How to file ITR ( Income Tax Returns ) on ClearTax? – Income Tax E-filing Guide For FY 2019-20

Nothing proves your financial wisdom and ethics like tax compliance – timely filing of ITR. Filing your income tax return is not as difficult as it sounds. Here is a step-by-step guide to e-file your income tax return using ClearTax. It is simple, easy and quick. Steps to e-File Your Income Tax Returns Online:

1. Login & Required Documents
2. Enter Your Personal Information
3. Enter Your Salary Details
4. Enter the Details for Claiming Deduction
5. Enter the Details of Taxes Paid
6. e-File ITR
7. E-Verify

How to File ITR? – Steps By Step Guide

How to File ITR ? – Steps to e-File Your ITR ?

1. ITR Efiling – Login & Required Documents

   Before we get started, you should have the following documents at hand to pace up the process:

   1. PAN
   2. Adhaar
   3. Bank account details
   4. Form 16
   5. Investments details

   Login to your ClearTax account. Click on ‘Upload Form 16 PDF’ if you have your Form 16 in PDF format. If you do not have Form 16 in PDF format click on ‘Continue Here’

2. Enter Your Personal Information

   Enter your name as per PAN, PAN, date of birth and father’s name.

   

3. Enter Your Salary Details

   3a. Fill in your employer name and type.

   

    

   3b. Provide your salary and TDS information. For entering the break up of your salary in detail ‘Click here’.

   Want to claim HRA? Read the guide.

4. Enter the Details for Claiming Deduction

   Enter investment details for deductions to be claimed (eg. LIC, PPF etc., and claim other tax benefits here.

   Tip: Do you have kids?Claim benefits on their tuition fees under Section 80C

5. Enter the Details of Taxes Paid

   If you have any non-salary income, say, interest income or freelance income, then add tax payments that are already made. You can also add these details by uploading Form 26AS.In case of uploading Form 26AS, only the TDS details get auto-populated and not the income, hence required to enter the income details in the respective place.

   

   

6. e-File

   Enter your bank account details and proceed towards e-filing.

   If you see ‘Refund’ or ‘No Tax Due’ here, Click on proceed to e-Filing. You will get an acknowledgement number on the next screen. Tip: See a ‘Tax Due’ message? Read this guide to know how to pay your tax dues.

7. E-Verify

   Once your return is filed e-Verify your income tax return. Watch this video to know how to e-File ITR Online

Yay! You are done

Read our Guide on how to link your PAN with Aadhaar. For further reading and understanding, check out these articles

• How to Check Income Tax Refund Status Online?
• Check your income tax refund status online guide