Central Board of Direct Taxes,
e-Filing Project
Individual Registration and Services
Individual User Registration and Services
Contents
Individual User Registration .............................................................................. 3
Registration Process ........................................................................................... 3
Individual User Features .................................................................................... 9
Forgot Password ................................................................................................ 9
Login .............................................................................................................. 14
Profile Settings ................................................................................................ 18
My Account ..................................................................................................... 28
e-File ............................................................................................................. 62
Compliance ..................................................................................................... 70
PMGKY ............................................................................................................ 79
Worklist .......................................................................................................... 80
e-Proceeding ................................................................................................... 81
e-Nivaran ........................................................................................................ 81
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Individual User Registration and Services
Individual User Registration
An Individual should have a valid PAN for registering with the e-Filing application.
Registration Process

Type in the URL of e-Filing application (https://incometaxindiaefiling.gov.in)

Click on the 'Register Yourself' tab and select 'Individual' against the radio
button found under “Individual/HUF”.

The user will be directed to the registration page and the user will fill the
following fields for further validation.
 PAN – Mandatory, should be valid PAN.
 Surname –Mandatory, should be as per the PAN details.
 First Name – Not mandatory, should be as per the PAN details.
 Middle Name - Not mandatory, should be as per the PAN details.
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Individual User Registration and Services
 Date of Birth – Mandatory, should be as per the PAN details.

Click on the “Continue” button. The registration details page should be
displayed.
A. Password Details
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User ID – This will be automatically populated by the system, which is
entered in the Basic Details screen.
Password – Mandatory, should be between 8 – 14 characters,
alphanumeric and should contain at least one special character.
Confirm Password – Mandatory, The user has to enter the same
password as entered above.
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Individual User Registration and Services
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Primary Secret Question – Mandatory, The user needs to select any
one question from available in the drop down.
Primary Secret Answer – Mandatory.
Secondary Secret Question – Mandatory, The user needs to select
any one question from available in the drop down.
Secondary Secret Answer – Mandatory.
B. Personal Details
These details could be automatically populated by previously entered basic
details.
C. Contact Details
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Landline Number – Not mandatory.
Mobile Number – Mandatory.
If the user is an Non-Resident, Mobile Numberisnot mandatory.
Alternate Mobile Number - Non mandatory.
Email ID – Mandatory, should be valid E-mail ID.
Alternate Email ID - Non mandatory, should be valid E-mail ID.
Fax Number – Non-mandatory.
Note: Same Mobile Number and Email ID can be used for a maximum of 10
assessees, as their Primary Contact details.
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Individual User Registration and Services
Note:If the user is anNon-Resident,click the checkbox “I’m an NonResident,without Indian Mobile number”. In this case Mobile Number is
not mandatory. All the communications are handled through E-mail ID.
D. Current Address
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Flat/Door/Building – Mandatory.
Road/Street – Non-mandatory.
Area/Locality – Mandatory.
Town/City/District – Mandatory.
State – Mandatory, user selects from the drop down provided.
Pincode –Mandatory.
Country- Mandatory,user selects from the drop down provided.
E. Subscribe to Mailing List
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Individual User Registration and Services
This will be auto-selected. User can un-check the box provided to unsubscribe for mailing list.
F. Enable Alerts, reminder and notifications
This will be auto-selected. User can un-check the box provided to disable
alerts, reminders and notification.
G. Captcha
This is mandatory and the user has to type in the numeric code which
appears on the screen.

Click on ‘SUBMIT’. If it is success, user will be navigated to the “Registration
successful” screen.
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Individual User Registration and Services
The user receives a confirmation e-mail with an activation link to the registered
Email ID. An SMS along with OTP (One time Password) is also sent to the registered
Mobile number.
In order to activate the account, the user should click on the Activation link and
enter the Mobile PIN. On success, the user account is activated and the database is
updated.
For Non-Resident User, Mobile PIN is exempted. Activation link is sent to the e-mail
only. In order to activate the account, the user should click on the Activation link
and enter the Email PINsent to the e-mail ID. On success, the user account is
activated and the database is updated.
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Individual User Registration and Services
Individual User Features
Forgot Password
In e-Filing application home page, click ‘Login Here’ button.
Click Forgot Password Link. Enter User ID and captcha
Click Continue.

I.
Select the option, Answer Secret Question.
Enter Date of Birth, Secret Question and Secret Answer
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Individual User Registration and Services
II.
III.

I.
II.
Click Submit. Enter New Password and Confirm Password.
Click Submit
Select the option, Upload Digital signature Certificate.
Select one of the option, Upload using .pfx file
Click Submit. Enter New Password and Confirm Password.
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Individual User Registration and Services
III.

Click Submit
Using OTP (PINs)
The user must select one of the options mentioned below
If “Registered Email ID and Mobile Number” is chosen. PINs would be sent to
registered Email ID and Mobile Number.
OR
If “New Email ID and Mobile Number” is chosen. User must enter additional
details like 26AS TAN/ OLTAS CIN/ Bank Account Number.
PINs would be sent to new Email ID and Mobile Number.
The user must enter the PINs received to the registered Email ID and Mobile
Number and Click on “VALIDATE”.
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Individual User Registration and Services
On success, the user must enter the New Password and confirm the password.
Click Submit

I.
II.
Select the option, Using Aadhaar OTP.
Select one of the option, Using Aadhaar OTP
Click Generate Aadhaar OTP. Aadhaar OTP will be sent to the Mobile Number
registered with Aadhaar.
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Individual User Registration and Services
III.
Enter the Aadhaar OTP generated. Click on “Validate” button.
IV.
Enter New Password and Confirm Password.
V.

Click Submit
Login through your net-banking account
Link “e-Filing login through Net-Banking” is available which guides user to Login
through net banking account.
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Individual User Registration and Services
Login
In browser, enter the URL of the e-Filing application (https://Incometaxindiaefiling.gov.in).
Click ‘Login Here’ button. Enter User name (PAN/TAN), password, DOB ,Captcha code or
OTP Option.
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Individual User Registration and Services

If the User has selected the Check box, on Successful Validation of the User ID,
Password and Date of Birth, an OTP shall be sent to User’s Registered Mobile
Number.

The below message should be displayed to the User “OTP will be sent to the
registered mobile number <XXXXXXXXXX>”.


Continue and Cancel shall be provided.
On click of ‘Continue’ button, User needs to enter 6 digit OTP sent to the registered
Mobile number.
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
Enter OTP and click on ‘Submit’ button.
On Successful Verification of OTP, the User shall be redirected to dashboard page.
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Individual User Registration and Services
Verification and Confirm Contact Details
On Successful Login, If User has not updated Contact Details the user is requested to
update a valid Mobile number and E-mail ID or confirm the Mobile number and Email ID
already registered is their profile. (Department would share all critical communications
only to the mobile number and Email ID registered in e-Filing portal.)
The user can edit his details and click on the “Continue” button.
User has to confirm the Contact details and Click on Continue button.
Or click on Back button to change the details
A mobile PIN and email PIN will be sent to the primary mobile number and
primary Email ID respectively.
Enter Mobile PIN and Email PIN is respective fields and click Continue button
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Individual User Registration and Services
If the PINs are not received within the specified time (say 2 minutes), the taxpayer may
opt for “Resend PINs” option. The PINs once received will be valid for 24hours.
A success message will be displayed. The user can click on “Continue to Login” button
wherein the user will be taken to the Dashboard.
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Individual User Registration and Services
Profile Settings
My Profile
In order to view or update ‘My Profile’, the user needs to perform the following steps
Go to the 'Profile settings’ and Click on the ‘My Profile’ link.
A screen with PAN details, Address and Contact Details will be displayed.
‘PAN Details’ is only a view. User cannot update the PAN details.
In order to change the address details Click on ‘Address’ tab and click on the ‘Edit’
button.
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Individual User Registration and Services
Update the required fields and click on ‘Save’ button. A success message is displayed as
shown.
In order to change the Contact details Click on ‘Contact Details’ tab and click on ‘Edit’
button.
The user can edit the details and click on the ‘Save’ button.
Once the Contact details are changed, the user must enter the Mobile PIN and the Email
PIN which will be sent to the Mobile number and Email ID mentioned by the user
respectively.
Enter the Mobile PIN and Email PIN. Click on confirm. A success message will be
displayed as follows
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Individual User Registration and Services
Change Password
Navigate to Profile Settings  Change Password
Enter old password, new password, confirm password and click submit.
Change Secret Question and Answer
Navigate to Change Secret Question(s) and Answer(s).
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Individual User Registration and Services
Change Primary secret question, answer and Secondary secret question and answer.
Click submit.
Register Digital Signature Certificate
Navigate to Profile settings -> Register digital signature certificate
Upload the Signature file generated using DSC Management Utility.
Click Submit. Success message will be displayed on the screen.
e-Filing Vault-Higher Security
In order to ensure additional security to the user’s e-Filing account, user is enabled to
login through Net-Banking, using DSC, Aadhaar OTP, Bank account EVC and using
Demat Account EVC. At any time, user can also deactivate the secured login.
Navigate to Profile Settingse-Filing Vault-Higher Security.
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Individual User Registration and Services
Login through net-banking

User needs to select the option “Login through net-banking”. Once the user selects
the checkbox, below confirmation appears. Click “OK” and click the “Proceed” button.
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User will be redirected to a confirmation page.
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Individual User Registration and Services
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Click on “Confirm” button. Success message is displayed on the screen.

Next time the user logs in, the user is redirected to “e-Filing Login Through NetBanking” page where the user needs to select his / her bank and login to the bank.

User can also deactivate the login through Net Banking by unchecking the same
option and click on proceed.

Click on the “Disable” button to confirm.
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Individual User Registration and Services
Login Using DSC

User needs to select the option “Login using DSC”. Once the user selects the
checkbox, below confirmation appears. Click “OK” and click the “Proceed” button.

User will be redirected to a confirmation page.

Click on “Confirm” button. Success message is displayed on the screen.

Next time the user logs in, the user is redirected to Secured Login Option page where
the user needs to select the either New or Registered DSC and upload the signature
file generated using DSC Management Utility. Click Submit.
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Individual User Registration and Services
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User will be redirected to e-Filing dashboard.
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User can also deactivate the login through DSC by unchecking the same option and
click on proceed.
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Click on the “Disable” button to confirm.
Login Using Aadhaar OTP
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User needs to select the option “Login using Aadhaar OTP”. Once the user selects the
checkbox, below confirmation appears. Click “Generate Aadhaar OTP” button.
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Individual User Registration and Services
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Aadhaar OTP is successfully generated and will be sent to the Mobile Number
registered with Aadhaar.
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Enter the Aadhaar OTP and click Validate.Click on “OK” and click “Proceed” button.
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Success message is displayed on the screen.
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User can also deactivate the login through Aadhaar OTP by unchecking the same
option and click on proceed. Click on the “Disable” button to confirm.
Login Using Bank Account EVC
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User needs to select the option “Login using Bank Account EVC”. Once the user
selects the checkbox, below confirmation appears and click on “OK”
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Individual User Registration and Services
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Click on Proceed button. The following Confirmation screen is displayed to the user
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Click on Confirm button.
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Success message is displayed on the screen.
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User can also deactivate the login through Bank account EVC by unchecking the
same option and click on proceed. Click on the “Disable” button to confirm.
Login Using Demat Account EVC
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User needs to select the option “Login using Demat Account EVC”. Once the user
selects the checkbox, below confirmation appears.
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Click on Proceed button. The following Confirmation screen is displayed to the user
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Individual User Registration and Services
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Enter the Demat account EVC and click Validate. Click on “OK” and click “Proceed”
button.
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Click on Confirm button.
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Success message is displayed on the screen]
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User can also deactivate the login through Demat account EVC by unchecking the
same option and click on proceed. Click on the “Disable” button to confirm.
For more details refer to the manual “e-Filing Vault-Higher Security” under Help section.
My Account
View Form 26AS (Tax Credit)
Navigate to My Account -> View Form 26AS (Tax Credit)
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Individual User Registration and Services
Click Confirm. The user will be redirected to the TDS- CPC website.
Tax Credit Mismatch
Navigate to My Account -> Tax Credit Mismatch
Select Assessment Year and Click Submit.
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Individual User Registration and Services
User is able to see the status of tax credit mismatch.
Download Pre Filled XML
Navigate to My Account-> Download Pre-fill Xml
Select the assessment year and click submit. User will be able to view the prefilled xml.
Manage ITDREIN
Users who have already registered in e-Filing portal can use this functionality to generate
ITDREIN (Income Tax Department Reporting Entity Identification Number) and upload
certain forms in e-Filing portal using the generated ITDREIN.
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Individual User Registration and Services
Steps to Generate ITDREIN
Step 1: Login to e-Filing portal using User ID, e-Filing Password and DOB/DOI.
Step 2:Go to My Account >Manage ITDREIN.
Step 3:To generate new ITDREIN click on the button “Generate New ITDREIN”.
Step 4: A Pop up with Form Type and Reporting Entity Category is displayed. Select the
Form Type and Reporting Entity Category from the dropdown.
Step 5: Based on the Form Type and Reporting Entity Category selected, the ITDREIN
will be generated and the user will be able to upload and view the corresponding Form.
Step 6:Click Generate ITDREIN button
Step 7:Success Message is displayed as shown below. User receives a confirmation email on successful generation of ITDREIN to the registered Email ID. An SMS is also
sent to the registered Mobile number.
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Individual User Registration and Services
Step 8 – On Successful Generation of ITDREIN, the screen is displayed as shown.
Steps to Add Authorised Person
Step 1: Login to e-Filing portal using User ID, e-Filing Password and DOB.
Step 2: Go to My Account >Manage ITDREIN.
Step 3: To add Authorised Person for the generated ITDREIN, click on the link provided
in the ITDREIN Column.
Step 4 – Click on the button Add Authorised Person.
Step 5 – A Pop up with Authorised Person details appears as shown below.
Step 4:Click on the button Add Authorised Person.
Step 5:A Pop up with Authorised Person details appears as shown below.
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Individual User Registration and Services
Notes:
1. If the Form Type is FORM61B, user needs to select “Authorised Person Type” from the
drop down. This field is not available for “Form15CC”.
2. The details of Authorised Person cannot be edited further.
Step 6:Enter all the details and Click on Add Authorised Person button. Success
Message is displayed as shown below
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Individual User Registration and Services
Step 7:User receives a confirmation e-mail on successful Addition of Authorised
Person to the registered Email ID. An SMS is also sent to the registered Mobile
number
Step 8:Authorised Person receives a confirmation e-mail with an activation link to the
Authorised Person’s Email ID. An SMS along with OTP (One time Password) is sent to
the Authorised Person’s Mobile Number.
In order to activate the account, the user should click on the Activation link, enter the
Mobile PIN, Password and Confirm Password and click on Activate Button. On
success, the user account is activated and the database is updated.
Step 9: After the Authorised person is activated, Authorised person can view the details
as below.
Note – If the Form Type is FORM61B, the Additional details tab will also be displayed
along with Authorised Person Details. User can also edit the Additional Details.
View e- Filed Returns/Forms
Navigate to My Account ->View e-Filed Returns/Forms
Click on View e-Filed Return/Forms.
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Individual User Registration and Services
Select option.
If e-filed returns/forms is selected, all e-filed returns/forms records are displayed.
User will be able to see the status of returns/forms.
Click on the Acknowledgment number. The Details of the acknowledgment number is
displayed as a pop up.
User can download PDF, ITR-V for ITRs, XMLs and Receipts.
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Individual User Registration and Services
If Form 15CA is selected, all Form 15CA records are displayed.
User can view the form 15CA uploaded.
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Individual User Registration and Services
If Form 6 is selected, all Form 6 records are displayed.
Click on the Receipt No. The Details are displayed as a pop up.
Click on the Attachments to download the Attachments.
If Rectification Status is selected, all Rectification records are displayed
Select Assessment Year and Click Submit.
User is able to see the status of rectification.
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Individual User Registration and Services
If Forms (IDS) records needs to be viewed, select Forms(Income Declaration Scheme).
On submit, all IDS records will be displayed.
e-Verify Return
Navigate to My account ->e-Verify Return
PAN is auto filled. Click on Submit.
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Individual User Registration and Services
Click on e-Verify link to electronically verify your return.
Select one of the options.
Option1 – I already have an EVC to e-Verify my return.
Enter the EVC and click Submit. Success message will be appeared on the screen.
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Individual User Registration and Services
Option2 – I do not have an EVC and I would like to generate EVC to e-Verify my
return.
Click on EVC – Through Net Banking.
Click on Continue. Select your Bank and Login to your NetBanking and click e-Verify
Return from e-File menu to e-Verify the return.
Option3 – I would like to generate Aadhaar OTP to e-Verify my return.
Pre-requisite: To generate Aadhaar OTP, Taxpayer’s PAN and Aadhaar must be linked.
If the Taxpayer’s PAN and Aadhaar are not linked, the below pop up is displayed.
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Individual User Registration and Services
Click Link Aadhaar button.You will be redirected to Link Aadhaar Page under Profile
Settings. Enter the Aadhaar Number to link the Aadhaar to PAN.
If the Taxpayer’s PAN and Aadhaar are linked, the below pop up is displayed
Enter the Aadhaar OTP received in your Mobile Number registered with Aadhaar and click
Submit. Success message will be displayed on the screen.
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Individual User Registration and Services
Generate EVC
Navigate to My account ->Generate EVC.
Select one of the options.
Option1 – Generate e-Filing OTP
Click Yes to generate e-Filing OTP.
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Individual User Registration and Services
Click No to Cancel
Option2 – Generate EVC through NetBanking
Click on Continue. Select your Bank and Login to your NetBanking and click generate
EVC from e-File menu. EVC will be sent to your registered Mobile Number.
Option 3- Generate EVC through Bank Account NumberAnd Demat
Account
On click of Yes, EVC gets generated.
If the bank account or demat account is not pre-validated. Following message is
displayed.
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Individual User Registration and Services
My CA/ERI
Navigate to My account ->My CA/ERI
Click on My CA/ERI link.
Click on My Chartered Accountant.
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Individual User Registration and Services
To add a new CA, Click on Add. A popup is displayed.
Enter details and click on submit.
On successful validation, success message will be displayed.
If user wants to remove CA, select the check box. On selecting the check box remove
button gets enabled.
On clicking Remove, CA gets removed.
To access ERI functionalities, click on My e-Return Intermediary.
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Individual User Registration and Services
If any ERI User is active, then click on the ERI User ID to view the ERI details.
Click on remove to disengage ERI.
On successful validation, success message is displayed.
If all ERI Users are Inactive, then Advanced Search criteria is available to view the
Engage ERI.
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Individual User Registration and Services
Select the radio button for the corresponding ERI to be engaged and click Add
button.Success message should be displayed on the screen.
Service Request
Navigate to My Account-> Service Request
There are two options.
If user needs to register a new request, select Request type as new request.
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Individual User Registration and Services
To raise request for intimation, Select Request for intimation.
User can request the Intimation for Income Tax Return, User has to select Request for
intimation and Select Return type as Income tax return, Assessment year and Category.
Click Submit.
User can request the Intimation for Wealth Tax Return, User has to select Request for
intimation and select Return type as Wealth Tax return
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Individual User Registration and Services
User can request for resend of rectification order u/s 154
Click submit
To raise refund reissue request, Select Refund Reissue Request.
On click of submit the following screen shall be displayed to the user
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Individual User Registration and Services
Click submit button.
After clicking submit, fill the additional details such as Bank Account number, Account
Type, IFSC Code and so on -> Click ‘Submit’
For successful submission of Refund Reissue request, user must have registered DSC or
EVC. Else, refer the EVC manual- Click Here or refer the DSC manual – Click Here .
On Successful submission, the success message is displayed on the screen.
To Change ITR form, select Change ITR form Particulars.
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Individual User Registration and Services
Enter Acknowledgment Number and Click Submit.
User can change Bank Account Details; change Address Details, Email-ID, Mobile
Number.
Success message is displayed as shown
If user wants to see the status of request filed, select View Request.
If user wants see status of Request for intimation, select Request for intimation.
Request for Intimation list is displayed as
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Individual User Registration and Services
If user wants see status of Refund Reissue request, select Refund Reissue request.
Refund Reissue request list is displayed as
If user wants see status of Change ITR form particulars request, select Change ITR form
particulars.
Change ITR Form Particulars is displayed as
Certificate of Appreciation
Navigate to My Account-> Certificate of Appreciation
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Individual User Registration and Services
If user wants to request the certificate of appreciation from e-filing, Select certificate of
Appreciation.
Click on ‘Click Here’ to submit request
Add/ Register as Representative
Navigate to the ‘My Account’ tab  Click ‘Add/Register as Representative’
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Individual User Registration and Services
Add another person to represent on your behalf
Select the ‘Request Type’ as ‘New Request’ and select the ‘Add/Register as
Representative’ as ‘Add another person to represent on your behalf’  Click
‘Proceed’
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Individual User Registration and Services
Select



the applicable ‘Reason’ from the drop down list –
‘Absent from India’ or
‘Non-resident’ or
‘Any other Reason’ (If ‘Any other Reason’ is selected, specify reason in the text
box provided)
Enter the following details of Representative:
 PAN*
 Surname (As per PAN)*
 Middle Name (As per PAN)
 First Name (As per PAN)
 Start Date*
 End Date*
Click ‘Submit’
After adding,
 A six digit PIN will be sent to your registered mobile number and registered email ID.
Refer the below screenshot for reference.
Click ‘Confirm’, if the contact details are correct.
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Individual User Registration and Services
After Confirming,
 Enter the six digit PIN -> Click Validate
Refer the below screen shot.
The ‘Request successfully submitted’ page will display the following details:
‘Your request to add XYZ holding AAAAA1234A as a representative has been registered
with Transaction ID – 1000794315. XYZ holding AAAAA1234A can act on this request
within 7 days by going to Worklist post login’
After submitting,
 An alert message will be sent to the Representative PAN’s e-mail ID and mobile
number intimating that a request has been raised.
 The Representative Assessee can view the request details at e-Filing portal post
login under ‘Worklist’ tab ‘For Your Action’.
Register Yourself on Behalf of another Person
For the following categories, user can act on behalf of another assessee who is not in a
position to act on their own


Mentally Incapacitated
Legal Heir

Minor

Lunatic or Idiot





Court of wards
Trust in Writing
Oral Trust
Official Liquidator
Other Liquidator
Designated Principal Officer

Prerequisite
The following table represents the categories available for applicable user type:
Table 1: Prerequisite to Register Yourself
User Type
Category to Register
Mentally Incapacitated
Legal Heir
Minor
Lunatic or Idiot
Individual
Trust in Writing
Oral Trust
Court of wards
Liquidator
Designated Principal Officer
Company/Firm/AOP
Liquidator
Designated Principal Officer
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Individual User Registration and Services
The following table represents the details of PAN, Date of Birth (DOB) and the respective
documents required while registering for the applicable category of Incompetent Person:
Table 2: Additional Details to Register Yourself
Incompetent
Person Category
Mentally
Incapacitated
Documents Required

Copy of the PAN card of Mentally
Incapacitated

Certificate issued by Authorized
Medical Authority
PAN and DOB Details

PAN of the Mentally
Incapacitated

Date of Birth

Surname

Middle Name

First Name

Copy of the PAN card of Deceased

Copy of Death Certificate

Legal Heir Certificate issued by Local
Authority Or

PAN of the Deceased

Date of Death
Surviving member certificate issued
by the Local Authority Or

Surname

Middle Name
Pension Order issued by Central/State
Government Or

First Name
Legal Heir
Registered will

Copy of the PAN card of Minor

Proof of guardianship (Any one from
below):





Minor
Trust in Writing
Oral Trust
PAN of the Minor

Date of Birth
Passport of Minor OR

Surname
Court Order OR

Middle Name
Aadhaar Card OR

First Name

PAN of the Lunatic or Idiot

Date of Birth

Surname

Middle Name

First Name

PAN of the Court of Wards

Date of Birth

Surname

Middle Name

First Name

PAN of the Trust in Writing

Date of Birth

Surname

Middle Name

First Name

PAN of the Oral Trust

Date of Birth

Surname

Middle Name

First Name
Notarised Declaration of Guardian
or Manager and so on.

Copy of the PAN card of Lunatic or
Idiot

Certificate issued by Authorized
Medical Authority
Lunatic or Idiot
Court of Wards

Birth Certificate OR

Copy of the PAN card of Ward

Copy of Court Order

Copy of the PAN card of Ward

Copy of Registered Trust Deed


Copy of PAN card of the Trust.
Self-attested copy of Declaration
made by the Trustee.
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Individual User Registration and Services
Incompetent
Person Category
Official Liquidator
Documents Required



Other Liquidator
Designated
Principal Officer


Letter appointing Official Liquidator.
Order of the competent authority
giving list of companies under
liquidation
Letter appointing Other Liquidator in
the official letterhead along with
common seal of the company
Copy of resolution of appointment of
Other Liquidator
Letter appointing Designated
Principal Officer in the official
letterhead along with common seal
of the company
PAN and DOB Details

PAN of the Company

Date of Incorporation

Organization Name

PAN of the Company

Date of Incorporation

Organization Name

PAN of the Company/Firm

Date of Incorporation

Organization Name
Perform the following steps to Register as Representative:
Step 1
Step 2
Visit the ‘e-Filing’ Portal http://incometaxindiaefiling.gov.in/
Click ‘Login Here’ (
) button on the Home Page.
Step 3
Enter the valid ‘User ID*’ , ‘Password*’, ‘Date of Birth*’
Step 4
Navigate to the ‘My Account’ tab  Click ‘Add/Register as Representative’
Step 5
Select the ‘Request Type’ as ‘New Request’;
Select the ‘Add/Register as Representative’ as ‘Register yourself on behalf of another
person’ AND
Select the applicable ‘Category to Register’  Click ‘Proceed’
Step 6
Enter the additional details and attach the relevant documents on the basis of Category
chosen as mentioned in The following table represents the details of PAN, Date of Birth
(DOB) and the respective documents required while registering for the applicable
category of Incompetent Person:
Table 2.
Step 7
Click ‘Submit’
The ‘Request successfully submitted’ page will display the following details
Step 8
Note :
1. Request will be sent to the e-Filing Admin for approval.
2. The e-Filing Admin will check the authenticity of the request details and may
APPROVE/REJECT the request.
3. After Approval/Rejection, an e-mail and SMS will be sent to the user who raised
the request.
View Request
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Individual User Registration and Services
The user can view the requests raised under “Add/Register as Representative” as
described in the following sub-section.
Add another person to represent on your behalf
Perform the following steps to view the request raised under ‘Add another person to
represent on your behalf’.
For the Person who raised the request
Step 1
Step 2
Visit the ‘e-Filing’ Portal http://incometaxindiaefiling.gov.in/
Click ‘Login Here’ (
) button on the Home Page.
Step 3
Enter the actual assessee ‘User ID*’ , ‘Password*’, ‘Date of Birth*’
Step 4
Navigate to the ‘My Account’ tab  Click ‘Add/Register as
Representative’
Step 5
Select the ‘Request Type’ as ‘View Request’ and select the ‘Add/Register as
Representative’ as ‘Add another person to represent on your behalf’ 
Click ‘Proceed’
Step 6
The page ‘View Added Representative’ will appear. The following details will be
available:
 Authorised PAN
 Status
 Reason
 From Date
 To Date
 Attachment (POA - Only, if Representative assessee Accepts the
request)
 Action (CANCEL/WITHDRAW)
Note:
CANCEL – If the Representative assessee has not acted upon the
request raised, then the user can CANCEL the request.
WITHDRAW – If the Representative assessee has Accepted the
request, then the user can remove them by WITHDRAWING the
request.
For the Person who received the request
Step 1
Post login to e-Filing portal, navigate to ‘Worklist’ tab  Click ‘For Your
Action’ Click ‘Pending requests to Add you as Representative
Assessee’ Click the hyperlink given on ‘PAN Number’to view the request
details.
Step 2
The following two options are available:
 Approve: The request can be approved by attaching a PDF copy of
notarised Power of Attorney (POA) received from the assessee.
 Reject: The request can be rejected by providing the comments.
Register yourself on behalf of another person
Perform the following steps to view the request raised under ‘Register yourself on behalf
of another person’.
Step 1
Visit the ‘e-Filing’ Portal http://incometaxindiaefiling.gov.in/
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Individual User Registration and Services
Step 2
Click ‘Login Here’ (
) button on the Home Page.
Step 3
Enter the actual assessee ‘User ID*’ , ‘Password*’, ‘Date of Birth*’
Step 4
Navigate to the ‘My Account’ tab  Click ‘Add/Register as
Representative’
Step 5
Select the ‘Request Type’ as ‘View Request’ and select the ‘Add/Register as
Representative’ as ‘Register yourself on behalf of another person’  Click
‘Proceed’
Note:
Under ‘Status’ column, the status will be shown as:
 Pending, Or
[Status is pending with Income Tax Department (ITD)]

Approved
[Status is approved through ITD]
The following table represents the access criteria for all the users:
Table 3: Access criteria for each case
Status of Circumstance Who can sign
Types of access to be
the
the ITR/Form
given to represented
assessee
signatory
Individual Absent from
Resident
Full Access except “Profile
India
Authorized
Settings”
Person with
&“Add/Register as
PAN
Representative”
functionalities up to the
date of authorization.
Types of access
to be given to
Taxpayer
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Individual
Non-resident
Resident Agent
with PAN
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of authorization
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Individual
Mentally
Incapacitated
Guardian or
Other
competent
person
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
No access.
Individual
Any Other
reason
Resident
Authorized
Person with
PAN
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of authorization.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
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Individual User Registration and Services
Status of
the
assessee
Individual
Circumstance
Who can sign
the ITR/Form
Types of access to be
given to represented
signatory
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of authorization.
Types of access
to be given to
Taxpayer
Account
Deactivated.
Deceased
Legal Heir
Individual
Minor
Guardian or
Other
competent
person
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of minor becoming a
major.
No Access, as not
competent to
Register. On the
day of becoming
Major, the user will
be allowed to
register.
Individual
Lunatic or Idiot
Guardian or
Other
competent
person
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
No access.
Individual
Court of wards
etc.
Receiver/
Manager
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Individual
Trust in Writing
Trustee
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Individual
Oral Trust
Trustee
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Company/
Firm/ AOP
Non-Resident
Company
(Foreign
entity) /Firm/
AOP
Resident
Authorized
Person with
PAN
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of authorization.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
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Individual User Registration and Services
Status of
the
assessee
Circumstance
Who can sign
the ITR/Form
Company
Company being
wound
up(order by
court /person
appointed as a
receiver of any
asset of the
company)
Company
Takeover by
Central / State
Government
under any Law
OR
Any other
Person
Discontinued
Business
Any other
reason
Types of access to be
given to represented
signatory
Types of access
to be given to
Taxpayer
access.
Liquidator
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
Designated
Principal Officer
of the
Central/State
Government
Full Access except “Profile
Settings”
&“Add/Register as
Representative”
functionalities up to the
date of revocation by eFiling admin.
No Access as long
as a Liquidator is
assigned. If under
any circumstances,
the ITD admin
revokes the
Liquidator then the
access shall be
restored.
Only View of all
returns/forms
uploaded when a
Representative has
been assigned.
Thereafter full
access.
Any Authorized
Person with
PAN
Full Access except “Profile
Settings” &
“Add/Register as
Representative”
functionalities up to the
date of authorization.
Only View of all
returns/forms
uploaded when a
person competent
to verify has been
assigned.
Thereafter full
access.
Note: For more Information on the ‘Add/ Register as Representative’ kindly ReferHelp>
User Manuals> Add/Register as Representative
e-File
Upload Return
Navigate to e-file -> Upload Return
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Individual User Registration and Services
Select the ITR form name, Assessment year and select the Xml.
Clicks submit.
Success message will be displayed on the screen.
You can either e-Verify the return or request for ITR-V.
Prepare and Submit Online ITR
Login and Navigate to e-file -> Prepare and Submit Online ITR
ITR 1 & ITR 4 is available Online.
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Individual User Registration and Services
For ITR 1, enter the details in the Personal Information tab, Income Details tab, Tax
Details tab, Taxes paid and Verification tab and 80G Tab.
For ITR 4, enter the details in the Personal Info tab, Income Details tab, 44AE tab, NOB
BP tab, Tax Details tab, Taxes paid & Verification tab and 80G Tab.
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Individual User Registration and Services
Click on ‘Preview’ to preview the form and submit.
Note: ‘Preview’ button would be enabled post entering all the mandatory details.
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Individual User Registration and Services
You can either e-Verify the return or request for ITR-V.
e-File in Response to Notice u/s 139(9)
Navigate to e-file --> e-File in response to Notice u/s 139(9)
Click on “Submit” link under “Response” column inorder to submit the response.
Select the ITR from the dropdown and upload the XML and click Submit. Success
message will be displayed on the screen.
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Individual User Registration and Services
Click on “View” link under “Response” column inorder to view the response submitted.
Click on the Transaction ID to view the details of the response submitted.
Prepare and Submit FormOnline (Other than ITR)
Navigate to e-file --> Prepare and Submit Form Online(Other than ITR)
Select the form name, assessment year and click “Submit”. Assessee will be able to fill
the form and Submit the form for further processing.
For an Individual Assessee, following are the Forms available –
Form 1
Form 3CEK
Form 3
Form 8
Form 9
Form 9A
Form 10
Form 10A
Form 10H
Form 15CA
Form 35
Form 40C
Form 41
Form 49C
Form 52A
Form 40C
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Individual User Registration and Services
Form 10BA
Form 10CCD
Form 10CCE
Form 10E
Form 10G
Form 41
Form 49C
Form 56
Form 56D
Form 56FF
Upload Form BB (Return of Net Wealth)
Navigate to e-File ->Upload Form BB (Return of Net Wealth)
Provide the necessary details like PAN, Assessment Year, upload the XML file, upload the
signature file generated using DSC Management Utility and click Submit. Success
message will be displayed on the screen.
Response to Outstanding Tax Demand
Navigate to e-File -> Response to Outstanding Tax Demand
PAN is auto filled. Click on Submit.
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Individual User Registration and Services
The outstanding tax demand is displayed. User can submit the response and view the
same.
For more details refer for to the manual “Response to Outstanding Tax Demand” under
Help section.
Rectification request
Navigate to e-file ->Rectification request
Select assessment year, enter communication reference number and click submit
Select the Rectification request type, fill in the necessary details and click submit.
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Individual User Registration and Services
Compliance
Submit Compliance Form
Navigate to Compliance ->Submit Compliance Form.
Click Yes to submit the response.
Click No to cancel.
The user should provide details for the following:
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Individual User Registration and Services
 e-Sahyog – In case of any mismatch Issue, it is reflected in e-Sahog tab.
 Filing of Income Tax Return – User has to enter the Response, Reason, Mode, and
Date, Acknowledgement number and Circle/Ward and City.
 Related Information Summary – User has to enter Information Type and Related
PAN details
Click Submit. A success message is displayed.
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Individual User Registration and Services
View My Submission
Navigate to Compliance -> View my Submission in order to view thestatus of the
compliance form submitted will be available.
Non PAN Transaction
Navigate to Compliance->Non PAN transaction
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Individual User Registration and Services
Enter a valid transaction number. And click on search.
Confirm that the transaction relates to you. By confirming, the transaction will be linked
to your PAN and further details will be visible.
View transaction details and submit online response.
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Individual User Registration and Services
Click on submit. Success message is displayed with transaction number.
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Individual User Registration and Services
View Response to Non PAN Transaction
Navigate to Compliance->View Response to Non PAN transaction
Accounts with Cash Transactions
Navigate to Compliance->Accounts with cash transactions
View the details of the bank account related to you.
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Individual User Registration and Services
Submit online response and keep acknowledgement for record.
SFT Preliminary Response
Navigate to Compliance-> SFT Preliminary Response
The details of Reportable transactions relating to the ‘SFT Preliminary response’ will be displayed
Proceed further for selecting response from the drop down > Submit.
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Individual User Registration and Services
Note: Prerequisite for Submitting Response is to have a valid ITDREIN generated using the PAN/TAN
of the user for submitting Form 61A ( refer user manual ITDREIN Reg. & upload of Form61, 61A to
know the process for generating ITDREIN).
View SFT Preliminary Response
Navigate to Compliance-> View SFT Preliminary Response
Details of SFT Preliminary responses will be displayed.
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Individual User Registration and Services
Cash Transactions 2016
Navigate to Compliance-> Cash transactions 2016
The details of transactions related to cash deposits during 9th Nov to 30th DEC 2016 will be displayed.
Click on submit and proceed further to response the cash transactions 2016
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Individual User Registration and Services
Assessee will be selected for verification based on risk criteria. If the case is selected for verification,
request for additional information and its response will also be communicated digitally. The
information request will be communicated to the PAN holder with a hyperlink for uploading
information.
PMGKY
Navigate to PMGKYView Forms (PMGKY)
Click on the Receipt Number to download the forms submitted and check action
for Form2 (PMGKY) status
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Individual User Registration and Services
Worklist
For Your Action
Navigate to For Your Action. This functionality provides information on the pending
actions at user’s end
For below mentioned services pending action shall be displayed in this menu
 Details of defective returns
 Pending for e-Verification / ITR-V not received / rejected
 Details of Outstanding demand
 View Uploaded Form Details
 Compliance
 Refund Unpaid/Failed
Click on any of the above links, User will be taken to particular pending action to
complete the activity
For Your Information
Navigate to For Your Information.
Assessee will be able to view the approved/rejected forms submitted by CA on behalf
him/her.
Click on “View Form”.
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Individual User Registration and Services
e-Proceeding
Navigate to e-Proceeding -> e-Assessment/Proceedings
Click on First Appeal Proceedings to view the details and response with required details.
For submission of response under e-Proceeding please click here to refer e-Proceeding
User Manual
e-Nivaran
Submit Grievance
Navigate to e-Nivaran-> Submit Grievance.
Click on Submit Grievance,aGrievance Disclaimer pop-up will be displayed taxpayer
has agree it and proceed forward to raise grievance.
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Individual User Registration and Services
Taxpayer has to enter the details and click on preview and submit.
Taxpayer can preview and edit before submitting grievance request.
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Individual User Registration and Services
Click onSubmit, OTP Pin will be send to respective email-id and mobile no given during
time to raising request.
Click onValidatesuccess message will be displayed along with option to download pdf.
Grievance Status
Taxpayer can view grievance status by following the below steps
To view Grievance Status assesse needs to click on “Grievance Status” under eNivaran tab.
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Individual User Registration and Services
Click on Grievance Status, taxpayer can search by entering Acknowledgement
Number/AY/Status.
Taxpayer can view previous grievance status raised prior on 19 th Aug by clicking
on“Grievance Status-Prior to 19th Aug 2016”under e-Nivaran tab.
Click onGrievance Status-Prior to 19th August 2016,CPC grievance status raised
before 19th Aug 2016 will be displayed.
Taxpayer can view previously raised grievance by clicking on Request ID(hyperlink)
<<<END OF DOCUMENT>>>
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