Introduction

Users who have already registered in e-Filing portal can use this functionality to generate ITDREIN (Income Tax Department Reporting Entity Identification Number) and upload certain forms in e-Filing portal using the generated ITDREIN.

ITDREIN is the Unique ID issued by ITD which will be communicated by ITD after the registration of the reporting entity with ITD. The ITDREIN is a 16-character identification number in the format XXXXXXXXXX.YZNNN where

ITDREIN component Description
XXXXXXXXXX PAN or TAN of the reporting entity
Y Code of Form Code
Z Code of Reporting Entity Category for the Form Code
NNN Code of sequence number.

ITDREIN Services

The below table provides the services available for ITDREIN Users.

S.N Services
1 Upload and View Form 61
2 Upload and View Form 61A

Steps to Generate ITDREIN

Step 1 – Login to e-Filing portal using User ID, e-Fiing Password and DOB/DOI.

User ID, e-Filing Password and DOB DOI.

Step 2 –Go to My Account → Manage ITDREIN.

Manage ITDREIN.

Step 3 – To generate new ITDREIN click on the button “Generate New ITDREIN”.

Generate New ITDREIN

Step 4 – A Pop up with Form Type and Reporting Entity Category is displayed. Select the Form Type and Reporting Entity Category from the dropdown.

Category from the dropdown.

Step 5 – Based on the Form Type and Reporting Entity Category selected, the ITDREIN will be generated and the user will be able to upload and view the corresponding Form.

Step 6 – Click Generate ITDREIN button

Step 7 – Success Message is displayed as shown below. User receives a confirmation e-mail on successful generation of ITDREIN to the registered Email ID. An SMS is also sent to the registered Mobile number.

Successful Generation of ITDREIN

Step 8 – On Successful Generation of ITDREIN, the screen is displayed as shown.

Generation of ITDREIN in the screen

Steps to Add Authorised Person

Step 1 – Login to e-Filing portal using User ID, e-Filing Password and DOB.

Login to e-Filing portal using User ID

Step 2 –Go to My Account  → Manage ITDREIN.

My Account Manage ITDREIN.

Step 3 –To add Authorised Person for the generated ITDREIN, click on the link provided in the ITDREIN Column.

click on the link provided

Step 4 –Click on the button Add Authorised Person.

Add Authorised Person

Step 5 –A Pop up with Authorised Person details appears as shown below.

Authorised Person details

Notes:

1. If the Form Type is FORM 61A user needs to select “Authorised Person Type” from the drop down.

2. Under “Authorised Person Type” for “Designated Director”, the facility to “Upload” and “View” Form 61A shall be available.

3. For “Principal Officer”, the option to “View” Form 61A shall only be available.

4. The details of “Authorised Person” cannot be edited further.

5. This field is not available for “Form 61”.

Step 6 – Enter all the details and Click on Add Authorised Person button. Success Message is displayed as shown below

Add Authorised Person Successfully

Step 7 – User receives a confirmation e-mail on successful Addition of Authorised Person to the registered Email ID. An SMS is also sent to the registered Mobile number

Step 8 – Authorised Person receives a confirmation e-mail with an activation link to the Authorised Person’s Email ID. An SMS along with OTP (One time Password) is sent to the Authorised Person’s Mobile Number.

In order to activate the account, the user should click on the Activation link, enter the Mobile PIN, Password and Confirm Password and click on Activate Button. On success, the user account is activated and the database is updated.

Activation link, enter the Mobile PIN, Password and Confirm Password

Step 9: After the Authorised person is activated, Authorised person can view the details as below.

Authorised person

Steps to Upload Forms (i) Upload Form 61

Step 1 – Login to e-Filing portal using ITDREIN, Authorised Person PAN and Password.

using ITDREIN, Authorised Person PAN

Step 2 – Based on the Form Type and Reporting Entity Category selected during registration, the ITDREIN user will be able to upload and view the corresponding Form.

Step 3 – Go to e-File → Upload Form 61

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Upload Form 61

Step 4 – Enter the following details and click on Validate.

Form 61

In Upload Type shall be provided – a) Original Form

Step 5 – On successful validation upload the corresponding ZIP file, generate the Signature file using DSC Management Utility and Click on Upload.

DSC Management Utility and Click on Upload.

Step 6 – On successful upload user records are captured in the e-Filing system and the below success message must be displayed along with the Transaction ID.

Upoad Successful

Step 7 – Once uploaded the status of the statement shall be “Uploaded”. The uploaded file shall be processed and validated. Upon validation the status shall be either “Accepted” or “Rejected” which will reflect within 24 hours from the time of upload. In case if “Rejected”, the rejection reason shall be available by clicking on “Transaction No.” post login under My Account à View Form 61.

View Form 61.

(ii) Upload Form 61A

Step 1 – Login to e-Filing portal using User ID (ITDREIN), Authorised Person PAN, and Password.

User ID (ITDREIN), Authorised Person PAN, and password

Step 2 – Go to e-File → Upload Form 61A.

e-File Upload Form 61A.

Step 3 – The upload screen will have the below details.

Reporting Entity PAN

Form Name

Reporting Entity Category

Attach the Form 61A (.zip) File along with the Signature file and click on “Upload”.

Attach the Form 61A (.zip) File

Step 4 – On successful validation, the success message shall be displayed as follows.

Submit Form 61A

Steps to View Forms (i) View Form 61

Step 1 – Login to e-Filing portal using ITDREIN, Authorised Person PAN and Password.

ITDREIN, Authorised Person PAN

Step 2 – Based on the Form Type and Reporting Entity Category selected during registration, the ITDREIN user will be able to upload and view the corresponding Form.

Step 3 – Go to My Account – View Form 61

View Details form 61

Step 5 – The below details are displayed to the user

I PAN

I Financial Year

I Form Name

I Half Year/Quarter

I Status (Accepted / Rejected)

details are displayed

Step 6 – User can see the below details by clicking on “Transaction No”

√ ZIP file (In case of Acceptance)

√ Acknowledgement Number (In case of Acceptance)

√ Receipt

√ Rejection Reason (In case of rejection)

Transaction No

(ii) View Form 61A

Step 1 – Login to e-Filing portal using User ID (ITDREIN), Authorised Person PAN, and Password.

Login to e-Filing portal

Step 2 – Go to My Account à View Form 61A.

My Account View Form 61A

Step 3 – The user has to select the Assessment Year, Filing Status and click on “View Details”.

Assessment Year, Filing Status

Step 4 – The Filing Status field will have the below details.

Uploaded

Accepted

Rejected

Filing Status field

Step 4 – This status will initially be displayed as “Uploaded”. When User selects filing status as “Uploaded” the following screen is displayed with Transaction Details.

Uploaded

Step 4 If the Uploaded Form is processed then Filing status shall be updated based on the validation done on the uploaded file and displayed as Accepted/Rejected. When the status is “Accepted” then the following screen is displayed to the user.

Accepted Rejected.

Note: The updated status can be checked by the user after 24Hours of upload.

Step 5 – By clicking on “Transaction No”, the below details shall be displayed. The uploaded file can be downloaded by clicking on the link “ZIP”.

ZIP

Step 6 – If the status is “Rejected” then the following screen is displayed to the user.

Rejected

Step 7 – By clicking on “Transaction No”, the error description is displayed on the screen.

description is displayed on the Screen

Steps to De-activate Authorised Person

Step 1 – Login to e-Filing portal using User ID, e-Filing Password and DOB. Step 2 – Go to My Account àManage ITDREIN.

Step 3 – Click on the ITDREIN under which the “Authorised Person” to be De-activated.

De-activated.

Step 4 – Click on the De-activate link to de-activate the Authorised Person.

De-activate link to de-activate the Authorised Person

Step 5 –After clicking on the de-activate link, a Success Message for De-activating will be displayed and the Date of De-activation will be recorded.

Success Message for De-activating

Step 6: To add another Authorised Person for the generated ITDREIN, click on Add Authorised person as appearing below the table and follow the process as mentioned in “Steps to add Authorized person” section above

Annexure 1:

List of Form Codes and Form Types

Form Code Form Type
Z 61
A 61A

List of Reporting Entity Category Code for Form 61 and Form 61A

Code Reporting Entity Category Reporting Entity Description
B Banking company Banking company
C Co-operative bank Co-operative bank
D Depository Depository, participant, custodian of securities or any other person registered under sub-section (1A) of section 12 of the Securities and Exchange Board of India Act, 1992
G Government Government or Inspector-General appointed under section 3 of the Registration Act, 1908 or Registrar or Sub-Registrar appointed under section 6 of that Act
I Insurer Insurer
M Mutual Fund Mutual Fund
N NBFC/Nidhi Non-banking financial company, Nidhi referred to in section 406 of the Companies Act, 2013 (18 of 2013);
P Post Office Post Office/Post master/ Post Master General
R Reserve Bank of India Reserve Bank of India
S Securities market intermediary Stock broker, sub-broker, share transfer agent, banker to an issue, trustee of a trust deed, registrar to issue, merchant banker, underwriter, portfolio manager, investment adviser and such other intermediaries registered under sub-section (1) section 12 of the Securities and Exchange Board of India Act, 1992
Z Others Others

More Under Income Tax

Posted Under

Category : Income Tax (25154)
Type : Articles (14577)
Tags : CBDT (675) SFT (35)

13 responses to “Guide to ITDREIN Registration and Upload of Form 61 / 61A”

  1. Rahul Sharma says:

    SFT Registration ke liye samjh mai nahi aa raha hai plz help kariye toda bataiye ki User ID or Password kaise banau…. ….incometaxindia.gov.in per kaha login karu jise user ID or password ban jaye ………..

  2. Mahi says:

    Help in connection to generation of .zip file., as the utility generates only xml file.
    And also there is an error appearing on screen saying, “the registered DSC is either expired or invalid.”
    I have registered the DSC on site but still it is showing this error.
    Kindly help in this regard.

  3. vandana says:

    dear sir
    kindly help out for how to file itdrein sale of preferential debentures is that compulsory.

  4. Deepak Agrawal says:

    Very helpful Article containing all the steps with snapshots in such a nice manner. Thanks

  5. indragauri s says:

    Pls clarify whether, After generation of ITDREIN and after submission of preliminary response to SFT, is the link to e-file Form 61A is generated based on the preliminary response? i have submitted a no/ not applicable response with respect to an assessee, but i do not find a link Upload Form 61A in the e-file tab. then does it mean that if there are no reportable transactions, submission of preliminary response is sufficient?

  6. M V Reddy says:

    Sir,

    How to change Authorised person details from Principal officer to Designated Director?

  7. Senthil says:

    Please any one give a format of Excel file for Form61A preparation file with accepted format in SFT reparation utility.The Template downloaded from SFT some fields syntax not properly identifiable.

  8. SHAHJAHAN says:

    Sit we are a dealer in aircel prepaid cards and recharge coupon vendor. is it possible for us to file the form 61A. a message has come from IT department to our mail.
    please guide us. with how to make the entry according to our bank account or our daily cash sales details

  9. Rahul says:

    How to register the DSC for form 61A
    please guide on that

  10. Vijay Chaudhary says:

    You have not mention how to generate .zip file. Please guide a there is a JAVA utility of ITD that only generates .XML file only.

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