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
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.
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.