TaxTMI 
TaxTMI 
Launch of Remand Report functionality in Appeal module of Income Tax Business Application (ITBA)
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....e following URL in the browser: https://itba.incometax.gov.in. The 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....
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....d Report workitem then is submitted to CIT (A). F. Closure of Remand Report Workitem by the CIT (A) (i) Once the Remand Report is submitted by the Range Head, the Remand Report 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 repor....
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....' to save the transfer cases other wise the selections will not be saved. Screen 1: Select Cases for Transfer Build Transfer List The user has to click on 'Build Transfer List' from Menu. The screen - 'Build Transfer List' will appear. The 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 o....
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.... but disposed these appeals OUTSIDE the system, then such disposals will have to be recorded in the ITBA module for pendency to be closed and disposal to be recorded. iv. In order to simplify the process of entering disposals in the ITBA, the uploading of Appellate Order attachment has been made non-mandatory (only for orders uploaded till 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 t....
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....tious Uploading of appeal Orders in ITBA: To expedite uploading of past disposals made offline upto 31.10.16, the need to upload scanned copies of orders has been done away with. User need to enter only a few mandatory fields on the Generate Order screen to capture offline disposal of orders in Appeal module. However, for all offline disposals on or after 01/11/16, the condition to scan and upload will continue (refer (iv) 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 ....
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....s an alternative to scanning the physical copy of Appellate order and to reduce the size of the Appellate Order for uploading in the system, the following actions are suggested till Digital Signature for signing is introduced: - The Appellate Order is typically prepared in MS Word. - The scanned copy of Officer's signature Office seal and Designation seal can be imprinted on a plain paper and scanned using scanners or picture can be taken from 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. ....