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[For Individuals having Income from Salary / Pension / Income from One House Property Year
ITR-1 (excluding loss brought forward from previous years) /
Income from Other Sources (Excluding Winning from Lottery and Income from Race Horses)]
(Please see rule 12 of the Income-tax Rules,1962) (Also see attached instructions) 2 0 1 0 - 11
Pre requisites :
1 Use Excel 2003 onwards.
2 Enable Macros to use this utility.
Steps to follow :
1 Fill up your return following the instructions as provided separately in the Instructions for the relevant ITR ,
downloadable from http://incometaxindiaefiling.gov.in
2 Validate the data entry done on each of the sheets by clicking on 'Validate' button.
3 Click on 'Calculate Tax' button on the 'Income Details' sheet. This will calculate Tax and Interest
as per the data entered in the Excel Utility.
(Note : Date of filing is taken as higher of system date and date entered in Verification .)
4 Verify the calculated Tax and Interest figures in Sl nos 8 to 15.
5 Check Sl no 16 (Tax payable) in Sheet 'Taxes paid and Verification' .
If the value is not zero, then pay Self Assessment Tax for this amount.
6 Make Self Assessment tax entry in Sch IT and re 'Calculate Tax' and verify that amount in Sl no 16 is zero.
7 Check summary data such as Total Income, Tax payable, Interest payable, Taxes paid
8 After above steps completed for all sheets, click on Generate XML from any of the sheets.
9 This will take you to a Pre XML sheet for a final review of the return.
10 Review the number of rows entered in the various schedules and if modified, repeat Steps 1 to 9
11 Click on 'Save XML' on the Pre XML sheet.
12 The XML file is now saved in the same folder in which the Excel utility is saved, and can be uploaded.
(Please see rule 12 of the Income-tax Rules,1962) (Also see attached instructions) 2 0 1 0 - 11
First Name Middle Name Last Name PAN
PERSONAL INFORMATION
Income chargeable under the Head ‘Other Sources’ (enter –ve sign in case of loss, if
3 3
any)
4 Gross Total Income (1+2c) 4 0
INCOME & DEDUCTIONS
Amount
Tax Deduction
Amount Date of out of
Account Number Name of the Total tax
SI.No Address City State PinCode paid/ Payment (6) claimed
(TAN) of the Deductor Deducted
credited / Credit for
Deductor
this year
1
2
3
4
5
6
(Click '+' to add more rows to 25) Tax Payments. Do not delete blank rows. Blank rows will not be included In the ITR)
16 Taxes Paid
0
TAXES PAID
a Advance Tax (from item 25) 16a
b TDS (column 7 of item 23 +column 7 16b
0
of item 24)
c Self Assessment Tax (item 25) 16c 0
17 Total Taxes Paid (16a+16b+16c) 17 0
18 Tax Payable (15-17) (if 15 is greater than 17) 18 0
19 Refund (17-15) if 17 is greater than 15 19 0
20 Enter your Bank Account number (Mandatory in case of refund)
REFUND
21 Select Yes if you want your refund by direct deposit into your bank account, No
Select No if you want refund by Cheque
22 In case of direct deposit to your bank account give additional details
MICR Code Type of Account(As applicable)
26 Other Information (transactions reported through Annual Information Return) (Please see instruction
number-9(ii) for code)
Sl Code Amount (Rs) Sl Code Amount (Rs)
a 001 b 002
c 003 d 004
e 005 f 006
g 007 h 008
27 Exempt income for reporting purposes only (from Dividends, Capital Gains etc)
VERIFICATION
I, (full name in block letters), son/daughter of
solemnly declare that to the best of my knowledge and belief, the information given in the return thereto is
correct and complete and that the amount of total income and other particulars shown therein are truly
stated and are in accordance with the provisions of the Income-tax Act, 1961, in respect of income chargeable
to Income-tax for the previous year relevant to the Assessment Year 2010-11
Place Date Sign here ->
PAN
26 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below:
Identification No of TRP Name of TRP Counter Signature of TRP
If TRP is entitled for any reimbursement from the Government, amount thereof (to be
27
filled by TRP)