Investigation Officer User Manual

Central Board of Direct Taxes,
e-Filing Project
ITD Registration and Services

CBDT_e-Filing_ITD_Registration and Services
Contents
1. Pre-Requisites ............................................................................................. 4
2. ITD User (As an Investigation Officer) Registration ........................................... 4
3. ITD User (As an Investigation Officer) Features ............................................... 7
3.1. Login ....................................................................................................... 7
3.2. My Account .............................................................................................. 8
3.2.1. View Form 26AS .................................................................................... 8
3.2.2. e-Filed Returns/Forms ............................................................................ 9
3.3. Profile Settings ......................................................................................... 9
3.3.1. My Profile............................................................................................ 10
3.3.2. Change Password ................................................................................. 11
3.3.3. Change Secret Question(s) / Answer(s) .................................................. 11
Page 2
List of Abbreviations
The following table represents the abbreviation used in the document:
Abbreviation Expansion
ITD Income Tax Department
PAN Permanent Account Number
Page 3
1. Pre-Requisites
For Registering in the e-Filing application, an ITD user must have
A valid Employee ID.

A valid PAN.
Role should be only as an Investigation Officer.
Note:
If you have any access issues, please contact FMS (IBM/Codesk).
If you have any issues relating to functionalities on e-Filing portal, please contact
080-26982135 OR 080-26982136
2. ITD User (As an Investigation Officer) Registration

1. Type in the URL of e-Filing application (https://incometaxindiaefiling.gov.in).
2. Click on the 'Register Yourself' tab and select User Type as 'Income Tax
Department Employee'
3. Click on Continue button to proceed and the following screen will be displayed.
Page 4
4. Enter the valid Employee ID and click on the Continue button.

5. The user will be directed to the registration page.
A. Password Details
User ID This will be generated by the system (Eg: ITDU555444) and will be
sent to the user by an email after the approval of registration
Password Mandatory field can be between 8 14 characters, alphanumeric
and should contain at least one special character.
Confirm Password Mandatory field. The user has to enter the same password
as entered in the Password field above.
Primary Secret Question Mandatory field. The user needs to select any one
question from the drop down list.
Primary Secret Answer Mandatory field.
Secondary Secret Question Mandatory field. The user needs to select any
one question from the drop down list.
Secondary Secret Answer Mandatory field.
B. Personal Details
PAN A Valid PAN.
Surname Mandatory field and must be as per the PAN details.
First Name Not a mandatory field and must be as per the PAN details.
Middle Name Not a mandatory field and must be as per the PAN details.
Date of Birth Mandatory field and must be as per the PAN details.
Designation Mandatory field.
C. Contact Details
Landline Number Not a mandatory field.
Fax Number Not a mandatory field
Primary Mobile Number Mandatory field.
Secondary Mobile Number Not a mandatory field.
Secondary Mobile Number belongs to - Not a mandatory field
Primary E-Mail ID - Mandatory field
Secondary Email ID An auto-filled field.
Secondary Email ID belongs to Not a mandatory field.
Page 5
On successful validation, OTPs shall be sent to Primary Mobile Number and Primary
Email ID provided. User must enter the OTPs for authentication
Page 6
Click on submit button. On successful submission, the success message is displayed

on the screen and is sent to e-Filing Admin for approval.
After approval, the user will receive the User ID via the registered email and a
notification is sent via SMS.
3. ITD User (As an Investigation Officer) Features

3.1. Login
Type in the URL ( https://incometaxindiaefiling.gov.in/e-Filing ) of e-Filing application
in the browser.
Click on "Login Here" button.
Enter the User ID and Password and click on "LOGIN" button.
Page 7
The user will be able to view the Dashboard in the Login homepage. This page
also has in the menu Services, Profile Settings, IDS and PMGKY
The top right corner of the application will let the User know the 'Last Login' (last
access date and time). There are other links like -
o Feedback
o Accessibility Options
o Contact Us
o Help
3.2. My Account
List of My Account functionalities available for the ITD User are-
o View Form 26AS

o e-Filed Returns/Forms
These functionalities will help in checking the details of assessee pertaining to the
jurisdiction the user belongs.
3.2.1. View Form 26AS
Under My Account click View Form 26AS, enter valid PAN of the assessee. Click on
"Submit" button.
User is redirected to TDS CPC website to view Form 26AS
Page 8
3.2.2. e-Filed Returns/Forms
Under My Account, click on e-Filed Returns/Forms. Enter a valid PAN of the assessee.
Click on "Submit" button.
The User can view the e-filing done for latest three assessment years. The User should
click on the link Ack No.
A new window pops up with the following links. User has to click on the links to
open the desired details
o ITR-V / Acknowledgment link to download the ITR-V.
o ITR/Form link to download the ITR in PDF format.
3.3. Profile Settings

The lists of functionalities available for the ITD are
My Profile
Page 9
Change Password
Change Secret Question(s) / Answer(s)
3.3.1. My Profile
In Profile Settings, Click on My Profile link. The existing contact details will be
available. User can update the Primary and Secondary contact details.
The user can edit the details and click on the Save button.
Once the Contact details are changed, the user must enter the Mobile OTP and
the Email OTP which will be sent to the Mobile number and Email ID mentioned
by the user respectively.
Enter the Mobile OTP and Email OTP. Click on confirm. A success message will be
displayed as follows
Page 10
3.3.2. Change Password
Under Profile Settings click on Change Password.
Enter the old password, new password and retype the new password to confirm and click
on "Submit" button. On successful validation, password is changed and success message
is displayed.
Note: New Password cannot be same as the previous three Passwords.
3.3.3. Change Secret Question(s) / Answer(s)

In Profile Settings click on Change Secret Question(s) / Answer(s), update the secret
question(s) and answer(s) and click on "Submit" button. After successful validation,
details are updated and success message is displayed.
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Central Board of Direct Taxes,

ITD Registration and Services

A valid Employee ID.

2. ITD User (As an Investigation Officer) Registration

4. Enter the valid Employee ID and click on the Continue button.

Click on submit button. On successful submission, the success message is displayed

3. ITD User (As an Investigation Officer) Features

Enter the User ID and Password and click on "LOGIN" button.

List of My Account functionalities available for the ITD User are-

o View Form 26AS

3.2.1. View Form 26AS

User is redirected to TDS CPC website to view Form 26AS

3.2.2. e-Filed Returns/Forms

3.3. Profile Settings

3.3.2. Change Password

Under Profile Settings click on Change Password.

Note: New Password cannot be same as the previous three Passwords.

3.3.3. Change Secret Question(s) / Answer(s)

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