How to find Income Tax Assessing Officer (AO) details?

A taxpayer is assigned a jurisdictional Assessing Officer (AO) based on the address mentioned on the taxpayers’ PAN. Therefore, any communication between the Income Tax Department (ITD) and the taxpayer takes place through the jurisdictional Assessing Officer (AO). Hence, it is important to find Assessing Officer (AO) details while making PAN Application.

Currently, the AO can re-open the assessment upto 6 years which has now been reduced to 3 years as announced by the Finance Minister in the budget 2021 to reduce the uncertainty for taxpayers
Tip
Currently, the AO can re-open the assessment upto 6 years which has now been reduced to 3 years as announced by the Finance Minister in the budget 2021 to reduce the uncertainty for taxpayers

Furthermore, taxpayers may also write to the income tax department for any of their concerns such as rectification of return, issue of refund, etc. AO is a representative on behalf of the Income Tax Department and all direct tax-related matters are handled by him.

Steps to Find Jurisdictional Assessing Officer (AO) Details

  1. Visit the tax e-filing Portal to find the details of your jurisdictional AO.

    Visit the tax e-filing portal and scroll down and click on the “Know Your AO” option.

  2. Know your jurisdictional assessing officer

    On the Know Your Jurisdictional Assessing Officer page, enter your PAN and a valid mobile number and click Continue.

  3. OTP Verification

    You will receive a 6-digit OTP on the mobile number you entered in Step 2. On the Verification page, enter the OTP and click Validate.

On successful OTP validation, you will see the Jurisdictional Assessing Officer Details (such as Area Code, AO Type, Range Code, AO Number, Jurisdiction, Address and email ID of the AO), along with status of your PAN. 

FAQs

When do I need to contact my AO?

If you don’t have any issues with your filing, you don’t need to contact your AO. As a general rule, the ITD endeavours to provide all taxpayer services in a faceless manner, online. However, in certain exceptional situations, the ITD may request you to approach your jurisdictional AO.

What are the powers of the Assessing Officer?

Some of the powers of the Assessing Officer (AO) are as follows:
Discovery and inspection
Enforcing the attendance of any person, including any officer of a banking company and examining him on oath
Compiling the production of books of accounts and other documents
Issuing commissions

How to change AO?

An AO is assigned by the Income Tax Department for each Ward and Zone in India. A taxpayer can not change the AO. However, if a taxpayer moves from one city to another they can apply for a change in PAN details and change the AO.

 How will I come to know that my PAN has been migrated to the new AO?

The current status of the jurisdictional AO for your PAN can be verified on the e-Filing portal > Know Your AO. You do not need to register or log in to use this service.

Form 10E Filing Procedure

What is Form 10E?

Form 10E is a form to be submitted on Income Tax e-filing portal to claim relief under Section 89 for any salary arrears or advance salary received during a financial year. It gives relief to the taxpayer arising due to the timing difference of the receipt of the income. Tax Rates keep on changing every financial year and therefore the income shall be taxed at the rate applicable when it was earned and not at the rate when it is received. The Form 10E filing procedure is to be carried out on the new e-Filing portal.

Who shall file Form 10E?

An individual has to submit Form 10E if he/she has received the following income during any previous financial year:

  • Arrears of Salary
  • Family Pension in arrears
  • Advance Salary
  • Gratuity
  • Compensation on termination of employment

Form 10E Filing Procedure on e-Filing Portal

Follow the procedure mentioned below to complete the Form 10E filing process

  1. Login to your account

    Login to your e-filing account using valid username and password

  2. File Income Tax Returns

    On your Dashboard, click e-File > Income tax forms > File Income Tax Forms

  3. Search Form 10E

    On the File Income Tax Forms page, select Form 10E. Alternatively, enter Form 10E in the search box to file the form

  4. Assessment Year

    Select the appropriate assessment year and click on continue

  5. Required Sections

    Click on lets get started and you will move to the next page. Select the applicable items regarding particulars of income and click on continue

  6. Preview details

    After entering all the details, click on the preview option

  7. e-Verify the Form

    On the next page, click on the proceed to e-verify option. After successful e-Verification, a success message is displayed along with a Transaction ID and Acknowledgement Receipt Number. An email confirming successful submission of your form is sent to the email ID and mobile number registered with the e-Filing portal

Ask an Expert (Income Tax)
Need help to file Form 10E? Talk to an expert
[Rated 4.8 stars by customers like you]
Ask an Expert (Income Tax)
Need help to file Form 10E? Talk to an expert
[Rated 4.8 stars by customers like you]

Consequences of not filing Form 10E

  • Relief under Section 89 claimed in income tax return will be disallowed by the IT Department
  • Receive a notice from IT Department for such non-compliance

FAQs

When to file Form 10E?

Form 10E is required to be filed before filing ITR to claim the relief mentioned in the return.

What if Form 10E not filed?

In case of Form 10E is not filed, relief will be disallowed and you may receive a notice from the Income Tax Department for such non-compliance.

How do I get my 10e form online?

-Open the Income Tax Department Website and Log on using your PAN and Password
-From “E-File” select Income Tax Forms from the menu.
-Select “Form 10E”- Click on Form for Relief u/s 89 from the drop-down menu. Select your relevant Assessment Year and Submission mode.
-Under the Form 10E heading, you can view your details like Name, PAN, Address, etc. Select “Residential Status” from the drop-down menu.
-Select the relevant Annexure.
-Verify the Form. Click on “Review and Submit”.
-You can download the PDF copy. If need be, you can also edit to click on “Edit” to make changes to the form.

Where do I send my 10E income tax form?

Form 10E has to be filed online via the Income Tax Department website. However, Taxpayers who claimed relief in the previous FY but were not able to file the Form 10E receive a notice from the Income Tax Department for non-compliance.

How to View or Upload Income Tax Forms?

What are Income Tax Forms that a Registered User can View?

The service to view filed forms is available to all registered users of the e-Filing portal post login. These users can view all the previously filed income tax forms. Additionally, it allows you to:

What are the Income Tax Forms that a User can Upload?

Furthermore, the taxpayers can also upload the income tax forms on the e-filing portal. Post login, the users will be able to:

  • File all Income Tax Statutory Forms online or offline (the online mode is preferrable)
  • Verify the Income Tax  Statutory Forms

Steps to View Filed Forms

  1. Login to the account

    The user must login to their account using their user ID and password.

  2. View Filed Forms

    Click on e-file > Income Tax Forms > View Filed Forms from the dashboard.

  3. Search for the appropriate form

    In case you have several forms, on the View Filed Forms page, enter form name or form number and the search bar. You will be able to view all the forms filed by you or by the CA with the form status as accepted or rejected or verified by the CA.

  4. Download Filed Form

    For the selected form, the Assessment Year in which the form was filed is displayed with a download option. Click Download to begin downloading the form / receipt / attachments submitted along with form.

The taxpayers can download filed ITR Forms for the following reasons:

  • For obtaining a loan from banks
  • For Trading in the derivatives segment of the capital markets, brokers would require the previous ITR forms
  • While Making an application for Visa

What are the Steps to Upload Income Tax Forms

  • Login to the e-Filing portal and click on e-File > Income Tax Forms > File Income Tax Forms
  • Select the required form to upload from the relevant categories presented on the File Income Tax Forms page
  • The form will be displayed after clicking on the relevant tile. Fill in the relevant details and click on continue
  • Fill in all the relevant details and double-check the data entered by previewing it. Next, click on “Proceed to e-Verify

You will receive a success message on your screen after the completion of the e-verification process. You will also receive a Transaction ID and Acknowledgement Receipt Number.

FAQs

What are the different e-Verification options available for me?

The following e-Verification options are available. You may choose the one which is more convenient to you:
– Aadhaar OTP
– Bank Account EVC / Demat Account
– DSC
For certain forms, e-Verification can be done only using DSC.

Can someone else upload the forms on my behalf?

Yes, in certain cases, the taxpayer can choose and authorize another person to upload forms on his or her behalf. More information on who can be represented can be found in the Authorize and Register as Representative user manual. 

How can a CA view form 15CA / 15CB filed earlier?

Users with CA login or TAN login can view Form 15CA / 15CB through the View Filed Forms service on the e-Filing portal.

How can I edit my filed form?

You can not edit the form once it is filed. However, you may file a fresh form if the time limit for the same has not expired as per the Income Tax Act / Rules, and the form filed earlier will be considered void.