Having trouble with e-verification, legal heir registration, check these FAQs by income tax department
1. Self-assessment fee paid but not reflected in pre-populated details?
Benefits of filing an ITR on time and what happens when you miss the deadline
Filing ITRs for the 2021-22 fiscal year: How to file an ITR with multiple Form 16s
According to the normal process, it takes 3-4 days for different banks to provide information to the department. After that, it is pre-filled in the Tax-returns/Pre-filled JSON file. The taxpayer can choose to wait the required time to automatically reflect the details of taxes paid in ITR.
Alternatively, in cases where the taxpayer has already filled in additional details in addition to the pre-filled details, these payment details can be entered manually after clicking on the “Add details” link to obtain the details of the advance payment of the tax. tax and self-assessment under the schedule “Taxes Paid”.
2. How to pre-validate the bank account and select a bank for the refund?
Deposit of ITR: more than 4 crores of returns have been deposited, 6.68 crores of ITR have been deposited for AY 2021-22; no extension within the July 31 deadline
Late filing of TDS declaration could incur a penalty of up to Rs 1 lakh, Rs 200 late fee per day
The taxpayer must add a bank account in which the refund is required according to the steps below: Go to Profile>> My bank account>> Add bank account>> Provide correct bank details and validate. The request will be sent to the bank or NPCI concerned for validation.
Upon successful validation, the taxpayer can designate the bank account for reimbursement. Note: When depositing an ITR, if the user has a bank account with the status “Validation in progress”, it can be nominated for reimbursement and ITR can be deposited without waiting for confirmation. However, any refund will only be credited after validation by the bank.
3: When I try to file the ITR-7 exemption request in the subsections below, I am unable to find the relevant drop-down list in the ITR 7 utility. What should I do in this regard ?
[Section 10(20); Section 10(23AA); Section 10(23AAB); Section 10(23BB); Section 10(23BBA); Section 10(23BBC); Section 10(23BBE); Section 10(23BBG); Section 10(23BBH); Section 10(23C)(i); Section 10(23C)(ii); Section 10(23C)(iii); Section 10(23C)(iiia); Section 10(23C)(iiiaa); Section 10(23C)(iiiaaa); Section 10(23C)(iiiaaaa); Section 10(25)(i); Section 10(25)(ii); Section 10(25)(iii); Section 10(25)(iv); Section 10(25)(v); Section 10(25A); Section 10(26AAB); Section 10(26B); Section 10(26BB); Section 10(26BBB); Section 10(44)]
Persons claiming exemptions in any of the aforementioned subsections are not required to file the ITR-7. They can use another type of ITR, if applicable, to file the return.
4: How to e-verify via net banking?
For this, the user needs to log in to the e-deposit account through a net bank account, here are the steps:
• Click on the “Net Banking” link under “Other ways to access your account” on the “Login” page.
• Select the bank and log in to the net banking website using your net banking credentials.
Locate the Electronic Tax Return tab on the bank’s website. (Note: this differs from bank to bank.)
• Click on the “Log in to electronic income tax declaration” link on the bank’s website.
• You will be taken directly to the e-filing dashboard.
• Click on the “e-verify return” link under e-file > Income-tax declarations.
• Click on the “e-verify” button next to the return to be e-verified.
• You will be directed to the “success” page and the return will be verified successfully
5: Difference between income shown in AIS and 26AS?
Revenues reflected in AIS and 26AS are based on information received from different sources and tax compliance made by different stakeholders. These are made available to the taxpayer for reference purposes. The taxpayer must check his book of records and provide information in the declaration according to the information available with him.
If there is a variation between the TDS/TCS or tax payments provided in Form 26AS and the TDS/TCS or tax payments provided in AIS, the taxpayer may rely on the TDS/Tax payment information provided in 26AS for tax filing purposes. and for the calculation of prepaid taxes.
6: How to register for legal heir/required documents?
Steps to register as legal heir: Login to e-filing portal >> Authorized partners >> Register as representative assessee>> Let’s get started>> Create a new application >>Choose the category of ‘assessed “Deceased (legal heir)” > >enter required details >> Upload required attachments and click continue.
Documents to download:
• Copy of the deceased’s PAN
• Copy of the legal proof of the heir according to the standards (one of the following)
– The certificate of legal heir issued by a court.
– The certificate of legal heir issued by the local tax administration.
– The certificate of surviving family members issued by the local tax office.
The registered will.
– The family pension certificate issued by the State/Central Government
– Letter issued by the bank or financial institution on letterhead with stamp and signature mentioning the details of the agent or co-holder of the account of the deceased at the time of death.
• Copy of death certificate issued by municipal authority or society or registrar of deaths
• Copy of the prescription made in the name of the deceased, if applicable
• Copy of indemnity letter (optional)
“In case the document is a vernacular, please provide a Hindi/English translation of the document duly notarized, along with a copy of the original document”
7: How to reset password without e-filing/Aadhar OTP?
To reset password without e-deposit OTP (if registered mobile changed) / Aadhaar OTP (if Mobile is not linked to Aadhaar or Aadhaar is not linked to PAN), user can reset password password using a valid DSC or can login directly via Internet Banking to the eDeposit account. The DSC must be linked to the taxpayer’s PAN and the user can reset the password even if the DSC is not registered on the portal.
In case all of these options do not work or are not available, taxpayers can send a request to [email protected] attaching and sharing the following details with the request email: • Scanned copy the Taxpayer’s PAN; and
• Scanned PDF copy of Identity Proof (such as passport/voter ID card/driver’s license/Aadhaar card/photo bank book); and
Scanned PDF copy of proof of address (such as passport/voter ID card/driver’s license/Aadhaar card/photo bank book); and
• Written letter, asking to reset the password giving valid reasons
Note 1: Please attach documents in ZIP (.zip) format only, otherwise your request will not be processed.
Note 2: All documents must be self-attested by the user.
Note 3: The password reset request must come from the PAN holder’s email id as recorded in the e-filing profile or from the taxpayer’s existing email.
Note 4: A minimum of 1 business day may be required to process such requests.
Once the documents are validated, the password reset link will be shared via the email id from which the request was received.
8: How to claim certain deductions like 80TTA when Tab is not visible?
In RTIs 1 and 4, the u/s 80TTA deduction or other deductions can be entered in the Total Deductions tab (click Show All Deductions) and in other RTIs, deductions can be entered in the Annex VI-A under Part B, Part C and Part CA and D.
9: How do I file a return via an offline utility?
Full details are provided in the user manual to help taxpayers file tax returns through the offline utility. Find detailed instructions below – Offline Utility User Manual for ITR | Income Tax Department.
10: How to opt/change tax regime?
In the event that the Taxpayer files ITR-3 or ITR-4 Opting In:
(i) The taxpayer had already opted for the new tax regime last year by filing Form 10-IE or by filing the applicable ITR for AY 2021-22 and wishes to continue in the same way for AY 2022-23 as well. In this case, the taxpayer is NOT required to file Form 10-IE again this year. The taxpayer can mention last year that he filed the Form 10-IE Ack. No. and filing date for filing the declaration in AY 2022-23
(ii) If the taxpayer is registering for the 115BAC tax system for the first time in 2022-23, the taxpayer with business income is required to complete Form 10-IE and acknowledge receipt. The number and the date of deposit must be mentioned by selecting the option “Register now” in ITR-3/4.
Change of tax regime: in case the taxpayer had already opted for the new tax regime last year and filed Form 10-IE for AY 2021-22 and the taxpayer wishes to opt out of the new tax regime for AY 2022- 23, he is required to file Form 10-IE this year to opt out of the new scheme and mention Form 10-IE Ack filed. No. and Date of filing in RIR-3/4.
(Please note that in the event that the taxpayer files a return in ITR-1 and 2, the filing of Form 10-IE is not required to apply for 115BAC. The taxpayer can select the applicable option in the ITR and file on time.)