How to download and extract an ITR utility

Excel Utility

Step 1: Go to Income Tax e-Filing Portalwww.incometaxindiaefiling.gov.in

Step 2: Click on ‘IT Return Preparation Software’ link under the ‘Downloads’ section.

Step 3: Click on the appropriate ITR’s Excel utility hyperlink. The ITR excel utility zip file will be downloaded successfully.

Step 4: Open the location (By default it will be in ‘Downloads’ folder of the system) where the zip file (compressed file) is downloaded.

Step 5: Right click on the downloaded zip file and click on ‘Extract All’.

Step 6: In the new dialogue box, select the desired location and click on ‘Extract’ (By Default the extracted file will be stored in the place where the Zip file is downloaded)

Step 7: Open the folder into which the zip file is extracted. Double click on the ‘Excel File’ to open the excel utility.

Java utility

Step 1:Go to Income Tax e-Filing Portalwww.incometaxindiaefiling.gov.in

Step 2:Click on ‘IT Return Preparation Software’ link under the ‘Downloads’ section.

Step 3: Click on the appropriate ITR’s Java utility hyperlink. The ITR Java utility zip file will be downloaded successfully.

Step 4: Open the location (By default it will be in ‘Downloads’ folder of the system) where the zip file (compressed file) is downloaded.

Step 5: Right click on the downloaded zip file and click on ‘Extract All’.

Step 6: Open the folder into which the zip file is extracted. Double click on the ‘Jar File’ to open the ITR Java utility.

Step 7: Open the folder into which the zip file is extracted. Double click on the ‘Jar File’ to open the ITR Java utility.

How to download and import the prefilled XML to the ITR utility

Excel Utility

Step 1:Go to Income Tax e-Filing Portalwww.incometaxindiaefiling.gov.in

Step 2:Login to the e-Filing portal by entering the User ID (PAN), Password and Captcha.

Step 3: After Login, Go to ‘My Account’ menu and Click on ‘Download Pre-filled XML’.

Step 4: In the ‘Download Pre-filled XML’ page, the PAN will be auto populated, choose the Assessment Year for which you are filing the Return. Chose the ITR Form, which you want to file from the dropdown. Click ‘Continue’ button.

Step 5: The details that will get prefilled to the ITR utility along with the bank account details that are available with e-Filing portal (if any) will be displayed to the user. Choose the bank account for credit refund, if any.

Step 6: Click on the ‘Download XML’ button to download the pre-filled XML (By default it will be in ‘Downloads’ folder of the system).

Step 7: Open the ITR excel utility and click ‘Import Personal and Tax Details from Prefilled XML’ button from the right side panel.

Step 8: Browse and select the downloaded pre-fill XML file and click on ‘Open’ button.

Step 9: All the data available with e-Filing portal will be prefilled into the ITR excel utility.

Note:Same steps to be followed for respective ITRs using Excel utilities.

Java Utility

Steps Number 1 to 5 are same as in Excel utility.

Step 6: Click on the ‘Download XML’ button to download the pre-filled XML (By default it will be in ‘Downloads’ folder of the system).

Step 7: Open the ITR Java utility and Click on ‘Open’ button from the Menu bar.

Step 8: Browse and select the downloaded pre-fill XML file and click on ‘Open’ button.

Step 9: All the data available with e-Filing portal will be prefilled into the ITR Java utility.

Note:Same steps to be followed for respective ITRs using Java utilities.

I am getting ‘invalid XML’ while trying to upload the xml

Invalid XML error may arise due to the following scenarios,

1. The taxpayer might have generated the XML file by using the older version of ITR utility.

2. The taxpayer might have altered or edited the XML file generated from the ITR utility before uploading the same to the Portal.

3. In the case Excel utility, the PC used for generating the XML in which the .Net 3.5 frame work might have not installed or not enabled.

Problem:’The taxpayer might have generated the XML file by using the older version of ITR utility’.

Step 1: Download and open the latest version of same ITR excel utility, which you have used to create the XML from the e-Filing portal.

Step 2: Open latest utility and Click on ‘Import from Previous Version’ button from the right side panel.

Step 3: Browse and select the saved excel file (previous version of the filled ITR excel utility) and click on ‘Open’ button.

Step 4: All the information filled and saved into the previous version of the ITR excel utility will be imported to the latest version of the ITR excel utility successfully.

Step 5: Thoroughly check the data in the newer version to ensure that all the data from previous version has been imported correctly. Fill in the additional fields, if any, in the new version so that the ITR is complete. Generate the XML after filling all necessary details and upload the same in the e-Filing portal.

Solution for Java Utility:

Step 1: Download and open the latest version of same ITR Java utility, which you have used to create the XML from the e-Filing portal.

Step 2: Open latest utility and Click on ‘Open’ button from the Menu bar.

Step 3: Select the XML file (generated from the previous version of the Java utility).

Step 4: All the information will be imported to the latest version of the ITR Java utility successfully.

Step 5: Thoroughly check the data in the newer version to ensure that all the data from previous version has been imported. Generate the XML after filling all necessary details and upload the same in the e-Filing portal.

Problem:’The taxpayer might have altered or edited the XML file generated from the ITR utility before uploading the same to the Portal’.

Solution:’Re-generate the XML from the latest version of ITR utility. Please ensure XML file generated is not tampered.’.

Problem:’In the case Excel utility, the PC used for generating the XML in which the .Net 3.5 frame work might have not installed or not enabled’.

Solution: To install the .Net 3.5 Frameworkplease visit the link provided (https://www.microsoft.com/en-in/download/details.aspx id=21)

To enable .Net Framework

Go to Control Panel Programs Programs and Features Turn Windows features on or off Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box, select OK and Restart the System and the generate the XML afresh.

The XML file uploaded to the portal must be generated from the latest version of ITR utility available in the e-Filing Portal.

Precautions while preparing Income Tax Return

Taxpayer has to first fill Part A General (Personal Information) correctly. Rest of the utility will function based on information provided in Part A General. For example, the field 80 TTB will be enabled only for Senior citizens based on the Date of birth and Residential status as per Part A General.

All relevant schedules to be filled for proper calculation and auto population of relevant fields. For example, if you have donations paid details u/s 80G then 80G schedule to be filled first so that the final value from that schedule will flow to respective field in Chapter VI-A.

I do not have Tax Identification Number (TIN). But return is expecting to provide the same.

You may provide your Passport Number of the country in which you are a citizen/Resident in place of TIN.

Am I required to provide property-wise computation of Capital Gains received from sale of immovable property

Yes

Am I required to provide scrip-wise computation of Long term Capital Gains received from sale of Shares/ Mutual Funds units for which STT has been paid

For the convenience of taxpayer, a tool by way of Schedule 112A and 115AD are provided in the ITRs. Taxpayer can fill the same so that final values will flow to the respective items in schedule CG under long term capital gains. However providing the information using the tool is not mandatory. The taxpayers can compute the aggregate gain/loss manually and input the values directly in the respective items in schedule CG under long term capital gains

In tool (Schedule 112A and Schedule 115AD) it is seeking ISIN. What should I do

Using of the tool schedule 112A or 115AD to compute capital gains long term capital securities transactions is optional. In case you want to use the tool, the ISIN number of scrips can be obtained from https://www.nsdl.co.in/list-codes.php

I am a non-resident and has shares/mutual fund units transactions. Which item of Schedule CG is
required to be filled

All resident and non-resident taxpayers who have income chargeable under long term capital gain covered u/s 112A will have to fill item B4 in ITR-2 and item B5 in ITR-3,5,6. The data captured here will flow to Schedule SI u/s 112A. In case of Foreign Institutional Investors taxpayer has income chargeable under long term capital gain then, they have to fill u/s 115AD(1)(iii) under item B7 in ITR-2 and item B8 in ITR-3,5,6.

In Schedule CG LTCG the threshold limit as per section 112A (4c Rs. 1 lakh) is not reflecting and is greyed out

As per the provisions of Income Tax Act, 1961 the exemption of Rs.1,00,000 should be provided while calculating Tax and not for the purpose of computing Income. Therefore for complying with the law, in the Utility the exemption field of Rs.1,00,000 provided in Schedule CG has been greyed-off and benefit of 1 lakh is considered in schedule SI to calculate the tax payable on such capital gains exceeding the threshold limit.

I am getting family pension and tax is deducted at source under section 192. On account of this, the income details are auto-populated in salary schedule. What should I do

Since family pension is taxable under income from other sources, you may edit the prepopulated value in the salary schedule and capture the pension details in the schedule OS.

I am getting error message “Unclaimed TDS brought forward and details of TDS of current FY should be
provided in different rows in Sch TDS 2 (Applicable for ITR 2,3,5,6 and 7). What should I do

In Schedule TDS-2, the field “Financial Year in which TDS is deducted (Column 5)” is applicable only for those who are bringing forward the unclaimed TDS of the earlier years.

In the field TDS of the current Financial Year (Column 7) taxpayer needs to provide only TDS details pertaining to current financial year.

The Details of TDS brought forward and TDS of current financial year should be provided in separate rows to claim TDS.

I have unclaimed TDS credit of earlier years but do not want to claim credit during current AY. Do I require to furnish the details of all those unclaimed TDS in current AY

Yes.

In the utility, I am unable to claim the whole donation amount given in cash

As per section 80G, the benefit of deduction on donation paid in cash is restricted to Rs. 2000.