Most return trouble does not start at filing. It starts when what you declared does not match what the department already knows — the AIS and Form 26AS carry your salary, interest, dividends, property transactions, mutual fund sales and TDS long before you sit down to file. We reconcile against both first, then prepare the return, then tell you what the tax works out to and why.
Regime selection matters more than most people expect. The new regime is the default, and for a business assessee moving out of it involves Form 10-IEA and a decision that is not freely reversible year after year. We run the numbers both ways before choosing.
What we handle
- Selecting the correct form — ITR-1 through ITR-7 — for your income mix and residential status
- Reconciliation with Form 26AS, AIS and TIS before anything is filed
- Old regime versus new regime comparison, with Form 10-IEA where a business assessee opts out
- Salary, house property, business and profession, capital gains and other sources
- Presumptive taxation under 44AD, 44ADA and 44AE where it applies
- Carry-forward of losses, and the deadlines that decide whether you keep them
- Advance tax and self-assessment tax computation, with challan payment
- E-verification, refund tracking and rectification where processing throws up a mismatch
- Revised and updated returns, including ITR-U for earlier years
- Reply to intimation and scrutiny notices arising from the return
What you supply
- PAN and Aadhaar, and the mobile number linked to Aadhaar for e-verification
- Form 16 from each employer for the year, if salaried
- Bank account details and interest certificates
- Capital gains statements from your broker, mutual fund or property sale documents
- Books, bank statements and turnover summary, if you run a business or profession
- Proofs for the deductions you intend to claim, if you are on the old regime
- Last year's acknowledgement and computation, if you have it
If some of this is missing, say so on the call rather than delaying — a good part of it can be pulled from the portal once you give us access, and we will tell you exactly what only you can supply.
How the engagement runs
Four stages, and you always know which one you are in
STEP 01
Documents and access
You send what you have. We pull the AIS, 26AS and pre-filled data and list anything still missing.
STEP 02
Computation shared
You receive the computation and the tax payable or refund due — before filing, not after.
STEP 03
Tax paid and return filed
Any balance tax is paid by challan, the return is filed and the acknowledgement comes to you.
STEP 04
Verified and tracked
E-verification completed within the window, then we watch processing and the refund until it lands.
Before you call
Questions we are asked about this
Do I have to file if my income is below the exemption limit?
Not always — but filing is compulsory in several situations regardless of income, including where large deposits, high electricity spend or foreign travel expenditure cross the thresholds, and where you hold foreign assets. It is also the simplest way to claim a refund of TDS already deducted.
What happens if I file after the due date?
A late fee under section 234F applies, interest runs on unpaid tax, and certain losses can no longer be carried forward. The return can still be filed as a belated return within the allowed window, and beyond that an updated return may be possible.
Can you handle a return with capital gains from shares and crypto together?
Yes. Listed equity, mutual funds and property follow the normal capital gains rules; virtual digital assets are taxed separately under their own regime with no set-off of losses. They sit in the same return but are computed differently.
I have received a notice about my return. Is that the same work?
No, that is a separate engagement and it is time-bound. Send the notice across before the reply window closes and we will tell you how serious it is and quote for the reply.
Send us last year's return and this year's documents
You do not have to know the name of the form. Describe the situation and we will identify the filing, the authority and the realistic timeline before you pay anything.