ITR 1

e-Filing

For More Details, Visit: FILE ITR-1
ONLINE
www.incometaxindiaefiling.gov.in
Easy Guide
For Help, Contact:

1800 103 0025
+91 80 461 22000
+91 80 265 00026

Who Should File ITR-1? STEPS 17:

1 Only Indian Residents can file ITR-1 1 If you have e-Verified online using DSC, Aadhaar OTP or EVC options
2 ITR-1 form should only be filed by individuals having an income of upto
Acknowledgment Page
Rs. 50 lakhs An Acknowledgment Page will be displayed after you complete your e-Filing
process with your transaction ID
3 Income can be from: Confirmation mail of completing your e-Filing will be sent to your registered
e-mail ID
Income from Salary/ Pension; or
Income from One House Property (excluding cases where there is brought Your ITR has been Successfully Uploaded and e-Verified, your e-Filing Process is
forward loss or loss to be carried forward from previous year); or Complete
Income from Other Sources (excluding winning from lottery and income from
Race Horses, Income taxable under section 115BBDA or Income of the nature 2 If you have chosen “I would like to e-Verify later. please remind me” Option
referred to in section 115BBE)
After you click “Submit”, A Pop-Up will appear in the browser:
Note 1: Further, in a case where the income of another person like spouse, minor Click "OK" to continue submission of the form
child, etc. is to be clubbed with the income of the assessee, this Return Form can be
used only if the income being clubbed falls into the above income categories Acknowledgment Page

2 An Acknowledgment Page will be displayed after you submit your return
with your transaction ID

Confirmation mail of successfully uploading your ITR will be sent to your
registered e-mail ID

Your ITR has been Successfully Uploaded but e-Filing of ITR is not
complete without Verification

Click on the e-Verify link provided to verify your ITR online

3 If you have chosen I don’t want to e-Verify Option

After you click “Submit”, A Pop-Up will appear in the browser:

Click "OK" to continue submission of the form

Acknowledgment Page

An Acknowledgment Page will be displayed after you submit your return with
your transaction ID

Confirmation mail of successfully uploading your ITR will be sent to your
registered e-mail ID

Your ITR has been successfully uploaded but e-Filing of ITR is not complete without
verification
Instead of Sending ITR-V to CPC, Choose e-Verification for Easy & Hassle-Free Verification
of your Return

15

Click “Generate Signature File” to generate your signature file Documents Required to File ITR-1 Online
Save your Signature file
Exit your DSC Utility Mandatory Requirement:
1 PAN
2 Go back to the e-Filing Portal - Submit Page 2 Form-16 issued by your employer
3 Form 26AS from TRACES
Click “Choose File” to browse and Upload the Generated Signature File 4 Aadhaar Number/Aadhaar Enrolment ID
Click “Submit” to Complete the e-Verification Process
Click “Back” to go back and make any required changes to the form

2. Aadhaar OTP Steps to file your ITR-1

If you have Chosen Aadhaar OTP as your Verification Mode, after clicking on Submit STEPS 1: Go to Website: http://www.incometaxindiaefiling.gov.in
and ok, a dialog box will appear:
STEPS 2: On the Home Page:
1 There are two options in the dialog box:
1 If you are a registered user, Click on “Login Here”
Option 1: Click on Option 1, if you already have Aadhaar OTP 2 If you have not registered, click on “Register Yourself ” Complete the

Option 2: Click on Option 2, if you have to generate Aadhaar OTP. If you Registration and then Login
select this option, you will generate and receive Aadhaar OTP in your
Mobile Number Registered with Aadhaar STEPS 3: You will be taken to Login Page:

2 If you choose Option 1 or Option 2 you will be shown a dialog box : - Enter the 1 Enter “User ID” (PAN)

Aadhaar OTP received in your Registered Mobile Number. 2 Enter “Password”
3 Enter “Captcha” (Captcha is case sensitive )
3 Check the Box ‘I agree to validate my Aadhaar details with UIDAI’ 4 You can also request an OTP instead of Captcha, if you are visually challenged
4 Click “Submit” to Complete the e-Verification Process 5 Click on “Login”

5 Click “Cancel” to go back and make any required changes to the form If you have forgotten your password, click on “Forgot Password”, Reset your
Password and then “Login”
3. Electronic Verification Code

If you have Chosen EVC using Pre-Validated Bank Account Details/Pre-Validated
Demat Account Details/Already generated EVC through My Account or Bank ATM as
your Verification Mode, after clicking on Submit and ok, a dialog box will appear:

1 Enter the Generated Electronic Verification Code (EVC) Received on your Registered STEPS 4: You will be taken to your Dashboard:
Click on “e-file” tab Select “Income Tax Return” Option
Mobile Number

2 Click “Submit” to Complete the e-Verification Process

3 Click “Cancel” to go back and make any required changes to the form

14 3

STEPS 13:

1 Check the ITR details in the displayed preview
2 Filled Form can be downloaded as Preview PDF by clicking on the button "Click

here to download the preview PDF”
STEPS 14:

1 If all the details entered are correct in the Preview Display/Preview PDF, click

on “Submit”

2 Click “Edit” to Modify/Change the details entered in the Income Tax Return Form

STEPS 5: You will be taken to Income Tax Return Page: STEPS 15:

1 Your PAN will be auto-populated After you click on “Submit”, A Pop-Up will appear in the browser:
2 Select “Assessment Year” as 2018 to 19
3 Select “ITR form Name” as ITR-1 1 Click "OK" to continue submission of the form
4 Select “Submission Mode” as prepare and submit online 2 Click "Cancel" to return back to the form, to make any changes
5 Click “Continue”
6 Your PAN, Name, and Date of birth will be prefilled as per PAN database In the Following steps, you will see Different Methods of Verification based on your
7 Address, Mobile Number and email ID will be prefilled from e-Filing profile Verification selection in the Beginning of your form
8 Tax Details will be prefilled from Form 26AS
STEPS 16: 1.Digital Signature Certificate
4
If you have chosen DSC as your verification option, after clicking on Submit and ok, a
dialog box will appear:

Click on “Click here to download the DSC Utility” Button to download the DSC Utility

1 After Downloading, Unzip the DSC Utility, Open the Application and Click

“Register/Reset Password using DSC”

Enter your e-Filing User ID (PAN)
Enter PAN of the DSC which is Registered in e-Filing

Choose the Type of DSC
Click on “Browse DSC file” to Upload your DSC
Enter the password for your private key

13

Verification Section 9 Field/Schedule section items are pre-filled from the latest ITR Filed
All your Personal details are pre-filled from PAN database. If not, enter all the
necessary details and Select Capacity as Self/Representative and Enter the Place 10 In Field/Schedule section, select all the boxes necessary to be prefilled in your
ITR Form. If it is not selected, it will not be pre-filled
1 Click “Save Draft”
2 Click Next 11 You Can e-Verify your return or send it to CPC for Verification

STEPS 11: You will be taken to “80G” Tab 12 If few pre-requisites are met, e-Verify options will appear

1 If you have given any Donations, enter the amount in the following fields If you have Registered your DSC in e-Filing Portal, Digital Signature
where applicable: Certificate Option will appear
A) Deductions entitled for 100% deduction without qualifying limit
B) Deductions entitled for 50% deduction without qualifying limit If you have linked your Aadhaar with PAN in e-Filing Portal, Aadhaar OTP
C) Deductions entitled for 100% deduction subject to qualifying limit Option will appear
D) Deductions entitled for 50% deduction subject to qualifying limit If you have Pre-validated your Bank Account Details in e-Filing Portal,
E) Donation (A+B+C+D) is auto-populated after all the details are entered EVC using Pre-Validated Bank Account Details Option will appear

2 You can know if your donations are entitled for deductions with/without If you have Pre-validated your Demat Account Details in e-Filing Portal,
qualifying limit from the receipt of your donations made EVC using Pre-Validated Demat Account Details Option will appear

4 Eligible Amount of Donation is auto-populated “Already generated EVC through My Account or Bank ATM”, “I would like
to e-Verify Later. Please remind me” and “I don't want to e-verify this
5 Click “Save Draft” Income Tax Return and would like to send it to CPC, Bengaluru” - These
3 Options will appear as default
6 Click “Preview & Submit”
13 Select any one of the options to verify your Income tax Return
STEPS 12: On Preview and Submit Page:
After you click on “Preview & Submit”, A Pop-Up will appear in the browser: 14 Click “Continue”

1 Click “OK" on the Pop-Up to view preview of the filled form STEPS 6: You will be taken to “Instruction” tab
2 Click "Cancel" on the Pop-Up to return back to the form, to make any changes
1 Read all the given instructions carefully before proceeding
12 2 Click Next (The Arrow)

5

STEPS 7: You will be taken to “Part A General Information” tab STEPS 10: You will be taken to “Taxes Paid and Verification” tab

1 PAN, Last Name, Date of birth, Email ID, Mobile number and Address pre-filled Total Tax Paid Section
according to PAN data base and e-filing profile, you can modify/update these
details if required. Enter your details, if it is not prefilled 1 Total Advance Tax Paid in D12(i), Total Self-Assessment Tax Paid in D12(ii), Total

2 Select “Employer Category” from the following options: TDS Claimed in D12(iii) and Total TCS Claimed in D12(iv) are auto-populated
as per the details filled in the earlier tabs
Government Others
Public Sector unit Not Applicable 2 Total Tax paid will be auto populated in D12(v) which is equal to D12(i) + D12(ii)

3 Select “Type of Return” whether it is Original/Revised. In case of a Revised/ + D12(iii) + D12(iv)
Defective return, please provide the receipt number of Original return and
Date of filing of Original Return 3 D13 - If Total Tax, Fee and Interest is greater than Total Tax Paid, then Amount

4 Select “Return Filed” type, which is appropriate to you: Payable will be auto-populated

11 - Voluntarily on or before due date under section 139(1) 4 D14 - If Total Tax Paid is greater than Total Tax, Fee and Interest, then Refund

12 - Voluntarily after the due date under section 139(4) will be auto-populated
13 - In response to notice under section 142(1)
14 - In response to notice under section 148 5 You have the Option to pay your tax Online through Net Banking or through

15 - In response to notice under section 153A Debit Card by click-ing the e-Pay Tax Button Provided – If you click “Confirm”
16 - In response to notice under section 153C read under 153A you will be taken to a new tab to car-ry out the transaction
17 - Revised return under section 139(5)
18 - In response to a notice (u/s 139(9)) where the original return 6 Exempt Income (For reporting purposes) - If you have any Exempt Income,
filed was defective return
20 Section 139(4) read with section 119(2) (b) enter details of all the applicable exempt income like Exempted Long term
Capital Gains, Dividend Income, Agricultural income (it should not exceed
5 Click “Save Draft” ₹5000)

6 Click Next If you have any Other Exempt Income, select type of “Exempt Income” and
enter the Amount of Income. After entering all the exempt income details
6 the Total is auto-populated

Part E- Other Information Section

D15. Details of all Bank accounts held in India at any time during the previous year
(Excluding dormant accounts)

1 Bank Account in which refund, if any, shall be credited

Enter Bank Account details for crediting refund (if any); it will be pre-filled,
if it was selected in pre-fill option earlier

2 Other Bank Account details

Add details of Bank account other than the primary account, if required

11

STEPS 9: You will be taken to “Tax Details “ tab STEPS 8: You will be taken to “Computation of Income and Tax” tab

1 Sch-TDS 1, Sch-TDS 2, Sch- TDS 3 and Sch TCS – information is pre-filled as per Part B - Gross Total Income Section

Form 26AS and You can modify/ update these details, if required 1 Fill in Details, where applicable
You can verify this using Form 26AS from TRACES 2 Salary, Type of house property and Income from other sources will be prefilled,
You can Add/Delete TDS Information with “Add” or “Delete” Option
Provided if it was selected in prefill option earlier. You can modify/update these details,
if required
2 Sch IT-Details of Advance tax and Self-assessment tax
3 B1 - Fill in the details of Salary/Pension as given in Form 16 provided by your employer
If you have paid “Advance tax and Self-assessment tax”, enter the details
of your payment 4 B2 - Select type of house property as “Self Occupied” or “Let Out” and Fill in

3 You can Add/Delete TDS Information with “Add” or “Delete” Option Provided all the details of your House property
4 Click “Save draft” (B2 v) Maximum loss from house property that can be set off is ₹2 lakhs
5 Click Next
5 B3 - If you have Income from other sources enter the amount, If you have
10
incurred loss, please use ITR 2

6 B4 - “Gross Total Income” (B1+B2+B3) (if loss, put the figure in negative) It

will be auto-populated as per the details entered

7

Part C - Deductions and Taxable Total Income Section 13 C1 – “Total Deductions” will be auto-populated as per details entered
Enter all the Applicable Deductions 14 C2 – “Total Income” (“Gross Total Income” less “Total Deductions”) will be

1 80C - Enter the amount paid or deposited towards life insurance, contribution auto-populated as per details entered

to Provident Fund set up by the Government, recognized Provident Fund, Part D - Computation of Tax Payable Section
contribution by the assessee to an approved superannuation fund, subscription D1 to D11 are Auto-populated
to National Savings Certificates, tuition fees, payment/repayment for purposes
of purchase or construction of a residential house and many other investments - 1 D1- Tax payable on Total income (C2)
Maximum amount of deduction applicable is ₹1,50,000/-
2 D2 - You can claim Rebate u/s 87A, if your total Income less deductions is equal
2 80CCC - Enter the amount paid towards Payment in respect of pension fund
to or less than ₹3, 50,000. The rebate is limited to ₹2,500.
3 80CCD(1), 80CCD(1B), 80CCD(2) - Enter the amounts that are contribution to
pension scheme of Central Government 3 D3 - Tax After Rebate (D1- D2)

4 80D - Enter the amount paid towards Health Insurance Premium in 80D(A), 4 D4 - Education cess including secondary and higher education cess on D3
Medical Expenditure in 80D(B) and Preventive health check-up in 80D(C) - 5 D5 - Total Tax and Cess (D3+D4)
Maximum amount of deduction applicable for 80D is ₹60,000/-
6 D6 - Enter Claim relief if any, allowable under section 89(1) (Ensure to submit
5 Enter the amount paid towards maintenance including medical treatment of
dependent who is person with disability in 80DD, Medical treatment for specific form 10E)
disease in 80DDB
7 D7 - Failure to file return within the prescribed time limit will attract interest
6 Enter the amounts towards interest on loan taken for higher education in 80E
and interest on loan taken for residential house property 80EE under u/s 234A

7 Enter the amounts towards Rent paid in 80GG 8 D8 - People who default in payment of advanced tax and if their tax liability

8 Enter the amounts towards Royalty on patents in 80RRB and Royalty income exceeds ₹10,000 in a financial year they will attract Interest u/s 234B
of authors on certain books in 80QQB
9 D9 - Interest u/s 234C is levied if advanced tax paid in any instalments is less
9 80G - If you have entered details of donations in 80G tab, those details will
auto-populated here than the required amount

10 Enter the amount you gave as donation for scientific research or rural 10 D10 - Fee u/s 234F is levied in addition to section 234A for late filing. After
development in 80GGA and donation to political party in 80GGC
31st August late filing fee is upto ₹5,000, After 31st December it is upto
11 80TTA - Enter income from interest on deposits in savings account – Maximum ₹10,000 and If your total income is less than or equal to ₹5 lakhs, it is ₹1,000
deduction ₹10,000/-
11 Total interest and fee payable (D7+D8+D9+D10)
12 Select appropriate option in case of disability in 80U
12 D11 - Total Tax , Fee and Interest (D5+D7+D8+D9+D10-D6)
8
13 Click “Save Draft”
14 Click Next

9