1. Overview
The My CA service is available to all registered users of the e-Filing portal who fall under the below categories:
- Individual
- Hindu Undivided Family (HUF)
- Company, Association of Persons (AOP), Body of Individuals (BOI), Artificial Judicial Person (AJP), Trust, Government, Local Authority (LA), Firm
- Tax Deductor and Collector
With this service, registered users will be able to:
- View a listing of their authorized Chartered Accountants (CA)
- Assign forms to a CA
- Withdraw assigned forms
- Activate a CA
- Deactivate a CA
2. Pre-requisites for availing this service
- Registered user of the e-Filing portal with valid user ID and password
- CA should have a valid CA membership number and be registered on the e-Filing portal
- In Case of individual, PAN is linked with Aadhaar number (Recommended)
3. Step-by-Step Guide
3.1 View CA
Step 1: Log in to the e-Filing portal using user ID and password.
![28](/iec/foportal/sites/default/files/inline-images/28_6.png)
For Individual users, if PAN is not linked with the Aadhaar you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.
To link the PAN with Aadhaar, click on Link Now button else click Continue.
![30](/iec/foportal/sites/default/files/inline-images/30_4.png)
Step 2: Click Authorized Partners > My Chartered Accountant.
![12](/iec/foportal/sites/default/files/inline-images/12_33.png)
Step 3: The My Chartered Accountant(s) page appears. It displays the active and inactive CAs under the respective tabs.
![32](/iec/foportal/sites/default/files/inline-images/32_5.png)
Step 4: Enter name in the Search by Name textbox to view all matching records.
![33](/iec/foportal/sites/default/files/inline-images/33_5.png)
Step 5: Click View Assigned Forms to display the status and details of all forms assigned to a specific CA.
![34](/iec/foportal/sites/default/files/inline-images/34_4.png)
Other actions that you can perform after reaching the My Chartered Accountant(s) page are as follows:
Add CA |
Refer to Section 3.2 |
Assign Forms to CA |
Refer to Section 3.3 |
Deactivate CA |
Refer to Section 3.4 |
Activate CA |
Refer to Section 3.5 |
Withdraw a Form |
Refer to Section 3.6 |
3.2: Add CA
Step 1: For assigning forms to a CA, the CA must be added and authorized by you in your profile. If you want to add a CA, click Add CA.
![35](/iec/foportal/sites/default/files/inline-images/35_2.png)
Step 2: The Add Chartered Accountant(s)(CA) page appears. Enter the Membership Number of the CA. The CA name is filled automatically from the database.
![36](/iec/foportal/sites/default/files/inline-images/36_1.png)
Step 3: Click Confirm to add the CA.
![37](/iec/foportal/sites/default/files/inline-images/37_1.png)
A success message is displayed along with the Transaction ID for future reference.
![38](/iec/foportal/sites/default/files/inline-images/38_0.png)
3.3 Assign Forms to CA
Step 1: In the My Chartered Accountant(s) page, click Assign Form(s) against the required CA in the Active CA tab.
![13](/iec/foportal/sites/default/files/inline-images/13_32.png)
Step 2: Click Add Form on the Assign Form(s) page.
![14](/iec/foportal/sites/default/files/inline-images/14_28.png)
Step 3: Select the required Form Name, Assessment Year and click Add.
![15](/iec/foportal/sites/default/files/inline-images/15_27.png)
Step 4: The Assign Form(s) page will appear with the selected form added. Review the information displayed and click Submit.
![16](/iec/foportal/sites/default/files/inline-images/16_26.png)
A success message is displayed along with a Transaction ID.
![43](/iec/foportal/sites/default/files/inline-images/43_1.png)
3.4 Deactivate CA
Step 1: On the My Chartered Accountant(s) page, click Deactivate against the required active CA under the Active tab.
![17](/iec/foportal/sites/default/files/inline-images/17_26.png)
Step 2: On the Deactivate CA page, select the reason for deactivation and click Continue.
![18](/iec/foportal/sites/default/files/inline-images/18_25.png)
A success message is displayed along with the Transaction ID. Please keep note of the Transaction ID for future reference.
![46](/iec/foportal/sites/default/files/inline-images/46_0.jpg)
3.5 Activate CA
Step 1: To activate an inactive CA from the My Chartered Accountant(s) page, click Activate against the corresponding CA under the Inactive tab.
![19](/iec/foportal/sites/default/files/inline-images/19_19.png)
Step 2: The Add Chartered Accountant(s) page will appear displaying pre-filled details of the CA to be activated.
![48](/iec/foportal/sites/default/files/inline-images/48_1.png)
Step 3: Click Confirm if the entered details are correct. Else, click Cancel.
![49](/iec/foportal/sites/default/files/inline-images/49.jpg)
A success message is displayed along with the Transaction ID. Please keep note of the Transaction ID for future reference.
![50](/iec/foportal/sites/default/files/inline-images/50.jpg)
3.6 Withdraw a Form
Step 1: Click View Assigned Form(s) under the Active tab.
![51](/iec/foportal/sites/default/files/inline-images/51_0.png)
Step 2: Click Withdraw against the corresponding form to be withdrawn.
![20](/iec/foportal/sites/default/files/inline-images/20_18.png)
Step 3: Click Confirm to withdraw the form.
![21](/iec/foportal/sites/default/files/inline-images/21_17.png)
A success message is displayed that the selected Form has been withdrawn, CA can not take any further action on the form.
![54](/iec/foportal/sites/default/files/inline-images/54_0.png)