Updating Your Name in Income Tax and PAN Card Records: A Comprehensive Guide

Discover step-by-step procedures to update your name in both the Income Tax and PAN card records. Learn how to handle issues such as incorrect UAN number entry and how to effectively file a grievance through the official portal.

Introduction

When you encounter a situation where your PAN card name has been updated, but the Income Tax records still show the old name, you need to take specific steps to ensure the records are synchronized. This guide will walk you through the process of updating your name in both the Income Tax and PAN card records, including how to handle incorrect UAN number entry and the grievance process.

Updating Your Name in Income Tax Records

Updating your name in the Income Tax records can take time, but the process is straightforward. Here are the detailed steps to follow:

Visit the e-filing website of Income Tax. Click on the Verify PAN Status option and enter your PAN and name. Follow the on-screen instructions to correct the name.

If you encounter an error message, you will need to visit the nearest Income Tax office or contact your assessing officer if you are in the same city. Carry your original PAN card and two self-attested copies of the document to support your claim. You can find the name of your assessing officer by logging into the e-filing website.

Filing a Grievance for Name Correction

If the issue persists, you can file a grievance through the income tax portal. Here's how to do it:

Log in to the Income Tax portal home page. Use the Submit Grievance functionality available in the portal. You can file a grievance either before or after logging in. Select the appropriate department category and subcategory. Describe your query in the grievance description field. Attach any necessary documents as proof of your correct name. Follow the on-screen instructions to submit the grievance.

This process typically resolves the issue within a month.

Updating Your PAN Card Details

If you have already updated your name in the PAN card, you need to update the income tax database accordingly. Follow these steps:

Visit the Income Tax portal home page to file your grievance. Select the appropriate department category and subcategory. Mention your query in the grievance description field. Select the appropriate grievance category such as Name in PAN card vs. Income Tax records. Attach any necessary documents as proof of your correct name. Submit the grievance through the portal.

Handling Incorrect UAN Number Entry

If your agency entered the UAN number incorrectly into the PF portal, you cannot activate your UAN. To update your UAN details based on your PAN card, follow these steps:

Apply for the correction of PAN details. Once you have updated your name in the PAN card, update the income tax database using the grievance process described above. Inform the Income Tax department about the mismatch by filing a grievance through the official portal. The Assessment Officer (AO) will review your complaint, and the mismatch will be corrected in the database.

Conclusion

Updating your name in Income Tax and PAN card records can be a straightforward process if you follow the steps carefully. Make sure to keep all necessary documents and proof handy. For further assistance, visit the ClearTax platform or stay tuned to the ClearTax blog for updates and guidance.

Keywords: PAN card-name update, Income Tax portals, UAN number correction