1
E-Return Intermediary (ERI) User
Registration and Services
2
Table of Contents
e-Return Intermediary (ERI) User Registration ... 3
e-Return Intermediary (ERI) User Features ... 8
Schema for Bulk PAN Uploads ... 39
3
e-Return Intermediary (ERI) User Registration
ERI must give an application online at NSDL's website www.tinnsdl.com using ERI’s digital
signature certificate (DSC).
Application is processed by NSDL on the basis of eligibility criteria set by the Income Tax Department.
An XML file having details of the applicant and the temporary User ID and Password should be uploaded onto the Income Tax Department's e-Filing website https
://
incometaxindiaefiling.gov.in by using NSDL’s login credentials.4
Sample XML which is upload by NSDL looks as shown below:
NOTE: 1. Registration Number is available only for Companies and Firms but it is non-mandatory.
2. If the registering ERI Admin belongs to company/firm category, Date of Incorporation is mandatory. A check is provided while uploading the xml.
5
A temporary User ID and Password is generated by NSDL and intimated to the applicant. Using this temporary User ID and Password, the applicant should log onto the Income Tax
Department's e-filing website and complete the Data transmission test.
ERI must upload all the ITR’s from 1 to 7 for assessment year 2014-15.
ERI will be given a maximum of 20 attempts to upload all the ITR’s.
To know more on the XML Schema structure, please go to the e-Filing “Home” page -> “Downloads”-> “Schema Downloads”.
After successful data transmission test, a success page is displayed. ERI must fill in the additional details and upload digital signature certificate (DSC) in the registration page provided to complete the registration process.
6
7
On completion of registration process, the user details along with registration request are transferred to the e-Filing Admin. After approval, the user receives a confirmation e-mail with User ID and an activation link to the registered Email ID. An SMS along with OTP (One time Password) is also sent to the registered Mobile number.
In order to activate the account, the user should click on the Activation link and enter the Mobile PIN. On success, the user account is activated and the database is updated. For Non-Resident Indian, Mobile PIN is exempted.
Once activated, ERI Admin can use the credentials to access the e-filing website and upload the data pertaining to the return of income received by it to the Income Tax Department directly.
Post login, ERI Admin can create ERI Sub-users and a maximum of 20 sub-users can be active under that ERI Admin.
8
e-Return Intermediary (ERI) User Features
Pre-requisites:
ERI Admin should be registered in e-Filing application.
ERI Sub-user must be created and activated by ERI Admin.Login
Type the URL of e-Filing application (https://incometaxindiaefiling.gov.in) in a web browser (Internet Explorer/ Mozilla/ Chrome/ Safari).
1. Click on the “Login Here” button available on the home page. Enter the login credentials i.e., User ID, Password and Captcha. Click “Login” button.
A menu bar is provided on top with following categories and sub-categories:
Services
1. View Form 26AS (Tax Credit) 2. e-Filed Returns/Forms 3. Refund/Demand Status 4. Refund Re-issue Request 5. Rectification Request 6. Rectification Status
7. Request for Intimation u/s 143(1)/154 8. Token List
9. Tax Credit Mismatch
e-File
1. Upload Return 2. e-Flied Token Details
9
Bulk PAN Query
1. Token Details 2. Token Status 3. Upload Query
Downloads
1. Income Tax Return Forms 2. Forms Other than ITR 3. Schema
Manage Client
1. Add Clients 2. View Client Details 3. Request List
Manage Sub-user
Create Sub-user
Manage Sub-user
Update Sub-user Contact Details
Profile Settings
1. My Profile
2. Change Password
3. Change Secret Question(s) / Answer(s) 4. Register Digital Signature Certificate 5. Opt for Higher Security
Helpdesk
1. Submit Request 2. Request List
Functionalities available for ERI Admin in e-Filing application:
My Account
View Form 26AS (Tax Credit): Available for ERI Admin and ERI Sub-user
Go to My Account and select View Form 26AS (Tax Credit). User should enter the following details.
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
10
User clicks 'SUBMIT' and the fields are validated for correctness and a new page is displayed asking confirmation from user for redirecting to NSDL website. Click on “Confirm” and you will be redirected to NSDL website.
e-Filed Returns/Forms: Available for ERI Admin and ERI Sub-user
Go to My Account and select View Returns. User should enter the following details:
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with all the return details of the client.
11
Refund/Demand Status: Available for ERI Admin and ERI Sub-user
Go to My Account and select Refund/Demand Status. User should enter the following details:
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with details of refund/demand.
12
Refund Re-issue Request: Available for ERI Admin and ERI Sub-user
Go to My Account and select Refund/Demand Status. User should enter the following details:
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Assessment Year: Mandatory, select the assessment from the dropdown.
CPC Communication Reference Number: Mandatory, it should be in the format
CPC/1111/I1/1111111111.
Refund Sequence Number: Mandatory.
Date of Birth/Incorporation: Mandatory, select the date from the calendar provided, and should
match the date as given in the PAN card.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
13
User can select the address to which address to be used for that particular refund under the dropdown ‘Category’.
If the user selects ‘ITR Address’, address provided in the ITR uploaded is used.
If the user selects ‘PAN Address’, address provided in the PAN is used.
If the user selects ‘New Address’, user has to enter the details in the additional fields
User clicks on ‘SUBMIT’ and all the fields are validated for correctness. A success message is displayed in a
new page after validation.
Rectification Request: Available for ERI Admin and ERI Sub-user
Go to My Account and select Rectification Request. User should enter the following details:
PAN: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Assessment Year: Mandatory, select the assessment from the dropdown.
CPC Communication Reference Number: Mandatory, it should be in the format
CPC/1111/I1/1111111111.
User clicks on ‘SUBMIT’ and all the fields are validated for correctness. On successful validation, an additional dropdown is displayed for selecting Rectification Request Type.
14
On selecting, Taxpayer is correcting the data in rectification; a pop-up with 21 radio buttons for selecting an option is displayed. User has to select a radio button and click ‘OK’.
A new page with the following fields is displayed.
Reason you selected: Auto-filled.
Schedules Being Changed: Mandatory, User can use ‘CTRL’ + ‘CLICK’ and select multiple
schedules that are provided.
Select and upload the rectification XML File: Mandatory, Upload a valid XML file that needs to be
rectified.
Select the type of Digital certificate: Mandatory, User should upload a valid Digital Certificate.
15
On selecting, No further Data Correction required. Reprocess the case for:
TAX CREDIT MISMATCH
STATUS MISMATCH
TAX/INTEREST COMPUTATION;
3 check-box options are provided. User can select one or more check-boxes as required.
16
Rectification Status: Available for ERI Admin and ERI Sub-user
Go to My Account and select Rectification Status. User should enter the following details.
PAN of the Client: Mandatory, 10 character alphanumeric.Note: User must be added as client under ERI Admin.
Assessment Year: Mandatory, select the assessment from the dropdown.
Captcha: This is mandatory and the user has to type in the numeric code which appears on thescreen.
User clicks 'SUBMIT' and the fields are validated for correctness. A page with rectification status and a link to withdraw the filed rectification is displayed.
On clicking the link to withdraw the request, a page requesting for withdrawal of rectification request is displayed. User can withdraw his request within 3 days of rectification request.
17
A successful withdrawal message will be displayed when user clicks on ‘Confirm withdrawal’.
Request for Intimation u/s 143(1)/154: Available for ERI Admin and ERI Sub-user
Go to My Account and select Request for Intimation. User should enter the following details.
PAN: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Assessment Year: Mandatory, select the assessment from the dropdown.
Category: Mandatory, dropdown.
Sub-category: Mandatory, dropdown.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User can select one of the 2 options from dropdown ‘Category’ i.e., Intimation u/s 143(1) and Rectification order u/s 154. Depending on the category selected, various options under sub-category dropdown are available for the user.
User clicks 'SUBMIT' and the fields are validated for correctness. A success message is displayed for valid intimation request.
18
Outstanding Tax Demand: Available for ERI Admin and ERI Sub-user
Go to My Account and select Outstanding Tax Demand. User should enter the following details:
PAN: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page with demand status is displayed.Token List: Available for ERI Admin and ERI Sub-user
Go to My Account and select Token List. User should enter the following details:
Token List: Mandatory, radio buttons for My Tokens and Sub-user tokens.
User ID of the Sub-User: Mandatory when radio button option Sub-user tokens is selected,
alphanumeric.
Transaction Type: mandatory, drop down
Start Date: Calendar, mandatory
End Date: Calendar, mandatory
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
19
20
User selects ‘Sub-User Tokens’ radio button. Token numbers of the Sub-User whose ID was provided will be displayed.
Tax Credit Mismatch: Available for ERI Admin and ERI Sub-user
Go to My Account and select Tax Credit Mismatch. User should enter the following details:
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Assessment Year: Mandatory, select the assessment from the dropdown.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A page with tax credit mismatch is displayed.
21
e-File
Upload Return: Available for ERI Admin and ERI Sub-user
Go to e-File and select Upload Return. User should enter the following details:
Upload ZIP File: Mandatory, a zip file containing one or more valid XMLs of ITRs (Bulk ITR).
Select the Digital Signature Certificate – Mandatory and the user uploads the DSC.
User clicks 'SUBMIT' and the fields are validated for correctness. A success message is displayed on successful upload of Bulk ITR.
e-Filed Token Details: Available for ERI Admin and ERI Sub-user
Go to e-File and select e-Flied Token Details. User should enter the following details.
Token Number: Mandatory, a 9-digit numeric value.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
22
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with Bulk ITR token status and details.
Bulk PAN Token Details: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Token Details. User should enter the following details:
Token Number: Mandatory, a 9-digit numeric value.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with Bulk PAN token details.
23
Token Status: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Token Status. User should enter the following details:
Token Number: Mandatory, a 9-digit numeric value.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed with Bulk PAN token status.
24
Upload Query: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Upload Query. User should enter the following details.
Upload XML: Mandatory, XML file with a valid Bulk PAN format.User clicks 'SUBMIT' and the fields are validated for correctness. A success message is displayed when the details are valid.
Income Tax Return Forms: Available for ERI Admin and ERI Sub-user
Go to Downloads and select Income Tax Return Forms. User should first select the assessment year and then click on excel or the pdf to download it.
25
Forms (Other than ITR): Available for ERI Admin and ERI Sub-user
Manage Client
Add Clients: Available for ERI Admin and ERI Sub-user
Go to Manage Client and select Add Clients. User should enter the following details: PAN - Mandatory, 10 character alphanumeric
Date of Birth – Mandatory, select the date from the calendar provided, and should match the date as given in the PAN card
Email ID - Mandatory, alphanumeric, limited to 125 characters and should be a valid format Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
26
View Clients Details: Available for ERI Admin and ERI Sub-user
Go to Manage Client and select View Client Details. User should enter the following details:
PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the
screen.
User selects PAN of the client.
Request List: Available ERI Admin and ERI Sub-user
Go to Manage Client and select Request List. User should enter the following details: PAN - Mandatory, 10 character alphanumeric
Select an Option: Type of request needed, drop down, mandatory.
Captcha: This is mandatory and the user has to type in the numeric code which appears on the screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page showing the client’s status for the requested option is displayed.
27
Request for Intimation is displayedRefund Reissue request is displayed
Manage Sub-user
Create Sub-user: Available only for ERI Admin
Go to Manage Sub-user and select Create Sub-user. User should enter the following details:
A. Password Details
Password – Mandatory, can be between 8 – 14 characters, alphanumeric and should contain at least one special character and one numeric.
Confirm Password – The user has to enter the same password as entered above. This is mandatory.
Primary Secret Question – The user needs to select any one question out of four available in the drop down. This is mandatory.
Primary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters
Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. This is mandatory.
Secondary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters.
B. Personal Details
Surname – Mandatory, alphanumeric and can contain special characters, limited to 75 characters
First Name – Not mandatory, alphanumeric and can contain special characters, limited to 25 characters
Middle Name - Not mandatory, alphanumeric and can contain special characters, limited to 25 characters
PAN - Mandatory, 10 character alphanumeric
Date of Birth – Mandatory, select the date from the calendar provided, and should match the date as given in the PAN card
Designation: Mandatory. Branch Name: Mandatory.
Employee Number: Optional, 6-character, numeric
C. Contact Details
Landline Number – Non-mandatory, numeric field, 10 digits (STD code and the telephone number should not exceed 10 digits. Do not prefix ‘0’).
28
Alternate Mobile Number - Non mandatory, numeric field, 10 digits
Email ID - Mandatory, alphanumeric, limited to 125 characters and should be a valid format. Alternate Email ID - Non mandatory, alphanumeric, 125 characters
Fax Number - Non-mandatory, numeric field, 10 digits (STD code and the telephone number should not exceed 10 digits. Do not prefix ‘0’).
D. Postal Address
Flat/Door/Building – Mandatory, alphanumeric and special characters, limited to 50 characters
Road/Street - Non-mandatory, alphanumeric and special characters, limited to 50 characters Area/Locality - Mandatory, alphanumeric and special characters, limited to 50 characters Town/City/District - Mandatory, alphanumeric and special characters, limited to 50
characters
State – Mandatory, user selects from the drop down provided
Pin code - Mandatory, numeric, limited to 6 digits E. CAPTCHA
This is mandatory and the user has to type in the numeric code which appears on the screen
F. Subscribe to Mailing List
This will be auto-selected. User can un-check the box provided to un-subscribe for mailing list
G. Enable Alerts, reminder and notifications
This will be auto-selected. User can un-check the box provided to disable alerts, reminders and notification.
29
User clicks 'SUBMIT' and the fields are validated for correctness. The user records are captured in the e-filing application. A success message is displayed
Manage Sub-user: Available only for ERI Admin
Go to Manage Sub-user and select the Sub-user ID to Activate/De-Activate/Change Validity/Change Password
30
Clicks on the Sub-user ID. If user is Inactive, ERI Admin can activate the user.
Clicks on the Sub-user ID. If user is active, ERI Admin can De-Activate/Change Validity/Change Password of the Sub-user.
Update Sub-user Contact Details: Available only for ERI Admin
Go to Manage Sub-user and select Update Sub-user Contact Details. User should enter the following details:
User ID: Mandatory, 10-character alphanumeric.User clicks 'SUBMIT' and a new page is displayed with all the contact details of the sub-user. User can view and edit the following details.
31
A. Contact Details Landline Number – Non-mandatory, numeric field, 10 digits (STD code and the
telephone number should not exceed 10 digits. Do not prefix ‘0’).
Mobile Number - Mandatory, numeric field, 10 digits.
Alternate Mobile Number - Non mandatory, numeric field, 10 digits
Email ID - Mandatory, alphanumeric, 125 characters
Alternate Email ID - Non mandatory, alphanumeric, 125 characters
Fax Number - Non-mandatory, numeric field, 10 digits (STD code and the telephone
number should not exceed 10 digits. Do not prefix ‘0’).
B. Address Details
Flat/Door/Building – Mandatory, alphanumeric and special characters, limited to 50 characters
Road/Street - Non-mandatory, alphanumeric and special characters, limited to 50 characters Area/Locality - Mandatory, alphanumeric and special characters, limited to 50 characters Town/City/District - Mandatory, alphanumeric and special characters, limited to 50
characters
State – Mandatory, user selects from the drop down provided Pin code - Mandatory, numeric, limited to 6 digits
C. CAPTCHA
32
User clicks on ‘Submit’. User can view a success message page when the contact details are updated.
Change Password: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Change Password. User should enter the following details:
Old Password – Mandatory, can be between 8 – 14 characters, alphanumeric and should contain atleast one special character and one numeric.
New Password – Mandatory, can be between 8 – 14 characters, alphanumeric and should contain atleast one special character and one numeric.
Confirm Password – The user has to enter the same password as entered above. This is mandatory
Captcha - This is mandatory and the user has to type in the numeric code which appears on the screen.
User clicks ‘SUBMIT’ and a success message page is displayed confirming password change.
Change Secret Question(s) / Answer(s): Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Change Secret Question(s) / Answer(s). User should enter the following details.
Primary Secret Question – The user needs to select any one question out of four available in the drop down. This is mandatory.
Primary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters
Secondary Secret Question – The user needs to select any one question out of the balance three available in the drop down. This is mandatory.
Secondary Secret Answer – Mandatory, alphanumeric and special characters, limited to 25 characters.
Captcha - This is mandatory and the user has to type in the numeric code which appears on the screen.
33
User clicks ‘SUBMIT’ and a success message page is displayed confirming change in secret question and secret answer.
Register Digital Signature Certificate: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Register Digital Signature Certificate. User should select a valid DSC i.e., it should be a ‘.pfx file’. Instructions will be provided in the right corner of e-Filing application when Register Digital Signature Certificate page is opened.
User clicks ‘Submit’ after selecting a DSC, a success message page is displayed.
Opt for Higher Security: Available for ERI Admin and ERI Sub-user
34
My Profile: Available for ERI Admin and ERI Sub-user
In order to view or update ‘My Profile’, the user needs to perform the following steps:
Step 1: Go to the 'Profile settings’ and Click on the ‘My Profile’ link.
Step 2: A screen with ERI Details, Principal Contact details, Address and Contact Details will be
displayed.
Step 3: In order to change the Principal Contact details Click on ‘Principal Contact’ tab and click on the ‘Edit’
button.
.
35
Step 4: In order to change the address details Click on ‘Address’ tab and click on the ‘Edit’ button.
Update the required fields and click on ‘Save’ button. A success message is displayed as shown.
36
The user can edit the details and click on the ‘Save’ button.
Once the Contact details are changed, the user must enter the Mobile PIN and the Email PIN which will be sent to the Mobile number and Email ID mentioned by the user respectively.
Enter the Mobile PIN and Email PIN. Click on Confirm. A success message will be displayed as follows
37
Helpdesk
Submit Request: Available for ERI Admin and ERI Sub-user
Go to Grievance and select Submit Request. User has to enter the following details: Mobile Number - Mandatory, auto-filled, numeric field, 10 digits. Email ID - Mandatory, alphanumeric, 125 characters
Category – Mandatory, dropdown
Sub-category - Mandatory, dropdown, options available are based on selection of category dropdown
Summary – Mandatory, minimum of 30 characters has to be entered. Description - Mandatory, minimum of 30 characters has to be entered. Attachment – Non-mandatory
38
Request List: Available for ERI Admin and ERI Sub-userGo to Grievance and select Request List. User can search a request raised by using following options: Status: Mandatory, dropdown
Start Date: Non- mandatory, a calendar is provided to select the date. End Date: Non- mandatory, a calendar is provided to select the date.
User enters the details and clicks on ‘Search’ button. All the requests based on the filter will be displayed. User should click on the request number which he/she wants to view.
39
User can edit the details like Summary, description, etc. 3 buttons are available to the user: Back: Takes user to previous page.
Update: Updates the request. Cancel: Request is cancelled.
