STEP 6: You will be taken to “Instruction” tab
- Read all the given instructions carefully before proceeding
- Click Next (The Arrow)
STEP 7: You will be taken to “Part A General Information” tab
- PAN, Last Name, Date of birth, Email ID, Mobile Number, and Address pre-filled 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
- Select “Nature of employment” from the following options:
- Central Government
- State Government
- Public Sector Undertakings
- Pensioners
- Others
- Not Applicable (eg. Family Pension etc.)
- Select “Return Filed u/s” type, which is appropriate to you:
- 139(1) on or before due date
- 139(4)-Belated
- 139(5)- Revised
- 119(2)(b)-after condonation of delay
- Are you filing return of income under the seventh provision to section 139(1) In this case if applicable then select “Yes” or “No”
- Click “Save Draft”
- Click Next
STEP 8:You will be taken to “Computation of Income and Tax” tab
Part B – Gross Total Income Section
- Fill in Details, where applicable
- Salary, Type of house property and Income from other sources will be prefilled, if it was selected in prefill option earlier. You can modify/update these details, if required
- B1 – Fill in the details of Salary/Pension as given in Form 16 provided by your employer
- B2 – Select type of house property as “Self Occupied” or “Let Out” and Fill in all the details of your House property
- (B2 v) Maximum loss from house property that can be set off is ₹2 lakhs
- B3 – If you have Income from other sources enter the amount, If you have incurred loss, please use ITR 2
- B4 – “Gross Total Income” (B1+B2+B3) (if the loss, put the figure in negative) It will be auto-populated as per the details entered
How to File ITR -1 for AY 2022-23 | File Income Tax Return
Part C – Deductions and Taxable Total Income (Refer instructions for Deduction limit as per Income-tax Act)
Note 3: Due to the Corona pandemic the due dates for making an investment/deposit/ payments for claiming deductions extended.
Whether you have made any investment/ deposit/ payments between 01.04.2020 to 31.07.2020 for the purpose of claiming any deduction under Part B of Chapter VIA? [Yes/No](If yes, please fill schedule DI)
Enter all the Applicable Deductions
- 80C – Enter the amount paid or deposited towards life insurance, contribution to Provident Fund set up by the Government, recognized Provident Fund, contribution by the assessee to an approved superannuation fund, subscription to National Savings Certificates, tuition fees, payment/repayment for purposes of purchase or construction of a residential house and many other investments
- 80CCC – Enter the amount paid towards Payment in respect of pension fund
- 80CCD(1), 80CCD(1B), 80CCD(2) – Enter the amounts that are contribution to pension scheme of Central Government
- Maximum amount of deduction for 80C + 80CCC + 80CCD(1) is ₹1,50,000/-
- The maximum amount of deduction for 80CCD(1B) is ₹50,000/- and for 80CCD(2) is 10% of the salary
- 80D Deduction in respect of Health Insurance premium (Please fill 80D Schedule. This field is auto-populated from schedule 80D.) Note: Total of 80D in system calculated value should not exceed Rs 100000
- Enter the amount paid towards maintenance including medical treatment of dependent who is a person with a disability in 80DD, Medical treatment for a specific disease in 80DDB-by selecting the appropriate option
- Enter the amount towards interest on loan taken for higher education in 80E and interest on loan taken for residential house property 80EE
- Enter the amount -80EEB-Deduction in respect of the purchase of an electric vehicle
- 80G-Donations to certain funds, charitable institutions, etc. (Please fill 80G Schedule. This field is auto-populated from the schedule.)
- Enter the amount towards Rent paid in 80GG
- 80GGA-Certain donations for scientific research or rural development (Please fill 80GGA Schedule. This field is auto-populated from the schedule.)
- 80GGC-Donation to Political party
- 80TTA-Interest on saving bank accounts in case of other than Resident senior citizens
- 80TTB- Interest on deposits in case of Resident senior citizens
- 80U-In case of a person with a disability- by selecting the appropriate option
- C1 – “Total Deductions” will be auto-populated as per details entered
- C2 – “Total Income” (“Gross Total Income” less “Total Deductions”) will be auto-populated as per details entered
- Exempt income: (If agricultural income exceeds Rs 5000, other ITR, as applicable, has to be filed)- select the appropriate option and enter the amount
Part D – Computation of Tax Payable Section
D1 to D11 are Auto-populated
D1. | Tax Payable on Total Income | Amount |
D2. | Rebate u/s 87A | |
D3. | Tax payable after Rebate (D1-D2) | |
D4. | Health and Education Cess @4% on (D3) | |
D5. | Total of Tax & Health and Education Cess | |
D6. | Relief u/s 89 (Please ensure to submit Form 10E to claim this relief) | |
Balance Tax After Relief (D5-D6) | ||
D7. | Interest u/s 234A | |
D8. | Interest u/s 234B | |
D9. | Interest u/s 234C | |
D10. | Fee u/s 234F | |
Total Interest and Fee Payable( D7 + D8 + D9 + D10) | ||
D11. | Total Tax, Fee and Interest(D5+D7 + D8 + D9 + D10 – D6) |
- Click “Save Draft”
- Click Next
STEP 9: You will be taken to “Tax Details “ tab
Note: Please click on the refresh button to get the TDS/TCS/IT details as available with e-Filing.
- Sch-TDS 1 – Details of Tax Deducted at Source from SALARY [As per FORM 16 issued by Employer(s)], Sch-TDS 2 -Details of Tax Deducted at Source from Income OTHER THAN Salary [As per Form 16 A issued by Deductor(s)], Sch-TDS 3 – Details of Tax Deducted at Source [As per Form 16C furnished by the Payer(s)] and Sch TCS– information is pre-filled as per Form 26AS and You can modify/update these details if required
- You can verify this using Form 26AS from TRACES
- You can Add/Delete TDS Information with the “Add” or “Delete” Option Provided
- Sch IT-Details of Advance tax and Self-assessment tax
- If you have paid “Advance tax and Self-assessment tax”, information is pre-filled as per Form 26AS and You can modify/update these details, if required
- You can Add/Delete TDS Information with the “Add” or “Delete” Option Provided
- Click “Save draft”
- Click Next
STEP 10: You will be taken to “Taxes Paid and Verification” tab
Total Tax Paid Section
This is auto populated section you need not to enter anything
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,
- Kindly Double check the IFSC Code and the Account Number
2 Other Bank Account details
Add details of Bank account other than the primary account, if required
Note
- Minimum one account should be selected for refund credit.
- In case of Refund, multiple accounts are selected for refund credit, then refund will be credited to one of the account decided by CPC after processing the return.
Verification Section
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
Please select the verification option
I would like to e-Verify (Please ensure that you have valid Aadhar/Prevalidated Bank account/Prevalidated Demat account/Digital Signature certificate registered in e-Filing against your PAN to use this option)
I would like to e-Verify later within 120 days from date of filing.
I don’t want to e-Verify and would like to send signed ITR-V through normal or speed post to “Centralized Processing Center, Income Tax Department, Bengaluru – 560 500” within 120 days from the date of filing
- 1 Click “Save Draft”
- 2 Click Next
STEP 11: You will be taken to “Schedule DI”
Details of investments
Investment/ Deposit/ Payments for the purpose of claiming deduction under Chapter VIA
Here only you have to bifurcate the amount of total deduction under each section claimed from period after 31.03.2020 to 31.07.2020
- 1 Click “Save Draft”
- 2 Click Next
STEP 12: You will be taken to “ Schedule 80D” Tab
Select the applicable case and enter the amount.
1 | Whether you or any of your family member (excluding parents) is a senior citizen? | Select YES NO Not claiming for Self/ Family |
a | Self and Family | |
(i) | Health Insurance | |
(ii) | Preventive Health Checkup | |
b | Self and Family (Senior Citizen) | |
(i) | Health Insurance | |
(ii) | Preventive Health Checkup | |
(iii) | Medical Expenditure (This deduction to be claimed on which health insurance is not claimed) | |
2 | Whether any one of your parents is a senior citizen | Select YES NO Not claiming for Parents |
a | Parents | |
(i) | Health Insurance | |
(ii) | Preventive Health Checkup | |
b | Parents (Senior Citizen) | |
(i) | Health Insurance | |
(ii) | Preventive Health Checkup | |
(iii) | Medical Expenditure (This deduction can be claimed on which health insurance is not claimed at (i) above) | |
3 | Eligible Amount of Deduction |
- 1 Click “Save Draft”
- 2 Click Next
STEP 13: You will be taken to “80G” Tab
If you have given any Donations, enter the amount in the following fields where applicable:
- Deductions entitled for 100% deduction without qualifying limit
- Deductions entitled for 50% deduction without qualifying limit
- Deductions entitled for 100% deduction subject to qualifying limit
- Deductions entitled for 50% deduction subject to qualifying limit
- Donation (A+B+C+D) is auto-populated after all the details are entered
You can know if your donations are entitled for deductions with/without qualifying limit from the receipt of your donations made
Eligible Amount of Donation is auto-populated
- Click “Save Draft”
- Click “Next”
STEP 14: You will be taken to “Schedule 80GGA” Tab
Details of donations for scientific research or rural development
- Click “Save Draft”
- Click “Preview & Submit”
STEP 15: On Preview and Submit Page:
After you click on “Preview & Submit”, A Pop-Up will appear in the browser:
- Click “OK” on the Pop-Up to view preview of the filled form
- 2 Click “Cancel” on the Pop-Up to return back to the form, to make any changes
STEP 16:
- 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”
STEP 17:
- 1 If all the details entered are correct in the Preview Display/Preview PDF, click on “Submit”
- 2 If any of the details entered are incorrect in the Preview Display/ Preview PDF, Click “Edit” to Modify/Change the details
In the following steps, you will see Different Methods of Verification based on your Verification selection at the beginning of your form
1 Aadhaar OTP
If you have Chosen Aadhaar OTP as your Verification Mode, after clicking on Submit and ok, a dialog box will appear:
- 1 Click on ‘I would like to generate Aadhaar OTP Now’
- 2 Aadhaar OTP will be generated and sent to the mobile number registered with UIDAI. Enter the OTP in box provided and click “Submit” to Complete the e-Verification Process
- 3 The Aadhaar OTP is to be provided within the time period (For example within 60 seconds) else you will be prompted to proceed with the ITR submission and e-Verify later
2 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 Mobile Number
- 2 Click “Submit” to Complete the e-Verification Process
STEP 18:
1 If you have e-Verified online using DSC, Aadhaar OTP or EVC options
- An Acknowledgement Page will be displayed after you complete your e-Filing process with your transaction ID
- Confirmation mail of completing your e-Filing will be sent to your registered e-mail ID
- Your ITR has been Successfully Uploaded and e-Verified, your e-Filing Process is Complete
2 If you have chosen “I would like to e-Verify later. please remind me” Option
- An Acknowledgement Page will be displayed after you submit your return with your transaction ID
- Confirmation mail of successfully uploading your ITR will be Confirmation mail of successfully uploading your ITR will be
- 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
- An Acknowledgement 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
- In order to complete the verification process, the signed copy of ITR-V should be sent through normal or speed post to “Centralized Processing Center, Income Tax Department, Prestige Alpha, No. 48/1 & 48/2, Beratena Agrahara, Hosur Road, Bengaluru – 560500”
Note: Instead of Sending ITR-V to CPC, Choose e-Verification for Easy & Hassle-Free Verification of your Return. e-Filing of ITR is not complete without Verification
If You have any queries related to the Income ITR-1 filing please do write in the below comment box.
Even if you find it difficult to file ITR-1 then just go for the online filing of ITR-1 with us.
How to File ITR-1 from the New Income Tax Portal
Instructions to the Income-tax Return Forms (ITR 1 to ITR 7) for A.Y. 2020-