ICAI and Steps to Log into ICAI Self Service Portal
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ICAI and Steps to Log into ICAI Self Service Portal

ICAI Self Service Portal image

The Institute of Chartered Accountants of India (ICAI) is a legal cum only regulatory body of Chartered Accountant profession in India which was established by an Act of Parliament under The Chartered Accountants Act, 1949 on 1st July 1949. At the international front, it is the second-best & largest professional body for Chartered Accountants and recognised for maintaining the world-class & stringent standards in technical, ethical and examination fields.

ICAI operates under the administration of the Ministry of Corporate Affairs, GOI and its proceedings are managed by a Council of 40 members (which includes 32 elected by the CAs and 8 nominated by the Central Government) as per the provisions of the Chartered Accountants Act, 1949 and the Chartered Accountants Regulations, 1988. Main functions of ICAI includes:- Regulation of Accountancy profession and associated Education & Examination, Organising Post Qualification Courses and sustaining Professional Education of Members, Setting Accounting & Ethical Standards and Prescribing Standard Auditing Processes, Analysing Quality and Ensuring Performance Standards and Reviewing Financial Reports & Taking Policy Issues to Government.

Important Announcement regarding SSP as on date 14-06-2019

An important announcement has been made by ICAI on 14-06-2019 regarding SSP (Self-service Portal). The announcement notifies that ICAI has decided to abolish the delay condonation fee on all the application forms for the transaction dated between 01/4/2019 to 30/5/ 2019 and submitted online by 31/6/ 2019.

In short, the late fees on all application forms transacted between 01/4/2019 to 30/5/ 2019 and submitted online by 31/6/ 2019, will be knocked off.

Now we will discuss the steps to login to ICAI SSP

How to Log in to ICAI Self Service Portal?

A user will have to log in using the user ID and password shared with them individually through email and SMS, to the URL:https://eservices.icai.org/

Steps to Log into ICAI Self Service Portal

Step#1 Fill in the User ID field with your user Id.

Step#2 Fill in the Password field with your password.

Step#3 Click on the Login button. The screen will appear before you.

Student Login

Member Login

Articleship Registration

Step#1 Click on the Articleship Menu button.

Step#2 Now click on Articleship tab.

Step#3 Ensure that two icons for articles deed form and auditship deed form appears on the screen

Step#4 Select the Articleship Deed Form icon to furnish the deed form.

Step#4 Select the Articleship Deed Form icon to furnish the deed form.

Filing Form

Choose the commencement date of Articleship.

  • Fill in → Membership Number of the Member or the Paid Assistant under whom Articleship will be accomplished > Click → Get Details.
  • Choose the Firm under which Articleship will be accomplished.
  • Choose the Date when Deed is made.
  • Click → Submit.

Steps to Execute the Deed pdf

1. Download the deed pdf.

2. Make the deed on a stamp paper and get a scanned copy of it ready with you.

3. Click → “click here” for editing the application and filling the registration form.

Login again after making the Articleship Deed (if you log out )

  • Go to the Submitted Applications tab > click → Articleship Deed Form icon.
  • Click → “View” in the Action column.
  • Click → “click here” for editing the application and filling the registration form.

Steps to Execute the Deed pdf

1. Download the deed pdf.

2. Make the deed on a stamp paper and get a scanned copy of it ready with you.

3. Click → “click here” for editing the application and filling the registration form.

Login again after making the Articleship Deed (if you log out )

  • Go to the Submitted Applications tab > click → Articleship Deed Form icon.
  • Click → “View” in the Action column.
  • Click → “click here” for editing the application and filling the registration form.

1. Check the Personal Information shown on the screen. If you want to edit some information, use the Profile change form to make the required changes.

2. Fill the mandatory fields > click → “Next”.

3. Check the Qualification Details shown on the screen. If you want to edit some information, use the Profile change form to make the required changes > Click → “Next”.

4. Check the details of CA Course shown on the screen. If you want to edit some information, use the Profile change form to make the required changes > Click → “Next”.

5. Check the Articleship Details shown on the screen for any previous articleship > Click → “Next”.

6. Choose among the “Yes” and “No” Radio button for whether the articled assistant or audit clerk is actively involved in any other business/occupation in the period of the articleship? and Whether the articled assistant or audit clerk is engaged in any other academic or professional course of study?

If yes is opted, you will have to fill Form 112 using the Other Forms tab before the final submission of the Registration Form. Click → “Next”.

7. Check the details of the members which are shown on the screen. Click → “I Agree” > Click → “Submit”.

1. Now the members need to login > check the details > approve the registration form.

Use → the “Forms for Approval” tab to view the details.

Member Login

2. When the registration form is approved by the member, the student needs to download the PDF, get it attested by the member and upload its scanned copy to accomplish the registration process.

3. To upload the attested copy of the PDF, the student has to login again > view the registration form in the “submitted applications” tab > click → “next” on every screen > upload the attested and scanned copy of the Deed (Form 102) along with Registration (Form103) PDF on the last screen.

4. Click → “Submit” > Make the fee payment ( if applicable).

Articleship Termination/Completion

Once the regional office approves the registration request, the student gets successfully registered for articleship under that particular member. Now the student can view the articleship termination and articleship completion (can be viewed only after three years from thedate of articleship commencement) forms in the articleship tab.

The students can view the other forms also which are required for taking permission to study other courses or exercising any business or occupation, requisition form, secondment form, and intimation regarding the change of status of principal (can be viewed only when the student is registered under a paid assistant) in the Other Forms tab.

At a time, the member will be able to see the Articleship Termination, Auditship Termination, Articleship Completion, Industrial Training Completion/Termination forms and Auditship Completion and fill & submit it for the students, registered under him or her.

Steps to fill and submit the termination form:-

1. Click → “Articleship Menu” button.

2. Click → “Articleship” tab.

3. Now the icon for articleship termination form gets displayed.

1. Click on the icon > fill the form.

2. Choose the cause for Termination from the drop-down list of reasons.

3. Check all the details shown on the screen.

4. Choose the termination date > fill the no. of days for leaves mindfully. Once submitted, the

details cannot be altered.

5. Fill the details of stipend > click → the “Next” button.

6. Fill the accurate details of the Member In-charge Training (if applicable).

7. Fill the work done details (only for that time-period for which work was done). Enter “0” (zero) in the remaining fields which are not applicable.

8. Fill the details of professional training programs (if attended any during the current articleship). Maximum of three records can be furnished using the “Add New Row” button.

9. Fill the remarks given by the member on the student’s performance during the articleship period > Click → “ Next” button.

10. Upload the relevant document that backs the cause of termination stated on the first

Screen > Click → “Submit”.

11. Download the PDF generated > get it attested/signed by the Members (Principal and MIT) > upload the scanned copy of PDF with the Edit Application feature in a manner explained earlier under the Articleship Registration section.

Articleship Termination on Death of Principal

1. Click → “icon” > Fill the form.

2. Select “Termination on Death of Principal” as the Reason for Termination from the drop-down.

3. Select “Name of the Surviving Partner” from the drop-down, if the training has been completed in a Partnership firm or

Enter the “Name of the Legal Representative of the Principal” when the training is done in a Proprietor Firm.

Note: Any Legal Heir i.e. blood Relative of the Member or Husband/Wife can be a Legal Representative.

4. Follow the same above-mentioned steps given under normal termination.

Articleship Completion

1. Click → “icon” > fill the form.

2. Select “Termination on Death of Principal” as the Reason for Termination from the drop-down.

3. Select “Name of the Surviving Partner” from the drop-down, if the training has been completed in a Partnership firm or

Enter the “Name of the Legal Representative of the Principal” when the training is done in a Proprietor Firm.

Note: Any Legal Heir i.e. blood Relative of the Member or Husband/Wife can be a Legal Representative.

Filing Form

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