Launch of Remand Report functionality in Appeal module of Income Tax Business Application (ITBA)

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.... path for Appeal module is: ITBA Portal → Login →Modules →Appeal The Remand Report functionality available in ITBA - Appeal module can be accessed by the CIT(A), Assessing Officer and the Range Head. User wise functions in respect of a Remand report are discussed as follows: A.  CIT(A) - CIT(A) will have facility to call for remand report from the AO having jurisdiction over the PAN/TAN in consideration. The path for the accessing Remand Report functionality in Appeal module is through the worklist on clicking the specific Appeal work item: ♦   Appeal Worklist → First Appeal Proceedings → Initiate Other Actions → Remand Report (i)  After CIT (A) clicks on the above mentioned link Remand Report screen is displayed with prefilled details of the case in appeal. (ii)  CIT (A) should enter the points of examination and compliance date by which Remand Report is to be submitted . On submit, a work item will be created in the work list of Jurisdictional AO (based on PAN) for submitting the remand report. B.  CIT(A) can also access the Remand Report Function by using the following alternate path: Menu → Remand ....

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....ort flows to CIT(A)'s worklist for closure. (ii)  User navigates to workitem for taking action on any item through worklist. (iii)  Click the subject Request for Remand Report. (iv)  Click Remand Report to view the report as submitted by the AO. (v)  Enter remarks and click Action Taken; then the Remand Report workitem and pendency will be closed. Note: Pendency of a Remand report will not block disposal of an appeal by the CIT(A). If for some reason, the remand report is inordinately delayed, CIT (A) would still be able to proceed to dispose of such appeal. 3. MIS and Dashboard - A.  MIS: There shall be a facility for viewing and generating MIS in respect of the remand report functionality. The MIS is accessible through Appeal Home Page. The CIT (A), AO and Range can view and generate MIS.   The path for the same is Appeal Home Page → MIS Reports B.  Dashboard: The dashboard for remand report is accessible through Appeal Home Page. The PCCIT/CCIT, PCIT/CIT, CIT (A), AO and Range have facility to view the dashboard.   The path for the same is Appeal Home Page → MIS Reports → Dashboard 4. Appeal Transfer Func....

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....user should select appeal type and click on search. The screen will display the list of Transfer batches created by main user or their HQ/AO/Staff. On clicking the Batch No. the cases (Maximum 10 as selected through screen1) in the group will be displayed. The user can delete any case before proceeding to generate order or letter. The draft count displayed on the screen shows the number of draft order being created and saved by main user or their HQ/Staff. After selecting the Batch No. user can click on Proceed to Generate Transfer Order or Transfer Letter. Note: At the time of order creation Ten batches at a time can be selected for passing order (i.e., Maximum 100 appeals cases). Screen 2: Build Transfer List   Generate Transfer Order/Letter (for Transfer done by CIT(A)) On clicking proceed button generate order or letter screen will be opened based on user role. The user will enter the text of order or letter before generating letter or order. The user can preview the draft order by clicking preview button or can also save draft by clicking save draft. For generating the order or letter the main user will click on Generate button Screen 3: Generate Order/Letter &nbs....

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....Oct 31st,2016, thereafter, it is expected that CIT (A) shall upload the order in the system so that the appellate order is visible to PCIT/Range/AO in the CSR module which has been released to enable filing of second appeal). It may be noted that CIT (A) SHOULD NOT enter the total number of disposals in MDR data entry screen in such cases where entry or disposal is/will be in the system. v.   However, if CIT (A) has not entered/uploaded the appeal in ITBA till date or till a particular month but has also disposed off such appeals outside the system, then a.   CIT (A) can now either enter all appeal in the system and also dispose off in the system as mentioned in (iii) and (iv) above   OR b.   CIT (A) can use the functionality of the MDR data entry screen to capture only such number of appeal in appropriate baskets that were not entered/uploaded the appeal in ITBA till date but have also disposed off such appeals outside the system (same number will be added to pendency and same will be entered as disposed off). This functionality is ONLY to synchronize the manually reported MDR with system reported MDR as an one-off measure to synchronize ....

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....v) above). 4. Quick Steps for Transferring appeal by PCCIT/CCIT/ and their H/Qs. PCCIT/CCIT can transfer the appeals pending with one CIT(A) to another CIT(A) through System. Select the Source CIT(A) and identify appeal cases held with selected CIT(A) → Select the Concerned case(s) and Destination CIT(A) → Submit a batch of cases → Search and Select the batches to generate appeal transfer order as illustrated below:.   Screen 1: Appeal Transfer Screen 2: Create Appeal Transfer Order Screen 3: Generate Order Once the order is generated, a pendency is created for Source CIT(A). Source CIT(A) will enter the date of sending the physical document and mark the physical documents sent. On submission, workitem will be created for Destination CIT(A). Destination CIT(A) will the enter the date of Receipt and mark the physical documents received and close the workitem by clicking Action Taken. Note: Transfer functionality can also be used in bulk. The user can select the basket or other criteria specified for selecting the appeals. A maximum of ten cases can be selected for one Batch. User can create multiple batches. At the time of order creation Ten batches at a ....

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.... mobile phone. -  This scanned image can be inserted in the last page of MS-Word copy of the Appellate Order where the actual signature is affixed and then saved as PDF. -  This PDF file will be much smaller compared to the scanned copy of the physical Appellate order with the actual signature of the Officer etc. -  This PDF file can also be printed and certified by Hqrs/AO attached to CIT (A) for sending to taxpayer -  Same can be used for all types of "Manual to System" notices, appeal memo etc. 8. Upcoming features in ITBA i.  Availability of Appeal Transfer Functionality by CIT(A) to another CIT (A) directly from 20.12.2016. ii.  Functionality for calling for Appeal Memo from AO by CIT(A). 9. Updation of Frequently Asked Questions The responses to the queries have been prepared and emailed separately to all CIT (A) on their designation based email. ============= Document 1 Select Cases for Transfer Appeal Search Source CIT(A) Appeal No. AY CIT (A), Mumbai- 10 (COMMISSIONER AP Search CITA Appeal Under* Income Tax Act Wealth Tax Act Appeal Category B-1A: High Demand appeals filed befoâ–¼ PAN/TAN AQSPS9479B 201 13 ....