Income tax refund

This query is : Resolved

shailender bali (Querist)
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30 December 2011 I had filed an online return of income having refund status. The central processing centre , Income tax Deptt, Bangalore has intimated that the refund was not processed by them and I should contact my jurisdiction officer. I had filed income tax return based on the jurisdiction based on my employer name. The jurisdiction based on my residential area is different.The income tax website shows my jurisdiction based on my PAN number (residential area). Where should i file an application for further processing of refund?

CA Siddhartha Bhardwaj

CA Siddhartha Bhardwaj (Expert)
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30 December 2011 You say that you have filed an ONLINE returm. In that case, you must have received an intimation from CPC Bangalore.

Is there refund in the intimation?

Aditya Maheshwari

Aditya Maheshwari (Expert)
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30 December 2011 Contact the jurisdictional range officer as shown on income tax indiaefiling website.

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shailender bali

shailender bali (Querist)
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05 January 2012 The communication from CPC was they are unable to process the return and the case has been transferred to the Jurisdictional assessing officer.

The jurisdictional assessing officer as per income tax website is based on PAN. I filed the return in the assessing ward based on employer name. If i approach the former, won't he direct me to the later stating that the return has been filed with the later and henceforth contact them for the return.

Asha Kanta Sharma

Asha Kanta Sharma

(Expert)
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31 July 2024 In your situation, where the Central Processing Centre (CPC) has transferred the case to the jurisdictional assessing officer and based on the information that the jurisdiction is based on your PAN (residential area), you should approach the jurisdictional assessing officer as per the details shown on the income tax website.

### Steps to Resolve the Issue

1. **Identify the Correct Jurisdictional Assessing Officer**:
- Visit the [Income Tax Department's e-Filing website](https://www.incometax.gov.in).
- Login to your account using your PAN and password.
- Navigate to "My Profile" and then to "PAN Details" to confirm your jurisdictional assessing officer based on your PAN (residential area).

2. **Prepare Necessary Documents**:
- Keep a copy of the filed income tax return.
- Print out the intimation from CPC regarding the transfer of your case.
- Have your PAN card and any other identification documents ready.
- Gather any communication you had with the income tax department regarding the refund.

3. **Draft a Formal Application**:
- Write a formal application addressed to the jurisdictional assessing officer explaining your situation.
- Include details such as your PAN, assessment year, return filing date, intimation from CPC, and the issue of the unprocessed refund.
- Request the jurisdictional assessing officer to process your refund at the earliest.

4. **Visit the Jurisdictional Assessing Officer**:
- Visit the office of the jurisdictional assessing officer as per the details from the income tax website.
- Submit your application along with the necessary documents.
- Make sure to obtain an acknowledgment receipt for your submission.

### Sample Application Format

```plaintext
Date: [Date]

To,
The Jurisdictional Assessing Officer,
[Address of the Jurisdictional Assessing Officer's Office]

Subject: Request for Processing of Income Tax Refund for AY [Year]

Respected Sir/Madam,

I, [Your Name], having PAN [Your PAN], filed my income tax return for the Assessment Year [Year] online. My return indicated a refund status. However, I received an intimation from the Central Processing Centre (CPC), Bangalore, stating that my refund could not be processed by them and has been transferred to your office for further action.

Details are as follows:
- PAN: [Your PAN]
- Assessment Year: [Year]
- Filing Date: [Date of Filing]
- CPC Communication Reference: [Reference Number from CPC Intimation]
- Amount of Refund: [Refund Amount]

I humbly request you to kindly process my refund at the earliest.

Enclosed with this letter are copies of the necessary documents for your reference.

Thank you for your understanding and cooperation.

Yours sincerely,

[Your Name]
[Your Address]
[Your Contact Number]
[Your Email Address]
```

### Follow-Up

1. **Follow Up**: If you do not receive any response or action within a reasonable time, follow up with the assessing officer either by visiting again or through written communication.

2. **Escalate if Necessary**: If the issue remains unresolved, you may escalate the matter by filing a grievance on the e-Filing website under the "e-Nivaran" section or by contacting higher authorities within the Income Tax Department.

By approaching the correct jurisdictional assessing officer and following the proper procedure, you should be able to get your refund processed.