Who this is for
- Salaried employees with Form 16 (Form 130 for income from FY 2026-27 onward)
- Freelancers, doctors, consultants and other professionals
- Traders and small business owners, including presumptive taxation cases
- People with capital gains from shares, mutual funds or property
- NRIs with income or assets in India
What's included
- ITR preparation and e-filing, including revised and belated returns
- Advance tax and self-assessment tax computation
- Old versus new regime comparison for your income mix
- Income tax notice review, reply drafting and representation
- TDS return filing and reconciliation with Form 26AS and AIS
Documents you will need
- PAN and Aadhaar
- Form 16 or Form 130 (salaried), or books of account / income summary (business and professionals)
- Form 26AS and Annual Information Statement (AIS)
- Bank statements and interest certificates for all accounts
- Capital gains statements from brokers or fund houses, if any
- Proof of deductions claimed (investments, insurance, home loan interest)
Key deadlines
- 131 July: ITR for individuals and businesses whose accounts are not subject to audit
- 231 October: ITR for taxpayers whose accounts require audit
- 331 December: last date for belated or revised returns for the previous financial year
- 415 June, 15 September, 15 December, 15 March: advance tax instalments
Common mistakes we help you avoid
- 1Income in AIS or Form 26AS (bank interest, dividends, share sales) left out of the return
- 2Choosing a tax regime without comparing both for the year
- 3Not e-verifying the return within the time limit, so it is treated as not filed
- 4Ignoring a notice because the reply window seems far away
Deadlines and procedures above reflect the law as we understand it on 9 November 2026. They change, and exceptions apply. Confirm the dates for your case with us before relying on them.