1. I am a tax professional (CA) registered on the e-Filing portal. Where can I check important updates about my clients, such as forms pending for filing and verification?
You can check such details by by logging into your e-filing account and selecting Pending Actions on your e-Filing Dashboard. The names and PANs of assesses are listed, along with a status on their request list, Pending for Filing and Pending for Verification. By clicking on the assessee name or pending item, you will be taken to the View All page of the assessee's Worklist for further action.
2. In the Pending for Filing section of Worklist, what happens on clicking File Form if the filing type is revised?
If the filing type is revised, on clicking File Form you will need to select the following reasons (as applicable):
- Revision of accounts of a company
- Change of law e.g., retrospective amendment
- Change in interpretation, e.g., CBDT's circular
- Others (Specify)
After specifying the reason(s), you can go to the page to file the form. If you select online mode for filing, you can proceed using any of these two options:
- File a new Form
- Edit the previously filed form
3. In the Pending for Filing section of Worklist, what happens on clicking File Form if the filing type is original?
If the filing type is original, on clicking File Form, you will directly be taken to the page where you can file the form. In online mode, you can fill, save, download and preview the filled form, as well as file the form.
If you select offline mode, you need to download the utility for the respective form, download the pre-filled XML / JSON, fill the form and generate the XML / JSON to upload to on the e-Filing portal for filing (The maximum size of a single attachment should be 5MB).
