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1. Overview

The Identification and Generation of Applicable ITR service is available to all taxpayers registered on the e-Filing portal. This service is available while filing ITR both in online (on the e-Filing portal) and in the offline mode (through offline utility). 

It helps the taxpayers to determine the correct ITR form to file (and applicable schedules) based on:

  • Qualifying conditions; or
  • Responses to the wizard-based questions

Based on your knowledge about the applicable ITR form and schedules, you need to choose between the options listed below:

  • If you do not know/are not sure of applicable ITR / Schedule, you may choose- Help me decide which ITR form to file and in the next screen, you may select either 
    • Proceed based on qualifying condition; or
    • Still not clear, let us help you
  • If you know / are sure of the applicable ITR and /or schedule, you may choose the relevant options(s) listed below-
    • I know which ITR form I need to file
    • I know which schedules are applicable OR 
    • Help me determine the schedules

A flowchart summarising the process is provided below:
 

Flowchart

2. Prerequisites for availing this service

  • Registered on the e-Filing portal with Valid and Active PAN
  • Download the offline utility (if using offline mode)

3. Process/Step-by-Step Guide

The process to identify the ITRs and Schedules is similar in both online mode and the Offline Utility (refer to this user manual step 4 onwards). To understand how to file the ITRs offline, refer to the user manual on Offline Utility- ITR Forms. 

Refer the steps below for identifying and filing ITRs in online mode.

Step 1: Log in to the e-Filing portal using your valid login credentials.
 

Step 1


Step 2: Click the e-File menu > Income Tax Returns > File Income Tax Return.
 

Step 2


Step 3: Select the Assessment Year, select the Mode of Filing as Online, then click Proceed.
 

Step 3


Step 4: Select your status as applicable and click Continue.
 

Step 4


From here, you have the following options based on whether you know which ITR form you need to file, and whether you know which schedules are applicable to you:
 

If you know which ITR to file AND you know/do not know applicable schedules  Go to Section 4.1
If you do not know which ITR to file (and want to proceed based on ‘qualifying conditions’) AND you know/do not know applicable schedules  Go to Section 4.2
If you do not know which ITR to file (even after going through ‘qualifying conditions’) and want to proceed using ‘wizard-based questions’ AND you know/ do not know applicable schedules  Go to Section 4.3
Fill and Submit Your Return Go to Section 5

 

4.1 If you know which ITR to file AND you know/do not know applicable schedules 

Step 1: If you are sure about the correct ITR form for you, select your ITR Form from the I know which ITR form I need to file drop-down menu.
 

Step 4.1.1


Step 2: Click Let's get started on the ITR page.
 

Step 4.1.2


Step 3: If you know which schedules are applicable, click I know which schedules I need to fill > Proceed to Schedule Selection. Select the schedules applicable to you from the list. The selected schedules get enabled.
 

4.1 Step 3

 

4.1 Step 3


(or)

If you do not know/are not sure which schedules are applicable, click Learn more, and provide answers to the displayed questions. The applicable schedules are enabled based on your responses. 
 

Or


Refer to Section 5 - Fill and Submit your ITR for the rest of the process. 

4.2 If you do not know which ITR to file (and want to proceed based on ‘qualifying conditions’) AND you know/do not know applicable schedules 

Step 1: If you are not aware/sure of correct ITR form for you, select Proceed under Help me decide which ITR Form to file
 

4.2 Step 1


Step 2: You will see the qualifying conditions for various ITRs applicable as per your status (for eg. ITR-1, ITR-2, ITR-3 and ITR-4 in case of individual). If by reading and understanding these qualifying conditions, you can determine which ITR to file, select the applicable ITR and click Proceed to ITR filing.
 

4.2 Step 2


Step 3: Click Let's get started on the ITR page.
 

4.2 Step 3


Step 4: If you know which schedules are applicable, click I know which schedules I need to fill > Proceed to Schedule Selection. Select the schedules applicable to you from the list. The selected schedules get enabled.
 

4.2 Step 44.2 Step 4


(or)

If you do not know/are not sure which schedules are applicable, click Learn more, and provide answers to the displayed questions. The applicable schedules are enabled based on your responses. 
 

Or


Refer to Section 5 - Fill and Submit your ITR for the rest of the process. 

4.3 If you do not know which ITR to file (even after going through ‘qualifying conditions’) and want to proceed using ‘wizard-based questions’ AND you know/do not know applicable schedule(s) 

Step 1: If you are not aware / sure of correct ITR form for you, select Proceed under Help me decide which ITR Form to file
 

Step 4.3.1


Step 2: You will see the qualifying conditions for ITRs applicable as per your status (for eg. ITR-1, ITR-2, ITR-3 and ITR-4 in case of individual). After reading and understanding the qualifying conditions, if you are still not sure which ITR to file, click Still not clear, let us help you.

Step 4.3.2


Step 3: A set of relevant and easy to answer questions related to residential status, House property, Business details, income details and other information will be displayed to you. Provide answers to these wizard-based questions. Based upon your responses, the applicable ITR will be recommended to you. Once the applicable ITR is recommended, click Continue.

Note: You can modify your answers by clicking Change your answers.
 

4.3 Step 3



Step 4: Click Let's get started on the ITR page.

Step 4.3.3


Step 5: If you know which schedules are applicable, click I know which schedules I need to fill > Proceed to Schedule Selection. Select the schedules applicable to you from the list. The selected schedules will get enabled.
 

4.3 Step 54.3 Step 5



(or)

If you do not know/are not sure which schedules are applicable, click Learn more, and provide answers to the displayed questions. The applicable schedules are enabled based on your responses. 
 

Or


Refer to Section 5 - Fill and Submit your ITR for the rest of the process. 

5. Fill and Submit your ITR

Step 1: Provide answers to the additional questions (as relevant to you), and click Continue. 
 

Step 5.1


Step 2: In your ITR form, edit your prefilled data (if needed), and fill in the remaining details in the schedules for completion of your income tax return. Click Confirm for each section when done.
 

Step 5.2


Step 3: You will be shown a summary of your tax computation. If there is tax liability payable based on the computation, pay the amount on the e-Filing portal or the NSDL portal.

Step 4: Click Preview Return to view your ITR form before submission. If there is no tax liability payable, or if there is a refund based on tax computation, you will be taken to the Preview and Submit Your Return page.

Step 5: On the Preview and Submit Your Return page, click Validate. You will be shown a list of errors in your return, if any. You need to go back to the form correct the errors (and validate the return again after correction). 

Step 6: If there are no errors, click Submit to proceed with e-verification of your return.

6. Related Topics