Say goodbye to tax stress: File your income tax returns via WhatsApp now with easy steps

Here's how to file ITR via WhatsApp: As the July 31st deadline for Income Tax Returns (ITR) 2024 approaches, many people are looking for an easier way to handle their tax filings. This year, ClearTax has introduced a game-changing method: you can now file your ITR directly through WhatsApp! This new option is designed to make tax filing simpler and more accessible, especially for those who might find traditional methods overwhelming. Whether you’re a busy professional or looking to streamline your tax duties, filing ITR via WhatsApp offers a convenient and user-friendly solution. Here’s how to take advantage of this innovative service and ensure you meet the ITR 2024 deadline smoothly.

Why File Your ITR on Time?

Filing your ITR by the deadline is important to avoid penalties under Section 234F of the Income Tax Act. The penalty for late filing has been reduced to Rs 5,000 from Rs 10,000. However, it's still vital to file on time to avoid additional charges and complications.

Also Read:?Check out the slab rates and deductions for old and new tax regimes

Introducing WhatsApp-Based ITR Filing

ClearTax's new initiative allows you to file your ITR using WhatsApp, making the process more accessible and user-friendly. This service is designed for blue-collar workers like drivers, delivery executives, and home service providers. It supports 10 languages such as English, Hindi, and Kannada and is available for ITR 1 and ITR 4 forms.

Understanding ITR Forms

ITR-1 Form (SAHAJ): If you earn income from a pension, salary, a single house property, or other sources excluding gambling and lotteries, you can use the ITR-1 form. It is also applicable if you have an agricultural income of up to Rs 5,000 and your total income is up to Rs 50 lakh.

ITR-4 Form (Sugam): This form is for individuals, Hindu Undivided Families (HUFs), and Partnership Firms with income from business or profession. If you use presumptive taxation under Sections 44AE, 44ADA, or 44AB of the Income Tax Act, you need to file ITR-4.

Also Read:?Here's Why Salaried Individuals Should Wait Until June 15

How to File ITR via WhatsApp: A Step-by-Step Guide

Step 1: Start the Conversation

Save ClearTax’s WhatsApp number (+91 89512 62134) and send a “Hi” to begin.

Step 2: Choose Your Language

Select your preferred language from English, Hindi, or Kannada.

Step 3: Provide PAN Card Number

Enter your Permanent Account Number (PAN) or upload a picture of your PAN card when prompted.

Step 4: Share Aadhaar Number

Provide your Aadhaar number to continue with the filing process.

Step 5: Enter Your Email Address

Give your email address for receiving updates and OTPs during the process.

Step 6: Fill in Personal Details

Enter details such as your father’s name, locality, bank account number, date of birth, and pin code.

Step 7: Verify Your Email

Re-enter your email to receive an OTP. Share this OTP in the WhatsApp chat for verification.

Step 8: Fetch Tax Information

ClearTax will gather your tax information based on the details you provided.

Step 9: Aadhaar OTP Verification

Enter the OTP received on your Aadhaar-linked phone for verification.

Step 10: Review Tax Summary

A summary of your tax information will be shown. Review it and click “Do e-file” if everything is correct.

Step 11: Complete Payment (If Required)

If you need to pay tax, you will receive a message about pending payment. Click the link provided to make the payment securely via WhatsApp.

Step 12: Proceed to E-file

After payment, click “Proceed to e-file” in the chat window.

Step 13: Final Tax Verification

Select “Tax Verification” to get an OTP for final verification. Share this OTP in the chat to complete your ITR filing.

Also Read:?Here's How You Can Download Form 16, 16A and 27D Online

Required Documents for ITR Filing

• PAN Card
• Aadhaar Card
• Email Address
• Bank Account Details (for refunds, if applicable)

You can submit these documents through images, audio, or text messages. This method ensures that filing your ITR is simple and accessible, especially for gig workers and low-income taxpayers.

Following these steps, you can easily file your ITR via WhatsApp and meet the ITR 2024 deadline without hassle.

Also Read: Difference Between New And Old Tax Regime

(Disclaimer:?The information provided in this article is for general informational purposes only and should not be construed as professional tax advice. Tax laws and regulations may vary based on individual circumstances and jurisdiction. Readers are advised to consult with a qualified tax professional or financial advisor regarding their specific situation before making any decisions related to income tax filing or choosing between the old and new tax regimes. The author and publisher of this article are not liable for any actions taken based on the information provided herein.)