Why a New ITR Portal?

The older system, while functional, had limitations. Users often faced delays, login issues, and confusion over form types. The revamped income tax e-portal aims to address these concerns. Key objectives include:

  • Faster processing of returns

  • Quick and seamless refund crediting

  • A clean, taxpayer-friendly interface

  • Real-time dashboards and integrated services

It is part of the Central Board of Direct Taxes (CBDT) initiative to modernise Indian tax systems.

Adapting to the new income tax portal?
You don’t have to figure it out alone.
  Talk to a CA about what’s changed  


Key Features of the New Income Tax Portal

1. Pre-filled ITR Forms

The income tax e portal auto-fills your income, interest, and tax details from sources like Form 26AS, TIS, and AIS. This reduces manual work and errors.

2. Faster Refunds

If your bank account is pre-validated and return verified, refunds are often credited within a few days.

3. Unified Dashboard

Track all your filings, notices, pending actions, and communications in one place.

4. Multiple Payment Options

You can pay tax using UPI, net banking, debit/credit cards, and even NEFT/RTGS through your bank.

5. 24x7 Support

Live chat, video tutorials, and a detailed FAQ section are available to help.

6. Mobile Compatibility

The portal is responsive and optimised for tablets and smartphones.

These features make income tax filing online not just convenient, but also more secure and error-free.

Step-by-Step Guide to Using the New Income Tax Portal

Let’s walk through each step in detail so you’re well prepared.

Step 1: Registration / Login

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  • Enter your PAN as your User ID

  • Choose your user type (Individual, HUF, or other)

  • Fill in basic details like your name, DOB, mobile number, and email

  • Verify with the OTP sent to your mobile/email

  • Set a secure password

Existing Users:

  • Click on ‘Login’

  • Enter your PAN and password

  • Complete the captcha and OTP if prompted

Tip: Make sure your PAN is linked to Aadhaar to avoid login or validation issues.

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Step 2: Update Profile Information

Once logged in, navigate to My Profile:

  • Check your mobile number and email – update if needed

  • Pre-validate your bank account for receiving refunds

  • Add Aadhaar and digital signature (if applicable)

  • Fill in your communication address, occupation, and marital status

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Step 3: Start Filing

Go to e-File > Income Tax Returns > File Income Tax Return

Choose:

  • Assessment Year: For income earned in FY 2023-24, select AY 2024-25

  • Online or Offline filing: First-time filers should opt for the online mode

  • Status: Individual / HUF / Firm


Step 4: Choose the Correct ITR Form

The form depends on your income type. There are seven forms available so select the correct ITR form option.

Beginner Note: If you're salaried and don’t have capital gains, ITR-1 is generally applicable.


Step 5: Review Pre-Filled Data and Enter Additional Information

The portal may already include:

  • Salary details from Form 16

  • Interest income from banks

  • TDS deducted

  • Details from AIS (Annual Information Statement)

Check everything:

  • Add deductions under 80C, 80D, etc.

  • Input any other income (freelancing, rental, etc.)

  • Cross-check bank account details


Step 6: Preview and Submit Return

Before submission:

  • Click "Preview Return"

  • Ensure all figures are correct

  • Fix any validation errors shown

Click Submit to proceed.


Step 7: E-Verify Your Return

This is mandatory. You have these options:

  • Aadhaar OTP: Quickest way if your Aadhaar is linked to your mobile

  • Net Banking: Log into your bank, select e-Verify

  • Bank Account EVC: A code is sent to your registered mobile

  • Digital Signature Certificate (DSC): Mandatory for audit cases

Once verified, you will see an Acknowledgement (ITR-V). Download and save it.

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Still unsure which ITR form to choose or how to claim deductions?​
A qualified CA can guide you
Get expert help

Common Issues and How to Fix Them

1. Login Problems

  • Clear browser cache and cookies

  • Use Chrome or Firefox

  • Try incognito/private window

2. Return Not Submitting

  • Don’t file during peak hours (like late evenings near deadline)

  • Use a stable internet connection

3. E-Verification Fails

  • Aadhaar not linked to mobile? Use Net Banking

  • Still stuck? Use the offline method (send signed ITR-V to CPC Bengaluru)

Facing errors while e-verifying or submitting your return?
Don’t delay your refund. 
  Consult a Tax Professional  

 

Tips for a Smooth Filing

  • Link PAN and Aadhaar before filing

  • Pre-validate your bank account and check the IFSC code

  • Keep your Form 16, AIS, and TIS ready

  • Review every field, especially deductions and exemptions

  • Save your progress every 10 minutes to avoid data loss

  • File early to avoid last-minute stress

From income disclosures to deductions and TDS tracking,
a CA ensures nothing is missed.
  Book a CA for seamless filing  

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Conclusion

The new income tax portal is a welcome shift towards simplifying taxation in India. With user-centric features, faster refunds, and robust support, filing taxes is now less stressful. Even if you're a beginner, following the step-by-step guide will help you feel confident.

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