Login to e-Filing Portal: Access the Income Tax e-Filing portal with your user ID and password.
Add CA: Navigate to the section for adding a CA and input their membership number and other necessary details.
Confirm Appointment: After adding the CA, confirm the appointment to link them to your account.
Prerequisites: Ensure you have the CA's membership number, full name, and validity date ready before initiating the process.
Steps to Add CA:
Login to Income Tax account.
Visit "Authorized Partners > My Chartered Accountant (CA)".
Click "Add CA" and input required details.
File Income Tax Forms: After adding the CA, file forms like Form 3CD-CB, assigning the CA's name for review.