How to Manage/Generate ITDREIN

How to Manage/Generate ITDREIN – FAQs

Q.1 What is ITDREIN?

Ans. Income Tax Department Reporting Entity Identification Number (ITDREIN) is an identification number allotted by the Income Tax Department (ITD) to a Reporting Entity. After an ITDREIN is generated and an authorized person is added against the generated ITDREIN, the authorized person can upload and / or view Form 15CC and Form V.

Q.2 What is Form 15CC? Who needs to file it?

Ans. As per Section 195(6) of Income Tax Act, quarterly statements are required to be furnished in Form 15CC by an authorized person in respect of remittances made for the quarter of a Financial Year. Once the authorized person of the reporting entity gets mapped to the ITDREIN generated by the Reporting Entity, the authorized person is required to login to the portal with the ITDREIN, PAN and password and submit Form 15CC.

Q. 3 What is Form V? Who needs to file it?

Ans. As per Pradhan Mantri Garib Kalyan Deposit Scheme (PMGK), 2016, the Authorized banks are required to furnish electronically the details of deposits made under PMGK in Form V.

Q.4 Can Designated Director and Principal Officer be the same person?

Ans. Yes. You can assign the role of the Designated Director and Principal Officer to the same authorized person.

Q.5 How many ITDREINs can a Reporting Entity obtain?

Ans. For each unique combination of form type and reporting entity category, a unique ITDREIN will be generated.

Q.6 How can I generate ITDREIN and activate the authorized person of the Reporting Entity?

Ans. A Reporting Entity which is required to file form 15CC/Form V can generate ITDREIN (Income Tax Department Reporting Entity Identification Number) and enable any authorized person to upload forms 15CC and Form V with respect to the ITDREIN so generated. You can refer to the Manage ITDREINuser manual for the process.

Q.7 Can an Authorized person be deactivated / activated?

Ans. Yes. An already activated Authorized person can be deactivated by the User (Reporting entity). Similarly, an Authorized Person who has been added but not yet active, can be activated by the User (Reporting entity).

Q. 8 What forms are to be filed/uploaded using ITDREIN?

Ans. You can upload and view Form 15 CC and Form Von e-filing portal using Manage ITDREIN service.
With effect from April, 2018, registration and statement upload facilities for Form 61, Form 61A and Form 61B have been moved to the reporting portal under Project Insight.

Q.9  Can I add more than one Authorized person? Can more than one Authorized person be activated at one time?

Ans. Yes. You can add the details of more than one authorized person for a form. However, only one Authorized person can be activated for a particular form at a time. After successful addition of the new Authorized person, the status of the previously activated Authorized person will get deactivated.

How to Manage/Generate ITDREIN – Manual

1. Overview

The Manage ITDREIN service is available to all registered users on the e-Filing portal. With this service, a Reporting Entity which is required to file form 15CC / Form V can do the following:

• Generate ITDREIN (Income Tax Department Reporting Entity Identification Number); and
• Enable any authorized persons to upload & view Form 15CC & Form V with respect to the ITDREIN so generated.

After the Authorized Person has been added by the Reporting Entity, the Authorized Person can accept the request through this service.

ITDREIN is the Unique ID issued and communicated by Income Tax Department (ITD) after the registration of the reporting entity with ITD. The ITDREIN is a 16-character identification number in the format XXXXXXXXXX.YZNNN, where:

2. Prerequisites for availing this service

3. Step-by-Step Guide

3.1. Generate a new ITDREIN

Step 1: Log in to the e-Filing portal using valid user ID and password.

Step 2: On your Dashboard, click Services > Manage ITD Reporting Entity Identification Number (ITDREIN). 

Step 3: On the Generate ITD Reporting Entity Identification Number (ITDREIN) page, click Generate New ITDREIN.

Step 4: On the Generate ITD Reporting Entity Identification Number (ITDREIN) page, select the form type (Form 15CC or Form V).

Step 5: Select the appropriate Reporting Entity Category from the dropdown and click Generate ITDREIN.

Step 6: On successful generation of the ITDREIN, a success message will be displayed. Click Add Authorized Person Now to add an authorized person to file your form.

Note:

• On successful generation of ITDREIN, you will receive a confirmation message on the primary mobile number and email ID registered with the e-Filing portal.
• You can also select Add Authorized Personlater to add the authorized person later.

Step 7: On the Add Authorized Person page, enter the required details, select the Authorized Person Type, enter the Designation, select Access Type and click Save.

Note:

• You can provide the Authorized Person’s PAN or Aadhaar information, or both.
• If you provide only the Aadhaar of the Authorized Person, the Aadhaar should be linked with the PAN of the Authorized Person.
• It is optional to provide Name of the Authorized Person. It is mandatory to enter Email ID, Mobile Number, Authorized Person type, Designation and Access Type.
• The Access Type of the Authorized Person will vary as per the following table:

Step 8: On successful addition of the Authorized Person, the following popup message will be displayed, and an intimation will be sent to the mobile number and email ID of the Authorized Person registered with the e-Filing portal.

Step 9: Click Close, to view the status of the Authorized Person(s).

Step 10: To deactivate an Authorized person, in the Authorized Person(s) page, click Deactivate under the Active tab.

Step 11: You can activate the Inactive Authorized Persons by clicking Activate option against the list of already added Authorized Persons under the Inactive tab.

3.2. Activation by Authorized Person

Step 1: Log in to the e-Filing portal using valid user ID and password.

Step 2: On your Dashboard, click Pending Actions > Worklist.

Step 3: On the Worklist page, click Activate against the ITDREIN which you want to activate.

Step 4: On the ITDREIN Request-OTP Validation page, enter the 2 separate 6-digit OTPs received on the mobile number (available with you) and email ID entered by the user while adding you as an Authorized Person on the Add Authorized Person page and click Continue.

Note:

• OTP will be valid for 15 minutes only.
• You have 3 attempts to enter the correct OTP.
• TheOTP expiry countdown timer on screen tells you when the OTP will expire.
• On clicking Resend OTP, a new OTP will be generated and sent.

Step 5: On the ITDREIN Request- Set New Password page, enter the password in Set New Password and Confirm New Password textboxes and click Activate.

Note:

• Do not click on Refresh or Back.
• While entering your new password, be careful of the password policy:
  • It should be at least 8 characters and at most 14 characters.
  • It should include both uppercase & lowercase letters.
  • It should contain a number.
  • It should have a special character (e.g. @#$%).

Step 6: On successful activation, the following message will be displayed.

Step 7: If you want to upload / view Form 15CC and / or Form V, log in to e-Filing portal using ITDREIN, PAN and password.