Instructions for Filing Form under ERI 2.0

 

Item No. Item Details Instructions for filling the form
1. Type of ERI
❖ Select Type of ERI. Applicant can select multiple types of ERI.
2. PAN/TAN
❖ Enter valid PAN if applicant’s category is one of the following:
  1. A Company incorporated in India, including a Bank.
  2. A Firm of Chartered Accountants
  3. A Firm of Company Secretaries
  4. A Firm of Advocates
  5. A Firm of Cost Accountants
  6. A Limited Liability Partnership incorporated in India
  7. Chartered Accountant
  8. Company Secretary
  9. Advocate
  10. Cost Accountant
  11. Individual (If Type of ERI is selected as Type 3 only)
❖ If applicant’s category is ‘A Drawing and Disbursing Officer (DDO) of a Government Department’ then valid TAN should be mentioned
3. Category of Applicant
❖ Select the applicable category from the drop-down menu
4. Name of the Organisation / Person
❖ Enter name of organization/person as per PAN
5. Date of Incorporation
❖ Date of Incorporation is mandatory for following category of applicants:
  1. Company incorporated in India, including a Bank
  2. Limited Liability Partnership incorporated in India
  3. Firm of Chartered Accountants
  4. Firm of Company Secretaries
  5. Firm of Advocates
  6. Firm of Cost Accountants
6. Date of Allotment of TAN
❖ Date of Allotment of TAN is mandatory for category ‘Drawing and Disbursing Officer (DDO) of a Government Department’
7. Date of Birth
❖ Date of Birth is mandatory for following category of applicants:
  1. Chartered Accountant
  2. Company Secretary
  3. Advocate
  4. Cost Accountant
  5. Individual
8. Registration Number
❖ Registration Number is mandatory for Company and Firm.
  • For status ‘Company’, it should be 21 characters (Alphanumeric)
  • For status ‘Firm of Chartered Accountants’, it should be 7 characters (Alphanumeric)
  • For status ‘Firm of Cost Accountants’, ‘Firm of Company Secretaries’ and ‘Firm of Advocate’, it should not be more than 25 characters (Alphanumeric)
9. Principal Contact Details
❖ Enter valid PAN (Individual PAN) and provide full name, DOB and Gender as per PAN
❖ Provide designation as per respective category
10. Membership Number
❖ Membership Number is mandatory for Principal Contact of Firm. Enter Membership Number without space.
  • For ‘Firm of Chartered Accountants’ and ‘Firm of Cost Accountants’, it should be 6 digits.
  • For ‘Firm of Company Secretaries’, it should be 5 characters (Alphanumeric)
11. Registration number of Advocate
❖ Registration number is mandatory for Principal Contact of Firm of Advocate’ it should 11 characters (including two /)
12. Contact Details
❖ Enter mobile number of 10 digits and details of person to whom provided mobile number belongs to
❖ Enter valid email ID and details of person to whom provided e-mail ID belongs to.
❖ Applicant may provide land line phone number.
13. Payment Details
❖ It is mandatory to provide payment details. Payment can be made either by Demand Draft or Cheque.
14. Documents enclosed in support of fulfillment of prescribed eligibility criteria
❖ Prescribed documents to be provided in support of fulfillment of prescribed eligibility criteria as per respective category of applicant.