ITR Verification

The purpose of ITR verification is to confirm a user's Income Tax Return information by utilizing their ITR Username and Password.

How to Setup

1 Navigate to Workspace > Workflows, and click on the flow created for ITR Verification. If you need understanding in creating a workflow, refer to the step-by-step guide here.

2 Hover over the plus (+) symbol and select Workflow. From the list, click ITR Verification to add it.

3 Click on the newly added workflow, then select the General tab to customize your preferences.

Manage General

(*) Indicates an action to be mandatory.

Name	Description
Display Name*	Set a name to the workflow for easy identification.
Description	Summarize the purpose and functionality of this workflow module.
Enable	This toggle is enabled by default. When enabled, the particular workflow module begins its execution. Conversely, if disabled, the workflow module remains inactive and won't proceed.
Skip	Allows the user to skip this specific workflow module during execution. When selected, it provides an option to bypass the particular workflow without affecting other modules in the sequence.
Rule	This determines the criteria for triggering the particular workflow module. When the selected rule is evaluated, and is satisfied, the workflow proceeds as provided. If not, the workflow will not be executed. Note: If no rules are set, the workflow defaults to its standard action without any rule. For more information about the rules, refer here.

4 Then, click on the Configs tab to set the necessary configurations.

Manage Configs

Name	Description
Customize Form 26AS Details Years	If you need to view details for a specific year in Form 26AS, you can easily customize the settings. Simply toggle on the enable button.
ITR Details Years	You can configure the years for which you need details. This allows you to focus on the information pertinent to that particular year, ensuring you have quick and easy access to the data you need.
ITR Claims	Claims specify the information that should appear in the generated response. Note that only the selected claims will appear in the final response. The claims for ITR are, itr_verified: This denotes whether the ITR verification is completed ("True" if completed, "False" if not). itr_verified_at: Timestamp (in Unix epoch format) indicating when the ITR was verified. gender: The gender of the individual (e.g., "Male", "Female", "Other"). pincode: The postal code corresponding to the individual's address. aadhaar_no: The individual's Aadhaar number, a unique 12-digit identification number issued by the Indian government. email: The individual's email address. fathers_name: The name of the individual's father. income: The individual's total income as declared in the ITR. itr_type: The type of ITR form filed (e.g., ITR-1, ITR-2). dob: The individual's date of birth. name: The full name of the individual. raw_itr: The raw data of the individual's Income Tax Return. doi: Date of incorporation (for companies) or date of commencement (for businesses). gross_income: The individual's gross income before deductions. address: The individual's residential address. mobile_no: The individual's mobile phone number.

5 After you've configured everything needed, click on SAVE.

6 Proceed to attach the workflow to the relevant application for execution. Refer to the instructions on how to attach a workflow to an application here.

How it Works

1 Launch Postman or your preferred API tool and execute the flow by configuring the suitable Method, URL, and Body settings. If you're seeking guidance on how to perform these actions, see here.

2 Upon initiating the API call, a verification request will be sent to your configured Verification Way settings.

3 Based on the request, execute the flow in an incognito browser and follow the prompts to complete the verification process.

4 Begin by providing the ITR Username and Password, and click on Submit.

5 The verification process will be completed if the entered data is valid.

If "force onboarding" is enabled in the API request, all users, regardless of status, will be directed to the onboarding flow first, followed by the verification flow if configured.

6 The response can differ depending on the chosen Verification Way and Notification Way configurations. To know more, see here.

7 Here is a sample response for ITR Verification:

{
  "workflow": "verification",
  "user_id": "mark@gmail.com",
  "request_id": "2befbb45-4662-49f8-85dc-8e4dd30fa8af",
  "itr_verified_at": "1722421765",
  "itr_verified": "true",
  "2022-2023": {
    "income": {
      "total_income": 100000,
      "gross_income": 200000,
      "income_other_sources": 67,
      "income_hp": 0,
      "income_salary": 211225
    },
    "pincode": 600078,
    "aadhaar_no": "402211346819",
    "gross_income": 211292,
    "address": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx",
    "itr_type": "itr_1",
    "raw_itr": {
    "xxxxxxxxxxxxxxxx": "xxxxxxxxxxxxxxxxx"
    },
    "dob": "2000-11-03",
    "mobile_no": "7305873320",
    "name": "MARK G",
    "email": "mark@gmail.com",
    "fathers_name": "GLEN"
  }
}