For Filing the ITR you need to download a JSON-based offline utility. ITR-1 can be filed online also. The following steps are help to file ITR-1 at New e-Filing portal 2.0
STEP 1: After Login we should click on the Dashboard to find out the page where we can file our return
STEP 2: Select the Assessment Year
STEP 3: After selection of the Assessment Year we should select mode of filing
STEP 4: After step 3 you will see the return option (Fresh Income Tax Return or Saved Draft of Income Tax Return) , you can choose Start New Filing
STEP 5: Under this step you can select the status of the Assessee
STEP 6: This step provide the option to choose the ITR Form i.e ITR 1 or ITR 4 ( If the Assessee get any difficulty to choose his ITR Form he can click on the proceed button which help the Assessee to decide his ITR Form.)
STEP 7: Select ITR 1 and Click on Proceed with ITR 1
STEP 8: After finished all the above 7 steps you will see this screen shoot in your screen , then click on Let’s Get Started
STEP 9: Are you filing the income tax return for any of the following reasons? (you can select any one or more reasons , if it is not available there then you can select the Other Option)
STEP 10: After step 8 on pop up Message will come in your screen (We have pre-filled your return based on information available with the Income Tax Department. Please confirm that the details in each section are correct to proceed.)
STEP 11: (PERSONAL INFORMATION) Your personal Information will be Auto Populated. You can edit it if you want.
1. Minimum of one account should be selected for refund credit.
2. In the case of Refund, multiple accounts are selected for refund credit, then the refund will be credited to one of the accounts decided by CPC after processing the return.
3. Please ensure that at least one preferred bank account is pre-validated.
4. Please select Nature of the Employment any one of the following
√ Central Government
√ State Government
√ Public Sector Undertaking
√ Not Applicable (eg. Family Pension etc.)
After fill up personal Information a Confirmed mark will come beside Personal Information
STEP 12: (GROSS TOTAL INCOME) Your personal Information will be Auto Populated. You can edit it if you want.
You will also be required to enter the remaining / additional details including your exempt income if any.
STEP 13: (TOTAL DEDUCTIONS) This Tab includes tax-saving deductions or payments under section 80C or 80D etc. like life insurance, medical premium, pension funds, provident fund, etc.
STEP 14: (TAX PAID) In the Tax Paid section, you need to verify taxes paid by you in the previous year. Tax details include TDS from Salary / Other than Salary as furnished by Payer, TCS, Advance Tax, and Self-Assessment Tax.
STEP 15: (TOTAL TAX LIABILITY)
In case you have Tax Liability, you can choose Pay Now or Pay Later Option.
√ It is recommended to use the Pay Now option. Carefully note the BSR Code and Challan Serial Number and enter them in the details of payment.
√ If you opt to Pay Later, you can make the payment after filing your Income Tax Return, but there is a risk of being considered as an assessee in default, and liability to pay interest on tax payable may arise.
STEP 16: After verifying all the data you may proceed for Verification. It is mandatory to verify your return, and e-Verification (recommended option – e-Verify Now) is the easiest way to verify your ITR – it is quick, paperless, and safer than sending a signed physical ITR-V to CPC by post.