TaxTMI 
TaxTMI 
Viewing of MIS relating to Tax payments made under IDS 2016 and tax payment and TDS claim matching before issue of Form 4 – enhancements of functionalities - Income Disclosure Scheme, 2016
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....me Tax Department. 2. The key changes introduced in this release is the functionality to view MIS relating to Tax payments made under IDS 2016 and tax payment and TDS claim matching before issue of Form 4. The details of the steps are annexed. Accordingly, the process of reviewing Form 3 or uploading Manual Form 3 and issue of Form 4 have been enhanced. The detailed instructions are given in the user manual enclosed. 3. The Principal CIT or the CIT is required to personally access the portal and use these functionalities in the case of any taxpayer where the Permanent Account Number (PAN) is within his/her jurisdiction by logging in to the E-filing portal. The Principal CIT or the CIT can view the MIS reports both e-Filed and Manual Forms 1 and 3 and Forms 2 and 4 issued by PCIT/CIT by accessing the E-filing portal using the TAXNET for which a network node and RSA token are pre-requisites. The URL to be used for this purpose is: https://efilingreports.incometax.gov.in 4. The PCCIT and CCIT in the hierarchy can view the MIS reports for both e-Filed and Manual Forms 1 and 3 and Forms 2 and 4 issued by PCIT/CIT by accessing the E-filing portal in the similar....
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....D user should click on the link "Issue Form 4" provided at "Action" column under "View Forms (Income Declaration Scheme, 2016)". • Issue Form 4" shall be enabled only when the following criteria is met: If the result of [(IDS Tax paid by the assessee as per OLTAS) + ("TDS/TCS claimed by the assessee in Form 3" AND "Amount available after considering the consumed status" whichever is less)] MINUS [Tax liability as per Form 2] is greater than -101 & Less than 101. • The fields in Form 4 will be auto-populated from the relevant information available in Form 1, Form 2 & Form 3 records of the assessee and the ITD user will be able to edit the data, if required. After filling all the mandatory details, the ITD user can click on "Submit" for successful submission of Form 4. • View of issued Form 4 shall be made available under the hyperlink at "Receipt No." of the respective Form 1 record. Path for viewing, IDS → View Forms (IDS, 2016). Introduction: Form 3 shall be furnished by the declarant to the jurisdictional Principal Commissioner or Commissioner for the proof of payment of tax, surcharge and penal....
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....r: • Login to e-Filing, Navigate to IDS  View Forms (IDS, 2016). • User needs to click on the hyperlink at "Receipt No." to view the uploaded Forms. • Along with the forms, a link "Tax Payment & TAN mismatch details for FORM 3" will be displayed. • The following conditions are considered while displaying mismatch Details • If "Amount claimed " is less than "Amount available", then there is no mismatch And • If "(Amount Claimed) minus (Amount Available)" is greater than Rs. 10/-, then it is considered as mismatch. • In case of e-Filed Form 3, the details of "Tax Payment mismatch" and "Invalid TAN/PAN" shall be displayed. With respect to "TDS/TCS mismatch", the data available with e-Filing is only for AY 2014-15 to AY 2016-17 and therefore, the same will be matched against the data filed by assessee. • In case of Upload of manually filed Form 3, the PCIT/CIT can only upload the Form 3 details with matching with tax payments as per OLTAS and valid TAN records. • The Mismatch details are dynamic and will be further updated in e-Filing portal, based on the su....
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....mail id shall be auto-populated from the assessee's profile and it will be editable. • Click on "Submit" for successful submission of "Signed PDF of Form 4" after filling all the mandatory fields. • On Successful Submission of signed PDF, the following success message is displayed on the screen. • If the CIT/PCIT user selects "No" for digitally signing the PDF, then the user can attach the manually signed PDF. • Attach the "Manually signed Form 4 PDF File". • Enter the Email id of the assessee who has filed Form 3 (Manually). • Note: If the assessee has e-Filed Form 3, then the Email id shall be auto-populated from the assessee's profile and it will be editable. • On Successful upload of Manual Signed PDF, the following success message is displayed on the screen. Step by step procedure to Generate Signed PDF The Steps to digitally sign the PDF of submitted Form 2 can be explained as follows: • Download the PDF signing Utility. • Extract the PDF signing Utility → Right click and Open the JAR file of PDF signing Utility. • Select a valid PDF Fil....
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.... or Zip format only. Attachments: 1 Scanned copy of Form 3 (Attachment)+ Exit Choose File No Sle chosen Submit Exit Document 5 Form 3 Form 3 has been uploaded successfully. Transaction ID is: 1000713404 The uploaded Form 3 can be viewed under the "Receipt No." link of respective Form 1 details. The path will be "IDS-> View Forms (Income Declaration Scheme, 2016)-> Click on the "Receipt No. of respective Form 1 records for which Form 3 has been uploaded Document 6 Details of Receipt Number - 100371830161216 PAN PERHA8001W Form Filing Type Original Receipt Number Date Form Name 12/12/2016 FORM1 20/12/2016 FORM2 20/12/2016 20/12/2016 FORM3 FORM4 Form 1 100371830161216 Download Form Attachment Form Form Attachment Form Tax Payment & TAN mismatch details for Form 3 Tax Payment & TAN Details: Matched With Database Note: Mismatch is displayed for TDS data from AY 2007-08 onwards. • For TDS/TCS data prior to AY 2007-08, kindly verify the data. Document 7 Details of Receipt Number - 100354970101116 PAN AAAHA3000F Form Filing Type Revised Recei....
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....No. of filing the Declaration" Date of filing the Declaration 5) Details of Declaration as per the acknowledgmont issued in Form-2 S.No. Assessment year Amount of undisclosed incomme declared and accepted Description of assets where undisclosed income declared in the form of investment in asset 6) Tax payable on the undisclosed income declared & accepted 7) Surcharge payable on the undisclosed income declared & accepted 8) Penalty payable on the undisclosed income declared & accepted 9) Total Amount payable (6) + (7) + (8)* 10) Details of tax paid SI BSR Code of Bank Date of Deposit (DD/MM/YYYY) Serial Number of Challan Amount (Rs) 11) The declarant shall furnish a proof of transfer of benami property in the name of the real owner on or before 30.09.2017 failing which the immunity from Bonami Transactions (Prohibition) Act, 1988 shall not be available. Date 01/07/2016 Submit Ext Document 12 Your Form has been generated successfully and the Transaction ID IS: 1000713453. The generated Form 4 can be viewed under the "Receipt No." link of respective Form 1 details. The path will be "IDS --> View F....