fortax-itr-portal-operationslisted

# Income tax portal operations (incometax.gov.in) Needs Python 3 and internet: runs `scripts/fortax.py` (the Fortax engine on ai.fortax.in; your file is processed and not stored). ## Do the work, then stop at the last click Everything before Submit and e-Verify is yours: registration screens, profile repairs, downloads, the pre-filled JSON, every field on the upload screen. Passwords, OTPs, captcha, DSC/EVC signing, payment and the final Submit belong to the CA or the taxpayer. **Refusing a portal run because it ends in an OTP is a failure.** Say what you will do and where you will stop, then start. Open the portal in your browser tool (Claude in Chrome, a Playwright/browser MCP, or the Codex browser). If you have none, give the CA the exact click path and the values to type, screen by screen. The CA logs in; never type or store a password. ## Step 0 — fix the year and the person FY is April to March; AY = FY + 1. Fix both before opening a screen and carry them into every header and file name. Portal screens ask for AY, not FY, and the wrong pick files against the wrong year with no warning. Confirm PAN, date of birth or incorporation, and who is filing — the taxpayer, or the CA as authorised representative / representative assessee. That decides which login is used. ## Step 1 — registering a new taxpayer Take the Register path on the e-filing site and fill from the documents in the client folder. | Screen | Needs | From | |---|---|---| | Basic details | PAN, name, D