A Chartered Accountant (CA) in practice needs to get himself/herself registered on the Income Tax e-Filing Portal as a Tax Professional to upload the Tax Audit Report for his/her client. To register as CA on the Income Tax e-filing portal, the Chartered Accountant should create a professional account and cannot use the individual account.
Features for CA on the e-Filing Portal
The new portal allows the users registered users to:
- View a listing of their authorized Chartered Accountants (CA)
- Assign forms to a CA
- Withdraw assigned forms
- Activate a CA
- Deactivate a CA
Prerequisites
Following are the details required to register a CA on the Tax e-Filing portal.
- CA Membership Number
- Enrolment Date for registering as CA
- PAN registered on the e-Filing portal
- Valid and Active DSC registered with the specified PAN
Steps to Register CA on e-Filing Portal
- Register Yourself
Click on the option to register
- User Type – Chartered Accountant
Select User Type as ‘Chartered Accountant’
- Enter Required Details
Fill in all the mandatory details like PAN, Name, DOB, Membership Number and Enrollment Date on the Basic Details page and click Continue.
- Enter Contact Details
On successful validation with the ICAI database, the Contact Details page appears. Enter all the mandatory details like Primary Mobile Number, Email ID, and Address, and click Continue.
- Validate Details
Two separate OTPs are sent to your mobile number and email ID (entered in step 4). Enter the 2 separate 6-digit OTPs received on your mobile number and email ID and click Continue.
- Verify Details
Check if all the details entered are correct. Edit the details in the screen, if necessary, then click Confirm.
- Set up Password
On the Set Password page, enter your desired password in both the Set Password and Confirm Password textboxes, set your personalized message, and click Register.
- Success Message
Click Proceed to Login to begin the login process. Your login details will be emailed to your primary email ID.
The Income Tax Department will send a User ID to the CA’s email. For example: ARCA123456 [ARCA stands for Authorised Representative CA and 123456 represents Membership No.]
Add CA to Your Account
- Go to the My Chartered Accountant(s) view and click on the Add CA option
- Enter the Membership Number of the CA and the data will automatically appear
- Enter the validity period for the CA
Click on confirm and you will receive a transaction ID.
Steps to View List of Authorized CAs
- Login to the new e-filing portal
- Click on Authorized Partners > My Chartered Accountant (CA)
- The page that appears reveals the list of all the active and inactive CAs under the respective tabs
The user can also click on the option “View Assigned Form(s)” to view the status and details of all the forms assigned to the specific CA.
FAQs
For adding a CA in your Income Tax profile, follow these steps:
-Login to your e-filing application
-Go to My Account > Add CA
-Enter the membership number of your CA, Form name and Assessment Year
Only the CA in practice has to register themselves on the Income Tax e-Filing Portal. It is a professional account from which the CA can upload tax audit reports for clients.
Hey @TeamQuicko
Can you tell me about ITD’s new ITR filing utility for AY 2021-22?
Hey @HarshitShah
To improve the tax filing process, the Income Tax Department has decided to do away with the excel and java-based utility and has launched a new offline JSON-based utility for the AY 2021-22. The new utility will help taxpayers import prefilled data and edit it before filing the income tax return (ITR).
The taxpayers can download the pre-filled data from the income tax e-filing portal and fill in the rest of the data. This imported prefilled data can be edited to change basic information such as address and all. Currently, the utility can be used to file ITR1 to ITR 4. ITD has also released a step-by-step guide to using the utility.
Hope this helps!
Is it possible to file ITR online without an account on the Income Tax e-filing portal?
What should be done in case of discrepancies in actual TDS and TDS credit under Form 26AS?
Hey @Amitabh_Verma
It is mandatory to create an account on the Income Tax e-filing portal to file your ITR online. It is a hassle-free quicko process. One can register on the portal by providing relevant details such as user type, PAN, first name, surname, date of birth, and fill in the registration form.
Hey @Niraj
Many times mismatches and discrepancies in actual TDS and TDS credit under Form 26AS happen because of wrong information provided in the TDS return. One can approach the employer/deductor to file a revised TDS return after making the necessary corrections.
The income-tax department allows an assessee to mention the reason for mismatch in the online portal in answer to a notice sent by them.
Hope this helps!
Hi, actually I filed ITR 1(A.Y. 2013-14) due to notice served in Jan month.
The ITR is pending for verification. Ask the options aren’t available for me client i.e Aadhar verification,evc etc. Only thing is I got my clients DSC. but option of DSC for e-verification is not showing. I can’t send CPC to Bengaluru since it will take time. How can I use DSC to e-verify my already filed return
Hi @Arsheen
The option to e-verify ITR using DSC is to be selected while filing. Once you have filed your ITR only option available for e-verification is EVC/Aadhar OTP or sending ITR V to CPC Bangalore. You have 120
days from the date of e-Filing to e-verify your ITR.
So if 120 days are not over you can send the signed ITR V to CPC Bangalore to get it e-verified and processed.
Hope this helps
Hi @Sharath
It is suggested to file ITR as NRI in India if you have trading transactions even if there are losses.
If you do not file ITR then there are high chances of your PAN getting flagged by the IT department for non-filing of ITR.
Also, If you file the ITR on time you can take benefit of carry forwarding the losses and setting off those losses against the profits in future years.
I have started an HUF by infusing funds by collecting gifts from HUF members. If I invest in Shares, Equity MF, from that Capital (Collected as gifts from members), and earn income in the name of HUF, will that income be clubbed with the income of the members?
In a way that will be the outcome of the business (trading and investing of shares) done by HUF. And there will be a degree of efforts and luck involved, not a fixed income instrument as FD, etc.