Income TaxArticles

How to Register, Manage user profile and ITR filing Compliance Check on Income Tax Reporting Portal?

How to Register

The Reporting Entities as per Section 285BA of the IT Act, 1961 must register themselves with the Income Tax Department (ITD) at the Reporting Portal. To access the portal, visit the URL https://report.insight.gov.in.

The step-by-step process to register is as follows:

  1. Log in to the e-filing portal using the URL www.incometax.gov.in and select Reporting Portal under the Pending Actions tab.
  2. Click on Proceed button to navigate to Reporting Portal.
  3. Select New Registration and click on Next. (Entities that have already generated ITDREIN but not registered their Principal Officer on the e-filing portal, shall select “Manage Principal Officer”).
  4. Enter the relevant details on the Reporting Entity Details Page.
  5. Once details are filled, Click Add Principal Officer
  6. The user is navigated to the Principal Officer Details page. On the same, enter complete details of the Principal Officer.
  7. Users can “Submit” the form or may proceed to add “Designated Director”, “Nodal Officer”, “Alternate Nodal Officer” and “Sub Users”.
  8. Once all the users are added, the user can submit the details by clicking Submit.
  9. Upon clicking the Submit button, the following dialog box appears and the acknowledgment message is displayed with a link to download Acknowledgment PDF.

Your details have been successfully submitted. Please find the registration Request Number

“xxxxxxxxxxxx”. An email has been sent to your registered email id.

Download Acknowledgment PDF

Upon successful registration, ITDREIN and user credentials will be sent to the registered email id.

Important: Fields marked with an asterisk (*) are mandatory, it is recommended to fill out all the fields under each section.


How to manage user profile (Principal Officer/Designated Director)

Manage Principal Officer

Principal contact (Profile at e-filing portal) of reporting entity can manage Principal Officer of reporting entity. If Reporting Entity is already registered and wants to add new or replace the existing Principal Officer, the following steps should be performed:

  1. Log in to the e-filing portal using Reporting Entity’s PAN/TAN.
  2. After logging in, hover the mouse over the Pending Actions tab and select Reporting Portal.
  3. Click on Proceed button to navigate to Reporting Portal.
  4. After being redirected to the Reporting Portal, select Manage Principal Officer and click
  5. Continue.
  6. On the next page, select Form Type and ITDREIN from the drop-down list and click Proceed.
  7. If Principal Officer is already registered for the selected ITDREIN, its detail would appear on the screen. The Principal Contact may deactivate the existing Principal Officer by clicking on Deactivate button. Upon clicking Deactivate, the Principal Contact will be redirected to add a new Principal Officer.
  8. In case there is no Principal Officer registered for the registered Reporting Entity, a page to enter the details of Principal Officer appears. Once the user enters PAN, relevant fields will get auto-populated on the basis of information contained in the PAN database.
  9. After entering the details of the Principal Officer, click the Submit button.
  10. A dialog box appears confirming the successful submission of Principal Officer details.

Manage Designated Director/Nodal Officer and Other Users

Add Users

On the Reporting Portal, the principal officer may use the Manage Users section to add more users to Reporting Entity. The steps to add a new user are as follows:

  1. On the homepage, click Profile on the top toolbar.
  2. Under the Profile section, click Manage Users on the left sidebar and select Registered Users.
  3. A page appears with the list of registered users and the Add Users button below the list.
  4. Click the Add User button.
  5. On the new page, enter the user details and click the Submit button. The user is added successfully. The login credentials of the new user shall be communicated to his/her registered email address.

Deactivate Users

The principal officer can deactivate reporting entity users. However principal officer of reporting entity cannot deactivate himself. The steps to deactivate a user on Reporting Portal are as follows:

  1. On the homepage, click Profile on the top toolbar.
  2. Under the Profile section, click Manage Users on the left sidebar and then select Registered Users. A list of active registered users appears.
  3. To deactivate any user, select the checkbox against that user and click the Deactivate button.

Manage Approval

This section is for a principal officer to approve profile change requests by other users under the Reporting Entity. To manage approvals on the Reporting Portal, principal officer can perform the following steps:

Step 1: Go to the Profile section of Reporting Portal.

Step 2: Click Manage Users on the left sidebar and select Manage Approval.

Step 2: It displays the requests that are pending approval.

Step 3: To view all the changes made in the information for a specific user, expand the information by clicking on the expand icon available before the user name.

Step 4: To approve or reject the request of any specific user, select the checkbox against that user, enter your comments, and click the action button (Approve or Reject).


ITR Filing Compliance Check

Central Board of Direct Taxes (‘CBDT’), in the exercise of powers conferred under section 138(1)(a) of Income Tax Act, 1961, has issued Order via F. No. 225/136/2020/ITA.II dated 31.08.2020, directing that Principal Director General of Income-tax (Systems), New Delhi shall be the specified authority for furnishing information (“IT Return Filing Status”) to ‘Scheduled Commercial Banks’, notified vide notification No. 71/2020 dated 31.08.2020 under sub-clause (ii) of clause (a) of sub-section (1) of section 138 of the Act.

In compliance with the above-referred order of CBDT, Income Tax Department has facilitated a new functionality “ITR Filing Compliance Check” which will be available to Scheduled Commercial Banks (SCBs) through Reporting Portal of Income-tax Department (https://report.insight.gov.in).

Overview

“ITR Filing Compliance Check” functionality enables Scheduled Commercial Banks to verify the ITR filing status of PANs in bulk. This functionality is available to the Principal Officer & Designated Director of Scheduled Commercial Banks (“Scheduled Commercial Banks” listed in the Second Schedule of the Reserve Bank of India Act, 1934) at the home page of Reporting Portal (After Login).

Accessing the functionality on Reporting Portal

Step 1: Go to Reporting Portal at URL https://report.insight.gov.in.

Step 2: On the left sidebar of the Reporting Portal homepage, click the Login button.

Step 3: Enter the required details in the respective fields and click Login to continue.

Step 4: If the user’s PAN is registered for multiple Forms & ITDREIN, the user needs to select Form Type

and associated ITDREINs from the drop-down.

Step 5: After successfully logging in, the home page of Reporting Portal appears.

Step 6: On the left side, click on the “ITR Filing Compliance Check” link.

Steps to check ITR Filing Compliance

Upon clicking the “ITR Filing Compliance Check” link on the home page, the functionality opens.

This functionality facilitates users to check the ITR filing status for the last three Assessment Years for PANs in bulk. Steps to use this functionality are as below:

Step 1: Download the CSV Template from the Bulk Search tab by clicking on the “Download CSV Template” button.

Step 2: Provide the PANs in downloaded CSV. (Provided PANs should be valid PANs and count of PANs should not be more than 10000).

Step 3: Upload the CSV by clicking on the Upload CSV button.

  • Select “Reference Financial Year” for which results are required.
  • If selected Reference Financial Year is 2020-21 then results will be available for assessment years 2017-18, 2018-19, and 2019-20.

Step 4: The uploaded file will start reflecting with Uploaded status under the Bulk search tab.

Step 5: Download the output result CSV once the status is available. The file can be downloaded by clicking on the Available link.

Step 6: After downloading the file, the status will change to Downloaded and after 24 hours of availability of the file, the download link will expire and the status will change to Link Expired.

Output Result CSV

Output result CSV file will have the following details:

  • PAN – As provided in the Input File. Status shall be “Invalid PAN” if provided PAN does not exist.
  • PAN Name – Name of the provided PAN (Masked).
  • ITR Status – ITR Return Filing Status of last three Assessment Years. The status of ITR for each Assessment Year will be as follows:
    • Valid – ITR is filed and Verified
    • Invalid – ITR filed but not verified
    • Not Filed – ITR not filed

TaxClue Team

Taxclue is an online news portal for reporting all news, articles, judgments, Circulars, orders, and notifications relating to various corporate and tax laws in India. We use the tagline ‘Simplifying Laws’. Our mission is to Simplify the Laws and make people aware of their rights and duties in relation to tax matters in order to equip them to participate in nation-building. TaxClue is a team of young professionals. We started in December 2016 with the mission of knowledge sharing. TaxClue would like to hear your valuable suggestion. Please write to our editorial team at [email protected]

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