Know how to e-file ITR without a CA

Business

25 Jul 2018

#FinancialBytes: Here's how you can file the I-T return yourself

Every individual, whose total income during a financial year exceeds the maximum income not chargeable to tax, is required to file an income tax return (ITR) as per the Income Tax Act, 1961.

Have you wondered how you can file your ITR without seeking the help of a Chartered Accountant (CA)?

Here's how you can do it in 4 simple steps.

Documents

Documents required for e-filing of tax returns

Documents required for e-filing of tax returns

Before, starting the process, you must make sure that you have all the following details/documents available with you:

Bank account details

PAN number

Form 16 (collect it from your employer)

Salary receipts

Rent receipts for claiming House Rent Allowance (HRA)

Details relating to capital gains, if any

Details regarding income from house property, if any

Details regarding any other income source

New User

Step 1 (for new-users): Online process for filing tax returns

Visit the e-filing website at https://incometaxindiaefiling.gov.in/

If you are filing returns for the first time, then you should click on 'Register Yourself' tab on the homepage.

Then select your user type, i.e., individual, HUF, etc. and create your profile using your PAN details.

To complete the registration, use the activation link and One-Time Password sent to your e-mail id and mobile number respectively.

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Registered User

Step 1 (for registered-users): Online process for filing tax returns

Step 1 (for registered-users): Online process for filing tax returns

If your tax returns have been filed before, then you need to visit the e-filing website and click on the 'Login Here' tab on the homepage.

To login, use your PAN number as your user ID, your password, date of birth (as mentioned on the PAN card) and the mentioned captcha code.

Click on the login button at the bottom to sign in.

Details

Step 2: How to proceed after logging in

After logging successfully, go to the 'e-File' tab and select 'Income Tax Return'.

Then enter the following details:

PAN number

Assessment Year (the year succeeding the financial year for which returns are being filed),

ITR form name (You should know which ITR form needs to be filed)

Submission mode: Choose 'Prepare and Submit Online' option and the mode through which you'll e-verify the return.

E-verification

Options to e-verify your tax returns

Options to e-verify your tax returns

After selecting the 'Prepare and Submit online' option under 'Submission Mode', you can choose to verify the return filed by you using any of the following modes:

One-Time Password (OTP) on Aadhaar registered mobile number or

Electronic Verification Code generated through your bank account or

Send a signed print copy of the ITR to "Centralized Processing Center, Income Tax Department, Bengaluru - 560500".

How

Step 3: All the details you need to enter

After submitting the required information under the 'e-File' tab, you'll be directed to your ITR form containing different tabs, namely, 'General Information', 'Income Details', 'Tax Details', 'Tax Paid and Verification' and '80G'.

Fill the form using the previously mentioned documents. Make sure that the Tax payable in the form matches your calculations.

After reviewing all the information provided by you, click the 'Next' button.

Last step

Step 4: e-verify the details after you submit

Step 4: e-verify the details after you submit

The last step in the process is e-verification of the ITR filed by you.

Verify the return using the method selected in step-2.

You can also choose to verify the return later using navigation "My account > e-Verify Return or Generate EVC".

You can check the status of your ITR anytime, from the homepage. Go to 'My Account' and select 'View e-Filed Returns/Forms' option.

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Most asked questions

Which ITR form to be filled if Not getting Payslips and Form-16 from the employer?

What about the exemption of FD interests for the 17-18 financial year for senior citizens?

How to upload form no.16 issued by the employer for filing the ITR?

How can I fill ITR by smartphone?

After calculations and accounting of TDS, if I need to pay IT, how do I make the payment?

If a taxpayer is not having Aadhaar Card, can he file his tax return through Income Tax site?

How much tax is on the sale of property?

Which ITR form for Agriculture income, Dairy income?

How to claim insurance paid for the niece?

Which IT form should an MCX trader use?

More questions

Which ITR form to be filled if Not getting Payslips and Form-16 from the employer?

Asked 2018-07-30 12:40:10 by babu sahu

Answered by NewsBytes

You can still file your ITR even when you do not have payslips and form no-16. Calculate your income and check form 26AS for any TDS deductions. File the return using ITR1.

What about the exemption of FD interests for the 17-18 financial year for senior citizens?

Asked 2018-07-25 20:56:16 by Janardhanan Ananth

Answered by NewsBytes

The government has announced an increase in exemption limit on interest on Fixed Deposit. This is for the benefit of senior citizens. The exemption has been increased from Rs.10,000 to Rs.50,000. The financial bill proposed in the year 2018 mentioned this change.

How to upload form no.16 issued by the employer for filing the ITR?

Asked 2018-07-25 14:48:42 by Rajendra Wadi

Answered by NewsBytes

You can upload your Form 16 using MyITreturn or through Income Tax website. These are the authorised websites which will make your work easy and quick.

How can I fill ITR by smartphone?

Asked 2018-07-25 14:11:56 by Chintamani Baby

Answered by NewsBytes

You can download the Income Tax Filing Portal like All India ITR and ClearTax for filing ITR easily through your smartphones. It will take hardly five minutes to complete the process.

After calculations and accounting of TDS, if I need to pay IT, how do I make the payment?

Asked 2018-07-25 10:35:15 by Dhandapani TL TL

Answered by NewsBytes

You can pay your income tax online via Challan 280. It is a form which you should fill and submit to pay tax. Visit tax information network and select the form of Challan 280. Fill the necessary details and personal information. Submit the form and then check the receipt. Download the receipt for further reference.

If a taxpayer is not having Aadhaar Card, can he file his tax return through Income Tax site?

Asked 2018-07-25 09:53:27 by Sunshine S

Answered by NewsBytes

It is compulsory to have Aadhaar Card to file your income tax through online portal. You have to link your PAN with Aadhaar and provide the Aadaar details in IT form.

How much tax is on the sale of property?

Asked 2018-07-25 09:03:51 by Nitya Shetty (nityas2012)

Answered by NewsBytes

There are several taxes on the sale of a property. These taxes are Capital gain tax(on the profit generated by the property), TDS(@1% on the amount payable to the seller by the buyer), service tax( 3.75% to 4.5% according to the size of property) and VAT( paid by the buyer to seller).

Which ITR form for Agriculture income, Dairy income?

Asked 2018-07-25 09:03:13 by Shaihnaaz Setia

Answered by NewsBytes

The income generated from agriculture is exempted from income tax. However, the income generated from dairy farming is not considered a part of agriculture that is why one has to pay tax on dairy farming. You have to file Form 4 for income from dairy farming.

How to claim insurance paid for the niece?

Asked 2018-07-25 09:00:48 by Julluri Aruna

Answered by NewsBytes

In India, you can not claim insurance on any payments you did for your relatives such as niece. Though in the US, if your niece or nephew is claimed as dependent by you and they have lived for one year with you, then you can claim for the return on insurance paid for them.

Which IT form should an MCX trader use?

Asked 2018-07-25 08:17:08 by Gururaj Badami

Answered by NewsBytes

The type of Itr form which a trader should use is ITR3. If you are using trading as business income, you have to fill ITR3. If you are an investor or trader, you can still show your income and investment under Form 3.

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