Income Tax Return Filing

Return filing begins with determining the correct form and the correct basis of computation for the taxpayer. Salary, business or professional income, capital gains, house property and other sources each carry their own treatment, and reported figures should reconcile with the annual information available to the department. Where a presumptive basis or audit requirement applies, that assessment is made before the return is prepared.

• Individuals with salary, capital gains, house property or other income
• Professionals and freelancers, including those on a presumptive basis
• Proprietorships, partnership firms and LLPs
• Companies and other entities required to file irrespective of income

• The correct return form depends on the nature and composition of income.
• Reported income should reconcile with the annual information statement and tax credit statement.
• Filing after the due date can affect loss carry-forward and attract prescribed consequences.
• Records supporting deductions and exemptions should be retained for the prescribed period.

• PAN-linked login details are never requested by e-mail or through this website
• Salary statement / Form 16, where applicable
• Bank statements for the relevant financial year
• Details of investments, deductions and exemptions claimed
• Financial statements, where business or professional income is reported

Documents are requested securely once the requirement is reviewed. Please do not send identity or financial documents through the enquiry form.

1. 01Requirement reviewWe begin by understanding the facts and confirming whether income tax return filing is the appropriate course of action in your situation.
2. 02Document reviewA structured list of information is shared, and what you provide is reviewed for completeness and internal consistency.
3. 03PreparationApplicable forms, workings, statements or documentation are prepared and reviewed internally before anything is submitted.
4. 04Filing / assistanceThe submission or professional work is carried out as applicable, and acknowledgements are recorded on your file.
5. 05Follow-upQueries, clarifications or subsequent requirements arising from the submission are tracked and communicated to you.