Paying income tax is not an easy task. It can be unnecessarily complex and difficult to understand, especially for people who do not have a background in the field of commerce. And yet it is a task that must be completed. That is the reason that many people seek the help of online resources and programs or even advice from blogs or websites to help them better understand the process. Yet even with an abundance of resources present on the internet, it is still preferred by many people to take the help of a professional to complete this task. Even though you can successfully file your income tax without the help of a CA, taking their help makes the process much easier. And with the introduction of the new income tax filing portal by the CBDT (Central Board of Direct Taxes) on June 7, 2021, a lot of people were left asking the question- How to add your CA to the Income Tax portal? So, in this article, let us take a look at some of the features of this income tax portal and the steps one must undertake to add their CA to this new income tax portal.
Let us explore some of the features of the income tax portal -
It is the swift processing of ITR that enables taxpayers to respond to tax filing requests quickly. When a person files an income tax return, this portal instantly begins the processing of said returns and provides taxpayers with a prompt refund.
A user who wants to see all interactions, uploads, and unsolved activities in one dashboard, as well as the follow-up activity, can do so with this portal.
This new platform provides taxpayers with a variety of payment options, including credit card, NEFT/ RTGS, UPI, and online banking through any bank account. It will make it simple for taxpayers to pay their bills. To minimise any complications for taxpayers, the department of taxpayers will now be allowed to use the facility from June 18, 2021.
This new platform will now permit some income data such as salary, housing property, profession and business etc to be pre-filled. It also allows for the pre-filling of information such as interests, capital gains, salary income and dividends.
The taxpayers will have access to a mobile application for this new income tax platform for easy filing. It will be available soon. At any moment, the taxpayer will also have access to everything.
The new platform includes integrated call centre services to help taxpayers with their questions and problems. It also provides a set of training or tutorials, videos, and a chatbot for any concerns or issues that the taxpayers may have.
Now that we have looked at some of the features that this new platform provides, let us also take a look at some of the benefits of the same.
With the availability of associated services like the call centre services, various tutorials etc and even things like allowing pre-filling of data in the ITR process, the utility provided to the taxpayers is definitely higher for this new income tax portal. Moreover, with the availability of the new mobile application, allowing taxpayers to use the portal from anywhere on their phones would definitely add a lot to the utility of this new platform.
All the different processes have been made more streamlined in these portals. All the interactions etc. being present in a single dashboard and the fast processing of all the ITR fillings etc. are a testament to this simplification and streamlining.
This new portal allows the taxpayers to use numerous payment options like online banking, UPI, credit cards etc making it much easier for the users to make any required payments through various means.
Let us take a look at the process of adding your CA in the new income tax portal–
The taxpayer who is subjected to a tax audit under the income tax act will have to add their designated CA from their e-filing account. Their CA can only upload their tax audit report once the user has added the CA to the new income tax portal. The user will need the CS’s name, membership number and the date of validity for this process.
First, you must log in to the e-filing site with your user credentials.
Then from the dashboard, select Authorised Partners and choose the ‘My CA’ option.
Select ‘Add CA’ and fill in the needed information (such as name and membership number of the authorised Chartered Accountant and the Period of Validity.
You can now file the tax forms that the allocated CA can evaluate when you add a CA to your income tax portal account. Next up, find the ‘File Income Tax Forms’ section.
To wrap up the process, a checkmark (green) with a validation message will display on your screen after the task is successfully performed. A red mark will be displayed if there is an issue, along with instructions on how to repair the aforementioned issue.
So, these are the added features available for the taxpayers to benefit from on the platform. The streamlined and simplified process is sure to help many taxpayers in filing their ITRs and the numerous other forms. But at the end of the day, taking the help of a professional is a must. So we hope this article provided some much-needed clarity on the question of how to add a CA to the new income tax portal.
Not only can the allocated forms be withdrawn but also are visible to the user.
The CA needs to be authorised by the user before they can use the e-filing portal on the user’s behalf to make any submissions or file any forms.
It simply means that the assigned CA’s validity period has run out.
You need to extend the validity period of your assigned CA to fix this. You can do so by logging into your account and activating them.
Yes, it is mandatory for all practising CAs to register themselves to the e-filing portal.