ppt on reg & e-filling of tax audit reports- process

Registration & E-filing of Tax Audit Reports - Process

By CA. Kuntal P. Shah

Ahmedabad

CA. Kuntal P. Shah 2

Disclaimers These are my personal views and can not be construed

to be the views of the ICAI, Regional Councils and Branches of ICAI or Pradip R. Shah & Co., Chartered Accountants

These views do not and shall not be considered as professional advice.

Images, Logo, Screen Shots, Menu Codes, Software Name etc are the property of respective Software developer / Trademark owners.

The information contained in the presentation is not for commercial purpose. It is merely for guidance.


Upload of Tax Audit Reports Part – 1: Registration Process for CA as Tax

Professional on ITD Website

Part – 2: Engagement of CA by Assessee

Part – 3: Uploading of Tax Audit Report by CA

Part – 4: Acceptance / Rejection of Tax Audit Report and Final Upload

Part – 1: Registration as Tax Professional

One Time Activity.

To be executed by Tax Professional.


Registration as Tax Professional Process:

Step – 1:Visit ITD Website and Click – “Register Yourself”Button Registration Form will appear on screen

Step – 2: Select “Chartered Accountant” under “Tax Professional” and Click “Continue” Registration Form Step – 1 will appear on screen

Step – 3: Fill in the required details, Register Digital Signature and press “Continue” Registration Form Step – 2 will appear on screen

Step – 4: Fill in the required details and press “Submit” Successful Registration Message will appear on screen

Step – 5: Activation of Registration An e-mail will be sent to CA’s Registered e-mail address. The CA is

required to activate the Registration.


Step – 1: ITD Website


Step – 2: Select “CA” under Tax Professional


Step – 3: Registration Step – 1 Page


Step – 3: Registration Step – 2 Page


Step – 4: Registration Completion Page

Part – 2: Engagement of CA by Assessee

One Time for each Asst. Yr.

To be executed by Assessee through his login


Engagement of CA by Assessee Process:

Step – 1: Visit ITD Website. Assessee has to login through his Login Credentials Dashboard will appear on the screen

Step – 2: Go to -> My Account -> “Add CA” Screen asking for details of CA will appear on Screen

Step – 3: Fill in the details of CA and Press Submit Confirmation message for submission will appear on

Screen Step – 4: To verify List of CAs. Go to -> My Account ->

“List of CA” List will appear on screen


Step – 1: Assessee Dashboard after Login


Step – 2: Add CA


Step – 3: Confirmation Message


Step – 4: List of CA

Part – 3: Uploading of Tax Audit Reports

To be executed by Chartered Accountant through his login


Uploading of Tax Audit Report Process:

Step – 1: Visit ITD Website. CA has to login through his Login Credentials Dashboard will appear on the screen

Step – 2: Go to E-file -> Upload Return Report upload screen will appear on the screen

Step – 3:Upload Success Message will appear on Screen.

On completion of process, the return will be assigned to Assessee. Once Assessee approves the same through his login, Report will be submitted to ITD. Till then the report is not considered as Submitted to ITD.


Step – 1: Login by CA on ITD Website

CA’S USER ID


Step – 2: Uploading Report from CA Login


Step – 3: Upload Success Message

Part – 4: Acceptance / Rejection of Report and Final Upload by Assessee

To be executed by Assessee through his login


Acceptance / Rejection of Report by Assessee Process:

Step – 1: Visit ITD Website. Assessee has to login through his Login Credentials Dashboard will appear on the screen

Step – 2: Go to Worklist List of Reports uploaded by CA “Pending for Approval” will appear.

Step – 3:Click on “View Form” to view the Form and Attachment. Assessee can download the Attachment and Report uploaded by CA. To submit, Assessee need to select “Approve” and affix his “Dig. Sign”.

Step – 4: On successful upload, “Upload Screen” will appear Step – 5: Assessee can also reject the Return. However, reasons for

rejections must be mentioned at the time of Rejection. Step – 6: Acknowledgement can be generated from “My Account” ->

“My Returns / Forms”. Click on the Return Ack. No. Step – 7: Assessee can download Audit Report, Receipt and

Attachments and also Acknowledgement


Step - 1: Login to ITD Website


Step - 2: Go to Worklist


Step - 3: Form View & Acceptance / Rejection


Step - 4: Screen after Upload of Return


Step – 5(i): In case of Rejection of Report


Step - 5(ii): Worklist after Rejection of Report


Step - 6: Acknowledgement Generation


Step - 7: Acknowledgement Screen


Step - 7: Acknowledgement Format

Thank YouCA. Kuntal P. ShahPradip R. Shah & Co.

e-mail: [email protected]

ppt on reg & e-filling of tax audit reports- process

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