How to fix Profile Info Mismatch in New ITP

Details that you can update on the income tax portal

The income tax department categorized profile information into three categories as follows:

• Personal Details like Name, Aadhaar number, Pan, and Tan details of the Taxpayer.
• Contact details like address, phone number, and email address of the taxpayer.
• Miscellaneous details are as follows:
  • Bank account and Demat account.
  • PAN - AO jurisdiction
  • Register DSC
  • Source of Income
  • Registration and certificates
  • Authorised signatories for income tax returns or forms

Steps to update profile and contact details in the new e-filing portal:

Step 1: Go to the new e-filing website and log in with credentials

Step 2: Click on ‘My Profile’ from the dropdown in the top right corner.

Step 3: Click on the edit option in the Profile section. This will display various details like Name, DOB, gender, PAN and its status, and Aadhar details. Citizenship and Passport details can also be added.

Click on ‘Save’ once the details are edited.

Step 4: Click on the ‘Edit’ option in the Contact section. Enter contact details like Phone number and email id for Primary and Secondary contacts.

Contact information can be updated as per Aadhar by entering OTP after selecting the ‘Update as Aadhar’ option.

Step 5: Enter Address. Certain fields are made mandatory, enter the required data, and Proceed to ‘Save.’

On successful updating of Name and contact details, Click on ‘Save’ to update the income tax portal with the latest profile information.

Steps to update miscellaneous details in the new income tax portal

Upon logging into the portal to update your profile and contact details, consider utilizing the same interface to conveniently update miscellaneous information such as Bank and Demat account details. These options are accessible through the left-side menu, as illustrated in the image below:

If you need assistance during ITR filing, our online CA can help you. Book Consultation Today!