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Linking Aadhaar to PAN is not necessary for filing AY 2017-18 Income Tax Returns

Finance Bill 2017 was passed in the Lok Sabha on 22nd March 2017. Several amendments were introduced just before it was passed. Some of the key amendments involve the Aadhar card. In this post, I discuss why linking Aadhaar to PAN is not necessary for filing AY 2017-18 Income Tax Returns.

The amendments: (1) After 1st July 2017, all income tax returns and all PAN applications will require the Aadhar card number to be mentioned. (2) The govt will soon require PAN cards to be linked to Aadhaar card, failing which PAN cards will be invalidated.

It is important to recognise that no details are available about the last date to link Aadhaar with Pan. The government is yet to announce the authority, form and manner and date before which linkage should be accomplished (page 28 of the finance bill).  This means that all we need to do right away is to

1: mention the Aadhaar number (apply for one if we don't have one yet) or the enrollment number (if Aadhar not yet issued) in the ITR. There should not be any problem in processing the ITR for AY 2017-18 or FY 2016-17.

2:  Take steps to link Aadhaar with PAN.  If we do not link them, then we may not be able to file the next ITR (ie a year from now) - AY 2018-19 or FY 2017-18.

On the face of it, the linkage is easy.  If the name of the assessee as per income tax records matches the name on the Aadhaar card, the linkage can be instantly done via the e-filing website. If there is a mismatch, then Aadhar details can be updated online in a day or so if your mobile is linked to Aadhaar. After that one can link the two. Theoretically sounds perfect. However, there are some problems.

How to link Aadhaar to Pan

Step 0: Check Assessee name as mentioned in the e-filing website (not Pan card). If this name is "correct", then proceed to steps A1,A2 and A3.

If the assessee name is listed incorrectly, the proceed to step B1, B2.

Step A1: If the assessee name is the same as on Aadhaar then linking is can be done easily via the e-filing website. The name on the Pan card is irrelevant!

Step A2: If the assessee name matches the name on the Pan Card but not Aadhaar, then the Pan card can be used to change the name on Aadhaar if your mobile is registered at UIDAI. Once the Aadhar name is modified, you can link with Pan via the e-filing website.

Step A3: if the assessee name does not match the name on the Pan card, then the Aadhar card can be modified online with on of the following ID proofs. After this the linking is easy.

Passport
PAN Card (not relevant in this case)
Ration/ PDS Photo Card
Voter ID
Driving License
Government Photo ID Cards/ service photo identity card issued by PSU
NREGS Job Card
Photo ID issued by Recognized Educational Institution
Arms License
Photo Bank ATM Card
Photo Credit Card
Pensioner Photo Card
Freedom Fighter Photo Card
Kissan Photo Passbook
CGHS / ECHS Photo Card
Address Card having Name and Photo issued by Department of Posts
Certificate of Identify having photo issued by Gazetted Officer or Tehsildar on letterhead
Disability ID Card/handicapped medical certificate issued by the respective State/UT
Affidavit executed on non-judicial stamp paper to be submitted by a woman applicant for name change after marriage (Joint Affidavit to be submitted along with her husband with joint photo)
Marriage Certificate
Proof of Marriage document issued by the Registrar
Gazette Notification
Legal Name Change Certificate
(For above documents, where original document does not have photo, the photocopy/scan of the documents must be taken along with the Resident's photo)

Step B1: If the assessee name is incorrect, but the Aadhaar name is correct, the one can follow the instructions on this page to update PAN details.

Other ID documents can also be used instead of Aadhaar. Notice that they do not want initials to be used.

Make sure the assessee name and the name on the  Pan card are the same!!

Step B2: After the assessee name is changed and is the same on Aadhar, one can link the two.

There are serious problems with the way NSDL wants names to be entered. In the above example, Kandaswamy is the given name and not the surname!  Madurai and Somasundrm represent the city and fathers name.

I think the government should allow linking Aadhaar with Pan if the associated mobile's number is the same. After all, I have to authenticate via the mobile to change Aadhar details. Why can't I link Pan to Aadhar via the same device? If this is allowed (and I hope that it would be), the problems of many would be solved.

For people who have a family name or surname, this is no problem at all. For example, Ashal Jauhari. Ashal is the given name or the name of the person and Jauhari is the family name.

For people who use initials, there is a big problem.

Pattabiraman is my given name. We do not have a family name. My father's name is Murari and hence I am known as M. Pattabiraman.

My passport says my given name is Pattabiraman and my family name is Murari. Well, the second bit is not correct, but that is how it is.

My pan card says, M. Pattabiraman. I recently realised this is actually a short form of Murari Pattabiraman!

When I got my Aadhaar, they forgot the initial and said my name is Pattabiraman. Okay, no big deal.  I went UIDAI, uploaded a photo of self-attested PAN card photocopy and it was changed in a day or so to M. Pattabiraman. They accepted a B/W photo even though the site says a colour scan is necessary. Great! Mera Desh Badal Raha Hai.  My Aadhar photo looks like I am stoned (I was with prescription drugs) - no biggie. We will let that slide.

Delighted, I went to the e-filing site to link Aadhar with Pan. The system said, there is a details mismatch.  Then I realised that even though my Pan says M. Pattabiraman (which is why they agreed to update Aadhaar), the website says the assessee name corresponding to my Pan number is Murari Pattabiraman!  I have been filing returns under M. Pattabiraman for 11 years!

For me, there is an extra complication. I was named after my grandfather.

For me: given name --> Pattabiraman. Initials --> M or Murari

For my dad: given name ---> Murari. Initials ---> P or Pattabiraman!

So if change my Pan card to read Murari Pattabiraman, the second line would read (my fathers name): Pattabiraman Murari! oh dear!

 

source: meme generator. From "Finding Nemo".

Now this what I would like to do: update my Pan Card to set my display name as Murari Pattabiraman. Then I need to use that to update my Aadhaar from M. Pattabiraman --> Murari Pattabiraman. After this, I can link Aadhar with Pan.

I hope the process is made easy when the actual announcement is made!

Update May 2nd, 2017: Now you can link Aadhaar to Pan via the e-filing site simply by using your registered mobile. Does not matter if the names are different! Thanks to Basu(nivesh.com) for pointing this out at Asan Ideas For Wealth.

I linked my Aadhaar and Pan cards in 30 seconds!

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29 thoughts on “Linking Aadhaar to PAN is not necessary for filing AY 2017-18 Income Tax Returns

  1. Hemanth Chandra

    may be u can just update Aadhar with passport as proof and ignore to update PAN card as Assesse name is correct for PAN

    Reply
    1. freefincal

      True, but in my case, the assessee name and the name on the passport are opposites of each other 🙂

      Reply
  2. gunda

    Not sure why aadhar is being linked everywhere. I am reluctant to obtain an aadhar due to its requirement of biometrics and scope for misuse at some point.

    Reply
  3. Rajesh

    I'm in the same boat. As per assessee details, my given name is the last name and my father's name is the first name. As per passport details, my father's name is the last name and my given name is correct. But, as per Aadhar, my given name is the only name and no last name. Now I'm confused which document to use to correct which one?

    Reply
    1. freefincal

      One option: If we go by IT dept convention, then we can get a revised PAN card with full name displayed. Then it can be used to update Aadhaar and then the linking is easy. Also if we send a request to update PAN, we will be asked to quote Aadhaar. So it could already be linked!

      Reply
  4. K.Kamedwara Rao

    There must be One and only One way of writing your name for what ever purpose of is used. It is your responsibility to enter properly or insist the authorities to do so.

    Reply
    1. freefincal

      Sure! It is as easy as that when the ITO wants initials expanded as first names and the passport authorities have a different convention.

      Reply
  5. Sonali

    This does not talk about the married women, having PAN & bank accounts, fd's etc, with old name ( with fathers name )and Adhaar having married name (with husbands name )

    Reply
  6. Abe

    How about non-residents for Tax? I have been out of India since July, so I cannot apply for aadhar (which has "resident" declaration in Form 1 and 2). Believe a lot of NRIs/non-tax residents now have this question. Will help a lot. Can we file before June 30?

    Reply
  7. Sonali

    No Reply given to my question. I suggest issue shall be moved to IT dept, at your level.in my opinion, PAN must have both names to be printed on it

    Reply
  8. S KRISHNAN

    Better A Uiform Application Form Is Prescribed for all i.e., for PAN , AADHAAR CARD ,
    VOTER ID CARD , RATION CARD , And All the Cards i.e, PAN , Voter ID ,
    Ratilo Card Particulars etc Should be automatically updated as per the particulars
    of AADHAAR Data by UIDAI themselves and the details intimated to the person concerned By UIDAI , instead of making the people run frim pillar to post
    (particularly senior citizens ).

    Reply
  9. Sonali

    For married women, as well those who have changed their names, both names should appear on Adhaar & PAN, ,Pl take up issue to FM, IT

    Reply
  10. S KRISHNAN

    Aadhaar Card Details / Particuars i.e., name , date of birth , mobile number , and address ,
    as given in aadhaar card / data should be changed / updated in P A N Card / Data ,
    instead of P A N Card / Data to be updated in Aadhaar Card Details / Particulars --
    nobody is interested in giving their names in such an unwanted lengthy manner ,
    which was forced while applying for a P A N very long back ; This should only be
    done as aadhaar card details / particulars are going to be the genuine / correct ones
    for all purposes ( even P A N Card is going to be abolished and Only Aadhaar Card
    is goi ng to be the ONLY IDENTITY PROOF , DATE OF BIRTH PROOF , ADDRESS
    PROOF , MOBILE NUMBER PROOF Etc. Etc. ??????

    Reply
  11. t.singh

    bhajnik I corrected my date of birth in my adhaar card now dob name and gender is same inboth cards even then there is no linkage

    Reply
  12. Gita

    I am still unable to link Aadhaar with PAN as the former has my married surname and latter my maiden surname. The message I get is to change the name at either PAN or Aadhaar. Whereas an earlier press release said it is not necessary to change the name as they will do the linkage if the birth date matches. Obviously they have not set up the software for this yet.

    It would be productive if counters are opened at all Income Tax offices to manually link the assessees Aadhaar with PAN.

    Reply
  13. SAI SANTHOSH

    sir, i'm not an I-T filer,i'm just a student, is it necessary for linking my aadhar with PAN?

    Reply
  14. Valonka Gill

    Thanks for the informative article. However, it does not appear to address the question related to e-filing before 30th June 2017 for those who are NRIs. There are so many who need an answer to this as they fully intend to e-file and, if necessary, pay taxes, if they haven't already had TDS & Advance Tax deductions kick in earlier.
    Hope to see a response soon! Thank you very much.

    Reply
  15. Roshni

    Thanks for the article. Yeah, in theory linking the two documents is utterly simple.

    I sent all documents plus some more to Pune from Mumbai for change of name in PAN. For two months the status showed 'documents not received'. My letter to the US sent by ordinary post reached its destination in one month !!
    After two months status shows 'documents are not valid' No response to email and no answer at the support number.

    So now can't link aadhar to pan because the names are different.
    Btw there seems to be no option to link using mobile number, sir. Is the option no longer available? Where was it available in the first place?

    Regards
    Roshni

    Reply
    1. freefincal

      Try again now at the efiling website. The norms have been made simpler. It could work.

      Reply

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