How To Download Excel Utility For Itr 2?

Taxpayers can file income tax returns in an offline manner, according to the IRS. Let’s look at how to use an offline utility to file ITR returns.

The offline utility can be downloaded from the income tax e-filing site at www.incometax.gov.in.

Step 1: Select the appropriate assessment year under the ‘Download’ section and click the ‘utility’ link under the ‘Common Offline Utility (ITR 1 to ITR 4)’ section.

Step 2: Unzip the downloaded zip folder and run the program. Then press the ‘Continue’ button.

  • Returns: If this is your first time filing a return, select this tab and then click ‘File returns’.
  • Select this tab if you wish to see a draft version of your returns (a file that has already been completed) and then click ‘modify.’
  • Data that has already been entered: This page displays all of the pre-filled ITR data that you previously loaded into the tool.

Step 4: Assume that this is your first time filing a tax return. Select any of the following options after choosing ‘File returns’ under the ‘Returns’ tab: –

  • Import a JSON file generated by an Excel/HTML utility or a draft ITR filled in online mode.

Step 6: On the next screen, under ‘I know which ITR Form I need to file,’ select the ITR form and continue.

Step 8: Click the ‘Continue’ option after selecting the proper reason for filing the income tax return.

Step 9: Complete the ITR (Income Tax Return) form by filling in all required fields and clicking the ‘Proceed’ option.

Step 10: The ‘Confirm Your Return Summary page’ displays a summary of your tax computation based on the information you entered. If you have a tax burden, you will be given the option to ‘Pay Now’ or ‘Pay Later.’

You can pay your income tax liability immediately by selecting the ‘Pay Now’ option. After making a payment, go to the payment details page and enter the challan number and BSR code.

Step 11: After examining your return, tick the declaration box, fill in the declaration, and then preview and validate it.

Step 12: Verify all errors by picking the appropriate error, which will send you to the error box automatically. You can also get the JSON file.

Step 13: To conclude the verification process, click ‘Proceed to Verification’ after correcting all errors and validating successfully.

Step 16: To finish the return filing procedure, you must e-verify the return. You can choose to e-verify right now or later.

Is there an Excel program for ITR?

For Assessment Year 22-23, the Central Board of Direct Taxes (CBDT) discontinued ITR Utilities in Excel and Java, stating JSON Utility for ITR-1 and ITR-4.

Select the assessment year and download the Excel, Java, or JSON utility using the offline utilities. Inside the system, the utility will be downloaded in a compressed mode (ZIP file) in the name of the ‘download’ folder; extract (uncompress) the zip file from utilities. The folder must be extracted in the same directory that the compressed utility was downloaded. Start the filing process by opening the utility.

How can I get the offline version of ITR 2?

The Offline Utility for ITRs must be used by every taxpayer who chooses to file their Income Tax Returns offline rather than online. You can use the utilities to file Income Tax Returns (ITRs) by uploading the JSON created by the utilities:

This e-Filing portal service provides two independent offline ITR filing facilities, which are as follows:

Step-by-Step Guide

Step 1: You can download the required offline tool from Home > Downloads without logging in to the e-Filing portal. Proceed to Step 2 after installing it on your PC.

Step 1a: You can also download the offline utility by going to the e-Filing portal and clicking e-File > Income Tax Returns > File Income Tax Return > Download Offline Utility. Choose the current AY and filing mode (Offline). Then, under the Offline Utility option, click Download.

Step 2: Download and run the offline application. When you connect to the internet, the utility version will be updated if it was previously installed (in case of version updates). Continue by pressing the Enter key.

Step 3: You’ll be brought to the Income Tax Returns page, where the following tabs and their contents will be visible:

  • Returns – This section contains all of your ITRs (depending on the AY). By choosing File Returns, you can begin filing a new return.
  • If you want to change a partially filled ITR draft, go to the Draft Version of Returns tab and click Edit on the applicable draft.
  • Pre-filled Data This section contains all of the pre-filled JSON files downloaded from e-Filing (including details such as PAN, Name, Last Import, and AY). You can start your return filing procedure with the pre-filled data supplied by selecting File Returns on the relevant JSON.
  • JSON is a file format that is utilized when downloading or importing pre-filled return data into the offline application, as well as when generating your prepared ITR.
  • To understand how to file a return with the offline utility, go to section 4.4 File, Preview, and Submit Income Tax Returns.

Step 4: Click File Returns on the ITR for the relevant AY under the Returns tab to begin the ITR filing process.

  • If you’ve already downloaded or imported your pre-filled data into the offline program, click File Returns from the Pre-filled Data page to begin filing your return.

Refer to the sections below to understand how to use the Offline Utility to file Income Tax Returns:

Step 1: This screen will appear once you click File Returns on the Returns tab. Click Continue after selecting Download Pre-filled Data.

Step 2: Enter your PAN, choose 2021-22 as the Assessment Year, and click Proceed.

Step 3: If you continue with a new file, you will see a notification informing you that the details saved against your PAN will be discarded. Yes should be selected.

Then you’ll be taken to a page where you may choose your filing status (Individual / HUF / Other) and proceed with the process.

The rest of the procedure is explained in section 4.4, “File, Preview, and Submit Income Tax Returns.”

Step 1: This screen will appear once you click File Returns on the Returns tab. Click Continue after selecting Import Pre-filled Data.

Step 2: Enter your PAN, choose 2021-22 as the Assessment Year (AY), and click Proceed.

Step 4: Select the pre-filled data (JSON file) that you downloaded from the e-Filing portal and saved on your computer by clicking Attach file.

Step 5: Click Proceed once the JSON file has been submitted, and the system will validate the JSON file.

Step 6: Once the validation is complete, you will be able to examine the details of the pre-filled data that was downloaded. Select File Return from the drop-down menu. You can proceed to file your return after pre-filling all of the data from the imported JSON. You’ll be brought to the page where you can choose your ITR form.

The rest of the procedure is explained in section 4.4, “File, Preview, and Submit Income Tax Returns.”

Step 1: This screen will appear once you click File Returns on the Returns tab. Click Continue after selecting Import draft ITR filled in online mode.

Note: If you have a partially filled ITR in online mode and want to file it offline, you can do so using the Import draft ITR filled in online mode.

Step 2: Select the draft ITR JSON that you previously got from the e-Filing site and saved to your PC by clicking Attach file.

Note: You can get the draft online ITR JSON by going to the Return Summary page on the e-Filing portal and choosing Download JSON. You can get to this page by clicking on the following link:

Then you’ll be directed to the first page of your ITR form, where you can continue the filing process.

See section 4.4 for more information. To learn the rest of the process, go to File, Preview, and Submit Income Tax Returns (Step 3 onwards).

Step 1: You’ll land on this screen after downloading or importing your pre-filled data and selecting File Return. Select the appropriate status for you and click Continue.

  • Please assist me in deciding which ITR Form to file: Continue by pressing the Enter key. You can file your ITR when the system has assisted you in determining the correct ITR.
  • I’m aware of which ITR Form I need to submit: Click Proceed with ITR after selecting the appropriate income tax return form from the selection.

Step 3: Once you’ve decided which ITR is right for you, make a note of the documents you’ll need and click Let’s Get Started.

Step 4: Click Continue after selecting the applicable reason(s) for filing the income tax return.

Step 5: Fill in the following information in each part of your ITR (for further information, see the CBDT’s Instructions to File ITR):

Step 6: On the Confirm Your Return Summary page, a summary of your tax computation based on the information you submitted will be displayed.

If the computation results in a tax liability, you’ll see Pay Now and Pay Later choices at the bottom of the page.

  • It is strongly advised that you select the Pay Now option. Make a mental note of the BSR Code and Challan Serial Number and insert them in the payment information.
  • If you choose to Pay Later, you can make the payment after submitting your income tax return, but you risk being labeled an assessee in default, and you may be liable for interest on the tax you owe.

b) If you don’t owe any taxes (No Demand/No Refund), or if you are eligible for a refund:

If you have no tax liability or a refund based on your tax computation, you will be able to preview your return right away. Return to the preview mode.

Step 7: On the Return Preview and Submit screen, check the declaration box and fill in the required information. Proceed to Preview by clicking the button.

Note: You can keep the textboxes related to TRP blank if you did not use a tax return preparer or TRP to prepare your return.

Step 9: Your return will be validated by the system. On the Preview and Submit your Return page, if there are any problems, they will be listed. If your form has validation mistakes, you’ll have to go back and fix them. If you don’t, you’ll get a notification stating that your validation was successful.

To finish the return filing procedure, click Proceed to Verification after successful validation.

Note: When you click Download JSON, your prepared and validated return’s JSON is downloaded to your PC. You can subsequently upload it to the e-Filing portal or use the offline software to submit it (elaborated in the steps below).

Step 13: Select your preferred option and click Continue on the Complete your Verification page.

Verifying your return is required, and e-Verification (preferred choice – e-Verify Now) is the quickest, most paperless, and safest way to do so than mailing a signed hardcopy ITR-V to CPC.

  • You can submit your return if you choose e-Verify Later; but, you must e-Verify your return within 120 days of filing your ITR.
  • Please ensure that your bank account has been pre-validated so that any reimbursements due can be credited to it.

Step 14: If you selected e-Verify Now, you will be directed to the e-Verify page, where you can e-Verify your return.

A success message appears after successful e-Verification of the ITR, along with a Transaction ID and Acknowledgement Number. A confirmation message will also be sent to the email address and mobile number you provided on the e-Filing portal.

How can I get a pre-filled itr2 file?

Step 1: Go to www.incometaxindiaefiling.gov.in to access the income tax e-filing portal. Step 2: Go to the website’s homepage and look for the ‘Download’ option. Step 3: Decide the assessment year you wish to file returns for.

Is it possible to file an itr2 online?

Registered users of the e-Filing portal can use the ITR-2 pre-filling and filing service. Individual taxpayers can use this service to file ITR-2s electronically through the e-Filing site. This user manual explains how to file an ITR-2 online.

  • A valid mobile number linked to Aadhaar, the e-Filing portal, your bank, NSDL, or CDSL is required (for e-Verification)
  • Obtain a third-party software or download the offline application (If using offline mode)

Before completing the form, you must complete the following sections: a summary part where you examine your tax computation, pay tax, and finally submit the return for verification:

Verify the pre-filled data from your e-Filing profile in the Part A General portion of the form. Some of your personal information will not be editable immediately in the form. You can make the necessary modifications to your e-Filing profile, however. In the form itself, you can change your contact information, filing status, residency status, and bank information.

You must check, enter, and modify details of your income from pay / pension, exempt allowances, and deductions u/s 16 in Schedule Salary.

You must evaluate, enter, and modify facts relating to house property in Schedule House Property (self-occupied, let out, or deemed let out). The information includes co-owner information, tenant information, rent, interest, and pass-through income, among other things.

Capital gains from the sale or transfer of various capital assets have been separated. Make a combined computation of capital gains in respect of all such capital assets of the same type if capital gains arise from the sale or transfer of more than one capital asset of the same type. However, when transferring land or a structure, the computation must be entered for each land or building. You must provide information of your Short-Term and Long-Term Capital Gains / Losses for all types of Capital Assets possessed in Schedule Capital Gains.

  • You must evaluate, enter, and modify facts concerning a company’s equity shares, an equity-oriented fund, or a unit of a business trust on which STT is paid in Schedule 112A.
  • The proviso on Schedule 115AD (1)(iii) requires the same information as the proviso on Schedule 112A, except it is only applicable to non-residents.

Note: If shares are purchased on or before January 31, 2018, the Scrip-by-Scrip details of each transfer must be entered under Schedule 112A and Schedule-115AD(1)(iii) proviso.

You must evaluate, enter, and modify details of all your income from other sources in the Schedule Other Sources section, including (but not limited to) income charged at special rates, deductions u/s 57, and income involving race horses.

You can check details of income after set-off of current year losses in Schedule Current Year’s Loss Adjustment (CYLA). The unabsorbed losses that can be carried forward are added to Schedule CFL and carried forward to subsequent years.

You may see the specifics of revenue after set-off of brought forward losses from previous years in Schedule Brought Forward Loss Adjustment (BFLA).

You may see the details of losses that will be carried forward to future years in Schedule Carry Forward Losses (CFL).

Add and validate any deductions you need to claim under Section 80 – Parts B, C, CA, and D (subsections as listed below) of the Income Tax Act on Schedule VI-A.

Note: If you claimed a deduction for investment/ deposit/ payments for the period 1st April 2020 to 31st July 2020 in the previous fiscal year, you cannot claim it again in the current fiscal year.

You must submit details of donations eligible for deduction under Section 80G and Section 80GGA in Schedule 80G and Schedule 80GGA.

You must certify the computation of the Alternate Minimum Tax due u/s 115JC in Schedule AMT.

You must include the income of certain persons (e.g., a spouse, a minor child) on Schedule SPI that is includible or required to be clubbed with your income under Section 64.

You can see the income that is subject to special rates of taxation on Schedule SI. The amounts for various income kinds are obtained from the applicable Schedules, such as Schedule OS and Schedule BFLA.

You must include details about exempt income in Schedule Exempt Money (EI), which is income that is not included in total income and is not taxed. Interest, dividends, agricultural income, any other exempt income, income not chargeable to tax through DTAA, and pass through income that is not chargeable to tax are all covered in this schedule.

You must detail pass through income received from a business trust or investment fund as referred to in section 115UA or 115UB on Schedule Pass Through Income (PTI).

You must declare the details of income accruing or generating from any source outside India on Schedule Foreign Source Income (FSI). Only residents have access to this schedule.

You must include a summary of tax relief sought in India for taxes paid outside India in respect of each country in Schedule TR. Schedule FSI summarizes the detailed information provided in Schedule FSI.

You must disclose details of any foreign asset or income from any source outside India on Schedule FA. If you are a Not Ordinarily Resident or a Non-Resident, you do not need to fill out this schedule.

If you are subject to the Portuguese Civil Code 1860’s community of property system, you must fill out Schedule 5A with the details required for income distribution between husband and wife.

If your total income exceeds 50 lakh, you must reveal the details of your moveable and immovable assets, as well as any liabilities incurred in regard to those assets, in Schedule AL. Only the details of assets located in India must be disclosed if you are a non-resident or a resident but not normally resident.

You can see your total income computation auto-populated from all the schedules you supplied in the form in the Part B Total Income (TI) section.

You must validate your tax details as paid in the preceding financial year in the Tax Paid section. TDS from Salary / TDS from Income Other Than Salary, TCS, Advance Tax, and Self-Assessment Tax are some of the tax details.

You may see the overall computation of total income tax liability on total income in the Part B-TTI section.

Note: For more information, see the CBDT’s ITR filing procedures for AY 2021-22.

4. How to Get ITR-2 and Submit It

Step 2: Go to your Dashboard and select e-File > Income Tax Returns > File Income Tax Return from the drop-down menu.

Note: Click Resume Filing if you have already completed the Income Tax Return and it is awaiting submission. If you want to delete a previously saved return and start from scratch, select Start New Filing.

Step 5: Select the appropriate Status for you and click Continue to continue.

  • Select Help me pick which ITR Form to file and then click Proceed if you’re not sure which ITR to file. You can file your ITR when the system has assisted you in determining the correct ITR.
  • Select I know which ITR Form I need to fill if you know which ITR to file. Click Proceed with ITR after selecting the appropriate Income Tax Return from the selection.
  • If you’re not sure whether ITR or schedules apply to you, or what your income and deductions are, your responses to a series of questions will help you figure it out and help you file your ITR correctly and without errors.
  • You can skip these questions if you know your ITR or schedules, as well as your income and deduction data.
  • For further information, see the Identification and Generation of ITR for AY 21-22 user manual.

Step 7: Once you’ve decided which ITR is right for you, make a note of the documents you’ll need and click Let’s Get Started.

Step 9: Go over your pre-filled information and make any necessary changes. Fill in the blanks with the remaining / extra information (if required). At the conclusion of each section, click Confirm.

Step 10: Fill out the various sections with your income and deduction information. Click Proceed after you’ve completed and confirmed all of the form’s sections.

Based on the information you supply, a summary of your tax computation will be displayed. If the computation results in a tax due, the Pay Now and Pay Later choices appear at the bottom of the page.

  • If you choose to Pay Later, you can make the payment after submitting your Income Tax Return, but you risk being labeled an assessee in default, and you may be liable for interest on the tax you owe.

Step 10b: If there is no tax liability (No Demand / No Refund) or if you are eligible for a refund, follow the steps below.

Click Preview Return once you’ve paid your taxes. You will be directed to the Preview and Submit Your Return page if there is no tax due to pay or a refund depending on tax computation.

Step 11: On the Preview and Submit Your Return page, type Place, check the declaration box, and then click Validate.

Step 12: On the Preview and Submit Your Return page, click Proceed to Verification once your return has been validated.

Note: If your return contains a list of mistakes, you must return to the form to remedy the problems. If there are no mistakes, you can click Proceed to Verification to e-Verify your return.

Step 13: Select your preferred option and click Continue on the Complete your Verification page.

Note: If you choose e-Verify Later, you can still file your return; but, you must verify your return within 120 days of submitting your ITR.

Step 14: On the e-Verify page, select the method for e-Verifying the return and then click Continue.

  • Please ensure that your bank account has been pre-validated so that any refunds due can be credited to your account.

A success notice appears after you e-Verify your return, along with the Transaction ID and Acknowledgement Number. A confirmation message will also be sent to the mobile number and email address you provided on the e-Filing portal.

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