How to Register and Verify a Client/PAN on myITreturn

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Introduction

Before preparing or filing an Income Tax Return through myITreturn, you must create or select the relevant tax-filer profile. The PAN must then be verified so that the taxpayer is registered as a client of myITreturn’s e-Return Intermediary.

What Is a Member or Tax Filer on myITreturn?

A member or tax filer is the individual whose tax information and Income Tax Return will be prepared through the myITreturn account.

One myITreturn login may contain more than one tax-filer profile. For example, you may add yourself and other family members as separate tax filers. Each tax filer must have their own PAN and personal details.

What Does “Verify PAN” or “Add Client” Mean?

PAN verification confirms the taxpayer’s details with the Income Tax Department and establishes the taxpayer as a client of myITreturn’s e-Return Intermediary.

An e-Return Intermediary, or ERI, is an authorised intermediary that can file Income Tax Returns and perform specified e-Filing activities on behalf of taxpayers. A taxpayer may add an ERI through the Income Tax e-Filing portal, or the ERI may send an add-client request after obtaining the taxpayer’s consent.

Keep These Details Ready

The PAN must be valid and active for the ERI verification process.

Step-by-Step Process to Register and Verify a PAN

Step 1: Sign In or Sign Up to myITreturn

Visit myITreturn and sign in using your registered credentials. New users must first create a myITreturn account.

You may sign in using the available login method, including your myITreturn credentials or another authentication option displayed on the login screen.

Step 2: Add or Select the Tax Filer

From the member dashboard:

• Click ADD to create a new tax-filer profile.
• Click Edit if the profile already exists but its details need correction.
• Click the taxpayer’s name if the correct profile has already been created.

Step 3: Enter the Tax Filer’s Details

Enter the personal details requested on the screen. Pay particular attention to:

• PAN
• Full name
• Date of birth
• Email address
• Mobile number

Review the information carefully before proceeding.

Step 4: Submit the Details for PAN Check

Click or tap Submit.

myITreturn will check the entered details against the information available with the Income Tax Department.

• If the details match, the system will allow you to proceed with the verification request.
• If the details do not match, an error may be displayed. Edit the relevant information and submit it again.

Step 5: Request the Verification OTP

After the PAN details have been accepted, click or tap Request OTP.

This creates a request to register or activate the PAN as a client of myITreturn’s ERI.

Step 6: Enter the OTP

Enter the OTP received on the contact details registered with Aadhaar.

Step 7: Submit the OTP

After entering the OTP, click or tap Verify, or the equivalent option shown on the screen.

A confirmation message should appear after successful verification. The Income Tax Department may also send a confirmation to the registered mobile number and email address.

Step 8: Check the Verification Status

Return to the myITreturn member dashboard and check the taxpayer’s profile.

A Verified indicator, verification icon or confirmation status should appear against the PAN after the process has been completed successfully.

Why Is Client/PAN Verification Required?

Taxpayer Authorisation

Verification records the taxpayer’s consent for myITreturn’s ERI to perform permitted activities on the taxpayer’s behalf. An ERI request is completed only after the taxpayer verifies it.

Protection of Taxpayer Information

The OTP process helps confirm that the request is being approved by the taxpayer who has access to the contact details registered with the Income Tax Department. This reduces the risk of unauthorised access to personal and tax-related information.

Access to Filing Services

Depending on the services authorised, an ERI may assist with activities such as:

• Filing Income Tax Returns and forms
• Accessing permitted pre-filled information
• Viewing filed forms
• Submitting rectification or refund-related requests
• Performing other services made available under the ERI framework

The availability of a particular service may depend on the ERI type, taxpayer consent and the service permissions active on the Income Tax e-Filing portal.

Record of Consent

The process creates an electronic record of the taxpayer, ERI, requested service and verification transaction. This helps establish who was authorised to perform the relevant filing activity.

Common Verification Errors and Solutions

Important Points to Remember

Conclusion

Registering and verifying a client/PAN on myITreturn involves creating or selecting the taxpayer’s profile, validating the PAN details and completing the OTP-based authorisation.

Once the PAN shows as verified, myITreturn’s ERI can provide the filing services permitted by the taxpayer and the Income Tax e-Filing portal. The taxpayer should still separately review, submit and e-verify the Income Tax Return wherever required.