July 31 deadline for income tax return is getting close and here is your quick guide that most common question that taxpayers are asking.

With online portal of e-filing tax, you can do it yourself instead of taking help of the consultant or other service providers, who could be right now busy with GST and its various impact on enterprises.

Gather all required documents, including your Aadhaar card, PAN card, Form16, investment details, rent receipts, tuition fee of kids, etc. before filing your tax return online via the income tax e-filing website.

You can either did it straightforwardly at the Indian Income Tax site or you can pick an online tax portal. In the event that you pick the last mentioned, ensure you pick a trustworthy one, as there are new ones mushrooming like clockwork. You would prefer not to part with your financial data with some obscure element running from a carport in a residential community.

Here’s a step-by-step guide on how to upload your data on the official website of Income Tax department of India.

Step 1: Documents Required for Filing Income Tax Return for AY 2017-2018

1) PAN card

2) Aadhaar card

3) Bank Account details

4) Form 16

5) Investment details viz LIC, PPF, NSC, NPS, Health Insurance, etc

6) Tuition Fee receipts of up to 2 children

7) House rent receipts

8) Home loan details and loan certificates

9) Medical expenditure receipt on self or any other dependent

10) Donations


Step 2: Register yourself on www.incometaxindiaefiling.gov.in

1) Click on New to e-Filing

2) Select your User-Type whether you are an Individual/Hindu Undivided Family (HUF) or other than that

3) Enter basic details like your PAN, Surname, Middle name, First name and Date of Birth (DoB) – Continue

4) Complete your registration by filling the Registration Form

5) Once your registration is successful you’ll receive the login Id and password on your registered email.


Step 3: e-filing your Income Tax Return AY 2017-2018

1) Login to https://incometaxindiaefiling.gov.in/ using your User Id, Password, and Captcha Code

2) Click on “Prepare and Submit ITR Online”.

3) Select ITR 1 Form (Sahaj Form): If you are an Individual with income from salary, pension, family pension, lottery, interest and other sources earning up to Rs 50 Lakhs

4) Fill in the details viz:

Part A – General Information

Part B – Gross Total Income

Part C – Deductions and Taxable Total Income

Part D – Computation of Tax Payable

Part E – Other Information

Schedule IT – Detail of Advance tax and Self-Assessment Tax payments

Schedule TDS – Detail of TDS/TCS

5) Upload DSC (Digital Signature Certificate) to complete the e-filing of your Income Tax Return for the Assessment Year 2017-2018


If you do not have a DSC then you’ll get an ITR-V form. You need to take a print out of ITR-V form and manually sign your ITR and send it to the Income Tax Office – Bangalore within 120 days of e-filing the Income Tax Return Form.

6) In case of a refund, you will get the refund check on your registered address

7) In a case where tax is payable, you can make the payment via Debit Card or Net Banking online on tax information network (TIN) of the Income Tax Department.