WHO THIS WORK IS FOR
Individuals with salary, house property, investment income or more than one income source.
Individual ITR Filing — what the work covers
An income tax return should reflect the complete income profile, not only the figure in a salary certificate. Rental income, interest, capital gains, foreign information and other activities can affect the return and records required.
We organise income statements, tax-credit information and supporting evidence, then discuss the applicable return and outstanding questions. Capital-gain workings require transaction and cost details; a bank credit alone does not establish the taxable gain. The computation and relevant disclosures are reviewed with you before submission.
WORK TO BE AGREED
Individual ITR Filing: scope and deliverables
Confirm which of the following tasks, records and deliverables are included in your proposal before work starts.
- Income-source and return requirement review
- Tax-statement and underlying income comparison
- Computation and return preparation within agreed scope
- Filing, verification guidance and acknowledgement handover
What to confirm in your handover
- The agreed income and tax-credit reconciliation workings
- A list of unresolved records or confirmations
- Return or filing records and acknowledgements for work completed
Agree the information you will provide, the work we will perform and the records you will receive on completion.
PREPARATION CHECKLIST
Documents for Individual ITR Filing
Start with these records. The initial review identifies any additional information needed for your entity and period.
- 01Form 16 and other income certificates
- 02AIS, TIS and Form 26AS for the period
- 03Bank interest, rent and property information
- 04Broker gain statements and transaction records
- 05Prior return and evidence supporting relevant claims
Use an agreed secure channel for documents. The initial enquiry form is for a description of your requirement, not financial documents or portal passwords.
Discuss the document requirementsHOW THE WORK PROGRESSES
How individual itr filing work progresses
Understand the profile
Identify the entity, income sources, period and work required.
Build the working
Review accounts, tax credits and supporting records; resolve missing information.
Review and file
Obtain the required confirmation, coordinate filing and retain the completion records.
FEES & TIMING
Fees and timing for Individual ITR Filing
Your proposal should identify the professional work, deliverables and any separate charges. Relevant fee factors for this service include:
- Taxpayer type, income sources and the years requiring review
- Availability of accounts, broker statements and tax-credit records
- Prior returns, loss schedules, notices or other history requiring reconciliation
- Whether accounting, audit or representation is a separate engagement
The timetable follows receipt of the relevant accounts and tax records. Unresolved credits, missing statements and prior-year differences should be identified before return finalisation.
BEFORE YOU BEGIN
Questions worth asking.
Is Form 16 enough for the entire return?
Not always. Share interest, rent, investments and other income or disclosures as well.
Can you handle capital gains?
The scope can include investment transactions after review of assets, transaction volume and cost records.
Will I receive a refund?
A refund cannot be promised. It depends on the computation, credits, tax paid and departmental processing.
Professional information & official sources
Prepared by Mohit R Gupta & Associates, Chartered Accountants, Delhi. General service information; not a substitute for advice on your facts. Applicability and period-specific requirements depend on your facts. Use the official portals for current forms, rules and notifications.
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