PREREQUISITES
1. TAX AUDIT REPORT READY WITH ALL ANNEXURES
2. SCANNED – SIGNED BS PL
3. CLIENT DSC ( check not expired)( In case of P.firm /LLP/ Company , You need Login ID Password of Authorized Signatory as well for register DSC of such Authorized Signatory) (One time exercise)
4. CA DSC (You need to login to own PAN account for register CA’S DSC ) (One time exercise)
5. UPDATED UTILITY / SOFTWARE for making Json of 3CA/3CB 3CD
Steps for uploading 3CA / 3CB – 3CD
STEP 1:- Client’s Login- ADD CA +ASSIGN FORM 3CB 3CD + ATTACH DSC –
( All step -1 activities , you can Do these for ALL TAR clients in one single day for all )( tell your staff to this in advance)
1.1 GO TO Authorized partner…..FOR ADD CA
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MY CA
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ADD CA ( NOT REQUIRED TO DO IF YOU HAVE FILED ‘TAR’ FOR SAME CLIENT LAST YEAR)
(The option to assign ALL OTHER FORMS are given in above step BUT here is Infosys wonder->
assigning Forms 3CA-3CD, 3CB-3CD to CA, Go to e-File -> Income Tax Forms -> File Income Tax Forms -> Select Form 3CA-3CD, 3CB-3CD (available under ‘Persons with Business/Professional Income’…. Don’t know if this is blunder or intentionally done or just a mistake )
1.2 GO TO E-file …..FOR ASSIGN FORM ( This is tricky , they have kept specifically this option in Diff. Path)
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Income tax forms
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File IT Forms
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Press- View 30 items
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Select 3CB -3CD- Press file (3CA-3CD if it is)
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Select year & CA – Press Continue
1.3 GO TO My Profile….. FOR ADDING SIGNING PARTNER ( one -time Activity , Only This year)
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This require to be done only in case of P.FIRM / LLP / COMPANY
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Press key person
(Again this is tricky , they have kept this in “Key person” not in “Authorized Signatory”)
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Add Signing partner details (fill up PAN , PH NUMBER , EMAIL and tick all checkboxes))
1.4 GO TO My Profile …….FOR REGISTRATION OF DSC ( this is tricky so read very carefully)
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in case of P.FIRM / LLP /COMPANY, You have to login to Authorized Signatory’s Login to perform below steps for Registration of DSC
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Also, before registering DSC , Attach client DSC in PC & change user PIN in E-pass manager (PIN can be same as old)
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Register DSC
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Continue
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Sign (This process needs to be done for every client afresh on New portal)
STEP 2:- make 3CA/3CB-3CD JSON
Fill up All 43 clauses & make 3CA/3CB-3CD from software/ utility the way you used to do earlier
STEP 3:- CA’s login– FOR UPLOADING the form
GO TO Pending Action
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Worklist
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For your Action – Select same assessee- Press Accept- Press Back to Worklist-
(Then you will be again directed to Same earlier screen )
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You have to Press “File Form”
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Press Continue & Upload 3CB -3CD Json and BS PL scanned
(UDIN need to be updated in future, as currently this functionality is not working)
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Sign with CA DSC
STEP 4:- Client’s Login- ..FOR ACCEPT THE form
Pending Action
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Worklist
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ACCEPT the Form with attaching DSC
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Go to “E-file” – Press View E-filed forms
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Download ACKNOWLEDGEMENT RECEIPT
STEP 5:- DOWNLOAD , SAVE AND PRINT
> Generate PDF of 3CB-3CD from Software and Save in Client Folder – PRINT 3 COPIES
> Save ACKNOWLEDGEMENT RECEIPT of upload in same folder – PRINT 3 COPIES
__________________
NOTE-
( FIRST & FOREMOST – CHANGE COURSE OF ACTION OF TAX AUDIT REPORT
Its better you make whole report with all required annexure of 3CD , Generate UDIN, Print report copies, make client sign , do your sign , scan report , And then you do this all 5 steps OF UPLOAD ON DIFFERENT DAY
LET UPLOADING ACTIVITY SHOULD BE KEPT SEPARATED FROM REPORT MAKING ACTIVITY. because both are separate activities , Better do on separate days )
Author Bio
While uploading form 3CD, mistakenly in attachment to form 3CD wrong P&L got attached. Though figures in form 3CD are all correct. is there any solution to this ?
uploaded a wrong balance sheet with 3cb, what to do?
hii…may i know the solution for that.
WHILE SUBMIT FORM REVISE 3CB 3CD JSON FILE NOT ATTACH ERROR MADE
1.0.5, there is “Error: Invalid Metadata”.
WHILE SUBMIT FORM REVISE 3CB 3CD JSON FILE NOT ATTACH ERROR MADE
1.0.5, there is “Error: Invalid Metadata”.
Sir, is it compulsory to attach Independent auditors report with form 3ca cd
Currently the site is not able to upload JSON OF 3CA-3CD with larger records, Any idea how one can file tax audit report of assesses who have large reecords?
Have any one revised ay 2021-22, because I am unable to do it.
This is the first year of audit and I am not able to assign form 3cd to ca .as Income from business and profession is not seen What to do ?
My client is a proprietor of 4 firms and each firm deal in different business as well individually firm has booked turnover more than 2 crore, so my query is that how can I upload multiple 3cb report with 1 PAN
Sir,
I would suggest you prepare a Consolidated Profit and Loss Statement and Balance Sheet in columnar format with each column for 1 business and a “Total” column and fill form 3CD accordingly.
All process done correctly,but while uploading error showing.
What could be the possible errors.
Dear Sir After rejection of Form by Client the Client is not able to re-assign the Form 3CD Any comment on this ?
Did you find any solution to this?
Sir,
You will need to re-assign the said form by performing “Add CA” procedure once again and by selecting the current Assessment Year but “Revised” option.
UDIN validation is not working even after five months of new portal. once we file every thing must be over. But we have to wait and make compliance again