Assisted Filing — Comprehensive Plan
End-to-end CA-led tax preparation and strategic compliance optimization
Pay Professional Fees
₹9,999
Scope of Engagement
- Advanced E-Filing Support: Comprehensive compilation and e-filing of multi-source or complex tax returns.
- Diversified Earnings Management: Scope covers domestic or international salary components, business revenues, and independent professional consulting income.
- Capital Market & Digital Asset Reporting: Processing of equity portfolios, mutual funds, Virtual Digital Assets (VDAs/Crypto), and active derivative/F&O transactions, limited to a maximum of 3 consolidated broker/exchange tax reports.
- Cross-Border Compliance Protocols: Verification of foreign source income mapping, Double Taxation Avoidance Agreement (DTAA) relief, and compliance reporting under Schedule Foreign Assets (Schedule FA) for up to 2 distinct overseas jurisdictions.
Eligible Profiles
- High-Turnover Entities: Salaried professionals, independent contractors, or business operators exceeding INR 50 Lakhs in aggregate annual turnover or gross professional receipts.
- Active Market Participants: Taxpayers engaged in capital markets, alternative investments, futures, options, or digital token ecosystems requiring structural ledger data processing.
- Non-Resident Compliance: Non-Resident Indians (NRIs) managing asset monetizations, domestic investments, or real estate yields located inside India.
- Global Equity Earners: Individuals holding overseas investments, global stock options including ESOPs or RSUs, or foreign bank accounts requiring statutory disclosures.
Compliance Methodology
- Secure Document Intake: Standardized onboarding of financial records, statements, and tax documents via our verified digital data environment.
- Professional Assessment: Verification of provided documentsr to confirm statutory disclosures and allowable legal exclusions.
- Pre-Filing Validation: One-on-one scheduled 30-minute virtual session to review draft computations and verify data alignment before final execution.
- Electronic Submission: Direct transmission of the prepared tax return to the income tax department portal along with the delivery of the official e-verification acknowledgment.
Mandatory Documentation Checklist
- Consolidated Income Records: Downloaded copies of Form 16, comprehensive Annual Information Statements (AIS), and updated Form 26AS.
- Capital Gains & Business Ledgers: Consolidated Excel tax reports directly from brokerage accounts, multi-asset realization statements, and finalized business profit and loss (P&L) statements.
- Global Compliance Evidence: Overseas income ledgers, foreign tax payment certificates for DTAA claims, and holding valuation details for Foreign Asset disclosures.
Professional Practice Methodologies
- Chartered Review Framework: All financial data inputs are manually validated and processed through formal professional protocols rather than unverified automated software algorithms.
- Dual-Layer Review Controls: Implementation of a mandatory two-tier internal review framework to ensure information accuracy and identify potential reporting mismatches prior to filing.
- Structured Practice Support: Dedicated communication channels for sequential query ticketing and standard file updates throughout the operational tax season.