Form 1 (Income Declaration Scheme, 2016) - User Manual

Form 1 (Income Declaration Scheme, 2016)

- User Manual

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Table of Contents

Introduction ................................................................................................................................................... 3
Process flow in brief ...................................................................................................................................... 3
Pre-Requisites for Uploading Form 1 (Income Declaration Scheme, 2016) .................................................. 3
Prepare and Submit Online Form 1 ............................................................................................................... 4
Submit Online Form 1 Using EVC .................................................................................................................. 6
Submit Online Form 1 Using DSC .................................................................................................................. 7
Upload Form 1 (Income Declaration Scheme, 2016) .................................................................................... 7
Upload of Form 1 using EVC .......................................................................................................................... 9
Upload Form 1 using DSC ............................................................................................................................ 10
View Forms (Income Declaration Scheme, 2016) ....................................................................................... 10
Upload Form 3 - Intimation of Payment of Tax (IDS, 2016) ........................................................................ 11
Submit Form 3 Using EVC ............................................................................................................................ 13
Submit Form 3 Using DSC ............................................................................................................................ 14
View Form 3 - Intimation of Payment of Tax (IDS, 2016) ............................................................................ 15

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Introduction
As per Income Declaration Scheme, 2016, the declaration of undisclosed income is to be
filed using Form for Income Disclosure - Form 1.
As per Notification No. 33/2016, the other Forms accompanying Form for Income
Disclosure - Form 1 are Form 2, Form 3 and Form 4.
Form 2 is an Acknowledgement issued to the declarant by the jurisdictional Principal
Commissioner or Commissioner.
Form 3 shall be furnished by the declarant to the jurisdictional Principal Commissioner
or Commissioner for the proof of payment of tax, surcharge and penalty made after
receiving Form-2.
Form 4 is a Certificate granted by the jurisdictional Principal Commissioner or
Commissioner after submission of Form 3.

Process flow in brief

Start

Form 1 Assessee will upload

Manually
Electronically
CIT will Upload Manual filing of Form

Form 2 CIT will issue

Form 3 Assessee will upload

Form 4 CIT will issue

End
Pre-Requisites for Uploading Form 1 (Income Declaration Scheme, 2016)

To upload Form for Income Disclosure - Form 1, user should have a valid PAN and
should be registered in e-Filing portal.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

A valid XML file should be generated using the JAVA Utility available under
downloads. The JAVA utility of Form 1 can be downloaded from the path
Downloads Forms (Other than ITR) Form 1.

A valid XML can be generated by following the process, Extract the JAVA Utility
of Form 1 Right click and Open the JAR file of Form 1 (Income Declaration
Scheme, 2016) Fill all the Mandatory fields Click on Generate XML.

Form 1 (Income Declaration Scheme, 2016) can be uploaded using either DSC or
EVC. If the user opts to use the DSC facility, a valid DSC should be registered in
e-Filing portal for uploading Form 1 and Form 3 (Income Declaration Scheme,
2016).

Prepare and Submit Online Form 1

To Prepare and Submit Online Form 1, the steps are as below:
Step 1: In e-Filing Homepage, Click on "Login Here"

Step 2: Enter User ID (PAN), Password, DOB/DOI and Captcha. Click Login.

Step 3: Post login, go to IDS prepare and Submit Online Form 1.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Step 4: User will be redirected to the following page where the user can select the
option to whom to submit the Form 1.
If the user selects Jurisdictional PCIT/CIT, then the user can go ahead to fill and
submit Form 1 using either DSC or EVC.

Step 5: If the user selects CIT (CPC), Bengaluru, then the user can fill and submit
Form 1 only using DSC.

Step 6: After selecting the option, the user can click on Continue to open Form 1

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Step 7: Enter all the mandatory fields and click on Submit
Submit Online Form 1 Using EVC
Form 1 can be e-Verified using any of the following options.

If the user selects Option1 -I already have an EVC to e-verify the Form, the
following screen appears.

Enter the Electronic Verification Code (EVC) and click on Submit

If the user selects Option2 I do not have EVC and I would like to generate EVC to
e-verify my Form, the following screen appears.

For more details on using EVC- Through Net Banking, EVC- Through Bank Account
Number, EVC- Through Demat Account Number, please refer user manual e-Verification
of Returns under Help section
If the user selects Option3- I would like to generate Aadhaar OTP to e-Verify the
Form, the below screen appears.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Follow the above mentioned steps accordingly in order to e-Verify the form using Aadhaar OTP.
Submit Online Form 1 Using DSC
If the user has a registered DSC, the following screen appears on submission of the Form.

Attach the Signature file: Upload the signature file generated using DSC
Management Utility for the uploaded XML file. For further details on generating Signature
file click here. Navigate to Step by Step Guide for Uploading XML. On Successful
submission a success message will be displayed on the screen.

Upload Form 1 (Income Declaration Scheme, 2016)

To Upload Form 1, the steps are as below:
Step 1: In e-Filing Homepage, Click on "Login Here"

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Step 2: Enter User ID (PAN), Password, DOB/DOI and Captcha. Click Login.

Step 3: Post login, go to IDS Upload Form 1 (Income Declaration Scheme,

2016).

Step 4: User will be redirected to the following page where the user can select the
option to whom to submit the Form 1.
If the user selects Jurisdictional PCIT/CIT, then the user can go ahead to fill and
submit Form 1 using either DSC or EVC.

Step 5: If the user selects CIT (CPC), Bengaluru, then the user can fill and submit
Form 1 only using DSC.

Step 6: After selecting the option, the user can click on Continue to go the upload
XML page, attach a valid XML file generated using the JAVA utility of Form 1.
Step 5: Attach the Valuation Report: Valuation Report, if any, can be attached.
This is not mandatory.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Upload of Form 1 using EVC
Step 6: Click on Click here to E-Verify button.

In order to e-Verify, the user can avail any of the options as displayed in the screen
below.

If the user selects Option1 -I already have an EVC to e-verify the Form, the
following screen appears.

Enter the Electronic Verification Code (EVC) and click on Submit

If the user selects Option2 I do not have EVC and I would like to generate EVC to
e-verify my Form, the following screen appears.

For more details on using EVC- Through Net Banking, EVC- Through Bank Account
Number, EVC- Through Demat Account Number, please refer user manual e-Verification
of Returns under Help section
If the user selects Option3- I would like to generate Aadhaar OTP to e-Verify the
Form, the below screen appears.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Follow the above mentioned steps accordingly in order to e-Verify the form using Aadhaar OTP.
Note: If the user has a registered DSC, upon navigating to Upload Form 1(Income
Declaration Scheme, 2016), the following screen appears.
Upload Form 1 using DSC

Attach the Signature file: Upload the signature file generated using DSC
Management Utility for the uploaded XML file. For further details on generating Signature
file click here. Navigate to Step by Step Guide for Uploading XML. On Successful
validation, the Form 1 is uploaded and success message will be displayed on the screen
as the following.

Note:
If the Original Form 1 is submitted to the Jurisdictional PCIT/CIT or CIT (CPC),
then the Revised Form 1 should also be submitted to such authority with whom the
Original was filed.
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Form 1 (Income Declaration Scheme, 2016) - User Manual

View Forms (Income Declaration Scheme, 2016)
To View Form 1, the steps are as below:
Step 1: Login to e-Filing, Go to IDS View Forms (Income Declaration Scheme,
2016).

Step 2: The uploaded Form 1 for Income Disclosure/Online Form 1 details are displayed
under View Forms (Income Declaration Scheme, 2016). Click on the Receipt
No. to see the details of Form 1 uploaded for future reference.

Step 3: The Filing Type of the uploaded Form 1 can be viewed. And the uploaded XML file, PDF
and Attachment can be downloaded.

Upload Form 3 - Intimation of Payment of Tax (IDS, 2016)

To submit Form 3, the steps are as below:
Step 1: After the assessee has uploaded Form 1, the CIT will issue Form 2 against such
Form 1. Once the Form 2 has been submitted by the CIT, the assessee will be able to
upload Form 3 post login under IDS View Forms (Income Declaration Scheme,
2016).

Step 2: By clicking on Submit Form 3 link, the facility to submit online Form 3 shall be
provided as below.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Step 3: Fill all the mandatory fields.

Step 4: Attach the Proof of Payment. This is a mandatory Field.

Note: For successful submission of Form 3, either DSC or EVC is mandatory.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

Submit Form 3 Using EVC

Form 3 can be e-Verified using any of the following options.

If the user selects Option1 -I already have an EVC to e-verify the Form, the
following screen appears.

Enter the Electronic Verification Code (EVC) and click on Submit

If the user selects Option2 I do not have EVC and I would like to generate EVC to
e-verify my Form, the following screen appears.

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Form 1 (Income Declaration Scheme, 2016) - User Manual

For more details on using EVC- Through Net Banking, EVC- Through Bank Account
Number, EVC- Through Demat Account Number, please refer user manual e-Verification
of Returns under Help section
If the user selects Option3- I would like to generate Aadhaar OTP to e-Verify the
Form, the below screen appears.

Follow the above mentioned steps accordingly in order to e-Verify the form using Aadhaar OTP.
Submit Form 3 Using DSC
If the user has a registered DSC, the following screen appears on submission of the Form.

Attach the Signature file: Upload the signature file generated using DSC Management Utility
for the uploaded XML file. For further details on generating Signature file click here. Navigate to
Step by Step Guide for submission of Online Form. On Successful validation, Form 3 is submitted
and success message will be displayed on the screen as the following
Note:
Multiple submission of Form 3 is made available in e-Filing portal. Such facility can be availed by
the assessee till the time PCIT/CIT issues Form 4 to the concerned assessee.
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Form 1 (Income Declaration Scheme, 2016) - User Manual

View Form 3 - Intimation of Payment of Tax (IDS, 2016)
To View the e-Filed Form 3, the steps are as below:
Step 1: Login to e-Filing, Go to IDS View Forms (Income Declaration Scheme,
2016).

Step 2: The uploaded Form 3 details are displayed under View Forms (Income
Declaration Scheme, 2016). Click on the Receipt No. to see the details of Form3
uploaded for future reference.

Step 3: The Form 2 submitted by PCIT/CIT can be viewed. And the uploaded Form 3 PDF and
Attachment can be downloaded.

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