Tax Audit Form: Applicability of Form 3CA-3CD

Tax audit form is used to report details of a tax audit conducted under Section 44AB of the Income-tax Act.

Who can use Form 3CA-3CD?

Pre-requisites For Filling The Form On The Portal

Form At Glance

How To Access And Submit Form 3CA-3CD?

How to Assign Form to Chartered Accountant?

  • First taxpayer need to visit the e-Filing portal.
  • Login using your user ID and password.
  • On the dashboard, click e-File > Income Tax Forms > File Income Tax Return.
  • Select Form 3CA-3CD and click file now.
  • Now to assign CA, taxpayers need to enter the required details in the form.
  • In the Assign Chartered Accountant (CA) section, input the CA’s details. Click Continue to proceed.
  • Upon successful assignment, a confirmation message with a Transaction ID will appear. Note this ID for future reference.

Note:

  • If a CA is assigned by you already, details of Form 3CA-3CD pending with CA for filling or acceptance will be displayed.
  • If CA is not assigned, you can assign a CA by choosing the existing list of previously assigned CA’s from the link existing CAs.
  • In case there are no CAs added, you can add a CA by clicking Authorized Partner on Dashboard > Authorized Partners > My CA > Add new CA.

How Form is accepted and filed by the Chartered Accountant?

  • CA have to login with User Id Password
  • On dashboard, click pending action > Worklist.
  • All the pending for acceptance will be visible on the page.
  • In the for Your action, CA can click accept or reject.
  • Once its accepted, a successful message will be displayed with the a Transaction ID. CA can note this ID for future reference.
  • Then again go the worklist > Pending Action and click continue to file Form 3CA-3CD
  • After clicking continue, CA can download the offline utility.
  • With this offline utility a Chartered Accountant can fill the form and submit.
  • If you do have UDIN can select the box “I do not have UDIN / I will update UDIN later” and click proceed.
  • Once its accepted after e-verification, a successful message will be displayed with the a Transaction ID.

Acceptance by Taxpayer

  • Now taxpayer need to login again.
  • On the dashboard, click on pending action > worklist.
  • Then click Accept on Form Pending for Acceptance.
  • Once e-verified with DSC or Aadhaar OTP, a successful message with Transaction ID will be displayed.

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