The new upgraded Income Tax portal made available to the public from June 2021 has removed the earlier practice of uploading the pre-filled data through an Excel (XML) file. From AY 2021-22, users can either directly submit and verify their returns from the utility itself or generate a JSON file and upload it on the e-filing portal to submit their returns. Owing to this change, users who are not familiar with directly submitting the returns or generating a JSON file will find it difficult in submitting their returns. To overcome this, we suggest to our donors the option of directly submitting the returns in the utility itself instead of generating a JSON file. Here below, we have explained the steps to follow:

  1. Tax Exemptions for donations have to be claimed by selecting the schedule “Deduction” (Attachment No.1).
  2. For Donations under Sec 80G, the option “80G” has to be selected (Attachment No.2).
  3. In the next screen, “continue” button has to be clicked. (Attachment No.3).
  4. In the next screen, for the question, “Are you eligible to claim deduction for donation paid under 80G”, the answer “Yes”, has to be selected. (Attachment No.4).
  5. Next screen will show the following four options : (Attachment No.5 and Attachment No.6)
    • Donations entitled for 100% deduction without qualifying limit
    • Donations entitled for 50% deduction without qualifying limit
    • Donations entitled for 100% deduction subject to a qualifying limit
    • Donations entitled for 50% deduction subject to a qualifying limit

When any one of the above 4 options is selected, in the next screen, the total amount of donations made under that particular category in the year has to be provided. (Attachment No.7)

Selection of the option is the vital thing, which is further explained here below:

  • For claiming deductions for donations made to RKMVERI, the first option of the above (Donations entitled for 100% deduction without qualifying limit) has to be selected. In the next screen, the total amount of the donations made to RKMVERI during the FY 2020-21 has to be provided and the data has to be added.
  • For claiming deductions for donations made to other branch centres of Ramakrishna Math or Ramakrishna Mission, the last option of the above (Donations entitled for 50% deduction subject to a qualifying limit) has to be selected. In the next screen, the total amount of all donations made to all branch centres of Ramakrishna Math and Ramakrishna Mission under Section 80G(5)(vi) of IT Act during the FY 2020-21 has to be provided and the data has to be added.

The following points are also to be adhered for smooth navigation in the e-filing portal:

  1. Re-register the Digital Signature Certificate (DSC) as the old registered DSCs is not migrated due to security issues.
  2. Update the user ID and mobile number under primary contacts in the profile.
  3. Link Aadhaar and pre-validate bank account if not done previously and
  4. Reset e-Filing Vault Higher Security Options.

To recapitulate, the new e-filing portal is more user-friendly than the earlier one, though a few teething troubles are faced by the users.