Individuals & Salaried Professionals
Most individuals only need a correct return once a year, but the details matter: the right form, the right tax regime, capital gains from shares or property, and income that already appears in the department’s records.
What we help with
- Income tax returns for salary, pension, rent, interest and capital gains
- Comparison of the old and new tax regimes on your actual figures
- Residential status and returns for NRIs with income in India
- Replies to income tax notices and intimations
Points to watch
- 1Check the Annual Information Statement before filing; income shown there is expected in your return.
- 2Capital gains from shares, mutual funds and property have their own rules and holding periods.
- 3Switching employers mid-year can lead to under-deduction of TDS and tax due at filing time.
- 4Refunds are only issued after the return is verified, so complete e-verification after filing.
General points, not advice for your case. Limits and dates change; we confirm what applies to you.
Choosing the right return form and regime
The return form depends on your sources of income: salary, house property, capital gains, business or foreign assets. The new tax regime is the default; the old regime can still be better if you have significant deductions. We compare both on your actual figures.
Capital gains
Selling shares, mutual funds, property or gold creates capital gains with their own rules on holding periods, exemptions and set-off of losses. Broker and fund statements make shares and funds straightforward; property sales need the purchase and improvement documents.
NRIs with income in India
Residential status decides what is taxable in India. NRIs often have rent, interest or capital gains in India, with TDS deducted at higher rates. Filing a return is how excess TDS is refunded and how treaty benefits are claimed where available.
After you file
- Complete e-verification; an unverified return is not treated as filed.
- Watch your email for intimations and respond to any mismatch notice by its deadline.
- Keep your documents for the period the law allows reassessment.
Running a business in individuals & salaried professionals?
Call during office hours, or send a WhatsApp message describing what you need.
- No documents needed for the first call
- Hindi or English