How to Generate Your Income Tax Return XML File?

Income tax returns can be filed in 2 ways—online and offline. In the former method, you can enter all the necessary details on an online form and submit it. With the latter method, you have to download the applicable income tax utility either in excel or java format, fill out the form, save the changes, generate a JSON file, and upload it on the website.

The easiest and recommended method for filing an Income Tax Return is online. From AY 2021-22 onwards, JSON is the new file format for pre-filled data or the utility-generated file for upload in place of the XML file format. 

What is an ITR JSON File?

JSON is a file format. When converted to a JSON file, the information you have entered in the offline form is easier to upload. Upon uploading the JSON file, the data will easily be distributed to the income tax department's online repository.

When you convert an offline form to a JSON file, it's much easier to upload the data you submitted. The data will be simply distributed onto the income tax department's web repository after uploading the JSON file.

Procedure to File Returns with JSON File

Don’t worry about the procedure. Here is a step-by-step guide for you.

Step 1: Visit the income tax e-filing portal. Look for the ‘Download’ section on the homepage of the website.

Step 2: Select the assessment year for which you want to file returns. Based on the type of income you have received in the financial year, choose and download the corresponding ITR Form (offline utility). Install the downloaded utility on your computer.

Step 3: Follow these: 

• Launch the installed utility.
• Select the Assessment Year for your return.
• Choose between Excel or Java Utility for generating the JSON file (Excel is recommended).
• Download the specific ITR form you need to file.
• Click on the ‘Pre-fill’ button to pre-populate the personal information, income details and tax payment/TDS details, and other details.
   

Step 5: Once you fill in the other information, click on ‘Calculate’ to compute the tax and interest liability. You can also get to know the tax payable or refund you will receive.
Step 6: Save all the changes and click on the ‘Generate JSON’ option. The generated JSON file can be saved at the desired location for easy access. 
It is recommended to open the file and check if all the information you have entered is correct. Now, log in to your account on the e-filing portal and upload the generated JSON file. That’s it. You are done with filing returns!

Which ITR Form Should you File with?

If you are unsure which ITR form you should file, the table below will give you a clear idea.

What Preparations are Required?

Before you begin worrying about ITR JSON file, it is recommended to gather all the necessary documents and keep them handy. You may need documents such as an updated bank passbook, salary slips, Form 16, Form 26AS, investment proofs, insurance documents, loan papers, rent receipts, and other documents as per your tax statement. Do keep all these proofs handy to facilitate your income tax filing.