Filling the certificate

Two steps of entry, then review.

Step 1 — Assessee & Engagement

Select Existing Clients

Fills the assessee's particulars from a client record.

Assesseerequired

Exactly one. Name of Assessee and Permanent Account Number (PAN). The PAN is printed in the Opinion as the login the acknowledgement was downloaded from, so an invalid one is refused.

Engaged Byrequired

Paragraph 2 reads "I/we have been engaged by Mr. / Ms. / M/s …". Usually the assessee. Type the title you want printed.

Submitted Torequired

The bank or authority the certificate is for. It is addressed to them, and named again in the scope and the restriction on use.

Their Address

Printed under their name in the "To" block.

Date of Engagement Letterrequired

Paragraph 1.

Certificate Daterequired

Step 2 — The Acknowledgement

Everything here fills the Opinion.

Assessment Yearrequired

One per certificate. It is the assessment year, not the financial year — income earned in FY 2025-26 is returned in AY 2026-27.

Acknowledgement No.required

As printed on the ITR-V. Digits only.

Date of Filingrequired

As printed on the ITR-V beside the acknowledgement number. It appears on the ITR V page as the date of filing, and in the Opinion as the date the acknowledgement is dated.

Date of Downloadrequired

The day the assessee downloaded it from their own login while you watched.

Has the Return Been Verified?required

If not, the certificate cannot be issued — see About this certificate.

Step 3 — Review & Issue

As with every certificate: the preview, Select Issuing CA Firm, and the UDIN Number.