Tax Filing with Interactive Consultation
Income Tax Return (ITR) Filing for High-Income & Multiple Sources
Get professional income tax compliance services structured for individuals with diversified income streams. Our qualified team provides technical assistance to ensure accurate statutory disclosures, adherence to regulatory frameworks, and optimization of eligible legal deductions.
Scope of Engagement
- End-to-end ITR preparation and e-filing: Based entirely on client-provided, finalized financial documents. Service covers a single-time return submission for the current assessment year.
- Filing structures for high-tier salaried professionals (Income > INR 50L): Limited to a maximum of two Form 16s (single or multiple employers). Taxpayer must provide a fully updated Form 26AS and AIS.
- Accounting for Capital Gains across mutual funds, stock structures, and real estate: Limited to a maximum of 2 consolidated broker tax reports (e.g., Zerodha, Groww Excel formats) and 1 property sale transaction. Manual calculation of standalone contract notes or unlisted shares is excluded.
- Ledger compliance for Crypto investments, active F&O derivatives, and online winnings: Provided the client delivers a pre-reconciled P&L summary or clean API-generated tax ledger. Excludes forensic reconciliation of mismatched wallets or high-frequency algorithmic trading logs exceeding 500 trades.
- Support optimizing multi-stream tax declarations for deductions and legal offsets: Verification of Chapter VI-A deductions and eligible loss carry-forwards based strictly on proofs submitted during onboarding. Excludes retroactive tax planning or legal drafting for past liabilities.
- Optional 30-Minute Consultation Call: Includes access to an online scheduling calendar where the client can optionally book a single 30-minute virtual session for data verification if required. Booking is entirely optional, and any ad-hoc or follow-up advisory calls beyond this slot are subject to separate professional fees.
Eligible Profiles & Scope Eligibility
- Salaried Professionals: Corporate professionals with comprehensive compensation models exceeding INR 50 Lakhs per annum.
- Capital Market Investors: Active stock market investors or portfolio managers requiring tax filing for equities, derivatives, and mutual funds.
- Digital Asset Holders: Web3 creators, freelancers, and digital currency holders requiring specialized VDA (Virtual Digital Asset) tax reporting and ledger accounting.
- Independent Consultants: Professional consultants, gig workers, and freelancers with gross annual receipts up to INR 50 Lakhs qualifying under presumptive taxation frameworks.
- Premium Compliance Seekers: Taxpayers prioritizing customized professional review, manual data validation, and verified tax optimization over automated, software-generated filings.
Our Compliance Framework & Practice Methodologies
- Professional Qualifications: Managed by qualified Chartered Accountants extensively updated on contemporary direct tax amendments and statutory law modifications.
- Dual-Tier Verification: All return filings undergo a mandatory two-tier internal review process to verify document alignment with applicable tax system frameworks prior to electronic submission.
- Structured Optimization: Detailed assessment across eligible statutory deductions and legal tax segments to ensure accurate disclosure and eligible compliance-based refunds.
How It's Done
1
Secure Plan
Initiate checkout to register assignment.
2
Vault Upload
Securely submit files to your portal vault.
3
Review Draft
Analyze calculated computations with your CA.
4
Filing Done
Receive secure ITR acknowledgements.
Mandatory Documentation Checklist
- Salaried Income: Form 16 issued by your employer(s). For mid-year job changes, Form 16 from all employers during the financial year is mandatory.
- Tax Profile Verification: Complete, unedited downloads of your consolidated Annual Information Statement (AIS) and Form 26AS.
- Capital Gains & Trading: Consolidated Excel tax reports or P&L statements directly generated from your brokerage platforms (e.g., Zerodha, Groww). Please note: Raw PDF contract notes or individual trade receipts are not accepted.
- Other Income Sources: Bank account statements verifying interest income, dividend statements, and official documentation for any supplementary earnings or winnings.