How to activate or deactivate ERI for ITR Filing?

In order to file income tax return (ITR) in India under automated process, taxpayer need to add the profile to an ERI (e-Return Intermediary) as a client, aka Add Client functionality. This document covers both deactivation and activation or change of an ERI on Govt. income tax portal.

This document covers

Who is ERI ?
How to de-activate an ERI ?
How to activate an ERI ?

1. Who is ERI ?

ERI stands for e-Return Intermediary who are authorised entities to act as an intermediary between the Client (taxpayer) and the Income Tax Department (ITD in short). ITR eFiling portals like EZTax.in offers end-end tax filing functionality through IT Department authorised APIs.

There are three types of ERIs authorised by ITD

Type-1:
- This type of approval is given to a Tax Consultant to access information and prepare taxes on-behalf of a Client using Govt ITD Portal. The consultant have to use Govt utilities and portal to prepare and eFile.
Type-2:
- This is typically given to Company ERI, who offer end-end, comprehensive tax filing solution through their software or an Online Portal. This includes eFiling directly from the ERI Portal. ITD authorise this type of access only after a thorough data security certification from the company. This type of ERI access mandates highest data security standards, zero-tolerance security integration.
Type-3:
- Generally given to software utility development companies to generate JSON file to use with the Govt ITD Portal. This access neither allow any direct access from ITD database nor allow the client to eFile. Just to use as a Utility Developer.

EZTax.in ITR Portal is authorised for both Type-2 and Type-3 access, to facilitate end-end highly secured IT Filing experience. You may access Self-Service IT Filing Portal

Refer a list of ERIs authorised by Income Tax Department as on — 16th Jun 2024.

2. How to de-activate an ERI ?

Log in to the Govt IT e-Filing portal using your PAN and Password
Click on Authorized Partners > My e-Return Intermediary to proceed further
On the e-Return Intermediary page, go to the Active tab to see the list of ERIs & Click de-activate against the ERI that you would like to de-activate.
Click Confirm to deactivate the ERI
A success message along with the transaction number will be shown when the ERI is deactivated and an SMS will be sent to your registered mobile number

3. How to activate an ERI ?

Log in to the Govt IT e-Filing portal using your PAN and Password
Click on Authorized Partners > My e-Return Intermediary to proceed further
Click on 'Add ERI'
Enter "Myd Labs" as ERI User Name & Click Search ERI to add you as a Client to EZTax Portal.
MYD Labs Private Limited is the Company name for EZTax.in Portal. Give "MYD Labs" in the ERI User Name field
ERI relevant to your search criteria will be displayed in a list. Click "Activate" against an ERI of your search.
Select a validity period for the ERI and click "Add".
Click "Confirm" to add the selected ERI
A success message along with the transaction number will be shown when the ERI is added and an SMS will be sent to your registered mobile number

When filing your taxes, you can add yourself as a Client to EZTax.in in the "Get Data" Screen. You no need to follow the instructions on this page unless you are specifically directed to follow these instructions.

Video: How to search for ERI to activate?