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
PERSONAL INFORMATION

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

I - Individual
Road / Street / Post Office Area / Locality Date of birth (DD/MM/YYYY)
00/00/0000

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

M-Male

Email Address (Std code) Phone No Employer Category (if in

employment) OTH
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
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 0
INCOME & DEDUCTIONS

5 Deductions under Chapter VI A (Section) System Calculated

a 80 C 5a 0
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 0 6 0
7 Total Income (4 - 6) 7 0
TAX COMPUTATION

8 Tax payable on Total Income 8 0

9 Education Cess, including secondary and higher secondary cess on 8 9 0
10 Total Tax, Surcharge and Education Cess (Payable) (8 + 9) 10 0
11 Relief under Section 89 11 0
12 Relief under Section 90/91 12 0
13 Balance Tax Payable (10 - 11 - 12) 13 0
14 Total Interest Payable 14 0
15 Total Tax and Interest Payable (13 + 14) 15 0
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
2
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)

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
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)