How to Add a Legal Heir to File ITR?

Step-by-Step Infographic Guide

1. Access the Income Tax Portal
   ➡ Visit the Income Tax e-Filing website.
   ➡ Log in or register if you’re a new user.

2. Register as a Legal Heir
   ➡ Go to My Account > Select Add/Register as Representative.
   ➡ Choose Deceased’s Estate from the dropdown menu.

3. Provide Details of the Deceased
   ➡ Submit:

   • PAN of the deceased.
   • Name of the estate.
   • Date of incorporation of the deceased.

4. Prepare and Upload Documents
   ➡ ZIP file requirements:

   • Legal heir certificate or affidavit (notarized).
   • Deceased’s PAN card.
   • Death certificate.
   • Legal heir’s PAN card.

5. Submit the Request
   ➡ Upload the ZIP file.
   ➡ Click Submit to send for approval.

Essential Documents for Legal Heirship Registration

Document Type	Purpose
Legal Heir Certificate	Establish legal authority.
Death Certificate	Confirm the demise of the taxpayer.
PAN (Deceased & Heir)	Identification and tax compliance.

Also Read: Who becomes the legal heir of unclaimed wealth of parents as per Indian laws?