SARAL-II INDIAN INCOME TAX RETURN Assessment Year

[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

Quick Guide to using this utility for eFiling of your Returns.

If your are familiar with the Guide, you may start using the Utility by clicking here.

Pre requisites :
1 Use Excel 2003 onwards.
2 Enable Macros to use this utility.

MACROS - ENABLING MACROS IN EXCEL 2007

1 Click the Microsoft Office Button , and then click Excel Options
2 Click Trust Center, click Trust Center Settings, and then click Macro Settings
3 Click the option "Enable all Macros"
4 Restart your Excel Utility

MACROS - ENABLING MACROS IN EXCEL 2003

1 On the Tools Menu, point to Macros >> Security
2 Now select Security Level as Low or Medium and press OK
3 Restart your Excel Utility, and if asked whether you want to Enable Macros, Select YES

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.

Dos and Donts

1 Click Next / Previous to navigate between the schedules / sheets.
2 Use TAB to navigate through the data entry cells on the sheet.
3 To add more rows in any schedule, click on the '+' button.
(Blank rows need not be deleted as they will not be reflected in your return)
4 Dates must always be entered as dd/mm/yyyy formats (ex : 14/03/2010 )
5 While filling up a schedule with more than 1 row, ensure that all additional rows are filled in consecutive rows.
6 Save your Excel File once your work is completed.
Do not leave in between rows blank.
Avoid Common mistakes
1 Ensure that you have correctly entered Gender, Date of birth, Residential Status, PAN and Status.
2 Sl no 6 is the Total Deduction claimed under Chapter VI-A
ensure that you have entered individual claims under Relevant Sections from Sl no 5a to 5l.
3 Check the TDS sheet thoroughly. If you have TDS credit for Tax Deduction at Source on Interest, (Sl no 22),
then enter the value claimed for this year in Column 7 out of Total Tax Deducted as in Col 6.

For more help

1 Refer to the User Guide which can be downloaded from http://incometaxindiaefiling.gov.in
2 Refer to Instructions for Filling up the ITR Form, which can be downloaded from http://incometaxindiaefiling.gov.in
3 For further assistance, write to Help Desk (Details available on http://incometaxindiaefiling.gov.in)
ent Year
 SARAL-II INDIAN INCOME TAX RETURN Assessment Year
[For Individuals having Income from Salary / Pension / Income from One House Property Year
FORM 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
First Name Middle Name Last Name PAN
PAHLAD SINGH AGEPJ4236H
PERSONAL INFORMATION

Flat / Door / Block No Name of Premises / Building / Village Status

FOS, MCTE I - Individual
Road / Street / Post Office Area / Locality Date of birth (DD/MM/YYYY)
MHOW 01/05/1966

Town/City/District State Pin Code Sex (Select)

INDORE 18-MADHYA 453441 M-Male
PRADESH
Email Address (Std code) Phone No Employer Category (if in
pahladsingh123@yahoo.co.in employment) GOV
Designation of Assessing Officer (Ward / Circle) Return filed under section
[Pl see Form Instruction] 11 - u/s 139(1)
STATUS
FILING

Whether original or revised return? O-Original

If revised, enter Receipt no / Date Date
Residential Status RES - Resident
1 Income chargeable under the Head ‘Salaries’(Salary/ Pension) 1 458,812
Income chargeable under the Head ‘House Property’ (enter –ve sign in case of loss, if
2 any) 2

Income chargeable under the Head ‘Other Sources’ (enter –ve sign in case of loss, if
3 3
any)
4 Gross Total Income (1+2c) 4 458,812
INCOME & DEDUCTIONS

5 Deductions under Chapter VI A (Section) System Calculated

a 80 C 5a 109,080 100,000
b 80 CCC 5b 0
c 80 CCD 5c 0
d 80 D 5d 0
e 80 DD 5e 0
f 80 DDB 5f 0
g 80 E 5g 0
h 80 G 5h 0
i 80 GG 5i 0
j 80 GGA 5j 0
k 80 GGC 5k 0
l 80 U 5l 0
6 Deductions (Total of 5a to 5l) 6 109,080 6 100,000
7 Total Income (4 - 6) 7 358,812
TAX COMPUTATION

8 Tax payable on Total Income 8 25,762

9 Education Cess, including secondary and higher secondary cess on 8 9 773
10 Total Tax, Surcharge and Education Cess (Payable) (8 + 9) 10 26,535
11 Relief under Section 89 11 0
12 Relief under Section 90/91 12 0
13 Balance Tax Payable (10 - 11 - 12) 13 26,535
14 Total Interest Payable 14 0
15 Total Tax and Interest Payable (13 + 14) 15 26,535
For Office Use Only Seal and Signature of
Receipt No/ Date Receiving Official
 23 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)]
Income Tax
Tax Deduction charg Deduction payable
Tax
Account Number Name of the eable under (incl. Total tax
SI.No Address City State PinCode payable/
(TAN) of the Employer under the Chapter surch. Deducted
refundable
Employer head VI-A and
Salaries edn.cess)
(1) (2) (3) (4) (5) (6) (7) (8)
1 BPLP02816C AEC PAO (ORS) AEC, HOSHAN 18-MADHYA 461881 458,812 100,000 26,540 26,540
2 PACHMARI PACHMARI GABAD PRADESH
3
(Click + to add more rows to 23) TDS on Salary above. Do not delete blank rows. Blank rows will not be included In the ITR)
24 Details of Tax Deducted at Source Other than Salary

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) (7)

BPLP02816C AEC PAO (ORS) AEC, HOSHAN 18-MADHYA 461881 11,838 01-02-2010 11,840 11,838
PACHMARI PACHMARI GABAD PRADESH
1
2
3
4
(Click + to add more rows to 24) TDS other than Salary above. Do not delete blank rows. Blank rows will not be included In the ITR)

25 Details of Advance Tax and Self Assessment Tax Payments

Bank Detals & Branch
Serial
Date of Deposit
Sl No Name of the BSR Code Number of Amount (Rs)
Branch (DD/MM/YYYY)
Bank Challan

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
38,378
of item 24)
c Self Assessment Tax (item 25) 16c 0
17 Total Taxes Paid (16a+16b+16c) 17 38,378
18 Tax Payable (15-17) (if 15 is greater than 17) 18 0
19 Refund (17-15) if 17 is greater than 15 19 11,843
20 Enter your Bank Account number 63050367052 (Mandatory in case of refund)
REFUND

21 Select Yes if you want your refund by direct deposit into your bank account, Yes
Select No if you want refund by Cheque
22 In case of direct deposit to your bank account give additional details
MICR Code 452005056 Type of Account(As applicable) Savings
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), PAHLAD SINGH son/daughter of SHRI CHAND
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 MHOW Date 21-06-2010 Sign here ->

PAN AGEPJ4236H
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)
 Instructions to fill up Excel Utility

A) Preparing for filing IncomeTax Return :

The appropriate excel utility as per the assessment year and applicable form,
for which the return is to be prepared should be downloaded from the website :

The tax payer need not use any other software for preparing their returns.
The excel utility, once filled up as per the instructions, has the facility to
generate an XML for uploading to the eFiling website.

B) 5 Steps to upload the ITR.

1. Download and unzip the relevant ITR excel return preparation utility for the selected Assessment Year.
2. Fill up the ITR Excel form as per the tax payers details.
3. Validate the XML from the form by clicking on the "Validate" button.
4. Correct the reported errors and click on "XML Generate" to generate the XML file.
5. Upload the XML file generated to the eFiling site using appropriate login/password.

C) No separate file validation utility is required as there are two checks for
validating each XML. One check is within the excel utility itself and there is an
additional validation check done while the XML is being uploaded to the efiling
website.

D) How to use this Excel Utility

i Overview
ii Before you begin
iii Structure of the utility for ITR1
iv Filling up the sections of the form using the utility
v Validating the sheets
vi Generating the XML Fill up : Navigate to each schedule applicable Fill
vii Printing up data (Refer to sheet specific Help for more
details)
Validate each sheet : Click on the Validate Button on
Overview each filled sheet to ensure that the sheet has been
properly filled. Also ensure that you have also followed
instructions per sheet
Fill up applicable schedules
Validate each sheet Generate XML : After all required schedules
have been filled and validated, click on
Generate XML Generate XML which will recheck all sheets
Validate Summary and show a final validation sheet
Upload the XML
Validate Summary : After clicking on Generate
Save XML to generate the XML for XML. You will be taken to a Verification /
i Validation sheet where you can check that all
uploading to efiling site.
entries made are reflected before clicking on
Save XML

ii Before you begin

Read the general instructions for filling up the form.
 The ITR1 Excel Utility is an Excel Workbook that consists of 2 integrated worksheets. Each of the sheets contains a data entry

iii Structure of the utility for ITR1

The various sheets and the schedules covered per sheet is as below.
The name of each sheet displays in the tab at the bottom of the workbook.
Each sheet includes a number of distinct, titled sections / schedules. These titles are displayed in black color background with

Each sheet is identified by the sheet tabs located at the bottom of the Excel window. These tabs are labelled with abbreviation

iv
Filling up the sections of the form using the utility.
Every section / schedule is color coded to facilitate the user to enter data.
There are following different types of cells in the sheet.
a) Data entry cells for mandatory fields which are required to be compulsorily entered by the user. These have a red
background color. Certain fields are mandatory under specific conditions. Ex : MICR Details are only required for dir
your bank
b) Data account.
entry cells for optional fields have a black font and a green background color.
c) Fields whose values are automatically calculated / filled by the utility have a blue font for the labels and a white bac
Navigation : Refer to the navigation buttons shown on the left for Next, Previous. The user can navigate between the shee
or previous buttons as required.
Moving through the cells : Use Tab Keys to move from one dataentry cell to another on the selected sheet.
Adding more rows : Schedules such as TDS, Bank Payments allow users to enter data in tabular format.
Using provided buttons below these tables, the taxpayer can add as many rows as required in these tables.
Warning : Rows once added, are not required and should not be deleted, even if they are blank.
The utility does not generate XML for rows left blank.
Important Do's and Dont's while filling TDS and Bank Payment data :
Do not skip any row in between as blank while filling up this data in the provided tables.
Do not use 2 rows for entering value for a particular entry.
Example : If address is longer than the available space, please continue typing in the provided space,
and do not move to the next cell to complete the rest of the address. The cell will automatically expand
and accept the full address in the same cell.
Do not delete blank rows as utility will automatically ensure they are not added to the XML generated.

v Validating the sheets :

Validate the filled up sheet using the "Validate" button. Correct errors identified by the validate feature.
vi Generating the XML and Verifying before uploading to efiling Web Site :
Click on the "XML Generate" button. This will re validate all the sheets, and direct the user to the confirmation page which
shows the various schedules and the no of rows per schedule being generated.
Once verified ok, the tax payer can then click on Save XML option to generate XML.
The utility will inform the user with the name and location of the saved XML.
This XML \can then be uploaded towards efiling your return and an acknowledgement can be hence generated.

vii Printing.
The print button provides the option to the user to print both the sheets of ITR1 after previewing the same.
On clicking "Print", the tax payer can click on OK for print preview option, preview the pages which will be printed, and
Click on the "Print.." button on the menu of the preview pages to print the ITR Return.
1 GENERAL
This section captures data on Tax Payers Personal Information, Filing status, Income and Deductions and Tax Computations

2 GENERAL2
This section captures data on Taxes Paid, Refunds, AIR Transactions, Verification and TRP information, TDS and Bankpaym
Assessment Year.

eet : Click on the Validate Button on

o ensure that the sheet has been
so ensure that you have also followed
heet
Each of the sheets contains a data entry area.

played in black color background with white text.

ese tabs are labelled with abbreviation forms of the schedules of the sheet.

ntered by the user. These have a red font and a green

CR Details are only required for direct deposit of refunds to

e font for the labels and a white background color.

The user can navigate between the sheets by either clicking on next

er on the selected sheet.

in tabular format.
ed in these tables.
e blank.

s.

ovided space,
atically expand

XML generated.

validate feature.

user to the confirmation page which

can be hence generated.

viewing the same.

pages which will be printed, and
d Deductions and Tax Computations

TRP information, TDS and Bankpayment details.

Validate data before generating XML No of entries
TDS on Salary 1
TDS on Interest 1
Tax Payments 0

1. Validate against each schedule the
count of no of entries.
3. In case this count does not match to
the entered number of entries, you may
recheck the schedules, refer to
instructions for filling up tables, and
ensure that all entries are valid and
completely entered.

2. This is required to confirm that the 4. Once this sheet is validated, you may
total no of entries entered per schedule is click on Save XML to generate the XML
valid and being generated in the final file
XML
If the no of entries are 0
In a schedule, there are mandatory fields
For a row to be valid, these must be
filled in.
Also, do not skip blank rows