Undertaking/ declaration form

Hey! Regarding your question on the undertaking/declaration form in the context of filing Income Tax Returns (ITR):

Should the undertaking/declaration form be uploaded or just retained?

• Usually, the undertaking/declaration form is a physical or digital document signed by the assessee to confirm accuracy or compliance related to specific aspects (like claiming deductions, exemptions, or specific disclosures).

• It is NOT typically uploaded along with the ITR on the income tax portal unless specifically required (which is rare).

• Instead, you should obtain the signed declaration from the assessee and keep it safely in your records/files for future reference or in case of scrutiny or audit.

• The Income Tax Department does not have a standard online provision to upload these declaration forms along with the ITR.

Summary:

• Obtain signed declaration/undertaking from the assessee

• Retain it in your files (physical or scanned copy)

• No need to upload it while filing ITR, unless notified otherwise