Q.1 How will I know if my profile has been updated on the e-Filing portal?
Ans. If any information is updated on your profile, you will receive an email on the primary email ID registered with the e-Filing portal.
Q.2 I am an NRI and I don’t have an India number. How will I receive the OTP to verify my contact details?
Ans. You will receive the OTP on the email ID registered with the e-Filing portal.
Q.3 Is it mandatory to update profile?
Ans. No, it is not mandatory to update your profile on the e-Filing portal. However, it is recommended to keep your profile updated to get enhanced user experience (including pre-filling) as well as receiving timely communications from the Income Tax Department.
Q.4 What is the benefit for updating profile?
Ans. The profile details updated by you, will enable the ITD to communicate with you timely, if needed. It will also provide an input for pre-filling the different forms and ITRs applicable to you on the e-Filing portal.
Q.5 What are the details that I can modify / update through my profile?
Ans. Through your profile you can update or modify the following:
Source of Income details
Bank Account and Demat Account details
Contact details (through OTP authentication), Key Persons Details
Q.6 Can I receive communication from ITD on both primary and secondary contacts as per my profile?
Ans. Yes, you can receive communication from ITD on both primary and secondary contact details added on your e-Filing profile.
Q.7 How do I know how much of my profile is updated / complete?
Ans. You can refer to profile completion percentage bar on your profile page to view profile completion status. This will be available to all registered users except for the following user types:
Q.8 How will I know whether my DSC is registered?
Ans. You can go to your profile and click Register DSC to view the status. For CA / Company / ERI, if DSC for the PAN / Principal Contact is not registered or expired, a message stating the same will be displayed in the profile post login. Additionally, you can refer to the Register DSC user manual to learn more.
The My Profile / Update Profile service is available to all registered users of the e-Filing portal to view and edit / update their profile information post-login on the portal. This service allows you to edit / update profile information depending on the different user type:
View / Update your Personal Details such as PAN details, TAN details, Aadhaar Number
View / Update your Contact Details such as Mobile Number, Email ID and Address
View / Update your other details such as:
2. Prerequisites to Avail This Service
Registered user on e-Filing portal with valid user ID and password
3. Step-by-Step Guide
Step 1: Log in to the e-Filing portal using your user ID and password.
Step 2: On the Welcome page, on the top right corner of your dashboard, click on your name and click My Profile. Alternatively, you can click Update profile.
Step 3: On My Profile page, you can upload your profile photo by clicking on the camera icon in the overview section on the left panel and you can view and / or update:
|Personal details such as Citizenship, Residential details, Passport Number||Refer to Section 3.1|
|Contact details such as Mobile Number, Email ID and Address||Refer to Section 3.2|
|Source of income details||Refer to Section 3.3|
|Portuguese Civil Code Applicability||Refer to Section 3.4|
|Authorized Signatory for Income Tax Returns / Forms||Click Authorized Signatory for Income Tax Returns / Forms. Click Edit to update the details and click Save.
Note: Refer to the Authorize and Register as Representative user manual to learn how to register an Authorized Representative / Signatory.
|Representative Assessee||Click Representative Assessee. Click Edit to update the details and click Save.
Note: Refer to the Authorize and Register as Representative user manual to learn how to register an Representative Assessee.
|Set Secure Access Message
(A personalized message will be displayed every time you log in to e-filing portal. Personalized message is a useful way to check if the website where you are entering your user ID and password is the genuine e-Filing portal)
|Click Secure Access Message. On the Secure Access Message page, enter Personalized message in the textbox and click Save.|
|Aadhaar OTP Login||To enable your login through Aadhaar OTP for single factor authentication, click Aadhaar OTP login. On the Aadhaar OTP Login page, select Yes and click Save and log in through Aadhaar OTP will be enabled.|
|Jurisdiction Details||Click Jurisdiction Details to view jurisdiction details|
|Registrations and Certificates||Click Registrations and Certificates to view and download e-PAN details, Startup recognition details and e-Filed forms details.|
|Appreciation and Rewards||Click Appreciation and Rewards to download Certificate of Appreciation|
|Bank Account Details||On click of Bank Account Details, you will be taken to the Bank Account service page where you can add / remove or enable / disable EVC from the Bank Account.
Note: Refer to the My Bank Account user manual to learn more
|Demat Account Details||On click of Demat Account Details, you will be taken to the Demat Account service page where you can add / remove or enable / disable EVC from the Demat Account.
Note: Refer to the My Demat Account user manual to learn more
|Register DSC or view and update DSC||On click of Register DSC, you will be taken to the Register Digital Signature Certificate (DSC) page where you can:
Register DSC of Principal Contact
Note: Refer to the Register DSC user manual to learn more.
|e-Filing Vault-Higher Security||On click of e-Filing Vault-Higher Security, you will be taken to the e-Filing Vault-Higher Security page, where you can add an additional level of authentication for your e-Filing Account.
Note: Refer to the e-Filing Vault Higher Security user manual to learn more
|Static Password||Click Static Password to generate static password.
Note: Refer to the Generate Static Password user manual to learn more.
External Agencies can edit / update personal details such as – Type of External Agency, Type of Service, PAN of Organization, TAN of Organization, Landline Number and Email ID.
3.1 For Updating Personal details
Step 1: On My Profile page, click Edit to update personal details.
Step 2: Once the desired details are edited, click Save
Note: Please note that some details may be non-editable depending upon user type.
3.2 For Updating Primary and Secondary Contact details (Mobile Number and Email ID)
(You can also update your mobile number as per Aadhaar, PAN or Bank details)
Step 1: On My Profile page, click Edit to update contact details.
Step 2: Enter Mobile Number as per Bank / Aadhaar / PAN details and click Save.
Step 3a: On Verify your Contact Details page, enter the two separate 6-digit OTP received on the primary mobile number and primary email ID entered and click Submit.
Or if you have updated the contact details as per Bank details:
Step 3b: On the Synchronize Added Bank Contact Details page, enter the 6-digit OTP received on the primary mobile number entered and click Submit.
On successful updation, a success message is displayed.
1. In case you update your contact details:
2. In case you are a Non-Resident with an overseas number, you will receive the OTP only on the primary email ID registered on the e-Filing portal.
3.3. For Updating Source of Income (For Taxpayers only)
Step 1: On My Profile page, click Source of Income.
Step 2: If no details are added, click Add Details.
Note: Click Edit, in case the source of income is filled in and you wish to update the details. In case you want to delete an already added source of income, click Delete and the details will be deleted from your profile.
Step 3: Select Source of Income (Salaried / Pensioner, House Property, Business / Profession, Agriculture, Others) from the dropdown.
Step 4: On selecting an option from the dropdown, enter the required details and click Add.
Note: You can add multiple sources of Income. Click Add details to add all sources of income.
3.4 For Updating Portuguese Civil Code Applicability
Step 1: On My Profile page, click Portuguese Civil Code Applicability.
Note: Click What is Portuguese Civil Code? to know if it is applicable to you.
Step 2: Select Yes if are governed by Portuguese Civil Code as per section 5A.
Step 3: Enter details such as PAN, Aadhaar and Name of your spouse and click Add.
Note: Taxpayers other than individuals, can also enter / update the following details in their profile:
|HUF||Key Person details|
|Firm||Managing Partner / Designated Partner details|
|Company||Key Person details, Designation, Principal Contact, Shareholder details|
|AOP||Member details, Principal Officer details|
|AJP, Local Authority, Tax Deductor & Collector, Government||Principal Officer details|
|CA||Business / Professional details including Membership Number, Date of Enrolment|