India Income Tax ITR-1 (SAHAJ) Form Filling 2012-2013 (A.Y. 2013 - 2014)

Current Post is on how to fill ITR-1 (SAHAJ) Income Tax Form for 2012-2013 from Form 16 & Form 12BA (A.Y. 2013 - 2014)

Post covers the filling of ITR-1 (SAHAJ) form for e-Filing. But if you are planning to manual fill the paper form, it will be on similar line.

Friendly advice: Do e-Filing, it is faster, convenient and refunds are quicker.

Assuming you have downloaded the form from Income Tax India e-Filing Site.

- Unzip the 'ITR1_2013' zip file and open the '2013_ITR1_PR6.xls' excel sheet.

- Enable Editing & Allow Macro operation if the excel software pop-ups the options.

- Excel sheet will have 4 sheets.

1. Income Details
2. TDS
3. Taxes Paid and Verification
4. 80G - Not covered in current post
   

Basic Instructions:

• Compulsory Fields - Green Background & Red Color Label
• Optional Fields - Green Background & Black Color Label
• Auto-calculated Fields - White Background & Blue Color  Label

1. Income Details Sheet:

- Fill the following cells:

• First Name - As per PAN card
• Middle Name - As per PAN card
• Last Name - As per PAN card
• PAN Number
• Flat \ Door \ Building
• Status - I Individual
• Area \ Locality
• Date of Birth (DD \ MM \ YYYY) - As per PAN card
• Town \ City \ District
• State - Select from Drop-down option, don't write it manually
• Pincode - In hurry don't write your permanent address or office address pincode
• Sex - Select from Drop-down option, don't write it manually
• Email Address - Your working and active email address. As you don't want to miss any tax related emails
• Mobile Number - Your working and active number. As you don't want to miss any tax related SMS
• Employer Category - Mostly it will be OTH, kindly fill as per your category
• Return Filed under section - Select from Drop-down 11 - BeforeDueDt 139(1) (if all your taxes are paid and submitting before 31 July 2013)
• Whether original or revised return - Select from Drop-down respective return.
• Residential Status - Select from Drop-down respective status
• Tax Status - Select from Drop-down as per your tax valuation
• Income from Salary / Pension - Fill the value from Form 16 - INCOME CHARGEABLE UNDER THE HEAD 'SALARIES' 
• Income from other sources - Fill the total value from other sources
• Fill the 'Deductions under ChapterVI A' as per Form 16
• Tax payable on Total Income - Fill the value from Form 16 - Tax on total Income
• Education cess... - Fill the value from Form 16 - Education cess... 
• Relief under Section 89 - Mostly 0
• Relief under Section 90/ 91- Mostly 0

- Following fields will be automatically calculated / filled:

• 4 Gross Total Income (1+2+3)
• 7 Total Income (4-6)
• 10 Total Tax, Surcharge and Education Cess (Payable) (8 + 9)
• 13 Balance Tax Payable (10 - 11 - 12)
• 15 Total Tax and Interest Payable (13 + 14)  

2. TDS Sheet:

- Fill the following cells:

• Under 23 Tax deducted at source from SALARY

• TAN of Employer - Fill the value from Form 12BA - TAN

• Name of the Employer - Fill the value from Form 12BA - Name & Address of the Employer

• Income charged under Head of the salaries - Fill the value from Form 16 -  INCOME CHARGEABLE UNDER THE HEAD 'SALARIES'

• Total Tax deducted  - Fill the value from Form 16 -  Tax Payable

• Under 24 Tax deducted at source of Income other then Salary - Fill as per receipt details

3. Taxes Paid & Verification:

 - Fill the following cells:

• Enter your Bank Account Number - To which Bank Account one needs the cheque \ transfer for refund amount
• Refund Type - Select from Drop-down 'Yes' for direct deposit, it will be faster
• MICR Code - MICR Code of Bank
• Type of Account - Select from Drop-down the account type of Bank Account number you mentioned above
• Name - Same as in PAN card
• son/ daugher of - Same as in PAN card
• Place
• Date
• PAN Card

- Following fields will be automatically calculated / filled:

• 16a  Advance Tax (from item 25)
• 16b TDS (Total from item 23 + item 24)a
• 16c Self Assessment Tax (item 25)
• 17 Total Taxes Paid (16a + 16b + 16c)
• 18 Tax Payable - Mostly the amount should be zero, unless one has to pay the tax
• 19 Refund - Check the amount

And we are done finally :).

I hope it didn't took more then 15-20 minutes to complete the form.

Appreciate your feedback via comments.

Thanks.
Mehul