Filing ITR

Instructions for filing ITR through official website (for simple Form 16)

  1. Register and login to website https://incometaxindiaefiling.gov.in/.
  2. Under ‘My Account’ menu select ‘View Form 26AS (Tax Credit)’ to check Form 26AS from which Tax details will be prefilled into your ITR form. Note, you will be redirected to TDS-CPC website to view the 26AS form.
  3. Click on ‘Filing of Income Tax Return‘ from dashboard or choose ‘Income Tax Return’ from ‘e-File’ menu.
    • Select Assessment Year as next one for which ITR is being filed
    • ITR Form Name will be ‘ITR-1’ for Salaried individuals
    • Select submission mode as ‘Prepare and Submit online ITR’
    • You will see a panel where you can opt for few fields in your ITR form to be pre-filled from sources like Latest ITR, Form 26AS etc (Preferably select all checkboxes here).
    • Select AADHAAR OTP or ‘Already Generated EVC’ as option to verify the ITR.
  4. ITR Form Tab 6: 80G
    • If you have made any donations, mention relevant information in 80G tab. It will auto-populate the amount in deductions section on Tab 3.
  5. ITR Form Tab 5: Tax Paid And Verification
    • Check if tax details are already populated as per your form 16
    • Fill Exempt income details from Form 16
    • Enter bank accounts details
  6. ITR Form Tab 4: Tax Details
    • Check if tax details are already populated as per your form 16
  7. ITR Form Tab 3: Computation of Income and Tax
    • B1 (Salary/Pension) columns: All 6 sub-columns to be filled from Form 16.
    • Part C – Deductions to be mentioned here from Form 16 (Deductions under Chapter VIA)
    • If all of above is done then value mentioned in column Total income (C2) should match with Form16, and columns D12 & D13 (Amount payable & Refund) should be zero if you would have already paid exact tax amount.
    • Income from other sources: You can mention interest earned on saving accounts. SBI credits interest on savings account on 25th of every quarter end and Citibank credits interest at the last day of every quarter. You can request deduction on above income under 80 TTA upto 10,000 Rs (basically if your savings account earning is less than 10,000 Rs then you need not to pay any tax on this)
  8. ITR Form Tab 1 & 2: Instruction & Part A General Information
    • Just go through these tabs and make sure all fields are filled correctly.
  9. Before submitting the form finally you can check Tab 5. If you see some amount being showin in D14 (Refund), you will receive this in your bank account once your ITR is processed (which usually takes few months). If you see an amount in D13 (Amount Payable), you can pay the tax by clicking ‘e-Pay Tax’ & note down the challan details from the payment page which are to be filled in Tab 4 (section – Details of Advance tax and self-assessment tax), after filling this details you will see zero in D13.

* Post updated as per latest ITR form introduced in 2018.
* This post will help only in case of simple Form 16.

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