File Your Income Tax Return (ITR) 2024 On WhatsApp in Simple Steps

Jul 24, 2024, 16:09 IST

Platforms like ClearTax have simplified the ITR filing process. The newly introduced method of filing ITR directly through WhatsApp has the potential to revolutionize the field. Check the simple steps through which you can easily file your ITR through WhatsApp. Know full details.

The newly introduced method of filing ITR directly through WhatsApp has the potential to revolutionize the field.
The newly introduced method of filing ITR directly through WhatsApp has the potential to revolutionize the field.

One of the biggest challenges taxpayers face when filing income tax returns is dealing with technical terms and jargon. There are many fields in tax filing forms that need to be completed.

Platforms like ClearTax have simplified the ITR filing process. The newly introduced method of filing ITR directly through WhatsApp has the potential to revolutionize the field. With the deadline for filing Income Tax Returns approaching on July 31, it's important to complete the forms on time to avoid late fees.

ITR Filing Through WhatsApp

ClearTax has launched a new way to file ITR directly through WhatsApp. The company offers an easy way of filing ITR in English, Hindi, and Kannada language options. Users can now access ITR1 and ITR4 forms on the platform.

The main benefiter from this initiative will be the salaried employees who find the ITR filing process a tedious one.

Which ITR Can be Filed Through WhatsApp?

The service currently supports ITR 1 and ITR 4 forms, which are suitable for most low-income taxpayers.

ITR-1 (also known as SAHAJ): This form is for those who earn income from pensions or salaries, a single house property, or other sources (except betting, gambling, and lotteries).

ITR-4 (also known as Sugam): This form is for individuals, Hindu Undivided Families (HUFs), and Partnership Firms that earn income from a business or profession.

Documents Required

You can file your ITR using ClearTax's WhatsApp ITR Filing service. Make sure to have the following documents ready:

  • PAN card
  • AADHAR card
  • Bank account details (if seeking a refund)

You can either submit these documents as images or enter the details manually

How to File ITR Through WhatsApp?

Follow the given steps to file your ITR through WhatsApp:

Step 1: Send a message to ClearTax’s WhatsApp number: +91 8951262134.

Step 2: Select your preferred language from the options available.

Step 3: Type your PAN Card Number or send a picture of your PAN card. 

Step 4: Fill in all the details as required, such as date of birth, Adhaar card number, and personal email address.

Step 5: Verify your email address by OTP received.

Step 6: Enter the OTP received on your Adhaar-linked mobile number and email address, sent by the tax department in the chat box.

Step 7: ClearTax will provide a summary of your tax information. After reviewing it, you can click on ‘Do e-file’ to proceed.

Step 8: If you are outside the tax bracket, you'll receive a message stating, ‘E-filing initiated, but payment is pending.’ Click on the link provided if you need to make a tax payment. You can altogether skip this step if there is no payment required.

Step 9: Click on ‘Proceed to e-file’ after completing the payment. 

Step 10: After filing your ITR, click on ‘Tax Verification.’ An OTP will be generated, which you need to share to complete the process.

Vidhee Tripathi
Vidhee Tripathi

Content Writer

Vidhee Tripathi completed her PG Diploma degree in Digital Media from Indian Institute of Mass Communication, New Delhi. She is a graduate in Science with chemistry honors from Banaras Hindu University. She has 2 years of experience in various aspects of journalism. She was previously associated with the social media wing of Akashvani. At jagranjosh.com, currently she covers current affairs, national news and international news. She is also associated with the education news section of Jagran Josh.

Certificate: Creative Writing, Problem Solving, Web Content Writing
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