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How to E-file Income Tax Returns ( ITR )? – Income Tax Efiling Guide

Step by step guide that will help you e-file income tax return return.

Filing your income tax return is not as difficult as it may sound. Here is a step by step guide to e-file your income tax return using ClearTax. It is simple, easy and quick. 

Step 1: ITR  Efiling – Getting Started

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’

efile income tax return

Step 2: Enter Your Personal Information

Enter your Name, PAN, Date of Birth and Bank account details.

itr efiling online

Step 3: Enter Your Salary Details

Fill in your salary, employer details (Name and TAN) and TDS.

income tax returns online efiling

Tip: Want to claim HRA? Read the guide.

Step 4: Enter the Details of Your Investments

Enter investment details under Section 80C(eg. LIC, PPF etc., and claim other tax benefits here.

online efiling of itr

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

Step 5: Enter the Details of Taxes Paid

If you have any non-salary income,eg. interest income or freelance income, then add tax payments that are already made. You can also add these details by uploading Form 26AS.

income tax returns efiling steps

Step 6: e-File

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.

itr refund

Tip: See a “Tax Due” message? Read this guide to know how to pay your tax dues.

Step 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

Note: From 1st July onwards, it is mandatory to link your PAN with Aadhaar and mention it in your IT returns. If you have applied for Aadhaar, you can mention the enrollment number in your returns.

Read our Guide on how to link your PAN with Aadhaar.

Finish your E-filing for FREE with ClearTax

  • ClearTax makes it very easy to E-File your ITR
  • E-Filing takes only a few minutes
  • Our experts help you on live chat and email

Start your Tax Return Now