Reetu | Oct 8, 2021 |
Legal Heir Registration on New Income Tax
Legal Heir Registration in e-Filing
User should register as a Legal Heir to e-File on behalf of the deceased. Deceased person’s PAN and Legal Heir’s PAN should be registered in the e-Filing portal. If Deceased person PAN is not registered in the portal then the Legal Heir can register on behalf of the deceased person (This feature is provided for Individual user only).
Step 1 – Login to e-Filing portal using Legal Heir Credentials
Step 2 – My Account > Service Request Type
Step 3 – Select Request type and Request Category – New Request and Add Legal Heir Request
Step 4 – Click on submit
Step 5 – Select the Type of Request – New Request
Step 6 – Enter the details of Deceased
Step 7 – Select the files to upload
Step 8 – Attach a Zip File with the below scanned documents
Step 7 – Click Submit
Note: Following documents will be accepted as Legal Heir certificate.
Step 1 – Legal Heir New request will be sent to the e-Filing Administrator.
Step 2 – The e-Filing Administrator will verify the request and approve / reject as applicable.
Note: e-Filing Administrator may approve as Temporary Legal Heir or Permanent Legal Heir, based on the documents uploaded. An e-mail is sent to the registered e-mail ID with the details of approval / rejection.
A person is treated as a Temporary Legal Heir when fails to submit any one of the five Legal Heir certificates as specified.
A person is treated as a Permanent Legal Heir when the person submits any one of the five Legal Heir certificates mentioned above.
Step 1 – Login to e-Filing portal using Legal Heir Credentials
Step 2 – My Account→ Service Request Type
Step 3 – Select Request type and Request Category – New Request and Add Legal Heir Request
Step 4 – Click on submit
Step 5 – Select the Type of Request – Upgrade to Permanent LH
Step 6 – Select the Legal Heir Certificate
Step 7 – Upload the Scan document of any one of the Legal Heir Certificate.
Step 8 – Click Submit
Key Points to be noted:
In case of any Doubt regarding Membership you can mail us at [email protected]
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