2. 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.
3. CA. Kuntal P. Shah 3
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
4. Part – 1:
Registration as Tax Professional
One Time Activity.
To be executed by Tax
Professional.
5. CA. Kuntal P. Shah 5
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.
7. CA. Kuntal P. Shah 7
Step – 2: Select “CA” under Tax Professional
8. CA. Kuntal P. Shah 8
Step – 3: Registration Step – 1 Page
9. CA. Kuntal P. Shah 9
Step – 3: Registration Step – 2 Page
10. CA. Kuntal P. Shah 10
Step – 4: Registration Completion Page
11. Part – 2:
Engagement of CA by Assessee
One Time for each Asst. Yr.
To be executed by Assessee
through his login
12. CA. Kuntal P. Shah 12
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
13. CA. Kuntal P. Shah 13
Step – 1: Assessee Dashboard after Login
17. Part – 3:
Uploading of Tax Audit Reports
To be executed by Chartered
Accountant through his login
18. CA. Kuntal P. Shah 18
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.
19. CA. Kuntal P. Shah 19
Step – 1: Login by CA on ITD Website
CA’S USER ID
20. CA. Kuntal P. Shah 20
Step – 2: Uploading Report from CA Login
21. CA. Kuntal P. Shah 21
Step – 3: Upload Success Message
22. Part – 4:
Acceptance / Rejection of Report
and Final Upload by Assessee
To be executed by Assessee
through his login
23. CA. Kuntal P. Shah 23
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
24. CA. Kuntal P. Shah 24
Step - 1: Login to ITD Website