​How to file ​Form 61A?

To file the statement in Form 61A, the reporting entity is required to register with the Income Tax Department and generate Income Tax Department Reporting Entity Identification Number (ITDREIN).

Filing Form 61A is a two-step process:

 a) Register on Reporting Portal and generate ITDREIN; and

 b) Preparation and uploading of Form 61A.

Steps to register on reporting portal and generating ITDREIN

Step 1: Visit https://www.incometax.gov.in/iec/foportal/

Step 2: Login using the User ID and Password.

Step 3: Go to Pending Actions>Reporting Portal.

Step 4:On the next screen, click on the button 'Proceed' to go to the reporting portal.

Step 5: Select New Registration and Click on 'Continue'.

Step 6: Select Form Type

Step 7: Select the Type of Reporting Entity

Step 8: Fill in the details of Reporting Entity

Step 9: Fill in the details of the Principal Officer

Step 10: Click on 'Submit'

Step 11: You will receive a confirmation message on the successful submission of the form.

Step 12: Once an application is submitted successfully, log in details will be shared on the email ID of the designated principal officer

Steps to Prepare Form 61A

Step 1: Visit https://report.insight.gov.in/reporting-webapp/portal/homePage

 

Step 2: Download Form 61A Utility.

'Report Generation Utility' is a Java-based Desktop Utility. The utility enables the user to generate and validate the XML file which is to be submitted to Income-tax Department.

 

Step 3: Read the instructions

 

Step 4: Fill in the details in Form 61A by capturing the statement details and other relevant details depending upon the form type

 

Step 5: Click on Generate XML button on the toolbar. If there are no validation errors, the user needs to provide the path to save generated XML. Make sure that the XML file so generated should be saved with the'.xml' extension.

 

Step 6: Sign and encrypt the XML using the 'Generic Submission utility' and prepare a package to be uploaded.

 

Step 7: Read the instructions

 

Step 8: Browse XML and sign using Digital Signature Certificate. Your package will be generated successfully.

 

Steps to Upload Form 61A

Step 1: Visit Reporting Portal at https://report.insight.gov.in/reporting-webapp/portal/homePage

 

Step 2: Login using details received over email

 

Step 3: You will be asked to change your password at the time of first login

 

Step 4: Login with the new password and select the Form type from the dropdown menu

 

Step 5: Select the ITDREIN of that form from the dropdown menu

 

Step 6: Click on Proceed after selecting the Form Type and ITDREIN

 

Step 7: Select the authorized person type from the dropdown and click on proceed.

 

Step 8:Select Statements

 

Step 9:Select the option to file statement and upload the file

Upon successful submission, an email with "Acknowledgment Number" will be sent to the registered email id.