ITR filing of deceased person:
In order to file the ITR of the deceased in the capacity of a legal heir, the first step is to register oneself as a legal representative of the deceased person on the income tax E-filling Portal.
Documents required to file deceased’s ITR:
- Copy of Death Certificate.
- Copy of PAN Card of the deceased.
- Self-attested PAN Card copy of the legal heir.
- Legal Heir Certificate or Affidavit in the presence of a Notary public.
Process of filing ITR by the legal heir:
Step 1 Logon to ‘e-Filing’ Portal www.incometaxindiaefiling.gov.in
Step 2 Go to the ‘My Account’ menu located at upper-left side of the page ⇒ Click ‘Authorize another person (“Register as Representative”) to act on behalf of self Or Register to act on behalf of another person’
Step 3 Select the ‘Request Type’ as ‘New Request’ and ‘Authorize another person to act on behalf of self Or Register to act on behalf of another person’ as ‘Register to act on behalf of another person’ and Select the applicable ‘Category to Register’ –> Click ‘Proceed’
Step 4 Enter the necessary details in the appropriate fields and attach the necessary supporting documents based on category.
Step 5 Click ‘Submit’. A Success Message will be displayed confirming the submission of Register as authorized signatory Request.
NOTE: In case of any query, please feel free to contact me on this email enquiry@overallaccounting.com
