Now you can put up a request to authorize another person to act on your behalf with respect to Income tax return filing and operating your e-filing account. This facility is exclusively given to the people for whom it is not possible to act on their own due to reasons such as absent from India, Non-resident or any other reason. This facility is available for both individuals and for a firm. Step by step process to add another person as a representative on Income tax e-filing website is given below.
How to add another person as a representative on Income Tax website?
Step – 1 – Visit the ‘Income Tax e-Filing’ Portal.
Step -2 – Login to the portal using your USER ID and Password.
Step -3 – Navigate to the ‘Authroized partner’ tab -> Click ‘Register as Representative Assessee’
Step – 4 – Click on Let’s get started click on create new request and proceed
Step – 5 – Select the applicable ‘Reason’ from the drop down list
Also Read – Aaykar Setu App – New App by Income Tax Department
- Absent from India
- Non-resident
- Any other Reason
Step -6 – Enter the following details of Representative:
- PAN
- Name
- Start Date
- End Date
Click on Submit
Step -7 – After submitting details system will generate message box that a six-digit PIN will be sent to your registered mobile number and registered email ID. Refer the given screenshot for reference.
You need to confirm your contact details.
After Confirming, you need to Enter the six-digit PIN -> Click Validate
Step- 8 – Once validation from your side is done an alert message will be sent to the Representative PAN’s e-mail ID and mobile number intimating that a request has been raised.
Also Read – All India ITR Mobile App for ITR filing
The Representative Assessee can view the request details at e-Filing portal post login to his account under ‘Worklist’ tab -> ‘For Your Action’.
In addition to above, you can also add yourself on behalf of another person. This facility is available for the people who is not in a position to act on their own like mentally incapacitated, legal heir, minor, oral trust, official liquidator etc.
A specific set of documents and prerequisites are required in order to prove any of the above conditions. Step by step guide to registering yourself as a representative is given below.
How to register yourself as representative?
Step – 1 – Visit the ‘e-Filing’ Portal
Step -2 – Login to the portal using your USER ID and Password.
Step -3 – Navigate to the ‘My Account’ tab -> Click ‘Add/Register as Representative’
Step – 4 – Select the ‘Request Type’ as ‘New Request’; Select the ‘Add/Register as Representative’ as ‘Register yourself on behalf of another person’ AND Select the applicable ‘Category to Register’ -> Click ‘Proceed’
Step -5 – Enter the additional details and attach the relevant documents on the basis of Category chosen.
Mentally Incapacitated – In the case of Mentally Incapacitated Copy of the PAN card of Mentally Incapacitated & Certificate issued by authorized medical authority is required.
Legal hire – In the case of legal hire Copy of the PAN card of Deceased, Copy of Death Certificate, Legal Heir Certificate issued by Local Authority or Registered will is required.
Step -6 – Once you submit the details Request will be sent to the e-Filing Admin for approval. The e-Filing Admin will check the authenticity of the request details and may Approve/Reject the request. After Approval/Rejection, an e-mail and SMS will be sent to the user who raised the request.
