Screenshot Based

Detailed Guidance

to e-File

INCOME TAX RETURN By

To e-file income tax return of your salaried client (sources of income are assumed here from salary and

interest income only) you need to visit https://incometaxindiaefiling.gov.in

Let us assume that your client is already registered or you have registered him. So let us move to Login

screen now:

Next you will be prompted to link client’s Aadhar to his PAN. You can do it now or later. In my PAN there

is no middle name, whereas in my Aadhar Card there is middle name. Due to this mismatch I could not

link my Aadhar to PAN. But not a big issue, I can do it later. Without linking my Aadhar to my PAN I can

still file my IT Return. Only thing that I will need to send signed ITR-V to Bangalore CPC office to verify

instead of e-verifying. The screen will look like this:

Next you will be taken to dashboard.

After you have clicked on “Quick e-File ITR”, next screen will look like this –

You can choose prefilling address with PAN Databse address or if client’s address has not changed from

last year’s return filing then choose “From Previous Return Filed”. Otherwise choose option “New

Address”. After you have clicked SUBMIT, next screen will look like –

Next click “Personal Information” tab.

Most of the details here will come prefilled, if you have chosen “From Previous Return Filed”. Otherwise

fill applicable details in mandatory fields marked with RED star (*). Now look at the lower part of the

screen:

Once you are done with this screen, remember to click Save Draft. Now go to next tab. Click on INCOME

DETAILS tab.

B1. Income from Salary / Pension – Look at client’s Form 16 – Part B. Enter here the amount that you

can see against “Income chargeable under the head ‘salaries’”

B2. If you are paying home loan interest, then you need to enter the interest amount (prefixing with a

negative sign) against Income from One House Property. If you have submitted home loan a/c

statement to your employer then this amount must be getting reflected in Form 16 already. Choose

“Type of House Property” also accordingly whether self-occupied or let-out.

B3. Income from Other Sources: Enter here details of interest income – from SB a/c or from FD, RD.

Such details you can get from your bank in Form 16A (preferably) or you can refer to your Form 26AS

also for this. Please note, if TDS is deducted on your interest income by bank but you fall in higher tax

slab say, 20% or 30% then you need to pay the differentiate tax.

Deductions under chapter VI-A

Note all the sections here. If you have declared all such deductions already to your employer, then refer

to Form 16 to fill details here. If you have forgotten to declare some of the deductions to your employer

within time, then you can enter those deduction details now here. Don’t forget mentioning Sec. 80TTA.

If you have earned more than Rs. 10,000 from SB a/c interest then you can claim upto Rs. 10,000 as

deduction U/S 80TTA and rest amount you club with other interest income and mention against Income

from Other Sources.

Look at the lower part of the screen now. You need not to enter anything here. All prefilled, automatic.

Save Draft and go to next tab “Tax Details”.

Sch TDS1: Here you will find TDS details deducted by your employer (as per Form 16). So mostly you

need not to do anything here.

Sch TDS2: Here you will find TDS details deducted by your Bank (as per Form 16A). So mostly here also

you need not to do much. But note: that both these details are editable. So if there is anomaly or wrong

details, you can replace with correct details. But make sure that you have the supporting documents to

show if asked to provide.

Sch IT: Suppose after going to next Tab i.e. “Taxes Paid and Verification” you find that there is some

amount against “Total Payable”, then you cannot and should not submit your return. Rather you should

visit https://onlineservices.tin.egov-nsdl.com/etaxnew/tdsnontds.jsp (select CHALLAN NO./ITNS 280)

and pay self-assessment tax online using your net banking a/c. Once you pay ‘Self-assessment Tax’ you

will get BSR Code, Challan Number etc. Enter those details here and go forward.

Next Tab “Taxes Paid and Verification” –

From this current assessment year a new field has come asking – total number of active savings and

current bank accounts held by you. Except this field all other fields in the above image will come

prefilled. Please note again: If you see any amount other than zero against Total Payable then you have

to pay that amount as self-assessment tax first and then come back and enter BSR Code, Challan

Number, Date and Amount of payment made etc. as mentioned earlier.

Now next and final screen. (If your client has made donations which he can claim U/S 80G then he

should visit next tab 80G – fill details there – and come back here) -

Enter bank a/c details as asked. If client has more than one active bank accounts, then click on ‘Add’

button and enter details. Enter ‘Place’ details also. SAVE DRAFT and then SUBMIT if everything is

entered correct. Here again you will be prompted to e-verify your return if you have successfully linked

your Aadhar with PAN. If not, you can mention that you want to continue without e-verification and

instead prefer sending signed ITR-V to Bangalore CPC office.

Phew! You are done!