This document provides instructions for e-filing an income tax return (ITR) in India. It outlines clicking on the e-filing hyperlink in a Form 16 PDF or payroll portal to begin the process. It then guides the user to verify and enter personal and income details, use calculators to compute values, review the tax computation, select a filing package, submit the return once validated, and receive a submission confirmation. The process is broken into steps to simplify electronic filing of the annual ITR.

1. Click on the e-filing hyperlink in your Form 16 PDF (as shown below)

2. Or, Click on the e-filing hyperlink at your payroll portal (as shown below)
2017-18

3. This data and fields are
automatically filled in your ITR
Click ‘Fast E-File’ button to proceed
If you DO NOT have additional details
like More than one house property,
Capital gains/losses, etc.

4. Verify your details here and
enter missing fields, if any
Click here to Select Package,
Review & Submit return for e-filing

5. If you HAVE additional details like More
than one house property, Capital
gains/losses, etc.
Click ‘Detailed ITR’ button to proceed

6. Answer these questions to
customize your e-filing menu to
view only those sections that
are relevant to you
Click here to go to
‘Detailed ITR’

7. Verify your Personal details here
and enter missing fields, if any
Click here to proceed

8. Verify/Enter Income Details here below
or click on ‘Upload Form 16’ to upload
more digital Form 16 pdf(s)
Scroll Down

9. Use Calculators to auto compute
Income from House Property/
Other sources such as Interest
Click here to proceed

10. Verify/Enter your Investment details here
Click here to proceed

11. Scroll Down
Review your Tax Computation here

12. Review Tax Payable/
Tax Refund values
Review/Add details of
all bank accounts held
Click here to proceed

13. Select the appropriate package.
We recommend ‘File & Save Tax’ or
‘File & Plan Tax’ package to help you
save taxes while e-filing return.

14. Check Summary, or
Download ITR PDF or
Run REVIEW
Demo User

15. Submit return for e-filing once
there are no errors in your return