E Return - Intermediary Registration Services

ERI Registration and Services
Central Board of Direct Taxes,

e-Filing Project
Page 1
Table of Contents
Table of Contents ............................................................................................... 2
e-Return Intermediary (ERI) User Registration ................................................. 4
e-Return Intermediary (ERI) User Features ....................................................... 9
Functionalities available for ERI Admin in e-Filing application: ........................................... 11
My Account ............................................................................................................................................... 11
View Form 26AS (Tax Credit): Available for ERI Admin and ERI Sub-user .................... 11
e-Filed Returns/Forms: Available for ERI Admin and ERI Sub-user .................................. 12
Outstanding Tax Demand: Available for ERI Admin and ERI Sub-user ............................ 12
Token List: Available for ERI Admin and ERI Sub-user........................................................... 13
Tax Credit Mismatch: Available for ERI Admin and ERI Sub-user ...................................... 14
Rectification Status: Available for ERI Admin and ERI Sub-user ........................................ 15
Service Request ...................................................................................................................................... 16
Refund Re-issue Request: Available for ERI Admin and ERI Sub-user ............................. 16
Refund Re-issue Request Status: Available for ERI Admin and ERI Sub-user............... 17
Request for Intimation u/s 143(1)/154: Available for ERI Admin and ERI Sub-
user .............................................................................................................................................................. 17
Request for Intimation u/s 143(1)/154 Status: Available for ERI Admin and
ERI Sub-user ............................................................................................................................................ 18
e-File ........................................................................................................................................................... 19
Upload Return: Available for ERI Admin and ERI Sub-user .................................................. 19
e-Filed Token Details: Available for ERI Admin and ERI Sub-user ..................................... 19
Rectification: Available for ERI Admin and ERI Sub-user....................................................... 20
Bulk PAN Token Details: Available for ERI Admin and ERI Sub-user ................................ 22
Token Status: Available for ERI Admin and ERI Sub-user..................................................... 23
Upload Query: Available for ERI Admin and ERI Sub-user .................................................... 24
Manage Client .......................................................................................................................................... 24
Add Clients: Available for ERI Admin and ERI Sub-user ........................................................ 24
View Clients Details: Available for ERI Admin and ERI Sub-user........................................ 25
Manage Sub-user ................................................................................................................................... 26
Create Sub-user: Available only for ERI Admin ......................................................................... 26
Manage Sub-user: Available only for ERI Admin ....................................................................... 28
Update Sub-user Contact Details: Available only for ERI Admin ........................................ 29
Change Password: Available for ERI Admin and ERI Sub-user............................................ 31
Page 2
Change Secret Question(s) / Answer(s): Available for ERI Admin and ERI Sub-
user .............................................................................................................................................................. 32
Register Digital Signature Certificate: Available for ERI Admin and ERI Sub-
user .............................................................................................................................................................. 33
1.1 Change Secret Question(s) / Answer(s): Available for ERI Admin and ERI
Sub-user .................................................................................................................................................... 33
1.2 Register Digital Signature Certificate: Available for ERI Admin and ERI
Sub-user .................................................................................................................................................... 34
e-Filing Vault - Higher Security: Available for ERI Admin and ERI Sub-user ................. 35
My Profile: Available for ERI Admin and ERI Sub-user ........................................................... 35
Schema for Bulk PAN Uploads .......................................................................... 38
Page 3
e-Return Intermediary (ERI) User Registration
 ERI must give an application online at NSDL's website www.tinnsdl.com using

ERI’s digital signature certificate (DSC).
 Application is processed by NSDL on the basis of eligibility criteria set by the
Income Tax Department.
 An XML file having details of the applicant and the temporary User ID and
Password should be uploaded onto the Income Tax Department's e-Filing website
https://incometaxindiaefiling.gov.in by using NSDL’s login credentials.
Page 4
 Sample XML which is upload by NSDL looks as shown

below:
NOTE: 1. Registration Number is available only for Companies and Firms but it is non-
mandatory.
2. If the registering ERI Admin belongs to company/firm category, Date of Incorporation
is mandatory. A check is provided while uploading the xml.
 A temporary User ID and Password is generated by NSDL and intimated to the

applicant.
 Using this temporary User ID and Password, the applicant should log onto the
Page 5
Income Tax Department's e-filing website and complete the Data transmission
test.
 ERI must upload all the ITR’s from 1 to 7 for assessment year 2017-18.
 ERI will be given a maximum of 20 attempts to upload all the ITR’s.
 To know more on the XML Schema structure, please go to the e-Filing “Home”
page ->
“Downloads”-> “Schema Downloads”.
 After successful data transmission test, a success page is displayed. ERI must fill in
the additional details and upload digital signature certificate (DSC) in the registration
page provided to complete the registration process.
 Complete the Registration Form
Page 6
 Click on ‘SUBMIT’. On success a confirmation popup shall be displayed. User must

click on Continue button.
 User must enter the OTPs for authentication to complete the registration process.
(Resend OTP option shall be available and enabled only after 2 minutes) and click on
Validate button.
Page 7
 On Success, user will be navigated to ‘Registration Successful page’ where the

success message is displayed as below.
Page 8
e-Return Intermediary (ERI) User Features

Pre-requisites:
 ERI Admin should be registered in e-Filing application.
 ERI Sub-user must be created and activated by ERI Admin.

Login
Type the URL of e-Filing application (https://incometaxindiaefiling.gov.in) in a web browser
(Internet Explorer/ Mozilla/ Chrome/ Safari).
1. Click on the “Login Here” button available on the home page. Enter the login
credentials i.e., User ID, Password and Captcha. Click “Login” button.
Page 9
A menu bar is provided on top with following categories and sub-categories:
My Account
1. View Form 26AS (Tax Credit)
2. e-Filed Returns/Forms
3. Outstanding Tax Demand
4. Token List
5. Rectification Status
6. Tax Credit Mismatch
7. Service Request
e-File
1. Income tax Return

2. e-Flied Token Details
3. Rectification
Page 10
Bulk PAN Query

1. Upload Bulk PAN Query
2. Token Status
3. Token details
Manage Client
1. Add Clients
2. View Client Details
Manage Sub-user
1. Create Sub-user
2. Manage Sub-user
3. Update Sub-user Contact Details
Profile Settings
1. My Profile
2. Change Password
3. Change Secret Question(s) / Answer(s)
4. Register Digital Signature Certificate
5. e-Filing Vault- Higher Security
Functionalities available for ERI Admin in e-Filing application:
My Account
View Form 26AS (Tax Credit): Available for ERI Admin and ERI Sub-user
Go to My Account and select View Form 26AS (Tax Credit). User should enter the
following details.
 PAN of the Client: Mandatory, 10 character alphanumeric.
Note: User must be added as client under ERI Admin.
 Captcha: This is mandatory and the user has to type in the numeric code
which appears on the screen.

User clicks 'SUBMIT' and the fields are validated for correctness and a new page is
displayed asking confirmation from user for redirecting to NSDL website. Click on
“Confirm” and you will be redirected to NSDL website.
Page 11
e-Filed Returns/Forms: Available for ERI Admin and ERI Sub-user

Go to My Account and select e-Filed Return/Forms. User should enter the following
details:
 Captcha: This is mandatory and the user has to type in the numeric code which
appears on the screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page is displayed
with all the return details of the client.
Outstanding Tax Demand: Available for ERI Admin and ERI Sub-user
Go to My Account and select Outstanding Tax Demand. User should enter the following
details:
 PAN: Mandatory, 10 character alphanumeric.
Page 12
User clicks 'SUBMIT' and the fields are validated for correctness. A new page with
demand status is displayed.
Token List: Available for ERI Admin and ERI Sub-user

Go to My Account and select Token List. User should enter the following details:
 Token List: Mandatory, radio buttons for My Tokens and Sub-user tokens.
 User ID of the Sub-User: Mandatory when radio button option Sub-user
tokens is selected, alphanumeric.
 Transaction Type: mandatory, drop down
 Start Date: Calendar, mandatory
 End Date: Calendar, mandatory
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User selects ‘My Tokens’ radio button. All the token numbers of the ERI Admin is
displayed.
User selects ‘Sub-User Tokens’ radio button. Token numbers of the Sub-User whose ID
was provided will be displayed.
Tax Credit Mismatch: Available for ERI Admin and ERI Sub-user
Go to My Account and select Tax Credit Mismatch. User should enter the following
details:
Page 14
 Assessment Year: Mandatory, select the assessment from the dropdown.

User clicks 'SUBMIT' and the fields are validated for correctness. A page with tax credit
mismatch is displayed.
Rectification Status: Available for ERI Admin and ERI Sub-user

Go to My Account and select Rectification Status. User should enter the following details.

 Captcha: This is mandatory and the user has to type in the numeric code which
appears on the screen.
User clicks 'SUBMIT' and the fields are validated for correctness. A page with
rectification status and a link to withdraw the filed rectification is displayed.
Page 15
On clicking the link to withdraw the request, a page requesting for withdrawal of
rectification request is displayed. User can withdraw his request within 3 days of
rectification request.
A successful withdrawal message will be displayed when user clicks on ‘Confirm

withdrawal’.
Service Request
Refund Re-issue Request: Available for ERI Admin and ERI Sub-user
Go to My Account click on Service request and select Request type as new request than
select Request category refund re-issue Request and click submit User should enter the
following details:
 Details would be displayed with 'Submit' option if there is Refund
Failure.
.
Page 16
After clicking submit, fill the additional details such as Bank Account number,
Account Type, IFSC Code and so on -> Click ‘Submit’
User clicks on ‘SUBMIT’ and all the fields are validated for correctness. A success
message is displayed in a new page after validation.
Refund Re-issue Request Status: Available for ERI Admin and ERI Sub-
user
Go to My Account click on Service request and select Request type as View Request than
select Request category refund re-issue Request and click submit User should enter the
following details:
 Note: User must be added as client under ERI Admin.
Request for Intimation u/s 143(1)/154: Available for ERI Admin and
ERI Sub-user
Go to My Account click on Service request and select Request type as new request than
select Request category Request for Intimation and click submit User should enter the
following details.

 Category: Mandatory, dropdown.
 Sub-category: Mandatory, dropdown.
Page 17
 User can select one of the 2 options from dropdown ‘Category’ i.e., Intimation
u/s 143(1) and Rectification order u/s 154. Depending on the category selected,
various options under sub-category dropdown are available for the user.
User clicks 'SUBMIT' and the fields are validated for correctness. A success message is
displayed for valid intimation request
Request for Intimation u/s 143(1)/154 Status: Available for ERI Admin
and ERI Sub-user
Go to My Account click on Service request and select Request type as View Request than
select Request category Request for Intimation and click submit User should enter the
following details.

Page 18
e-File
Upload Return: Available for ERI Admin and ERI Sub-user
Go to e-File and select Income Tax Return. User should enter the following details:
 Attach Bulk XML: Mandatory, a zip file containing one or more valid XMLs
of ITRs (Bulk ITR).
 Attach the Signature file – Mandatory and the user uploads the DSC.
displayed on successful upload of Bulk ITR.
e-Filed Token Details: Available for ERI Admin and ERI Sub-user
Go to e-File and select e-Flied Token Details. User should enter the following details.
 Token Number: Mandatory, a 9-digit numeric value.

User clicks 'SUBMIT' and the fields are validated for correctness. A new page is
displayed with Bulk ITR token status and details.
Page 19
Rectification: Available for ERI Admin and ERI Sub-user

Go to e-file and select Rectification Request. User should enter the following details:
 CPC Communication Reference Number: Mandatory, it should be in
the format CPC/1111/I1/1111111111.
User clicks on ‘SUBMIT’ and all the fields are validated for correctness. On successful
validation, an additional dropdown is displayed for selecting Rectification Request Type.
User can select the following options from dropdown.
On selecting, Taxpayer is correcting the data in rectification; a pop-up with 21 radio

buttons for selecting an option is displayed. User has to select a radio button and click
‘OK’.
Page 20
A new page with the following fields is displayed.

Reason you selected: Auto-filled.
Schedules Being Changed: Mandatory, User can use ‘CTRL’ + ‘CLICK’ and
select multiple schedules that are provided.
Select and upload the rectification XML File: Mandatory, Upload a valid XML
file that needs to be rectified.
Attach the Signature file: Mandatory, User needs to generate a signature file
for the XML that needs to be rectified and attach the generated signature file.
User should click ‘SUBMIT’ for validating the details and successful rectification upload.
Page 21
On selecting, No further Data Correction required. Reprocess the case for:

 TAX CREDIT MISMATCH
 STATUS MISMATCH
 TAX/INTEREST COMPUTATION;
3 check-box options are provided. User can select one or more check-boxes as required.
User needs to click ‘SUBMIT’. A success message is displayed indicating a valid

rectification upload.
Bulk PAN Token Details: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Token Details. User should enter the following details:
Page 22
displayed with Bulk PAN token details.
Token Status: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Token Status. User should enter the following
details:

Page 23
displayed with Bulk PAN token status.
Upload Query: Available for ERI Admin and ERI Sub-user
Go to Bulk PAN Query and select Upload Query. User should enter the following
details.
 Upload XML: Mandatory, XML file with a valid Bulk PAN format.
displayed when the details are valid.
Manage Client
Add Clients: Available for ERI Admin and ERI Sub-user
Go to Manage Client and select Add Clients. User should enter the following details:
Page 24
 PAN - Mandatory, 10 character alphanumeric

 Date of Birth – Mandatory, select the date from the calendar provided, and
should match the date as given in the PAN card
 Email ID - Mandatory, alphanumeric, limited to 125 characters and should be
a valid format

displayed.
View Clients Details: Available for ERI Admin and ERI Sub-user
Go to Manage Client and select View Client Details. User should enter the following
details:

 User selects PAN of the client.
User clicks 'SUBMIT' and the fields are validated for correctness. A new page showing
the client’s status for the requested option is displayed.
Page 25
Manage Sub-user
Create Sub-user: Available only for ERI Admin
Go to Manage Sub-user and select Create Sub-user. User should enter the following
details:
A. Password Details
 Password – Mandatory, can be between 8 – 14 characters,

alphanumeric and should contain at least one special character and one numeric.
 Confirm Password – The user has to enter the same password as
entered above. This is mandatory.
 Primary Secret Question – The user needs to select any one question
out of four available in the drop down. This is mandatory.
 Primary Secret Answer – Mandatory, alphanumeric and special
characters, limited to 25 characters
 Secondary Secret Question – The user needs to select any one
question out of the balance three available in the drop down. This is
mandatory.
 Secondary Secret Answer – Mandatory, alphanumeric and special
characters, limited to 25 characters.
B. Personal Details
 Surname – Mandatory, alphanumeric and can contain special characters,

limited to 75 characters
 First Name – Not mandatory, alphanumeric and can contain special
 Middle Name - Not mandatory, alphanumeric and can contain special
 PAN - Mandatory, 10 character alphanumeric
 Date of Birth – Mandatory, select the date from the calendar provided,
and should match the date as given in the PAN card
 Designation: Mandatory.
 Branch Name: Mandatory.
 Employee Number: Optional, 6-character, numeric
C. Contact Details
 Landline Number – Non-mandatory, numeric field, 10 digits (STD code

and the telephone number should not exceed 10 digits. Do not prefix ‘0’).
 Mobile Number - Mandatory, numeric field, 10 digits.
 Alternate Mobile Number - Non mandatory, numeric field, 10 digits
 Email ID - Mandatory, alphanumeric, limited to 125 characters and
should be a valid format.
 Alternate Email ID - Non mandatory, alphanumeric, 125 characters
 Fax Number - Non-mandatory, numeric field, 10 digits (STD code and
the telephone number should not exceed 10 digits. Do not prefix ‘0’).
D. Postal Address
 Flat/Door/Building – Mandatory, alphanumeric and special characters,

 Road/Street - Non-mandatory, alphanumeric and special characters,
Page 26
 Area/Locality - Mandatory, alphanumeric and special characters, limited

to 50 characters
 Town/City/District - Mandatory, alphanumeric and special characters,
 State – Mandatory, user selects from the drop down provided
 Pin code - Mandatory, numeric, limited to 6 digits
E. CAPTCHA
 This is mandatory and the user has to type in the numeric code which
appears on the screen
F. Subscribe to Mailing List
 This will be auto-selected. User can un-check the box provided to un-
subscribe for mailing list
G. Enable Alerts, reminder and notifications
 This will be auto-selected. User can un-check the box provided to disable
alerts, reminders and notification.
User clicks 'SUBMIT' and the fields are validated for correctness. The user records are
captured in the e-filing application. A success message is displayed
Page 27
Manage Sub-user: Available only for ERI Admin
Go to Manage Sub-user and select the Sub-user ID to Activate/De-Activate/Change

Validity/Change Password
Page 28
Clicks on the Sub-user ID. If user is Inactive, ERI Admin can activate the user.
Clicks on the Sub-user ID. If user is active, ERI Admin can De-Activate/Change
Validity/Change Password of the Sub-user.
Update Sub-user Contact Details: Available only for ERI Admin
Go to Manage Sub-user and select Update Sub-user Contact Details. User should
enter the following details:
 User ID: Mandatory, 10-character alphanumeric.
Page 29
User clicks 'SUBMIT' and a new page is displayed with all the contact details of the sub-
user. User can view and edit the following details.
A. Contact Details
 Landline Number – Non-mandatory, numeric field, 10 digits (STD code

and the telephone number should not exceed 10 digits. Do not prefix
‘0’).
 Mobile Number - Mandatory, numeric field, 10 digits.
 Alternate Mobile Number - Non mandatory, numeric field, 10 digits
 Email ID - Mandatory, alphanumeric, 125 characters
 Alternate Email ID - Non mandatory, alphanumeric, 125 characters
 Fax Number - Non-mandatory, numeric field, 10 digits (STD code and
the telephone number should not exceed 10 digits. Do not prefix ‘0’).
B. Address Details
 Flat/Door/Building – Mandatory, alphanumeric and special characters,

 Road/Street - Non-mandatory, alphanumeric and special characters,
 Area/Locality - Mandatory, alphanumeric and special characters, limited
to 50 characters
 Town/City/District - Mandatory, alphanumeric and special characters,
 State – Mandatory, user selects from the drop down provided
 Pin code - Mandatory, numeric, limited to 6 digits
C. CAPTCHA
 This is mandatory and the user has to type in the numeric code which
appears on the screen
Page 30
User clicks on ‘Submit’. User can view a success message page when the contact details
are updated.
Change Password: Available for ERI Admin and ERI Sub-user
Go to Profile Settings and select Change Password. User should enter the following
details:
 Old Password – Mandatory, can be between 8 – 14 characters, alphanumeric

and should contain atleast one special character and one numeric.
 New Password – Mandatory, can be between 8 – 14 characters,
alphanumeric and should contain at least one special character and one
numeric.
 Confirm Password – The user has to enter the same password as entered
above. This is mandatory
 Captcha - This is mandatory and the user has to type in the numeric code
Page 31
User clicks ‘SUBMIT’ and a success message page is displayed confirming password
change.
Change Secret Question(s) / Answer(s): Available for ERI Admin and

ERI Sub-user
Go to Profile Settings and select Change Secret Question(s) / Answer(s). User should
enter the following details.
 Primary Secret Question – The user needs to select any one question
out of four available in the drop down. This is mandatory.
 Primary Secret Answer – Mandatory, alphanumeric and special
 Secondary Secret Question – The user needs to select any one
question out of the balance three available in the drop down. This is
mandatory.
 Secondary Secret Answer – Mandatory, alphanumeric and special
 Captcha - This is mandatory and the user has to type in the numeric
code which appears on the screen.
Page 32
User clicks ‘SUBMIT’ and a success message page is displayed confirming change in
secret question and secret answer.
Register Digital Signature Certificate: Available for ERI Admin and ERI
Sub-user
 Go to Profile Settings and select Register Digital Signature Certificate.

 User shall download the DSC utility provided in the same page.
 User shall generate a signature file with the registered DSC using the DSC utility
and upload the generated signature file using browse option provided.
 User clicks ‘Submit’ after uploading the signature file generated, a success
message page is displayed.
1.1 Change Secret Question(s) / Answer(s): Available for ERI Admin

and ERI Sub-user
Go to Profile Settings and select Change Secret Question(s) / Answer(s). User should
enter the following details.
Primary Secret Question – The user needs to select any one question out
of four available in the drop down. This is mandatory.
Primary Secret Answer – Mandatory, alphanumeric and special
Secondary Secret Question – The user needs to select any one question
out of the balance three available in the drop down. This is mandatory.
Secondary Secret Answer – Mandatory, alphanumeric and special
Captcha - This is mandatory and the user has to type in the numeric code
Page 33
User clicks ‘SUBMIT’ and a success message page is displayed confirming change in
secret question and secret answer.
1.2 Register Digital Signature Certificate: Available for ERI Admin and
ERI Sub-user
Go to Profile Settings and select Register Digital Signature Certificate. User should select
a valid DSC i.e., it should be a ‘.pfx file’. Instructions will be provided in the right corner
of e-Filing application when Register Digital Signature Certificate page is opened.
User clicks ‘Submit’ after selecting a DSC, a success message page is displayed.
Page 34
e-Filing Vault - Higher Security: Available for ERI Admin and ERI Sub-
user
Go
My Profile: Available for ERI Admin and ERI Sub-user
In order to view or update ‘My Profile’, the user needs to perform the following steps:
Step 1: Go to the 'Profile settings’ and Click on the ‘My Profile’ link.
Step 2: A screen with ERI Details, Principal Contact details, Address and Contact
Details will be displayed.
Page 35
Step 3: In order to change the Principal Contact details Click on ‘Principal Contact’ tab
and click on the ‘Edit’ button.
Update the required fields and click on ‘Save’ button. A success message is displayed as
shown
Step 4: In order to change the address details Click on ‘Address’ tab and click on the
‘Edit’ button.
Update the required fields and click on ‘Save’ button. A success message is displayed as
shown.
Step 5: In order to change the Contact details Click on ‘Contact Details’ tab and click
on ‘Edit’ button.
Page 36
The user can edit the details and click on the ‘Save’ button.
Once the Contact details are changed, the user must enter the Mobile PIN and the
Email PIN which will be sent to the Mobile number and Email ID mentioned by the user
respectively.
Enter the Mobile PIN and Email PIN. Click on Confirm. A success message will be
displayed as follows
Page 37
Schema for Bulk PAN Uploads
<?xml version="1.0" encoding="UTF-8"?>

<xs:schema xmlns:xs="http://www.w3.org/2001/XMLSchema"
elementFormDefault="qualified"
targetNamespace="http://bulkpanws.tcs.com/"
xmlns:ns1="http://bulkpanws.tcs.com/">
<xs:element name="getPANInfo">
<xs:complexType>
<xs:sequence>
<xs:element name="pan" maxOccurs="999" minOccurs="1"
form="unqualified">
<xs:simpleType>
<xs:restriction base="xs:string">
<xs:pattern value="[A-Za-z]{5}[0-9]{4}[A-Za-z]" />
</xs:restriction>
</xs:simpleType>
</xs:element>
</xs:sequence>
</xs:complexType>
</xs:element>
</xs:schema>
Page 38

E Return - Intermediary Registration Services

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ERI Registration and Services

Central Board of Direct Taxes,

ERI Registration and Services

e-Return Intermediary (ERI) User Registration

 ERI must give an application online at NSDL's website www.tinnsdl.com using

 Sample XML which is upload by NSDL looks as shown

 A temporary User ID and Password is generated by NSDL and intimated to the

 Complete the Registration Form

 Click on ‘SUBMIT’. On success a confirmation popup shall be displayed. User must

 On Success, user will be navigated to ‘Registration Successful page’ where the

e-Return Intermediary (ERI) User Features

 ERI Admin should be registered in e-Filing application.

 ERI Sub-user must be created and activated by ERI Admin.

A menu bar is provided on top with following categories and sub-categories:

1. Income tax Return

Bulk PAN Query

Functionalities available for ERI Admin in e-Filing application:

which appears on the screen.

e-Filed Returns/Forms: Available for ERI Admin and ERI Sub-user

Token List: Available for ERI Admin and ERI Sub-user

 Assessment Year: Mandatory, select the assessment from the dropdown.

Rectification Status: Available for ERI Admin and ERI Sub-user

 PAN of the Client: Mandatory, 10 character alphanumeric.

A successful withdrawal message will be displayed when user clicks on ‘Confirm

Note: User must be added as client under ERI Admin.

 PAN: Mandatory, 10 character alphanumeric.

 PAN: Mandatory, 10 character alphanumeric.

Upload Return: Available for ERI Admin and ERI Sub-user

 Token Number: Mandatory, a 9-digit numeric value.

Rectification: Available for ERI Admin and ERI Sub-user

On selecting, Taxpayer is correcting the data in rectification; a pop-up with 21 radio

A new page with the following fields is displayed.

On selecting, No further Data Correction required. Reprocess the case for:

User needs to click ‘SUBMIT’. A success message is displayed indicating a valid

Token Status: Available for ERI Admin and ERI Sub-user

 Token Number: Mandatory, a 9-digit numeric value.

Upload Query: Available for ERI Admin and ERI Sub-user

Add Clients: Available for ERI Admin and ERI Sub-user

 PAN - Mandatory, 10 character alphanumeric

which appears on the screen.

 PAN of the Client: Mandatory, 10 character alphanumeric.

 User selects PAN of the client.

Create Sub-user: Available only for ERI Admin

 Password – Mandatory, can be between 8 – 14 characters,

 Surname – Mandatory, alphanumeric and can contain special characters,

 Landline Number – Non-mandatory, numeric field, 10 digits (STD code

 Flat/Door/Building – Mandatory, alphanumeric and special characters,

 Area/Locality - Mandatory, alphanumeric and special characters, limited

F. Subscribe to Mailing List

G. Enable Alerts, reminder and notifications

Manage Sub-user: Available only for ERI Admin

Go to Manage Sub-user and select the Sub-user ID to Activate/De-Activate/Change

Update Sub-user Contact Details: Available only for ERI Admin

 User ID: Mandatory, 10-character alphanumeric.

 Landline Number – Non-mandatory, numeric field, 10 digits (STD code

 Flat/Door/Building – Mandatory, alphanumeric and special characters,

Change Password: Available for ERI Admin and ERI Sub-user

 Old Password – Mandatory, can be between 8 – 14 characters, alphanumeric