Adding Representative Assessee

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This query is : Resolved

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This discussion clarifies the process of adding a representative assessee to the Income Tax e-filing portal following the passing of a client's father. It confirms that the legal heir's ID should be used for logging in and that the deceased person's ITR must be filed only after the representative assessee has been successfully added and approved on the portal. The legal heir will also use their profile to file the deceased's ITR.

Subhendu S Sanyal

Subhendu S Sanyal (Querist)
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21 July 2023 My office client father passed away . Now in income tax e filing portal representative assessee to be added.
My doubts are

1.Whose account to be used for logging in - deceased person ID or representative assessee (legal heir) ID ?

2. Whether ITR of deceased person needs to be filed only after adding representative assessee in portal .

https://www.incometax.gov.in/iec/foportal/help/authorize-signatory-faq

Can anyone help??