Our 3 Step Simple Process

Engagement & Consultation

Information, Collection & Documentation

Filing & Closure

Why should you file Income Tax Report

Makes you a compliant citizen

Avoid notices from IT department and Claim refunds

Document proof for creditworthiness

Avail tax benefits on past losses

Easy availability of bank loans and carry forward of losses

Obtaining Government tenders/approvals and Visa Processing

Documents Required for Income Tax Filing

  • PAN & Password with date of Birth
  • Aadhaar Card Number
  • Mobile Number and Email Id
  • Directorship in unlisted Companies with Company PAN & DIN
  • Shares held in Unlisted Companies (opening quantities & value + Purchase during the year - Sold during the year & closing balances)
  • All Income Details and Declaration for holding no Foreign Assets or accounts (if holding give details as follows: Account held with, address with zip code, account opening date, first holder, Peak Balance, Interest earned, TDS if any & DTAA clause under which it falls
  • All Bank Accounts with IFSC & Account Numbers (Specify one bank for refund)
  • Capital Gains details (Long Term & Short Term with Workings)
  • Grand Fathering for LTCG should be charged separately
  • Form 16’s for Salaries received during the year
  • House Property Details (Whether let out or self occupied, Housing Loan details if any)
  • Municipal Corporation Taxes paid
  • Dividend Income details
  • All exempt income details and If income above 50 lacs then Asset & Liabilities details required
  • All Income from other sources break up required

What all you get

Standard Package

1,999

all inclusive fees

  • Income Tax Return Preparation
  • Income Tax Return Filing
Add to Cart
Premium Package

3,999

all inclusive fees

  • Income Tax Return Preparation
  • Income Tax Return Filing
  • Income Tax Planning
Add to Cart

Steps are as below:

  • 1

    Step 1

    Basic Consultation on Sources of Income

  • 2

    Step 2

    Engagement & collection of necessary information & documents

     

  • 3

    Step 3

    Preparation of ITR & Filing