My Profile User Manual

1. Overview

The My Profile / Update Profile service is available to all registered users of the e-Filing portal to view and edit / update their profile information post-login on the portal. This service allows you to edit / update profile information depending on the different user type:

  • View / Update your Personal Details such as PAN details, TAN details, Aadhaar Number 
  • View / Update your Contact Details such as Mobile Number, Email ID and Address
  • View / Update your other details such as: 
    • Bank Account and Demat Account details
    • Register DSC
    • e-Filing Vault Higher Security
    • PAN – AO Jurisdiction details
    • Details of Representative Assessee and Authorized signatories for Income Tax Returns / Forms
    • Source of Income details
    • Registrations and Certificates
    • Appreciations and Rewards
    • Portuguese Civil Code Applicability

2. Prerequisites to Avail This Service
 

  • Registered user on e-Filing portal with valid user ID and password

3. Step-by-Step Guide

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

Step 1

Step 2: On the Welcome page, on the top right corner of your dashboard, click on your name and click My Profile. Alternatively, you can click Update profile.
 

Step 2

Step 3: On My Profile page, you can upload your profile photo by clicking on the camera icon in the overview section on the left panel and you can view and / or update:

Personal details such as Citizenship, Residential details, Passport Number Refer to Section 3.1
Contact details such as Mobile Number, Email ID and Address Refer to Section 3.2
Source of income details Refer to Section 3.3
Portuguese Civil Code Applicability Refer to Section 3.4
Authorized Signatory for Income Tax Returns / Forms

Click Authorized Signatory for Income Tax Returns / Forms. Click Edit to update the details and click Save.

Note: Refer to the Authorize and Register as Representative user manual to learn how to register an Authorized Representative / Signatory.

Representative Assessee

Click Representative Assessee. Click Edit to update the details and click Save.

Note: Refer to the Authorize and Register as Representative user manual to learn how to register an Representative Assessee.

Set Secure Access Message 

(A personalized message will be displayed every time you log in to e-filing portal. Personalized message is a useful way to check if the website where you are entering your user ID and password is the  genuine e-Filing portal)
Click Secure Access Message. On the Secure Access Message page, enter Personalized message in the textbox and click Save.
Aadhaar OTP Login To enable your login through Aadhaar OTP for single factor authentication, click Aadhaar OTP login. On the Aadhaar OTP Login page, select Yes and click Save and log in through Aadhaar OTP will be enabled.
Jurisdiction Details Click Jurisdiction Details to view jurisdiction details
Registrations and Certificates Click Registrations and Certificates to view and download e-PAN details, Startup recognition details and e-Filed forms details.
Appreciation and Rewards Click Appreciation and Rewards to download Certificate of Appreciation
Bank Account Details

On click of Bank Account Details, you will be taken to the Bank Account service page where you can add / remove or enable / disable EVC from the Bank Account.
Note: Refer to the My Bank Account user manual to learn more

Demat Account Details

On click of Demat Account Details, you will be taken to the Demat Account service page where you can add / remove or enable / disable EVC from the Demat Account.
Note: Refer to the My Demat Account user manual to learn more

Register DSC or view and update DSC On click of Register DSC, you will be taken to the Register Digital Signature Certificate (DSC) page where you can:
  • Register DSC
  • Re-Register DSC
  • Register DSC of Principal Contact

Note: Refer to the Register DSC user manual to learn more.

e-Filing Vault-Higher  Security

On click of e-Filing Vault-Higher  Security, you will be taken to the  e-Filing Vault-Higher  Security page, where you can add an additional level of authentication for your e-Filing Account.
Note: Refer to the e-Filing Vault Higher Security user manual to learn more

Static Password

Click Static Password to generate static password.
Note: Refer to the Generate Static Password user manual to learn more.

Note: 

  • External Agencies can edit / update personal details such as - Type of External Agency, Type of Service, PAN of Organization, TAN of Organization, Landline Number and Email ID.
  • ERIs and TIN 2.0 Registration Stakeholders can only view their personal details and will not be able to edit / update any personal details.
  • ERIs, External Agencies and TIN 2.0 Registration Stakeholders can update their contact details.
  • ERIs and External Agencies can add or remove services through their respective profiles.
  • Refer to the respective user manuals to learn more.
     

3.1 For Updating Personal details

Step 1: On My Profile page, click Edit to update personal details.
 

3.1 Step 1


Step 2: Once the desired details are edited, click Save

3.1 Step 2


Note: Please note that some details may be non-editable depending upon user type.
 

3.2 For Updating Primary and Secondary Contact details (Mobile Number and Email ID)
(You can also update your mobile number as per Aadhaar, PAN or Bank  details)

Step 1: On My Profile page, click Edit to update contact details.
 

3.2 Step 1


Step 2: Enter Mobile Number as per Bank / Aadhaar / PAN details and click Save.
 

3.2 Step 2

Note: 

  • If you click Update as per PAN / Aadhaar hyperlink, a pop-up message will be displayed. Select As per PAN or As per Aadhaar and click Update.
  • If your details are already updated as per PAN / Aadhaar, hover over the ! sign and select Click here to update as per Bank details.

Step 3a: On Verify your Contact Details page, enter the two separate 6-digit OTP received on the primary mobile number and primary email ID entered and click Submit.
 

3.2 Step 3a

Or if you have updated the contact details as per Bank details:
 
Step 3b: On the Synchronize Added Bank Contact Details page, enter the 6-digit OTP received on the primary mobile number entered and click Submit.
 

3.2 Step 3b

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.
  • The Resend OTP timer displays the time remaining to regenerate an OTP.

On successful updation, a success message is displayed.
 

Note:

1. In case you update your contact details:

  • Mobile Number and Email ID:
    • If you update your mobile number and email ID as per Bank Details, you will receive the OTP on the primary mobile number and primary email ID respectively entered on the e-Filing portal.
    • If you update your mobile number and email ID as per Aadhaar and no other edits have been made, you will not be required to verify the mobile number, however, you will be required to verify the email ID.
       
  • Address: In case you only update address details (as per PAN / Aadhaar), no OTP authentication will be required. On successful updation of the address an email will be sent to you on the primary email ID registered on the e-Filing portal.

2. In case you are a Non-Resident with an overseas number, you will receive the OTP only on the primary email ID registered on the e-Filing portal.


3.3. For Updating Source of Income (For Taxpayers only)

Step 1: On My Profile page, click Source of Income.
 

3.3 Step 1

Step 2: If no details are added, click Add Details.
 

3.3 Step 2


Note: Click Edit, in case the source of income is filled in and you wish to update the details. In case you want to delete an already added source of income, click Delete and the details will be deleted from your profile.

Step 3: Select Source of Income (Salaried / Pensioner, House Property, Business / Profession, Agriculture, Others) from the dropdown.
 


Step 4: On selecting an option from the dropdown, enter the required details and click Add.

  • If you select Salaried / Pensioner, enter details such as TAN of employer / Pensioner disbursing Authority, Nature of Employment, Name of Employer / Pensioner disbursing authority and Period of employment.
3.3 Step 4
  • If you select Business / Profession, you can select Type of Association with Business/Profession, enter Professional details and Business Address.
3.3 Step 4
  • If you select House Property, you may enter details such as Ownership of Property (such as self), Address, Type of House Property (Self occupied / Let out/ Deemed Let Out), Ownership percentage, Number of other co-owners and co-owner details such as Residential Status, PAN details, Aadhaar details, Name and Ownership percentage.
3.3 Step 4

Note: You can add multiple sources of Income. Click Add details to add all sources of income.
 

3.4 For Updating Portuguese Civil Code Applicability

Step 1: On My Profile page, click Portuguese Civil Code Applicability.
 


Note: Click What is Portuguese Civil Code? to know if it is applicable to you.

Step 2: Select Yes if are governed by Portuguese Civil Code as per section 5A.
 

Step 3: Enter details such as PAN, Aadhaar and Name of your spouse and click Add.
 

Note: Taxpayers other than individuals, can also enter / update the following details in their profile: 

Taxpayer Category Details
HUF Key Person details 
Firm Managing Partner / Designated Partner details
Company Key Person details, Designation, Principal Contact, Shareholder details
AOP Member details, Principal Officer details
Trust Trustee details
AJP, Local Authority, Tax Deductor & Collector, Government  Principal Officer details
CA Business / Professional details including Membership Number, Date of Enrolment

4. Related Topics
 


Source URL: https://www.incometax.gov.in/iec/foportal/help/how-to-use-my-e-filing-profile