How to Add CA and File Tax Audit Reports on IncomeTaxIndiaEfiling

By | May 28, 2018
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(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 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go to the ‘My Account’ menu located at upper-left side of the page ⇒ Select ‘My CA/ERI’ ⇒ Click ‘My Chartered Accountant’ ⇒ Click ‘Add’
Step 3Enter ‘Membership Number’,’Name of the CA’ ⇒ Select ‘Form Name’ and ‘Assessment Year’
Step 4Click ‘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.

PART 2: Submit Tax Audit Report – Action by CA

There are two methods for filing of various reports:

•  Online

 

Step 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go to the ‘e-File’ menu located at upper-left side of the page ⇒ Click ‘Income Tax Form’
Step 3Select the ‘Assessment Year’, ‘Form Name’ and ‘Filing Type’ from the dropdown list
Step 4Select the ‘Submission Mode’ as ‘Prepare and Submit Online’ from the dropdown list.
Step 5Enter the following details:

  • PAN of the Assessee
  • PAN of the CA
Step 6Click Submit -> Fill the form ⇒ Click Submit
Step 7Attach 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 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go 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 3Extract the downloaded DSC Utility ⇒ Open the Executable Jar File (DSC Utility) ⇒ Read the instructions carefully.
Step 4In 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 5DSC using .pfx file:

  1. Select the Type of DSC .pfx file
  2. Browse and attach the Keystore file (.pfx File)
  3. Enter the password for your private key
  4. Click ‘Generate Signature file’

DSC using USB token:

  1. Select the Type of DSC (.pfx file or USB token) USB Token
  2. Select USB Token Certificate ⇒ Click ‘Generate Signature File’

 Offline

Step 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go to the ‘e-File’ menu located at upper-left side of the page -> Click ‘Upload Form’
Step 3Enter the following details:

  • PAN/TAN of the Assessee
  • PAN of the CA
  • Form Name
  • Assessment Year
  • Filing Type
Step 4Attach 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 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go 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 3Extract the downloaded DSC Utility ⇒ Open the Executable Jar File (DSC Utility) ⇒ Read the instructions carefully.
Step 4In 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 5DSC using .pfx file:

  1. Select the Type of DSC .pfx file
  2. Browse and attach the Keystore file (.pfx File)
  3. Enter the password for your private key
  4. Click ‘Generate Signature file’

DSC using USB token:

  1. Select the Type of DSC (.pfx file or USB token) USB Token
  2. Select USB Token Certificate ⇒ Click ‘Generate Signature File’

PART 3: Approve or Reject Uploaded Tax Audit Report – Action by Assessee

Step 1Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2Go to the ‘Worklist’ menu located at upper-right side of the page -> Click ‘For your Action’ ->Click ‘Click Here’ (View Uploaded Form Details)
Step 3Select the ‘Assessment Year’ and ‘Form Name’ from the dropdown list -> click Search
Step 4Click 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.

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