Authorize / Register as Representative User Manual

1. Overview

This service is available to all the registered users of the e-Filing portal. This service enables registered users of the e-Filing portal who are not able to verify their ITRs / Forms / Service Requests owing to absence from the country or being a non-resident, or for any other reason, to authorize another person to verify ITRs / Forms / Service Requests. The service also allows users to register as Representative Assessees and register themselves to act on behalf of another person.

2. Prerequisites for availing this service

Registered user of the e-Filing portal with valid user ID and password
Active PAN of the user and the representative

3. Step-by-Step Guide

3.1 Authorize another Person to act on Behalf of Self

Step 1: Log in to the e-Filing Portal using your user ID and password.

Step 2: Click Authorized Partners > Authorize another person to act on behalf of self.

Step 3: A page with instructions regarding the service is displayed. After reading the instructions, click Let's get started.

Step 4: You will now be able to view all the previous requests. For a new request, click Add Authorized Signatory.

Step 5: On the Add Authorized Signatory page, fill the necessary details like Reason, Name, PAN and Date Of Birth of the Authorized Signatory (details as per PAN) and click Continue.

Step 6: On the Verify your Request page, provide the 6-digit OTP received on your mobile number and email ID registered with the e-Filing portal and click Submit.

Note:

OTP will be valid for 15 minutes only.
You have 3 attempts to enter the correct OTP.
The OTP expiry countdown timer on screen tells you when the OTP will expire.
On clicking Resend OTP, a new OTP will be generated and sent.

Step 7: On successful validation, a success message is displayed along with a Transaction ID. Please keep a note of the Transaction ID for future reference. Click on the View Request button to view all previously submitted requests.

Note: After submitting, the request:

An alert message will be sent to the Authorized Signatory's email ID and mobile number intimating that a request has been raised.
The Authorized Signatory can login to the e-Filing portal; go to Worklist > For Your Action to view / accept / reject the request.
The Authorized Signatory should either accept or reject the request within 7 days from the date of raising the request. The request can be accepted by attaching a PDF copy of notarized Power of Attorney (POA) received from the assessee or the same can be rejected by providing the comments.
A Cancel Request button appears if the case status is Pending Approval. To cancel a request, click Cancel Request. The status of the request changes to Authorization Withdrawn. Once you click Cancel, the representative will not be able to accept or reject the request.
A Withdraw Request button appears if the case status is Accepted and Activated. To withdraw a request, click Withdraw Request. The status of the request changes to Authorization Withdrawn.

3.2 Register as Representative

Step 1: Log in to the e-Filing Portal with your user ID and password.

Step 2: Click Authorized Partners > Register as Representative Assessee.

Step 3: Click Let's get Started to view all previous requests.

Step 4: On the Register as Representative Assessee page, click Create New Request .

Step 5: Choose the Category of assessee who you want to represent from the dropdown, and enter the required details. Upload mandatory attachments and click Continue.

Note:

The maximum size of the attachment should be 5 MB.
If you have multiple documents to upload, put them in a zipped folder and upload the folder. The maximum size for all the attachments in a zipped folder should be 50 MB.

Step 6: On the Verify your Request page, provide the 6-digit OTP received on your mobile number and email ID registered with the e-Filing portal and click Submit.

Note:

OTP will be valid for 15 minutes only.
You have 3 attempts to enter the correct OTP.
The OTP expiry countdown timer on screen tells you when the OTP will expire.
On clicking Resend OTP, a new OTP will be generated and sent.

Step 7: Click View Request to see all submitted requests along with the uploaded attachments.

Note:

A Cancel Request button appears if the case status is Pending Approval. To cancel a request, click Cancel Request. The status of the request then changes to Representation Withdrawn.
A Withdraw Request button appears if the case status is Accepted and Activated. To withdraw a request, click Withdraw Request. The status of the request then changes to Representation Withdrawn.

3.3 Register on Behalf of Another Person

Step 1: Log in to the e-Filing portal using your user ID and password.

Step 2: Click Authorized Partners > Register to act on behalf of another person.

Step 3: Click Let's get Started.

Step 4: On the Register to Act on Behalf of Another Person page, click Create New Request.

Step 5: Choose the Category of assessee on behalf of whom you want to register from the dropdown and enter the required details. Upload the mandatory attachments and click Continue.

Note:

The maximum size of the attachment should be 5 MB.
If you have multiple documents to upload, put them in a zipped folder and upload the folder. The maximum size for all the attachments in a zipped folder should be 50 MB.

Step 6: On the Verify your Request page, provide the 6-digit OTP received on your mobile number and email ID registered on the e-Filing portal and click Submit.

Note:

OTP will be valid for 15 minutes only.
You have 3 attempts to enter the correct OTP.
The OTP expiry countdown timer on screen tells you when the OTP will expire.
On clicking Resend OTP, a new OTP will be generated and sent.

Step 7: Click View Request to see all submitted requests along with the uploaded attachments.

Note:

A Cancel Request button appears if the case status is Pending Approval. To cancel a request, click Cancel Request. The status of the request then changes to Representation Withdrawn.
A Withdraw Request button appears if the case status is Accepted and Activated. To withdraw a request, click Withdraw Request. The status of the request then changes to Representation Withdrawn.