SSP Portal: How to log in and use ICAI Self Service Portal

Guest , Last updated: 19 March 2024  
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Update:

ICAI self-service portal, The Institute of Chartered Accountants of India has released a user manual for applicants, students, articles, firms, and members. Click here for any queries regarding log in, course registration, profile change/update, fee payment, etc. You can also find SSP Portal Videos in the given link.

Note: If you have a login problem please email your details (SRN / MRN, DoB, Email Address, and Phone No.) to ssp.helpdesk@icai.in. For telephonic support please dial 7877 966 966 between 9:30 a.m. to 5:30 p.m. If you have already have a login in the new SSP Portal, kindly raise an online Ticket by clicking on the “Helpdesk” option after logging-in. The recommended browser to fill in the forms are: - Internet Explorer (version 11 and above) or - Mozilla Firefox (version 50 and above) or - Google Chrome (version 50 and above)

Logging in to ICAI SSP Portal

As a user, you will have to login using E-service portal of ICAI - https://eservices.icai.org

Logging in to ICAI SSP Portal

The user ID and password are shared separately with the users over email and SMS. Users need to use the same to login here.

• Enter your User Id in the User ID field as a Member or Student.

For a Member - Enter Membership Number, for a Student enter SRO number

• Enter the password in the Password field.

• Click the Login button. The following screen appears.

Student / Article Functions

Articleship Registration in SSP Portal

• Click on the Articleship Menu button.

• Click on the Articleship tab.

• The icons for articleship deed form and auditship deed form appear.

Icons for articleship deed form and auditship deed form appear

• Click the Articleship Deed Form icon to fill the deed form.

• Select the Date of Commencement of Articleship.

• Enter the Membership No. of the Member / Paid Assistant under whom Articleship will be done and click on the Get Details button.

• Select the Firm under which Articleship will be done.

• Select the Date on which Deed is made.

• Click on Submit

Click on Submit

• * Download the deed pdf.

• Execute the deed on a stamp paper and keep a scanned copy ready.

• Click on 'click here' to edit the application and fill the registration form

Edit the application and fill the registration form

• If you logout and login again after executing the Articleship Deed, Go to the Submitted Applications tab and click on the Articleship Deed Form icon.

• Click on the view button in the Action column.

• Click on 'click here' to edit the application and fill the registration form.

Edit the application and fill the registration form

• * Verify the Personal Details displayed on the screen. If any changes are required, use the Profile change form to make the necessary changes.

• Enter the mandatory details and click on the Next button.

Enter the mandatory details and click on the Next button

• Verify the Qualification Details displayed on the screen. If any changes are required, use the Profile change form to make the necessary changes. Click on the Next button.

• Verify the CA Course Details displayed on the screen. If any changes are required, use the Profile change form to make the necessary changes. Click on the Next button.

• Verify the Articleship Details displayed on the screen for any previous articleship. Click on the Next button.

• Select Radio button Yes or No for Whether the articled assistant/audit clerk is actively engaged in any other business or occupation during the articleship period? and Whether the articled assistant/audit clerk has taken up any other course of study - academic or professional? If yes is selected, you are required to fill Form 112 using the Other Forms tab before final submit of the Registration Form. Click on Next.

• Verify the Member Details displayed on the screen. Click 'I Agree' and Click on Submit.

Verify the Member Details displayed on the screen

• Now the member is required to login, verify the details and approve the registration form. The member can view the details using the 'Forms for Approval' tab. 

 Verify the details and approve the registration for

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Member Login

• Once approved by the member, a student is required to download the PDF, get it signed by the member and upload the scanned copy of the PDF in order to complete the registration process.

• For uploading the signed copy of the PDFs, the student is required to login again, view the registration form in the submitted applications tab, click next on all the screens and upload the signed and scanned copy of the Deed (Form 102) and Registration (Form 103) PDF on the last screen.

• Click on Submit and Make the fee payment, if applicable.

Click on Submit and Make the fee payment

Articleship Termination/Completion

Once the registration request has been approved by the regional office, the student gets registered for articleship under the specified member. The student can now see the articleship termination and articleship completion (can be seen only after completion of 3 years from the date of commencement of articleship) forms in the Articleship tab. In the Other Forms tab, the student can also see all the other forms which are applicable for him/her namely permission to study other course or engage in any business/occupation, secondment form, requisition form, and intimation of change of status of principal (can be seen only in case the student is registered under a paid assistant). The member, at any time, will be able to view the Articleship Termination, Articleship Completion, Auditship Termination, Auditship Completion and Industrial Training Completion/Termination forms, and can fill and submit the same for the students who are registered under him/her.

To fill and submit the termination form following process is required-

• Click on the Articleship Menu button.

• Click on the Articleship tab.

• The icon for articleship termination form appears.

Icon for articleship termination form appears

• Click on the icon and fill the form.

• Select the Reason for Termination from the drop-down.

Select the Reason for Termination from the drop-down

• Verify all the details displayed on the screen.

• Select the date of termination and enter the no of leaves in days carefully and correctly. The details cannot be modified once submitted.

• Enter the stipend details and click on the Next button.

Enter the stipend details and click on the Next button

• Enter the correct details of the Member In-charge Training, if applicable.

• Enter the details of the work done only for the period served. Type '0' (zero) in the remaining non-applicable fields.

 Enter the details of the work done only for the period served  

• Enter the details of any professional training programs attended during current articleship, if applicable. Up to 3 records can be entered using the Add New Row button.

• Enter the general remarks given by the member about the student's conduct during the articleship period. Click on the Next button.

 

Enter the general remarks given by the member about the student's conduct

• Upload the required document in support of the reason of termination mention on the first screen. Click on Submit.

Upload the required document

 

Download the PDF which is generated, get it signed by the Members (Principal and MIT) and upload the scanned copy using the Edit Application feature as elaborated above in the Articleship Registration section.

Articleship Termination on Death of Principal

• Click on the icon and fill the form.

• Select the Reason for Termination as Termination on Death of Principal, from the drop-down.

Select the Reason for Termination

• Select the Name of the Surviving Partner from the drop-down, in case the training is being done in a Partnership firm or Type the Name of the Legal Representative of the Principal in case the training is done in a Proprietor Firm. Legal Representative can be any Legal Heir (Blood Relative of the Member or Husband/Wife). Follow the same steps as given above in normal termination.

 Select the Name of the Surviving Partner from the drop-down

Articleship Completion

• Click on the icon and fill the form.

Click on the icon and fill the form

• Afterwards, carefully fill the details relating to No. of leaves in Days, stipend details etc.

Fill the details relating to No. of leaves in Days

• Work experience is bifurcated into Accounting, Auditing, Taxation, Information Technology and Management Consultancy is required to be filed according to total no. weeks allocated to each of them during the articleship.

Work experience

• Summary relating to all Professional and Training Programs attended by the students along with general remarks relating to the same.

Summary

Summary

• After entering all the above-mentioned details student is required to click on Submit in order to generate PDF form. 

Click on Submit in order to generate PDF form

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