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  Basics of E-Filing of Income Tax Return:


It is very important for all to understand the e-filing process clearly. Every year there is some change in e-filing of Income Tax Returns. Income tax Returns are being updated & now require more detailed informations. We have charted out the basics on e-filing process in simple words here. However at the time of filling in the ITR forms be careful & provide accurate informations.




  1. Collect all TDS Certificates (Form 16 & Form 16 A)
  1. Match them with your 26AS (click here to know how to view 26AS)
  1. Log in to incometaxindiaefiling.gov.in (If not already registered click here to know How to Register on IT website)
  1. Download the excel utilityor the Java utility of the applicable ITR for the Assessment Year 2013-14 (click here to know which IT form you should fill for the year 2012-13(A. Y. 2013-14))
  1. Fill the form carefully. Details should be filled in taking care of the following:
    1. Details like your name, father's name, Date of Birth shall be as per your PAN.

    1. Salary details should be as per Form 16. From Assessment Year 2018-19, Income Tax Return forms are more detialed. You need to enter the details of perquisites & exempt incomes in the return forms separately. So be more careful & do match your total salary entered in Return with that of disclosed in your 26AS.
Many people are receiving notices from IT department as to why salary as per 26AS do not match with the salary in IT return. So enter the figures of salary clearly.
    1. TDS details of salary as per Form 16 shall be filled in the section "TDS on Salary".

    1. Other incomes such as saving bank interest, FD interest,  etc. shall be entered carefully checking your bank statements. Saving Bank interest upto Rs. 10000 is eligible for deduction u/s 80TTA. Any amount of saving interest above Rs. 10000 will be taxable at normal slab rates.

    1. TDS details of other incomes as per Form 16A shall be filled in the section " TDS other than Salary"

    1. If you have deposited some tax (Self Assessment Tax, Advance Tax) it should be filled in the section "Details of Advance tax, Self Assessment Tax". Here BSR code of Bank & Challan number of the Tax deposit receipt and date of deposit are a must.
  1. Now click on calculate tax button. It should not show any taxes due. If showing than check the details of salary, TDS & other incomes again. Still some taxes due are showing means either you have made a mistake in filling the form or some TDS & tax deposited fall short of total taxes payable. You can contact us in such case to make the situation clear.
  1. Check all the sheets by clicking on the validate button.
  1. Now if no error is found and you are sure about all the entries in your return, click on generate xml button. Here a sheet will flash on the screen showing an overview of what you have filled in. Confirm it and click on save xml. Save the xml file in a folder which you can locate easily.
  1. Now log in to IT website.
  1. Here on the left side bar or on the top bar click on upload return.
    • Here select the return form that you are filing ( ITR1/ ITR2) from the drop down menu.

    • Now select Assessment Year 2018-19 for the fiancial year 2017-18 from the drp down menu.

    • Next when you click on choose file, it will open a window from where you can select the .xml file you created at step 8 above.

    • One more thing to check is that you have to select NO for "Do you want to digitally sign?"
  1. Click on submit button. A confirmation screen will appear asking you to check your basic details before uploading of return. Here if you are sure of all the details click on submit button otherwise click on cancel tab and go back to your return form. Check your ITR again and redo the above steps.
  1. On final submission of IT Return Form, a message will be showing your ITR filed successfully. Download ITR V & save the same.
  1. From Assessment Year 2015-16 either e-verify your IT return or send a signeded copy of ITRV to CPC Bangalore within 120 days of your uploading the return.

If you still have some queries, just send us an email at  arpita@tdsmaster.com or write to us through Contact us




Quick Links:
How to download the Income Tax Return Form filed by you for a particular year
Understand the terms Assessment Year and Financial Year
How to reset Password on Income Tax India's e-filing Website
How to check status of Income Tax return e-filed
Why did my last year's return not processed? Check if there is any outstanding Tax demand?
How to request CPC for sending you the Intimation u/s 143(1)?
Missed the last date of return filing! File it now as Belated!
Can belated return be revised?
Taxability of Pension received






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