Login User Manual (2024)

1.Overview

The Login service enables a registered user of the e-Filing portal to access the e-Filing portal and all the services provided within the portal. There are various methods to login to the e-Filing portal. All the login methods along with credentials to be entered are listed below:

Note:The e-Filing Vault Higher Security options provide multi-factor authentication for login and password reset. The process to login when higher security options are chosen, is also provided in this user manual.

The new e-filing portal mandates twofactor authentication i.e. in addition to username and password, anotherauthentication throughOTPreceived on e-filing registered primary mobile number / email ID or Aadhaar linked mobile needs to be entered. In order to avoid any hassle for taxpayers, who may not have access to such mobile number/email, the twofactor authentication will be disabled during the initial period. During this period, taxpayers are requested to update their personal mobile number and email ID as primary mobile / email in their profile to ensure smooth login, once two-factor authentication is enabled.

2. Prerequisites for availing this service

• General Prerequisites
  • Registered user on the e-Filing portal.
  • Valid User ID and Password of e-Filing portal.
• Using Net Banking
  • You should have linked your PAN with your bank account to login through Net Banking (only Individual users)and you should be registered on e-filing portal.
• Using DSC
  • Valid and active DSC and DSc should be registered on e-filing portal
  • You should have installed emsigner and it should be running on the system.
  • Plugged in DSC USB token in the machine.
  • DSC procured from a Certifying Authority provider of India.
  • DSC USB token should be a Class 2 or Class 3 certificate.

3. Step-by-Step Guide

Refer to the table below for the required method of login:

3.1 Log in using e-Filing Password

Step 1: Go to the e-Filing Portal homepage and click Login.

Step 2: Enter your PAN in the Enter your User ID textboxand click Continue.

Step 3: Confirm your Secure Access Message. Enter your password and click Continue.

On successful validation, the e-Filing Dashboard is displayed.

For individual users, if PAN is not linked with the Aadhaar, you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.

To link the PAN with Aadhaar, click on Link Now button, else click Continue.

3.2 Log in using AadhaarOTP (including the case where e-Filing Vault Option is enabled)

Step 1: Go to the e-Filing portal homepage and click Login.

Step 2: Enter your PAN in the Enter your User ID textbox and click Continue.

Step 3: Confirm your Secure Access Message. Enter your password and click Continue.

Step 4: If you already have OTP, selectI already have OTP on mobile number registered with Aadhaar and go to Step 5. If valid OTP is not available, click Generate OTPand click Continue.

Step 5: On the Verify, it's you page, click I Agree to validate my Aadhaar Details > Generate Aadhaar OTP.

Step 6: Enter your 6-digit OTP received on your mobile number registered with Aadhaarand click Login.

Post successful validation, you will be taken to the e-Filing Dashboard.

If your PAN is not linked with the Aadhaar, you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.

To link the PAN with Aadhaar, click on Link Now button, else click Continue.

3.3 Log in using Net Banking (including the case where e-Filing vault option is enabled)

Step 1: Go to the e-Filing portal homepage and click Login. In case of using Net Banking as a higher security option, enter your user ID, password and click Through Net Bankingon the Higher Security Options page and go to Step 3.

Step 2: If you have not opted for the e-Filing Vault Higher Security option, click the Net Banking option found at the bottom of the page under Other Ways to Access Your Account.

Step 3:Choose the preferred bank and click on Continue.

Step 4: Read and understand the disclaimer. Click Continue.

For Individual users, if PAN is not linked with the Aadhaart, you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.

To link the PAN with Aadhaar click on Link Now button, else click Continue.

3.4Log in usingBank Account / Demat Account EVC (when e-Filing Vault Higher Security option is enabled)

Step 1: Go to the e-Filing portal homepage and click Login.

Step 2: Enter your PAN in the Enter your User ID textbox and click Continue.

Step 3:Confirm your Secure Access Message. Enter your password and click Continue.

Step 4:Select Bank Account EVC / Demat Account EVCand clickContinue.

Step 5: If you do not have an EVC, clickGenerate EVC. You will receive the EVC on your mobile number registered with your bank / demat account.

Post successful validation, you will be taken to the e-Filing Dashboard.

For Individual users, if PAN is not linked with the Aadhaar, you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.

To link the PAN with Aadhaar, click on Link Now button else click Continue.

3.5Log in using DSC (when e-Filing Vault Higher Security option is enabled)

Step 1: Go to the e-Filing portal homepage and click Login.

Step 2: Enter your PAN in the Enter your User ID textbox and click Continue.

Step 3:Confirm your Secure Access Message. Enter your password and click Continue.

Step 4: Select theDSC Option and click on Continue.

Step 5: Select New DSC or Registered DSC(as required) and click Continue. Refer to the RegisterDSC user manual to learn more.

Step 6: SelectI have downloaded and installed emsigner utility and click Continue.

Note: You can download and install the utility, using the hyperlink on the bottom of the page.

Step 7: On the Data Sign page, choose the ProviderandCertificate. Enter the Provider Password and click Sign.

Post successful validation, you will be taken to the e-Filing Dashboard.

For Individual users, if PAN is not linked with the Aadhaar, you will see a pop-up message that your PAN is made inoperative as it is not linked with your Aadhaar.

To link the PAN with Aadhaar, click on Link Now button else click Continue.

3.6 Login for other than taxpayers(CA, TAN User, ERI, External Agency, ITDREIN user)

Step 1: Go to the e-Filing Portal homepage and click Login.

Step 2: Enter your user IDin the Enter your User ID textboxand click Continue.

Note: The user IDs for different users are mentioned in the table below:

Step 3: Confirm your Secure Access Message. Enter your password and click Continue.

Refer to the table below to proceed further:

4. Related Topics

• Register Yourself
• RegisterDSC
• e-Filing Vault Higher Security
• Link Aadhaar
• My Profile
• Reset Password