Transcript Presentation-2 - ICAI | Online Web TV

Tax Professional (CA) - Registration and Services
Registration
The pre-requisites for registering as Chartered Accountant
in e-Filing are
1.You should be a practicing Chartered Accountant
(registered with Institute of Chartered Accountants of India,
ICAI, with a valid Membership Number)
1.You should have a valid Permanent Account Number
(PAN) and Digital Signature Certificate.
Registration
If you are a new user, click on the Register Yourself button
contd…
Registration
contd…
Select “Chartered Accountant” against the radio button found under “Tax
Professional” and click on the CONTINUE button.
Registration
contd…
The REGISTRATION FORM screen will appear.
Enter the details, upload the Digital Signature Certificate (DSC) and click CONTINUE
button.
Registration
contd…
On successful validation, you will be directed to the next page of registration where you
have to enter additional details like Password, Contact, Postal address and enter the
Code displayed on the screen and click on the SUBMIT button.
Note: Make sure you provide a valid mobile number and an email ID, as all
the future communications will be sent to this mobile number and email ID.
Successful Registration
On successful registration, a message will be displayed along with a transaction ID. An
email with the user ID and activation link will be sent to your registered email ID.
 Login to your email ID and click on the activation link. To login to e-Filing,
you must activate your account.
 You can now login and use the services on the portal.
Services
Submission of Forms (other than ITR)
Being a registered user on the portal, you can file Forms
(Other than ITR) electronically.
The pre-requisites for e-Filing are
1. Assessee and the CA should be registered in e-Filing
2. Assessee should have added the CA for the desired
Form and Assessment Year
There are two ways to file Forms electronically.
Steps for submission of Offline Forms (other than ITR)
1. GO TO 'Downloads' section and select applicable Form (other than ITR) of the
desired Assessment Year OR Login to e-Filing application and GO TO 'Downloads‘->'Download Forms' and select applicable Income Tax Form of the desired
Assessment Year.
2. Download and fill the utility of the Form (other than ITR) and validate.
3. Fill the utility and Validate.
4. Generate an XML file and save in desired path/destination in your desktop/system.
5. LOGIN to e-Filing application and GO TO --> e-File --> Upload Form
6. Enter the Assessee’s PAN, CA’s PAN; select the Form Name (other than ITR) and the
Assessment Year.
7. Browse and Select the XML file
8. Upload Digital Signature Certificate.
9. Click 'SUBMIT'.
10. On successful upload, the Form (other than ITR) is sent to Assessee's workflow for
acceptance.
11. The Assessee should LOGIN to e-Filing application, GO TO Worklist and
accept/reject the Form (other than ITR).
12. A) On Approval, the Form is successfully submitted with e-Filing application. No
further action is required.
B) If Rejected, the Tax Professional can file the Form (other than ITR) again and
follow the same process as mentioned in 10, 11 & 12a.
Steps for submission of Online Forms (other than ITR)
1. GO TO 'e-File' menu post Login and "Submit Form Online“
1. Enter the Assessee PAN, CAs PAN, select the Form Name (other than ITR)
and the Assessment Year.
1. Upload Digital Signature Certificate.
1. Click 'SUBMIT'.
1. Enter the data and Submit
1. On successful submission, the Form (other than ITR) is sent to Assessee's
workflow for acceptance.
1. The Assessee should LOGIN to e-Filing application, GO TO Worklist and
accept/reject the Form (other than ITR).
1. a) On approval, the Form is successfully submitted with e-Filing application.
No further action is required.
b)If rejected, the Tax Professional can file the Income Tax Form (other than
ITR) again and follow the same process as mentioned above.
Verification of Forms (other than ITR)
There are some statutory Forms like Form 62, Form 63, Form 63A and Form 64
which needs to be initiated by Assessee and reviewed by CA. On finding the
Forms in order, CA will approve and an acknowledgment number is
generated.
Steps to verify submitted Forms (other than ITR) of Assessee
1. The CA should LOGIN to e-Filing application, GO TO Worklist and verify the
Income Tax Form (other than ITR) submitted by the Assessee.
2. Upload Digital Signature Certificate.
3. Click 'SUBMIT'.
4. The Form is successfully submitted with e-Filing application. No further
action is required.
My Account
View Forms
View Forms displays the list of Forms uploaded by CA for an assessee.
The CA will type the PAN of the assessee and clicks SUBMIT button
My Account
View Client List
View Client list displays the list of clients of the CA.
contd…
Workflow – Registration and Services
CA
Assessee
Step 1
CA registers in e-Filing portal
Assessee registers in e-Filing portal
Step 2
Assessee “adds CA” for the desired
Form (Other than ITR) and Assessment
Year
Step 3
CA logs in e-Filing portal
Workflow – Registration and Services
Step 4
CA
CA Downloads the offline Form, fills the
data, generates and uploads the XML
OR
CA opens the online Form, fills the data
and submits the Form
Step 5
CA gets the success message and the
transaction ID
contd..
Assessee
Workflow – Registration and Services
CA
contd..
Assessee
Step 6
Assessee reviews and approves. An
acknowledgment number is generated
Step 7
CA can view/print the submitted Form
using the functionality “View Forms”
Assessee can view/print the submitted
Form using the functionality “e-Filed
Returns/Forms”
Steps to add CA by an assessee
Assessee can add CA to upload the Forms (other than ITR) on his/her behalf.
1.Assessee should Login to e-Filing portal
2.Navigate to My Account -> Add CA
3.Enter the Membership no of the CA, select the Form and Assessment Year and enter
captcha.
Steps to add CA
contd…
Click submit. Success message should be displayed on the screen.
End of Presentation