TaxTMI 
TaxTMI 
User Manual – Registration, Upload & View – Form 61, Form 61B & Form 15CC-Version 2.0
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....ser Manual – Registration, Upload & View – Form 61, Form 61B & Form 15CC-Version 2.0<BR>Income Tax<BR>Dated:- 22-8-2025<BR><BR>User Manual - Registration, Upload & View - Form 61, Form 61B & Form 15CC-Version 2.0 Document Revision List Document Name: Registration, Upload & View Form 61, Form 61B & Form 15CC Version Number: Version Date Version Details V 1.0 24-Mar-2016 Initial Release V 2.0 26-May-2016 Upload and view of Nil Statement Table of Contents Introduction.................... 4 ITDREIN Services ............................. 4 Steps to Generate ITDREIN....................... 4 Steps to Add Authorised Person ........ 6 Steps to Upload Forms ....................... 9 Steps to Upload Nil Statement...........
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..................................... 11 Steps to View Forms ...................................................... 13 Steps to De-activate Authorised Person .............................................. 14 Annexure 1: ............................................... 16 Introduction Users who have already registered in e-Filing portal can use this functionality to generate ITDREIN (Income Tax Department Reporting Entity Identification Number) and upload certain forms in e-Filing portal using the generated ITDREIN. ITDREIN is the Unique ID issued by ITD which will be communicated by ITD after the registration of the reporting entity with ITD. The ITDREIN is a 16-character identification number in the format XXXXXXXXXX.YZNNN where XXXXXX....
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....XXXX PAN or TAN of the reporting entity Y Code of Form Code Z Code of Reporting Entity Category for the Form Code NNN Code of sequence number. ITDREIN Services The below table provides the services available for ITDREIN Users. S.N Services 1 Upload and View Form 61 2 Upload and View Form 61B 3 Upload and Vie....
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....w Form 15CC Steps to Generate ITDREIN Step 1 - Login to e-Filing portal using User ID, e-Filing Password and DOB/DOI. Step 2 - Go to My Account→ Manage ITDREIN. Step 3 - To generate new ITDREIN click on the button "Generate New ITDREIN". Step 4 - A Pop up with Form Type and Reporting Entity Category is displayed. Select the Form Type and Reporting Entity Category from the dropdown. Step 5 - Based on the Form Type and Reporting Entity Category selected, the ITDREIN will be generated and the user will be able to upload and view the corresponding Form. Step 6 - Click Generate ITDREIN button Step 7 - Success Message is displayed as shown below. User receives a confirmation e-mail on successful generation of ITDREIN to the register....
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....ed Email ID. An SMS is also sent to the registered Mobile number. Step 8 - On Successful Generation of ITDREIN, the screen is displayed as shown. Note - If the Form Type is FORM61B, than the below drop downs shall appear in Reporting entity category. Also, fill additional details like GIIN, Reporting Entity Type, Regulator Name, Registration Number and the details of Sponsored Entity or Trustee Documented Trust if applicable and Click on Generate ITDREIN. The drop down list for Reporting entity type is available in Annexure 1. On click of Generate ITDREIN, below table shall be displayed. Steps to Add AuthorisedPerson Step 1 - Login to e-Filing portal using User ID, e-Filing Password and DOB. Step 2 - Go to My Account →Man....
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....age ITDREIN. Step 3 - To add Authorised Person for the generated ITDREIN, click on the link provided in the ITDREIN Column. Step 4 - Click on the button Add Authorised Person. Step 5 - A Pop up with Authorised Person details appears as shown below. Notes: 1. If the Form Type is FORM61B, user needs to select "Authorised Person Type" from the drop down. This field is not available for "Form 61" and "Form15CC". 2. The details of Authorised Person cannot be edited further. Step 6 - Enter all the details and Click on Add Authorised Person button. Success Message is displayed as shown below Step 7 - User receives a confirmation e-mail on successful Addition of Authorised Person to the registered Email ID. An SMS is also sent to the regis....
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....tered Mobile number Step 8 - Authorised Person receives a confirmation e-mail with an activation link to the Authorised Person's Email ID. An SMS along with OTP (One time Password) is sent to the Authorised Person's Mobile Number. In order to activate the account, the user should click on the Activation link, enter the Mobile PIN, Password and Confirm Password and click on Activate Button. On success, the user account is activated and the database is updated. Step 9: After the Authorised person is activated, Authorised person can view the details as below. Note - If the Form Type is FORM61B, the Additional details tab will also be displayed along with Authorised Person Details. User can also edit the Additional Details. Steps to Uploa....
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....d Forms Step 1 - Login to e-Filing portal using ITDREIN, Authorised Person PAN and Password. Step 2 - Based on the Form Type and Reporting Entity Category selected during registration, the ITDREIN user will be able to upload and view the corresponding Form. Step 3 - Go to e-File Upload Form ZZZ where ZZZ refers to the Form Name for which ITDREIN is generated. Step 4 - Enter the following details and click on Validate. In Type of filing 3 drop downs shall be provided - a) Original Form 61B b) Correction Form 61B & c) Nil Statement Step 5 - On successful validation upload the corresponding ZIP file, generate the Signature file using DSC Management Utility and Click on Upload. Step 6 - On successful upload user records are cap....
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....tured in the e-Filing system and the below success message must be displayed along with the Transaction ID. Step 7 - Once uploaded the status of the statement shall be "Uploaded". The uploaded file shall be processed and validated. Upon validation the status shall be either "Accepted" or "Rejected which will reflect within 24 hours from the time of upload. In case if "Rejected", the rejection reason shall be available and the corrected statement can be uploaded. Step 8 - User can view the rejected reason by clicking on the Transaction Number against the rejected record. Steps to Upload Nil Statement Step 1 - Login to e-Filing portal using ITDREIN, Authorised Person PAN and Password. Step 2 - Based on the Form Type and Reporting Entity....
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.... Category selected during registration, the ITDREIN user will be able to upload and view the corresponding Form. Step 3 - Go to e-File →Upload Form 61B Step 4 - Enter the following details and click on Validate. Step 5 - On successful validation generate the Signature file using DSC Management Utility, select radio button for respective accounts and Click on Submit. Step 6 - On successful submit user records are captured in the e-Filing system and the below success message must be displayed along with the Transaction ID. Steps to View Forms Step 1 - Login to e-Filing portal using ITDREIN, Authorised Person PAN and Password. Step 2 - Based on the Form Type and Reporting Entity Category selected during registration, the ITDREIN ....
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....user will be able to upload and view the corresponding Form. Step 3 - Go to My Account→View Form ZZZ where ZZZ refers to the Form Name for which ITDREIN is generated. Step 4 - Enter the following details and click on View Details. Step 6 - Click on the Transaction No. Filer can see the below details by clicking on "Transaction No"✓ PAN ✓ Financial Year ✓ Form Name ✓ Half Year/Quarter ✓ Status (Accepted / Rejected) ✓ XML (In case of Acceptance) ✓ Acknowledgement Number (In case of Acceptance) ✓ Receipt ✓ Rejection Reason (In case of rejection) Step5: If the Form Type is FORM61B, Nil Statement can be viewed as below. Step 6: Enter the f....
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....ollowing details and click on Validate. Click on the hyperlink provided on the statement no to view complete details . Steps to De-activateAuthorised Person Step 1 - Login to e-Filing portal using User ID, e-Filing Password and DOB. Step 2 - Go to My Account Manage ITDREIN. Step 3 - Click on the ITDREIN under which the "Authorised Person" to be De-activated. Step 4 - Click on the De-activate link to de-activate the Authorised Person. Step 5 -After clicking on the de-activate link, a Success Message for De-activating will be displayed and the Date of De-activation will be recorded. Step6: To add another Authorised Person for the generated ITDREIN, click on Add Authorised person as appearing below t....
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....he table and follow the process as mentioned in "Steps to add Authorized person" section above Annexure 1: List of Drop down values provided in "Reporting entity Type" Sl. No Types of Reporting Entity: 1 Public Sector Bank 2 Private Sector Bank 3 Foreign Bank 4 Regional Rural Bank 5 Local Area Bank 6 Scheduled Urban Cooperative Bank 7 Non Scheduled Urban Cooperative Bank 8 State Cooperative Bank 9 District Cooperative Bank 10 Life Insurance Company 11 Non-Life Insurance Company 12 Housing Finance Company 13 Authorised Dealer Category I 14 Authorised Dealer Category II 15 Authorised Dealer Category III 16 Full Fledged Money Changer (FFMC) 17 Money Transfer Service Principal 18 Money Transfer Service Ag....
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....ent 19 Card System Operator 20 Central Counter Party 21 All India Financial Institution 22 Hire Purchase Company 23 Chit Fund Company 24 NBFC Accepting Deposits 25 NBFC not Accepting Deposits 26 Collective Investment or MF Schemes 27 Depository 28 Depository Participant 29 Share Broker 30 Derivative Member 31 Share Transfer Agent 32 Registrars and Transfer Agent 33 Merchant Banker 34 Underwriter 35 Banker to an Issue 36 Registrar to Issue 37 Portfolio Manager 38 Investment Advisor 39 Trustees to Trust Deeds 40 Credit Rating Agency 41 Domestic Venture Capital Fund 42 Custodian of Securities 43 Foreign Institutional Investor 44 Foreign Venture Capital Fund 45 Commodity Broker 46 Sub Brok....
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....er 47 Others <BR> News - Press release - PIB....