Ankur (60 Points)
16 September 2013Dear professional friend,
Can anybody throw light on format of legal heir certificate for registering as legal heir for e filing of tax return..
There is no specific format for this...even e filing dept is not responding through help desk...
pls guide..its urgent
CA Ankur
Surat
Nurul Hoda
(Asst. Manager (F&A) WBSEDCL)
(98 Points)
Replied 16 September 2013
A Legal Heirship Certificate is issued by a tahsildar. A tahsildar is an officer of the revenue branch of the State. Here is a Format of Legal Heir Certificate application and the required Affidavit before the Notary Public.
Thanks,
Nurul Hoda
+919831500499
Nurul Hoda
(Asst. Manager (F&A) WBSEDCL)
(98 Points)
Replied 09 November 2017
| Originally posted by : NURUL HODA ANSARI | ||
 |
A Legal Heirship Certificate is issued by a tahsildar. A tahsildar is an officer of the revenue branch of the State. Here is a Format of Legal Heir Certificate application and the required Affidavit before the Notary Public. Thanks, Nurul Hoda +919831500499 |
 |
User should register as a Legal Heir to do e-Filing on behalf of the deceased. This is a new feature provided for Individual user. A Legal Heir can file Income Tax Return, View Status of Income Tax Return, ITR-V Acknowledgment and other filing status in respect of the Income Tax Return of the deceased person for the e-Filed Assessment Year Following are the steps for registration of Legal Heir:
Step 1 - LOGIN to e-Filing application and go to 'My Account' --> Register as Legal Heir.
Step 2 - Provide the necessary details and attach a zip file containing the below documents:
1. Copy of the Death Certificate
2. Copy of PAN card of the deceased
3. Self-attested PAN card copy and
4. Legal Heir certificate.
Step 3 - Click Submit.
Step 4 - The request will be sent to the e-Filing Administrator.
Step 5 – e-Filing Administrator will review, approve/reject the request and a confirmation e-mail is sent to the registered e-mail ID.
After you have uploaded (Zip File) and submitted your request, you can also view the status by going to My Request List menu, post Login. On e-Filing administrator's approval, the ITR Form of the deceased person can be uploaded via Legal Heir login. The Legal Heir should add his/her PAN in the verification part of the ITR Form, validate and generate the X M L of the return (if using offline forms) and upload the return of the deceased using the Legal Heir login. The online ITR form of the deceased can also be uploaded using the Legal Heir login.
NOTE: 1. To register as a Legal Heir, the deceased and the requester should be registered in the e-Filing application.
2. The zip file attachment should not exceed 1 MB.
Nurul Hoda
(Asst. Manager (F&A) WBSEDCL)
(98 Points)
Replied 26 June 2022
The New Income Tax Portal has now enabled the Registration as Legal Heir, which will ensure easy filing of Income Tax Return (ITR) of the deceased person. One has to perform the following steps to register as Legal Heir on the Income Tax Portal-
Step 1: Log in to the e-Filing Portal with your user ID and password.
Step 2: Click Authorized Partners > Register as Representative Assessee.
Step 3: Click Let's get started to view all previous requests.
Step 4: On the Register as Representative Assessee page, click Create New Request.
Step 5: Choose the Category of assessee who you want to represent as 'Deceased (Legal Heir)' from the dropdown, and enter the following details-
After providing the above details Upload mandatory attachments like the following-
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