Tax Planning

Income Tax Return (ITR) Filing

Return preparation and filing for individuals, firms and companies, reconciled before submission.

Usually 2–5 working days from receiving complete details, subject to the due date for the assessment year

An income tax return reports your income for the year and the tax payable on it. Which form applies depends on your sources of income — salary, house property, business or profession, capital gains, or income from other sources — and filing on the wrong form is itself a defect that has to be corrected.

We file for salaried individuals, professionals, proprietors, firms and companies, in Shikohabad and Firozabad and for clients elsewhere in India who work with us online.

Reconciliation before filing

The department already holds a great deal of information about you: tax deducted at source, significant bank interest, securities transactions, property purchases and more, consolidated in Form 26AS and the Annual Information Statement.

Filing a return that does not agree with those statements is the most common reason for a query. We reconcile your figures against both before filing, and where a statement is wrong — which happens — we tell you how to get it corrected rather than silently adopting it.

Choosing between the regimes

The old and new regimes tax the same income at different rates and allow different deductions. Which leaves you better off depends on your actual deductions, not on a rule of thumb, and the answer can change from year to year as your circumstances change.

We compute both on your figures and show you the difference, so the choice is made on evidence.

Belated and revised returns

A return filed after the due date attracts a late fee and, more significantly, restricts the ability to carry forward certain losses. A return already filed can be revised within the prescribed period if an error is discovered.

Where you have missed a year entirely, an updated return may be available for a limited period on payment of additional tax. We will tell you which route is open in your case.

Who needs this

  • Individuals whose income exceeds the basic exemption limit
  • Anyone wanting to claim a refund of tax deducted at source
  • Businesses, firms and companies required to file irrespective of income
  • Individuals with foreign assets or income, who must file regardless of amount
  • Anyone who has missed a year and needs to regularise the position

Eligibility and conditions

  • A PAN linked with Aadhaar
  • Details of income from all sources for the year
  • Supporting documents for the deductions claimed

What this covers

  • Correct form selected

    The ITR form matched to your actual sources of income.

  • Reconciliation

    Figures checked against Form 26AS and the Annual Information Statement.

  • Regime comparison

    Old and new regimes computed on your numbers.

  • Review before filing

    The computation explained to you before submission.

  • Filing and verification

    Return filed and verified, with the acknowledgement shared.

  • Refund follow-up

    Refund status tracked where one is due.

How the process works

  1. Collect details

    Income, investments and supporting documents.

  2. Reconcile

    Against Form 26AS and the Annual Information Statement.

  3. Compute

    Tax computed, with the regime comparison.

  4. Review

    Computation shared and explained before filing.

  5. File and verify

    Return filed, verified and acknowledged.

Documents required

  • PAN and Aadhaar

    And confirmation that they are linked.

  • Form 16

    From every employer during the year.

  • Bank statements

    For interest income and significant transactions.

  • Investment proofs

    For deductions claimed under Chapter VI-A.

  • Capital gains statements

    From brokers or mutual fund houses.

  • Rent and property details

    Where income from house property is reported.

  • Business accounts

    Where income from business or profession is reported.

The list above is indicative. Additional documents may be required depending on your case and the current departmental requirements.

Frequently asked questions

Which documents do I need to file my income tax return?

Typically your PAN and Aadhaar, Form 16 from each employer, bank statements covering interest income, proofs for the deductions you intend to claim, and capital gains statements from your broker or mutual fund house where applicable.

Where you have business or professional income, the accounts for the year are also needed. We send a checklist matched to your situation rather than a generic list.

Should I choose the old tax regime or the new one?

It depends entirely on your own figures — specifically on how much you actually claim in deductions. The regimes tax the same income at different rates and allow different reliefs, and the answer can change from year to year as your circumstances change.

We compute both on your numbers and show you the difference, so the choice is made on evidence rather than on a general rule of thumb.

What happens if I miss the income tax return due date?

A belated return can generally still be filed within the period allowed, with a late fee. More significantly, filing late restricts the ability to carry forward certain losses to future years.

Where the belated window has also closed, an updated return may be available for a limited period on payment of additional tax. Tell us the assessment year and we will confirm which route is open to you.

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Return due this year?

Send us your details and we will confirm which form applies and what is needed.