Representative Assessee - Deceased Assessee

Dear Sir,

 

For adding the Representative Assesee on account of deceased assesse in the Income Tax Portal, one of the required document towards the legal heir document is that “letter issued by the banking or Financial Institution in their letter head with seal and signature mentioning the particulars of the nominee or joint account holder to the account of the deceased at the time of demise.”

 

If anyone has the format that can be given by the banker, kindly attach it here as the banker do not know as to in which format that should be issued.
Replies (2)
Quick Summary
This discussion seeks clarification on adding a Representative Assessee for a deceased individual on the Income Tax e-filing portal. Specifically, it asks for the correct login procedure (deceased's ID or representative's ID) and requests a format for a letter from banks/financial institutions regarding nominee or joint account holder details for the deceased's accounts. The user notes that banks require specific documentation to issue such certificates.

Bank cannot issue such certificate unless supported by valid documents.

In order to register as  Representative Assessee on behalf of deceased assessse , the user has to first login using deceased assessse ID and password in IT e filing portal or his / her own credentials  ? Whose account to be used for logging in - deceased  person ID or representative asssesse ID ? 

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

Please clarify . 

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
28 August 2026
Assistant Manager

NRS AND ASSOCIATES

Kozhikode

CA Inter

View Details
Company
ARTICLESHIP 26 August 2026
CA Article Assistant/CA Drop Out/Accounts Executive

PARV & Co.

New Delhi

CA Inter

View Details
Company
Featured 21 September 2026
Consultant - Reporting

Finrep Advisors LLP

Mumbai

CA

View Details
Company
19 September 2026
Finance Manager

Mugdha Art Studio

Hyderabad

CA

View Details
Company
ARTICLESHIP 16 September 2026
Article Assistant

MANUJ SHARMA AND COMPANY

Noida

CA Inter

View Details
Company
ARTICLESHIP 25 August 2026
CA Article's

Saini Pati Shah & Co LLP

Mumbai

CA Inter

View Details
Company
17 September 2026
Chartered Accountant

Dass Gupta & Associates

Gurgaon

CA

View Details
Company
ARTICLESHIP 01 September 2026
Articles

Saini Pati Shah & Co LLP, Chartered Accountants

Mumbai

CA Foundation

View Details