User Guide for e-Filling of Income Tax Return (IT-2) IT-2 Guide Line Guide Line For e-Filling of Income Tax Return (IT-2) for Tax Year 2013 Page 2 IT-2 Guide Line Version History: Date 17-september 2013 Version 1.0 Description e-Filling of Income Tax Return 2 Author PRAL Page 3 IT-2 Guide Line Table of Contents Version History:............................................................................................................................................. 3 1. Guide line for Individuals: ..................................................................................................................... 6 1.1. Login the Portal: ............................................................................................................................ 6 1.2. Filling an Income Tax Return (IT-2) ............................................................................................... 7 1.2.1. Save the Return:.................................................................................................................. 10 1.2.2. Verify the Return:................................................................................................................ 12 1.2.3. Submit the Return: .............................................................................................................. 16 1.2.4. Revision of Return: .............................................................................................................. 19 Page 4 IT-2 Guide Line List of Figures IT2_ 1............................................................................................................................................................. 6 IT2_ 2............................................................................................................................................................. 6 IT2_ 3............................................................................................................................................................. 7 IT2_ 4............................................................................................................................................................. 8 IT2_ 5............................................................................................................................................................. 8 IT2_ 6............................................................................................................................................................. 9 IT2_ 7............................................................................................................................................................. 9 IT2_ 8........................................................................................................................................................... 10 IT2_ 9........................................................................................................................................................... 10 IT2_ 10......................................................................................................................................................... 11 IT2_ 11......................................................................................................................................................... 11 IT2_ 12......................................................................................................................................................... 12 IT2_ 13......................................................................................................................................................... 12 IT2_ 14......................................................................................................................................................... 13 IT2_ 15......................................................................................................................................................... 14 IT2_ 16......................................................................................................................................................... 14 IT2_ 17......................................................................................................................................................... 15 IT2_ 18......................................................................................................................................................... 15 IT2_ 19......................................................................................................................................................... 16 IT2_ 20......................................................................................................................................................... 16 IT2_ 21......................................................................................................................................................... 17 IT2_ 22......................................................................................................................................................... 17 IT2_ 23......................................................................................................................................................... 18 IT2_ 24......................................................................................................................................................... 18 IT2_ 25......................................................................................................................................................... 19 IT2_ 26......................................................................................................................................................... 19 IT2_ 27......................................................................................................................................................... 20 IT2_ 28......................................................................................................................................................... 20 Page 5 IT-2 Guide Line 1. Guide line for Individuals: 1.1.Login the Portal: Open the portal by following web address https://e.fbr.gov.pk/ in internet browser. Use the issued login credentials and click on Login button to login the system. IT2_ 1 On successful login, system redirects to home page as seeing in the figure IT_2. IT2_ 2 Page 6 IT-2 Guide Line 1.2.Filling an Income Tax Return (IT-2) From home main screen follow the link from main menu to open the return “Declaration Income Tax Annual Return of Income Tax.” IT2_ 3 System opens the Income Tax Annual Return page. At the center of page, brief information of income tax return about the Taxpayer NTN, Tax year along with Return status and type is displayed in the tabular grid, see figure below. Returns can be filtered by the given available buttons above the grid. “Prepared”, “Verified” and “Submitted”. The system redirects and displays the returns accordingly. From the left panel under the Control Center, select Tax Year from the given drop down list, as shown in the figure below. Page 7 IT-2 Guide Line IT2_ 4 Respective returns of the selected tax year are represented at the right panel of the page. See figure below. IT2_ 5 To view the detail of any return, click on Open button given in the grid. System opens the return after redirecting. The return opened has various sections; see the figures below IT2_ 7, IT2_ 8 IT2_ 9 and IT2_ 9. Page 8 IT-2 Guide Line IT2_ 6 IT2_ 7 Page 9 IT-2 Guide Line IT2_ 8 IT2_ 9 1.2.1. Save the Return: You can edit/add the information accordingly. Page 10 IT-2 Guide Line To fill the annexure click on respective Annexure, system opens the annexure window; fill it, save and then go back to main Return. Continue on page two of the main return. After filing the complete return and annexure; next step is to save the return by following a Save button given at the end of the page. IT2_ 10 System saves the return and successful message is displayed that the return is saved, as shown in the figure below. IT2_ 11 Page 11 IT-2 Guide Line 1.2.2. Verify the Return: The return is now saved; click on the Ok button to move back to main return. For verifying the return, click on Verify button, the system displays a message for confirmation. If you want to continue, click on Ok button. IT2_ 12 Provide the bank details. For verification of IT Return, wealth statement submission is mandatory. As shown in the figure below. IT2_ 13 Click on Attach / View Wealth Statement button to attach wealth statement to the return. Page 12 IT-2 Guide Line System opens the wealth statement, as shown in the figure IT2_11. IT2_ 14 Fill the statement properly. Provide all the required details and then save the statement by following Save button. When the statement is once saved, now you can verify it in the same way as you do for IT return. Click on Verify button for verification process. The wealth statement is verified and is now ready to be submitted. Click on the Submit button, to submit the wealth statement. Page 13 IT-2 Guide Line IT2_ 15 Enter the pin code and click on Submit button; system verifies the code; redirects and now the wealth statement is submitted. Click on Open Return button, to move back to main return page. IT2_ 16 Now to sign the verification letter, click on Verify button from the main return page. The verification letter opens in a new window. Read it and then click on Verify button to verify the return. Page 14 IT-2 Guide Line IT2_ 17 System displays a success message of verification, as shown in the figure below. IT2_ 18 Page 15 IT-2 Guide Line After verification, submit button becomes enabled, see figure below. IT2_ 19 1.2.3. Submit the Return: For submitting the return, click on Submit button, system asks for the Pin code, enter it and continue. Return is now submitted and is ready for printing. IT2_ 20 As the system submits the return, a pop up message displays, see in the figure below. And when you click on Ok, system redirects and now the return’s status is “Submitted”. Page 16 IT-2 Guide Line IT2_ 21 IT2_ 22 Now the return is “Submitted” and you can view the Acknowledgement slip by following the Acknowledgement button given in the end of the return. Page 17 IT-2 Guide Line IT2_ 23 Open the Acknowledgement slip, see figure below: IT2_ 24 Page 18 IT-2 Guide Line 1.2.4. Revision of Return: Once the return is submitted, it can be revised. To revise the return, click on Request for Revise button. System opens a new window. Enter the reason for revision and pin code and then click on Submit button. See the figures below. IT2_ 25 IT2_ 26 Page 19 IT-2 Guide Line After submitting the revision request, click on Back button to go back to main return. As the system redirects to main return, View Request link becomes enabled, as shown in the figure below. IT2_ 27 When you follow the View Request link, a new window opens, displaying the revision request as shown in figure below. IT2_ 28 Page 20