Directorate of Income Tax (Systems) has issued a comprehensive communication regarding access to taxpayer profiles. Dated October 11, 2023, this communication provides detailed instructions for Jurisdictional Assessing Officers on how to access taxpayer profiles through the Insight portal.
Directorate of Income Tax (Systems),
ARA Centre, Ground Floor, F-2, Jhandewalan Extension,
New Delhi – 110055
F.No. DGIT(S)-ADG(S)-2/Profile View Access/2023-24 Date:11.10–2023
To,
All Principal Chief Commissioner(s) of Income-tax/ CCsIT
All Principal Director General(s) of Income-tax/ DGsIT
All Principal Commissioner(s) of Income-tax/ CsIT/ CsIT (Admin & TPS)/ CsIT (TDS)
All Principal Director(s) of Income-tax / DsIT
Sir / Madam.
Sub: Access for Taxpayer Profile Views enabled for Jurisdictional Assessing Officers with respect to Jurisdictional PANs- reg.
Kindly refer to the above
2. The Tax Payer Profile view on Insight portal provides users access to tax payers’ information under various tabs such as I TR based information, Third Party Reporting’s, Asset information etc.
3. Access to Taxpayer Profile Views at Insight has been enabled for Jurisdictional Assessing Officers in respect of PANs falling under their jurisdiction.
4. Jurisdictional Assessing Officers are required to take below mentioned steps to access Profile views of PAN available in their Jurisdiction’
a. User needs to login to insight Portal and select Profile Views option from menu available on l–eft side at Home Page.
b. User needs to select “Taxpayer Profile Views” option and Enter PAN. Level 0 Detail of PAN will be displayed. (Path for accessing Tax Payer Profile view is hereunder Insight Portal >> Taxpayer Profile View» (Enter PAN lying in Jurisdiction)
c. User needs to clickon PAN Hyperlink available in Search Result. In case PAN Searched is available in Jurisdiction of the user, user will be able to view Access Request Form with options “Access for Specified Reason’ and ‘Access for Other Reason”.
d. User may select option ‘Access for Specified Reason”. The Prefilled access form will be visible to user with option to select one of the two “Specified Reasons” (i. Recovery of Demand & ii. Proceedings Pending as per Income Tax Act, 1961) and enter Optional Remarks.
e. Upon selection of the reason and submission of request, access would be immediately available. The reason codes entered would be available for viewing to supervisors in the hierarchy of the user seeking access.(Path for viewing is hereunder: Insight Portal»Workspace»Access Request»Jorisdictional PAN Access Request)
5. Officers in the JAO hierarchy starting from rank of ITO would be able to access taxpayer profile view in the said manner.
6. For accessing tax payer profile of PANs not lying in the jurisdiction or for accessing confidential information the JAO can avail existing request-based access form.
7. A quick reference guide with step-by-step screens is attached herewith (annexure A).
Yours faithfully,
(MANISH MISHRA)
Addl Director General (Systems)-2
Copy to:
1. PPS to Chairman, Member (IT &Rev), Member (Admin.& Faceless Scheme), Member (L&S), Member (Inv). Member (TPS), Member (A&J), CBDT and DGIT(Systems)-2 New Delhi for information.
2. Nodal Officer of www.irsofficersonline.govin DG systems corner, ITBA. Insight i-Library.
Addl. Director General (Systems)-2
Annexure A:
Accessing Insight Portal
Step 1 Using link https://insight.gov.in, navigate to Insight Portal.
Step 2 Login into the portal using the ID and password registered with ITBA.
Step 3 If the user is mapped to multiple positions, then screen will be displayed for selection of particular charge. Select the relevant position description with which to log in.
Step 4 User will navigate to Home Page on successful Login.
Accessing Taxpayer Profile Views of Jurisdictional PAN
User needs to select “Profile” option available on Left side at Home Page and select Taxpayer Profile Views. User will be navigated to Search PAN Page.
User will enter PAN and Search Result will be displayed.
Figure 1 Search detail of PAN
Options available to Raise Access Request for PAN
Where PAN Searched by user is Jurisdictional PAN of the user, User will get Access Request Form with 2 options: –
- Access for Specified Reason
- Access for Other Reason
By default, the option “Access for specified reason” will be pre-selected. However, user will be able to update the option as “Access for other reason”.
Figure 2 Options available for Access Request Form
Accessing PAN for Specified Reason
1. The Access Request Form will be prepopulated for below mentioned fields.
-
- Access form will be prepopulated with PAN Name and PAN for which Access is
- Current Access Level – applicable for that PAN
- Required Access Level- this field will be pre-populated at level 2
- Access Period field will be auto populated for 30 days.
- Case ID field will be disabled.
- Remarks will be enabled though not mandatory.
- Approving authority will be left blank since Request is not getting submitted for
Figure 3 Access Request form for specified Reason
2. Reason for Access will have values as per detail below. User will be able to select one reason.
-
- Recovery of Demand
- Proceedings pending as per Income Tax Act 1961
3. Remarks will be enabled though not mandatory.
4. On click of submit button, success message will appear and on confirmation of success message user will be navigated to Master Profile Tab of profile views of PAN.
Figure 4 Navigation to Profile Views on successful Submission of Request
5. The request log will be created and visible to user and all supervisors in hierarchy under “Workspace>>Access Request>> Jurisdictional PAN Access Request” tab.
6. Access Request submitted by JAO will be visible in read only mode on click of hyperlink available under “Activity” column.
Figure 4 Request visible in Workspace
7. In case user is trying to access same PAN Second time, selection of reason will not be prompted.
8. The above access will be allowed for period of 30 days by default. And after expiry of 30 days the access will be revoked.
9. User will be able to submit request for Accessing Level 3 or Level 4 of Information as per existing Access Request flow (With Approval Flow).
10. Following Tabs under TAS (Taxpayer Annual Summary) will not be visible to the user.
-
- TAS>>Information>>Uploads>> “Reference Report” Tab
- TAS>>ITBA Proceedings Tab
Accessing PAN for Other Reason
1. User will be able to select option “Access for Other Reason” and the form as displayed below will open.
Figure 5 Access Request for Other Reason
2. User will be required to fill all mandatory fields i.e. Required Level of Access, Access Period, Case ID or Reason for Access and Remarks. Out of Case ID and Reason for Access, one of the fields is mandatory.
3. On clicking the “Submit for Approval” button the form will be submitted for Approval to Supervisor in hierarchy.
4. Access Request will be visible in Workspace for Action by Supervisor and Approving
Figure 6 Access Request tile available in Workspace
5. Access Request will be visible to Initiator in Workspace under “Action Taken “ Tab along with current status i.e. Submitted for Approval or Approved.
Figure 7 Access Request status available in Action Taken Tab for Initiator
6. Access Request will be visible to Supervisor and Approving Authority in Workspace under Access Request >>Pending for Action Tab for necessary action on the Request. On clicking the hyperlink available under “Requested Access Level” column, details of request submitted can be viewed along with action buttons for Approval or Rejection of Request.
Figure 8 Access Request available for Action for Supervisor and Approving Authority
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