How to Update Your Profile in the New Income Tax Portal

When there are any changes in your personal or other details, you must update your profile on the income tax e-filing portal to maintain the accuracy of information. You can update various details on the income tax portal through my profile/update profile service. 

Details to Update on the Income Tax Portal

The income tax department has divided profile information into three categories:

• Personal details, such as Name, PAN details, TAN details and Aadhaar number 
• Contact details, such as mobile number, email ID and address
• Other details, such as:
  • Bank account and Demat account details
  • Register DSC
  • e-filing vault higher security
  • PAN - AO jurisdiction details
  • Details of authorised signatories for income tax returns or forms and authorised signatories 
  • Source of income details
  • Registrations and certificates
  • Appreciations and rewards
  • Portuguese Civil Code applicability

Steps to Update Name on the Income Tax E-filing Portal

Step 1: Log in to the income tax e-filing portal by entering your credentials.

Step 2: Click on your profile picture in the top right corner and select ‘My Profile’ from the dropdown. Alternatively, you can select the ‘Update Profile’ button, as shown below.

Step 3: Click on the ‘Edit’ button in the ‘Profile’ section.

Step 4: The ‘Profile’ section will display your name, date of birth, gender, PAN, and PAN status. You can edit or update your name by entering the changed name. You can also edit your date of birth, PAN number, citizenship, residential status and passport details. If your Aadhaar number is linked, you can find the status as ‘Linked’ beside the Aadhaar number. Click on the ‘Save’ button once you edit the details.

Steps to Update Contact Details on the Income Tax E-filing Portal

Step 1: Log in to the income tax e-filing portal by entering your credentials.

Step 2: Click on your profile picture in the top right corner and select ‘My Profile’ from the dropdown. Alternatively, you can select the ‘Update Profile’ button, as shown below.

Step 3: On the personal details page, click on the ‘Edit’ button under the ‘Contact’ section.

Step 4: You can update the contact details here, such as mobile number, email ID and address as per your PAN or Aadhaar card and click on ‘Save’. 

Step 4 (a): To update contact information as per Aadhaar, click the ‘Update as per PAN/Aadhaar’ hyperlink and confirm it in the new pop-up message. You will receive an OTP on your mobile number registered with UIDAI and email ID. On the ‘Verify your Contact Details’ page, enter the OTP received on your mobile number and email ID and click ‘Submit’.

Step 5: Upon successful updation of contact details, a success message will be displayed, as shown in the below image.

Note: 

1. If you update your mobile number and email address in accordance with Aadhaar and make no other changes, you will not be asked to verify your phone number, but you will be required to validate your email address.
2. No OTP authentication is necessary if you are merely updating address details (as per PAN / Aadhaar). Once the address has been successfully updated, you will receive an email at the primary email ID registered on the e-filing site.
3.  If you are a non-resident with an international phone number, the OTP will be sent to the primary email address.

Steps to Update Other Details on the Income Tax E-filing Portal

Step 1: Log in to the income tax e-filing portal by entering your credentials.

Step 2: Click on your profile picture in the top right corner and select ‘My Profile’ from the dropdown. Alternatively, you can select the ‘Update Profile’ button, as shown below.

Step 3: You can update all other details by clicking on the respective options available in the left-hand side menu.

By logging in to the income tax e-filing portal, taxpayers can easily update their information, including name, address, mobile number, email ID, bank details, etc., from the comfort of their homes.