Step 1: Obtain PAN and Register on Income Tax Portal

• Ensure the HUF has a valid PAN card issued in its name

• Visit  and register the HUF as a taxpayer

• The Karta (head of the HUF) will act as the authorized signatory

• Enter HUF PAN, email, and mobile number to create a login ID

• Link Aadhaar of Karta for verification and e-filing authorization

Step 2: Maintain Proper Records and Books

• Compile income details from all sources – rent, capital gains, dividends, business, etc.

• Maintain separate books of accounts for HUF investments and earnings

• Collect TDS certificates (Form 16A), interest statements, and Form 26AS

• Prepare income and expense summaries for the financial year

• Get accounts audited if turnover exceeds limits specified under Section 44AB

Step 3: Choose Correct ITR Form

• ITR-2 – for HUFs with income from salary (received as member), house property, capital gains, and other sources

• ITR-3 – if the HUF has business or professional income

• Choose correct assessment year (e.g., AY 2024–25 for FY 2023–24)

• Download the offline utility or use the online filing mode via the portal

Step 4: Fill Income and Claim Deductions

• Enter details under relevant heads of income

• Include deductions under Section 80C, 80D, 80G, etc., if eligible

• Report TDS from Form 26AS and ensure no mismatch

• Enter bank account details of HUF for refund or verification

• Compute final tax liability and pay any self-assessment tax before filing

Step 5: Submit and Verify the Return

• Submit the return electronically on the income tax portal

• Use DSC (Digital Signature Certificate) of Karta or EVC via Aadhaar OTP for verification

• After successful filing, download the ITR-V acknowledgment

• No need to send physical copy to CPC if verified electronically

• Keep all records, proofs, and filed ITR safely for future references or audits

Filing ITR accurately ensures legal compliance and allows the HUF to manage income and investments tax-efficiently.