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

MY CA

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)

Income tax forms

File IT Forms

Press- View 30 items

Select 3CB -3CD- Press file (3CA-3CD if it is)

Select year & CA – Press Continue

1.3 GO TO My Profile….. FOR ADDING SIGNING PARTNER ( one -time Activity , Only This year)

This require to be done only in case of P.FIRM / LLP / COMPANY

Press key person

(Again this is tricky , they have kept this in “Key person” not in “Authorized Signatory”)

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)

in case of P.FIRM / LLP /COMPANY, You have to login to Authorized Signatory’s Login to perform below steps for Registration of DSC

Also, before registering DSC , Attach client DSC in PC & change user PIN in E-pass manager (PIN can be same as old)

Register DSC

Continue

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

Worklist

For your Action – Select same assessee- Press Accept- Press Back to Worklist-

(Then you will be again directed to Same earlier screen )

You have to Press “File Form”

Press Continue & Upload 3CB -3CD Json and BS PL scanned

(UDIN need to be updated in future, as currently this functionality is not working)

Sign with CA DSC

STEP 4:- Client’s Login- ..FOR ACCEPT THE form

Pending Action

Worklist

ACCEPT the Form with attaching DSC

Go to “E-file” – Press View E-filed forms

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 )

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4 Comments

  1. Sunil Gupta says:

    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

  2. SUDHIR SHARMA says:

    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

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