How to claim income tax refund offline and online?
The user can file the Income Tax Return (ITR) in two ways:
1. Offline: Download the applicable ITR, fill the form offline, save the
generated XML file and then upload it.
To e-File the ITR using the upload XML method, the user must download either of the following ITR
utility: Excel Utility Java Utility
Perform the following steps to download the Java Utility or Excel Utility, then to generate and Upload
the XML:
Step 2
1. Go to the Income Tax e-Filing portal www.incometaxindiaefiling.gov.in
2. Download the Appropriate ITR utility under 'Downloads > IT Return Preparation Software'. 3. Extract the downloaded utility ZIP file and Open the Utility from the extracted folder. (For more
information and prerequisites, refer the 'Read me' document).
4. Fill the applicable and mandatory fields of the ITR form.
5. Validate all the tabs of the ITR form and Calculate the Tax.
6. Generate and Save the XML.
7. Login to e-Filing portal by entering user ID (PAN), Password, Captcha code and click 'Login'.
8. Click on the 'e-File' menu and click 'Income Tax Return' link.
9. On Income Tax Return Page: PAN will be auto-populated
Select 'Assessment Year' Select 'ITR form Number' Select 'Filing Type' as 'Original/Revised Return' Select 'Submission Mode' as 'Upload XML
10. Click 'Continue'
11. Attach the ITR XML file.
On choosing,
12. DSC as verification option, Attach the signature file generated from DSC management utility.
13. Aadhaar OTP as verification option, Enter the Aadhaar OTP received in the mobile number
registered with UIDAI.
14. EVC through Bank account, Demat account or Bank ATM as verification option, Enter the EVC
received in the mobile number registered with Bank or Demat Account respectively.
Other two verification options, the ITR will be submitted but the process of filing the ITRs is not
complete until it is verified. The submitted ITR should be e-Verified later by using 'My Account >
e-Verify Return' option or the signed ITR-V should be sent to CPC, Bengaluru.
16. Submit the ITR.
17. To view the uploaded ITRs
Online Method (Recommend)
2. Online: Enter the relevant data directly online at e-filing portal and submit
it. Taxpayer can file ITR 1 and ITR 4 online. Go to the Income Tax e-Filing portal, www.incometaxindiaefiling.gov.in Login to e-Filing portal by entering user ID (PAN), Password, Captcha code and click 'Login'. Click on the 'e-File' menu and click 'Income Tax Return' link. Click on 'Continue' Read the Instructions carefully and Fill all the applicable and mandatory fields of the Online ITR
Form.
Note :
To avoid loss of data/rework due session time out, Click on ‘Save Draft’ button periodically to save
the entered ITR details as a draft. The saved draft will be available for 30 days from the date of
saving or till the date of filing the return or till there is no change in the XML schema of the notified
ITR (Whichever is earlier).
1. Choose the appropriate Verification option in the 'Taxes Paid and Verification' tab.
Choose any one of the following option to verify the Income Tax Return:
2. I would like to e-Verify
3. I would like to e-Verify later within 120 days from date of filing.
4. I don't want to e-Verify and would like to send signed ITR-V through normal or speed post to
"Centralized Processing Center, Income Tax Department, Bengaluru - 560 500" within 120 days
from date of filing.
5. Click on 'Preview and Submit' button, Verify all the data entered in the ITR.
6. 'Submit' the ITR.
7. On Choosing 'I would like to e-Verify' option, e-Verification can be done through any of the
following methods by entering the EVC/OTP when asked for.
8. The EVC/OTP should be entered within 60 seconds else, the Income Tax Return (ITR) will be
auto-submitted. The submitted ITR should be verified later by using 'My Account > e-Verify
Return' option or by sending signed ITR-V to CPC.
9. To view the uploaded ITRs
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