(Last Updated On: May 29, 2018)

How to Add CA and File Tax Audit Reports on IncomeTaxIndiaEfiling

The procedure in brief is mentioned here:
How to Add CA and File Tax Audit Reports on IncomeTaxIndiaEfiling

PART 1: Add CA- Action by Assessee

To enable the CA, to upload the applicable forms on the assessee’ behalf, the assessee need to first ‘ADD CA’ from his account.

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘My Account’ menu located at upper-left side of the page ⇒ Select ‘My CA/ERI’ ⇒ Click ‘My Chartered Accountant’ ⇒ Click ‘Add’
Step 3	Enter ‘Membership Number’,’Name of the CA’ ⇒ Select ‘Form Name’ and ‘Assessment Year’
Step 4	Click ‘Submit’. After submitting, this will add the CA in assesse’ account for that particular Assessment Year selected, which enables CA to upload the forms on behalf of the Assessee.

There are two methods for filing of various reports:

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘e-File’ menu located at upper-left side of the page ⇒ Click ‘Income Tax Form’
Step 3	Select the ‘Assessment Year’, ‘Form Name’ and ‘Filing Type’ from the dropdown list
Step 4	Select the ‘Submission Mode’ as ‘Prepare and Submit Online’ from the dropdown list.
Step 5	Enter the following details: PAN of the Assessee PAN of the CA
Step 6	Click Submit -> Fill the form ⇒ Click Submit
Step 7	Attach the DSC at the option *‘Attach the Signature file’ -> Click ‘Submit’ Note: You must have Digital Signature Certificate (DSC) to attach. If you don’t have DSC [ Note]*

*If you don’t have DSC

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘Profile Setting’ menu located at the upper-right side of the page ⇒ Click ‘Register Digital Signature Certificate’ ⇒ Click ‘Click here to download the DSC Utility’
Step 3	Extract the downloaded DSC Utility ⇒ Open the Executable Jar File (DSC Utility) ⇒ Read the instructions carefully.
Step 4	In the DSC Management Utility, go to ‘Register/Reset Password using DSC’ tab ⇒ Enter *‘Enter e-Filing User ID’, ‘Enter PAN of the DSC’* ⇒ Select the type of ‘Digital Signature Certificate’ (DSC)
Step 5	DSC using .pfx file: Select the Type of DSC .pfx file Browse and attach the Keystore file (.pfx File) Enter the password for your private key Click ‘Generate Signature file’ DSC using USB token: Select the Type of DSC (.pfx file or USB token) USB Token Select USB Token Certificate ⇒ Click ‘Generate Signature File’

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘e-File’ menu located at upper-left side of the page -> Click ‘Upload Form’
Step 3	Enter the following details: PAN/TAN of the Assessee PAN of the CA Form Name Assessment Year Filing Type
Step 4	Attach the XML and DSC at the option *‘Attach the XML file’, ‘Attach the Signature file’* -> Click ‘Submit’ Note: You must have Digital Signature Certificate (DSC) to attach.If you don’t have DSC [ Note*]
Note:	On successful upload done by CA, the form is sent to Taxpayer’s workflow for acceptance. The Taxpayer should login to e-Filing portal, go to Worklist and accept/reject the form.

*If you don’t have DSC

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘Profile Setting’ menu located at the upper-right side of the page ⇒ Click ‘Register Digital Signature Certificate’ ⇒ Click ‘Click here to download the DSC Utility’
Step 3	Extract the downloaded DSC Utility ⇒ Open the Executable Jar File (DSC Utility) ⇒ Read the instructions carefully.
Step 4	In the DSC Management Utility, go to ‘Register/Reset Password using DSC’ tab ⇒ Enter *‘Enter e-Filing User ID’, ‘Enter PAN of the DSC’* ⇒ Select the type of ‘Digital Signature Certificate’ (DSC)
Step 5	DSC using .pfx file: Select the Type of DSC .pfx file Browse and attach the Keystore file (.pfx File) Enter the password for your private key Click ‘Generate Signature file’ DSC using USB token: Select the Type of DSC (.pfx file or USB token) USB Token Select USB Token Certificate ⇒ Click ‘Generate Signature File’

Step 1	Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2	Go to the ‘Worklist’ menu located at upper-right side of the page -> Click ‘For your Action’ ->Click ‘Click Here’ (View Uploaded Form Details)
Step 3	Select the ‘Assessment Year’ and ‘Form Name’ from the dropdown list -> click Search
Step 4	Click the hyperlink ‘View Form’ -> Select ‘Approve/Reject’ -> Click Submit If assessee selects ‘Approve’, attach the DSC to submit the form Else, to Reject the form, mention the reason under ‘Rejection Comments’ Column
Note:	After assesse approves the audit form, it will be considered for processing. In case of rejection, CA has to upload the audit form again after making necessary changes.