Adding Representative Assessee


This query is : Resolved 

Quick Summary
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.

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??

21 July 2023 1. LEGAL HEIR PROFILE.
2. YES, AFTER APPROVAL

21 July 2023 ITR to be also filled using Legal heir Profile ?

21 July 2023 Yes.... As legal heir/representative....

14 September 2024 Good luck.


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