constituted under the Chartered Accountants Act, 1949 (38 of 1949).
CA is required to verify and upload various statutory Forms under the Income Tax Law.

The user must have the following mandatory details:

  • Valid PAN
  • Valid Digital Signature Certificate (DSC)
  • Valid Membership Number

Perform the following steps to register as a 'CA User':

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Register Yourself' button located at right side of the Home Page.
Step 3 Select the user type as 'Chartered Accountants' ⇒ Click Continue
Step 4 Provide 'Membership No.*', 'Enrollment Details*', 'PAN*','Surname*' and 'Date of birth*'
Step 5 Click 'Continue'
Step 6 Fill in the following details:
  • Password Details
  • Contact Details
  • Postal Address
Attach the DSC file ⇒ Click 'Continue'
Step 7 After registration, a six digit OTP1 and OTP2 will be shared on your mobile number and email ID, specified at the time of registration.
Step 8 Enter the correct OTP to complete the registration process
Note The User Id for login is Authorized Representative Chartered Accountant (ARCA) followed by six digit membership number of the CA

Taxpayers have the option to submit their tax returns electronically through a contact or intermediary. The authorised individuals who assist taxpayers by filing their income tax returns on their behalf are known as e-Return Intermediaries (ERI).
ERI must add the resident taxpayer as a client and can perform the following activities on behalf of client.
  • Filing of Income Tax Return
  • Rectification of Income Tax Return
  • View Tax Credit Statement (26AS)
  • View Tax Credit Mismatch
  • View and Respond to Outstanding Tax Demand
  • Request for intimation Order u/s 143(1)/154/16(1)/35
  • Request for Refund re-issue
Prerequisite

The user must have the following mandatory details:

  • ERI requires submitting the application online at NSDL's website (www.tinnsdl.com).
  • Application is processed by NSDL based on eligibility criteria set by the Income Tax Department (ITD). NSDL will validate the application form and convert the applicant details to XML format.
  • NSDL log in to e-Filing website through valid e-Filing credentials and uploads the XML file that contains the details of the applicant.
  • A temporary User ID and Password is generated by NSDL and intimated to the applicant.

Registration Process

Perform the following steps to register as a 'ERI User':

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Enter the temporary (Provided by NSDL) 'User ID*'and 'Password*'. Click 'Login'.
Step 3 Complete the Data Transmission test by uploading the ITRs from 1 to 7 for valid assessment year ⇒ Click Submit
Note: ERI will be given a maximum of 20 attempts to upload all the ITRs.
To know more on the XML Schema structure of ITRs, go to the e-Filing
Homepage ⇒ Downloads⇒ Schema Downloads.
Step 4 Fill the Password details while other details are auto populated and non-editable and ⇒ Upload DSC
Step 5 After uploading DSC, a six digit OTP1 and OTP2 will be shared on your mobile number and email ID, specified at the time of registration.
Note: The User Id for login is ERIA followed by six digit number provided by ITD

Perform the following steps to login at e-Filing portal:

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Login Here' button located at right side of the Home Page.
Step 3 Enter 'User ID*' (Note: The User Id differs based on the user type. Click here to know more.)
S.No User Type What will be the User ID to Login
1 Individual/HUF/Other than Individual and HUF Permanent Account Number (PAN)
2 TAN TAN
3 ERI Starts with ERIA followed by six digit number
4 CA Starts with ARCA followed by six digit membership number of the CA
5 External Agency Starts with EXTA followed by six digit number
Step 4 Enter 'Password*' (Note: The password is set at the time of registration in the e-Filing portal)

Note: If you have forgotten password, Click here to know more.
Step 1 Click 'Forgot Password' located at Login page
Step 2 Enter the 'User ID' and 'Captcha Code' -> Click 'Continue'
Step 3 Select any one of the following option from the dropdown list:
  • Answer Secret Question
  • Upload DSC
Step 4 Click 'Continue' -> Provide the mandatory details -> Click 'Submit'
Step 5 Enter the value of 'Captcha*' as displayed on the screen. (If the image is not visible properly, the image can be changed by clicking on refresh button beside) ⇒ Click 'Login'
Or,
Visually Challenged users can use the OTP option that is 'Request OTP' instead of Captcha. OTP will be shared to registered Mobile Number.

Perform the following steps to login at e-Filing portal:

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Login Here' button located at right side of the Home Page.
Step 3 Enter 'User ID*' (Note: The User Id differs based on the user type. Click here to know more.)
S.No User Type What will be the User ID to Login
1 Individual/HUF/Other than Individual and HUF Permanent Account Number (PAN)
2 TAN TAN
3 ERI Starts with ERIA followed by six digit number
4 CA Starts with ARCA followed by six digit membership number of the CA
5 External Agency Starts with EXTA followed by six digit number
Step 4 Enter 'Password*' (Note: The password is set at the time of registration in the e-Filing portal)

Note: If you have forgotten password, Click here to know more.
Step 1 Click 'Forgot Password' located at Login page
Step 2 Enter the 'User ID' and 'Captcha Code' -> Click 'Continue'
Step 3 Select any one of the following option from the dropdown list:
  • Answer Secret Question
  • Upload DSC
Step 4 Click 'Continue' -> Provide the mandatory details -> Click 'Submit'
Step 5 Enter the value of 'Captcha*' as displayed on the screen. (If the image is not visible properly, the image can be changed by clicking on refresh button beside) ⇒ Click 'Login'
Or,
Visually Challenged users can use the OTP option that is 'Request OTP' instead of Captcha. OTP will be shared to registered Mobile Number.

Perform the following steps to login at e-Filing portal:

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Login Here' button located at right side of the Home Page.
Step 3 Enter 'User ID*' (Note: The User Id differs based on the user type. Click here to know more.)
S.No User Type What will be the User ID to Login
1 Individual/HUF/Other than Individual and HUF Permanent Account Number (PAN)
2 TAN TAN
3 ERI Starts with ERIA followed by six digit number
4 CA Starts with ARCA followed by six digit membership number of the CA
5 External Agency Starts with EXTA followed by six digit number
Step 4 Enter 'Password*' (Note: The password is set at the time of registration in the e-Filing portal)

Note: If you have forgotten password, Click here to know more.
Step 1 Click 'Forgot Password' located at Login page
Step 2 Enter the 'User ID' and 'Captcha Code' -> Click 'Continue'
Step 3 Select any one of the following option from the dropdown list:
  • Answer Secret Question
  • Upload DSC
Step 4 Click 'Continue' -> Provide the mandatory details -> Click 'Submit'
Step 5 Enter the value of 'Captcha*' as displayed on the screen. (If the image is not visible properly, the image can be changed by clicking on refresh button beside) ⇒ Click 'Login'
Or,
Visually Challenged users can use the OTP option that is 'Request OTP' instead of Captcha. OTP will be shared to registered Mobile Number.

ERI Sub-users

ERI user can create sub-users; update the contact details of sub-users. In addition, ERI user can activate or deactivate the sub-users. Currently, ERI user can add 20 sub-users.

Add Clients

After login, ERI Admin can add the taxpayers so that ERI can submit tax return without asking taxpayer's username and password.
Perform the following steps to add the taxpayers in e-Filing portal:

Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Manage Client' menu located at upper-middle side of the page ⇒ Click 'Add Clients'
Step 3 Enter the following details of taxpayer:
• PAN
• Date of Birth
Enter the 'Captcha code' ⇒ Click Submit
Step 4 After successful registration,
A registration confirmation e-mail will be sent to the registered e-mail ID, and,
A six digit One Time Password (OTP) will be sent to taxpayer's registered mobile number.
Enter the Mobile OTP and Email OTP for adding the client
step 5 To view the added taxpayer's detail, Click here to know more

Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'Manage Client' menu located at upper-middle side of the page ⇒ Click 'View Client Details'
Step 3 Enter the following details of taxpayer:
  • PAN
  • Captcha code
Click Show Details
Note: Before ERI Admin adds the taxpayer details, the taxpayers should register themselves at e-filing portal with the same PAN.
Taxpayer's details can be viewed only by ERI Admin and ERI Sub-user after adding the taxpayer details.
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click 'Income Tax Return'
Step 3 Attach the ZIP file containing the XML at the option 'Attach Bulk XML*'. Attach the signature file generated using DSC Management Utility at the option 'Attach the Signature file*' ⇒ Click 'Submit'
Note:You must have registered Digital Signature Certificate (DSC) to generate and attach a signature file. If you have not registered DSC,Click here to know more
Note: On successful submission, taxpayer will get an option to e-verify return. After upload, an Income Tax Return has to be signed (verified) by the taxpayer. Return uploaded will not be treated valid unless it is verified.
Step 4 After uploading the bulk ITR, taxpayers will receive a Token number to view the status of uploaded bulk ITR.

Registration helps in creating a user account in the e-Filing portal. User can create an account by registering the TAN details in the e-Filing portal.
To e-file the Income Tax Return (ITR), user will have to register on the Income Tax Department's online tax filing site (incometaxindiaefiling.gov.in)

Prerequisite

The user must have the following mandatory details:

  • Valid TAN
  • Valid Mobile Number
  • Valid Email Address, preferable belonging to Principal Contact Number

Registration Process

Perform the following steps to register as a 'TAN User':

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Register Yourself' button located at right side of the Home Page on Home Page..
Step 3 Select the user type as 'Tax Deductor and Collector' ⇒ Click Continue
Step 4 Provide the 'TAN*' ⇒ Click Continue
Step 5 Click the link TRACES provided at 'Register with TRACES' ⇒ Click 'Confirm' ⇒ Register as Deductor
Step 6 After Registration in TRACES, Login to TDS Reconciliation Analysis and Correction enabling System (TRACES).
Step 7 Post Login, Link is provided at the homepage of TRACES. Click the link 'Register with e-Filing'.
Step 8 After user is landed to e-Filing portal, fill in the required details in the form.
  • Password Details
  • Details of Authorised person
  • Organization Details
  • Postal Address of Organization
Click 'Continue'
Step 9 After registration, a six digit OTP1 and OTP2 will be shared on your mobile number and email ID, specified at the time of registration
Step 10 Enter the correct OTP to complete the registration process
Note: If PAN of Organisation is available, registration request is sent to the PAN of Organisation for approval. After approval, registration process will be completed.
Note The User Id for login is the Tax Deduction and Collection Account Number (TAN).

Perform the following steps to login at e-Filing portal:

Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Click 'Login Here' button located at right side of the Home Page.
Step 3 Enter 'User ID*' (Note: The User Id differs based on the user type. Click here to know more.)
S.No User Type What will be the User ID to Login
1 Individual/HUF/Other than Individual and HUF Permanent Account Number (PAN)
2 TAN TAN
3 ERI Starts with ERIA followed by six digit number
4 CA Starts with ARCA followed by six digit membership number of the CA
5 External Agency Starts with EXTA followed by six digit number
Step 4 Enter 'Password*' (Note: The password is set at the time of registration in the e-Filing portal)

Note: If you have forgotten password, Click here to know more.
Step 1 Click 'Forgot Password' located at Login page
Step 2 Enter the 'User ID' and 'Captcha Code' -> Click 'Continue'
Step 3 Select any one of the following option from the dropdown list:
  • Answer Secret Question
  • Upload DSC
Step 4 Click 'Continue' -> Provide the mandatory details -> Click 'Submit'
Step 5 Enter the value of 'Captcha*' as displayed on the screen. (If the image is not visible properly, the image can be changed by clicking on refresh button beside) ⇒ Click 'Login'
Or,
Visually Challenged users can use the OTP option that is 'Request OTP' instead of Captcha. OTP will be shared to registered Mobile Number.

Filing of TDS statements and Other Forms

TAN user can upload the following list of forms. Click here to view the list of forms applicable to TAN users.
Form Name Description
Form 15CA Information to be furnished for payments to a non-resident not being a company, or to a foreign company
Form 15G(Consolidated) Statement of Declaration under section 197A (1) and section 197A (1A) by an individual or a person (not being a company or firm) claiming certain incomes without deduction of tax.
Form 15H(Consolidated) Statement of Declaration under section 197A(1C) by an individual who is of the age of sixty years or more claiming certain incomes without deduction of tax.
Form 35 Appeal to the Commissioner of Income-tax (Appeals) - Form for filing appeal by assessee to CIT(A)
Form 26A For Furnishing Accountant certificate under the first proviso to sub-section(1) of section 201 of the Income Tax Act, 1961 under Rule 31ACB of Income Tax Rules,1962 to TAN users.
Form 27BA For Furnishing Accountant certificate under the first proviso to sub-section(6A) of section 206C of the Income Tax Act, 1961 under Rule 37J of Income Tax Rules,1962 to TAN users.
Form 24Q Quarterly statement of deduction of tax under sub-section (3) of section 200 of the Income-tax Act, 1961 in respect of salary for the quarter ended June/September/December/March ...(Financial year)
Form 26Q Quarterly statement of deduction of tax under sub-section (3) of section 200 of the Income-tax Act, 1961 in respect of payments other than salary for the quarter ended June/September/December/March ...(Financial year)
Form 27EQ Quarterly statement of collection of tax at Source under section 206C of Income-tax Act, 1961 for the quarter ended June/September/December/March ...(Financial year)
Form 27Q Quarterly statement of deduction of tax under sub-section (3) of section 200 of Income-tax Act, 1961 in respect of payments other than Salary made to non-residents for the quarter ended June/September/December/March ...(Financial year)

TDS Statements

TDS stands for Tax Deducted at Source.For the declarations of payment,following TDS return forms are required.
  • Form 24Q - Quarterly Statement of TDS u/s 200(3) (Salary)
  • Form 26Q - Quarterly Statement of TDS u/s 200(3) (Other than Salary)
  • Form 27Q - Quarterly Statement of TDS u/s 200(3) (Non-resident - Other than Salary)
  • Form 27EQ - Quarterly Statement of TDS u/s 206C
Prerequisite: To file Tax Deducted at Source (TDS), user has to visit NSDL website to prepare and generate the file.
Perform the following steps to upload TDS:
Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the 'TDS' menu located at upper-right side of the page ⇒ Click 'Upload TDS'
Step 3 Enter the following required details:
  • FVU Version
  • Financial Year
  • Form Name
  • Quarter
  • Upload Type
Step 4 Click 'Validate'
Step 5 Attach the TDS(.zip) file at the option 'Upload TDS(.Zip) File*' ⇒ Click 'Submit'
As per the taxpayer's applicability, use EVC or DSC option. Note:For successful submission of TDS statement, user must have registered DSC or EVC.
Else, refer the EVC - Click Here or refer the DSC - Click Here
Step 6 To view the uploaded TDS - Click Here
Note: If the TDS statement is already uploaded in TIN_FC/NSDL, kindly do not upload it again in e-Filing portal.

Other Forms

  • Form 15CA(Bulk)
    A person making a payment to a Non Resident or a Foreign Company has to submit Form 15CA.
    Depending on amount and taxability of payment, specific parts of Form 15CA need to be filled:
    Part Description
    Part A If payment is taxable and the total value of such payment or payments during the Financial Year is less than Rs.5 lac.
    Part B If payment is taxable and the total value of such payment or payments during the Financial Year is more than Rs.5 lac and an order/ certificate u/s 195(2)/ 195(3)/ 197 of Income-tax Act has been obtained from the Assessing Officer.
    Part C If payment is taxable and the total value of such payment or payments during the Financial Year is more than Rs.5 lac and a certificate in Form 15CB from an accountant as defined in the explanation below sub-section (2) of section 288 has been obtained.
    Part D To be filled up if the payment is not taxable other than payments referred to in rule 37BB (3) by the person referred to in rule 37BB (2).
    Perform the following steps to download the Form 15CA and Form 35, Further how to upload the form:
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'Downloads' located below the login button ⇒ Click 'Offline Utilities' ⇒ Click 'Other Forms Preparation Utilities'⇒ Select the 'Form 15CA(Bulk)' ⇒ Click 'Download' link available under 'Utility' column
    Step 3 Extract the download ZIP file ⇒ Open the extracted ZIP file
    Step 4 Update all the mandatory fields ⇒ Generate the XML
    Step 5 After saving the generated XML, Upload the XML file at e-Filing Website, Click here to know More
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click'Upload Form 15CA (Bulk)'
    Step 3 Attach the XML file at option 'Attach the ITR XML file*'.
    Step 4 Select the appropriate options in 'Do you want to digitally sign?' ⇒ Click 'Submit'.
    Note: You must have registered Digital Signature Certificate (DSC) to generate and attach a signature file. If you have not registered DSC, Click here to know more

    Click Submit
    Step 6 To view the uploaded forms - Click Here
  • Form 15G and Form 15H
    Perform the following steps to download the form 15G and 15H, further how to upload the form:
    Step 1 Visit the 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'Downloads' located below the login button ⇒ Click 'Offline Utilities' ⇒ Click 'Other Forms Preparation Utilities'
    Step 3 Click 'Download' link available under 'Utility' column ⇒ Extract the download ZIP file
    Step 4 Update all the mandatory fields ⇒Click 'Generate XML' located at upper-middle side of the utility ⇒ Save the XML at your desktop
    Step 5 After saving the generated XML, Upload the XML file at e-Filing Website, Click here to know more
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click 'Submit form 15G and 15H (consolidated)'
    Step 3 Select 'Financial year', 'Form Name', 'Quarter' and 'Filing Type' from the dropdown list ⇒ click Validate
    Step 4 Attach the XML and DSC at the option 'Attach the XML file*', 'Attach the Signature file*' ⇒ Click 'Submit'
    Note:You must have registered Digital Signature Certificate (DSC) to generate and attach a signature file. If you have not registered DSC, Click here to know more
    Step 5 To view the uploaded forms - Click Here
  • Form 26A and 27BA
    The procedure in brief is mentioned here:
    PART 1: Assign CA- Action by Assessee, Click here to know more
    To enable the CA,to upload the applicable forms on the assessee' behalf,the assessee need to first 'Assign CA' from his account.
    Perform the following steps to View Form 26A and 27BA:
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'e-File' menu located at upper-middle side of the page ⇒ Click 'Submit and View Form 26A/ 27BA'
    Step 3 Select the 'Request Type' as 'Submit Request' and following details from dropdown list:
    • Form Name
    • Financial Year
    Step 4 Click 'Continue'
    Step 5 Based on the number of entries available, the user can view the details like PAN, Name of Payee, FY, and Status.
    Further, the 'Short Deduction (SD) /Short Collection (SC)' and 'No Deduction (ND) /No Collection (NC)' details can be downloaded.
    Step 6 CA can be assigned in two ways depending on count of the PAN of Payee:
    • 'PAN of the Payee' count is less than 20 - Click Here to know more
      If 'PAN of the Payee' is less than 20 in count, then CA can be assigned using 'Assign CA' link for each line item
      Step a Click 'Assign CA' located under 'Action/Status' column
      Step b Enter the 'Membership Number' and verify auto-populated Name of the CA.
      Step c Click 'Submit'
    • 'PAN of the Payee' count is more than 20 - Click Here to know more
      If 'PAN of the Payee' is more than 20 in count, then assign CA can be done by downloading the CSV template
      Step a Download the 'Download CSV Template'
      Step b The file will be saved in .XLS format ⇒ Convert it into .csv format.
      Step c Fill the 'CA Membership Number' column and save the file in .csv format.
      Step d Click 'Browse' ⇒ Select the updated CSV file ⇒ Click 'Upload CSV' button

    PART 2: File Annexure A - Action by CA, Click here to know more
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'Worklist' menu located at upper-middle side of the page ⇒ Click 'Annexure A (Form 26A/27BA)'
    Step 3 Select the 'Form Name' and 'Financial Year' from the dropdown list ⇒ Click Search
    Step 4 Click 'Submit' located under Action column ⇒ Download the file and enter the mandatory details ⇒ Click 'Upload ZIP File'
    Step 5 Attach the Annexure file and DSC at the option 'Attach the Form Annexure (.zip) File*', 'Attach the Signature file*' ⇒ Click 'Submit'
    Note: You must have registered Digital Signature Certificate (DSC) to generate and attach a signature file. If you have not registered DSC,Click here to know more
    Step 6 To view the uploaded Annexure - A(Form 26A/27BA)- Click Here
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to 'Worklist' menu located at upper-middle side of the page ⇒ Click 'Annexure - A(Form 26A/27BA)'
    Step 3 Enter the following details:
    • Form Name
    • Financial Year
    Click 'Search'
    Step 4 Click the hyperlink 'View' ⇒ Click the 'Transaction no'

    PART 3: Submit Form - Action by Assessee Click here to know more
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'e-File' menu located at upper-middle side of the page ⇒ Click 'Submit and View Form 26A/ 27BA'
    Step 3 Select the 'Request Type' as 'Submit Request' and following details from dropdown list:
    • Form Name
    • Financial Year
    Step 4 Click 'Continue'
    Step 5 If CA uploads any annexure, 'Submit' button will be enabled in TAN login.
    Step 6 Fill the mandatory details ⇒ Attach the DSC at the option 'Attach the Signature file*' ⇒ Click 'Submit'
    Note: You must have registered Digital Signature Certificate (DSC) to generate and attach a signature file. If you have not registered DSC,Click here to know more
    Step 7 To view the uploaded forms - Click Here
  • Form 15CA and Form 35
    Step 1 Logon to 'e-Filing' Portal www.incometaxindiaefiling.gov.in
    Step 2 Go to the 'e-File' menu located at upper-left side of the page ⇒ Click 'Prepare and Submit Online Form (Other than ITR)'
    Step 3 Select 'Form Name' from the dropdown list ⇒ Click Continue
    Step 4 Read the instructions carefully and fill the form, click 'Submit'
    Step 5 To view the uploaded forms - Click Here
    Note: For few forms Assessment Year is not required.


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Run Time Error While Generating the Xml

If you are using Windows OS 8/8.1, MS office version 2013 /2010 /2007, then kindly follow the given steps:
• Install .Net 3.5 Framework (https://www.microsoft.com/en-in/download/details.aspx?id=21)
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• Restart the System
• Download fresh Excel Utility and try to generate the XML



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Frequently Asked Questions


Do’s Don’ts

Choose the correct ITR Form for filing return

Get confused between AY and FY while filing ITR

Verify the ITR using EVC/DSC/Aadhaar OTP

Make a mistake in TAN, Bank Account, Email address

Mention mandatory details in Income Tax Return

Forget to Claim Deduction

File the ITR before Deadline

Hurry while filing ITR!

Use Strong Password for accessing the e-Filing account

Work on ITRs using public Wi-Fi

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Ignore Software Updates

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