Adding another person as representative in income tax website -User Manual/Guide

• ‘Absent from India’ or
• ‘Non-resident’ or
• ‘Any other Reason’ (If ‘Any other Reason’ is selected, specify reason in the textbox provided)

• PAN*
• Surname (As per PAN)*
• Middle Name (As per PAN)
• First Name (As per PAN)
• Start Date*
• End Date*

Click ‘Submit’

• An alert message will be sent to the Representative PAN’s registered e-mail ID and mobile number intimating that a request has been raised.
• The Representative Assessee can view the request details at e-Filing portal post login to his account under ‘Worklist’ tab -> ‘For Your Action’.

• Copy of the PAN card of Mentally Incapacitated
• Certificate issued by Authorized Medical Authority

• PAN of the Mentally Incapacitated
• Date of Birth
• Surname
• Middle Name
• First Name

• Copy of the PAN card of Deceased
• Copy of Death Certificate
• Legal Heir Certificate issued by Local Authority Or Surviving member certificate issued by the Local Authority Or Pension Order issued by Central/State Government Or Registered will

• PAN of the Deceased
• Date of Death
• Surname
• Middle Name
• First Name

• Copy of the PAN card of Minor
• Proof of guardianship (Any one from below):

o Birth Certificate OR

o Passport of Minor OR

o Court Order OR

o Aadhaar Card OR

o Notarised Declaration of Guardian or Manager and so on.

• PAN of the Minor
• Date of Birth
• Surname
• Middle Name
• First Name

• Copy of the PAN card of Lunatic or Idiot
• Certificate issued by Authorized Medical Authority

• PAN of the Lunatic or Idiot
• Date of Birth
• Surname
• Middle Name
• First Name

• Copy of the PAN card of Ward
• Copy of Court Order

• PAN of the Court of Wards
• Date of Birth
• Surname
• Middle Name
• First Name

• Copy of the PAN card of Ward
• Copy of Registered Trust Deed

• PAN of the Trust in Writing
• Date of Birth
• Surname
• Middle Name
• First Name

• Copy of PAN card of the Trust.
• Self-attested copy of Declaration made by the Trustee.

• PAN of the Oral Trust
• Date of Birth
• Surname
• Middle Name
• First Name

• Letter appointing Official Liquidator.
• Order of the competent authority
• giving list of companies under liquidation

• PAN of the Company
• Date of Incorporation
• Organization Name

• Letter appointing Other Liquidator in the official letterhead along with common seal of the company
• Copy of resolution of appointment of Other Liquidator

• PAN of the Company
• Date of Incorporation
• Organization Name

• Letter appointing Designated
• Principal Officer in the official
• letterhead along with common seal of the company

• PAN of the Company/Firm
• Date of Incorporation
• Organization Name

Select the ‘Add/Register as Representative’ as ‘Register yourself on behalf of another person’ AND

Select the applicable ‘Category to Register’ à Click ‘Proceed’

1. Request will be sent to the e-Filing Admin for approval.
2. The e-Filing Admin will check the authenticity of the request details and may Approve/Reject the request.
3. After Approval/Rejection, an e-mail and SMS will be sent to the user who raised the request.

· Status
· Reason
· From Date
· To Date
· Attachment (POA – Only, if Representative assessee Accepts the
request)
· Action (CANCEL/WITHDRAW)

Note:
Cancel – If the Representative assessee has not acted upon the request raised, then the user can CANCEL the request.
Withdraw – If the Representative assessee has Accepted the request,then the user can remove them by WITHDRAWING the request.

• Pending, Or
  (Status is pending with Income Tax Department (ITD))
•  Approved
  (Status is approved by ITD)

Discontinued Business