Tax planning
Choose the right ITR form, residential status and filing section
What this means, checked by a CA
A wrong form or wrong filing section can make your return defective or cost you a refund. We check your residential status and income types, tell you which ITR to file, under which section, and hand you to the right filing service.
₹499
One time, + 18% GST
- Same day
- Due: Before filing. For AY 2026-27 the original due dates have passed for non-audit cases; belated returns run to 31 December 2026, audit cases to 21 November 2026, revised returns to 31 March 2027.
How we do it: IDFD
Every case runs through the same four steps: Information, Discussion, Forms, Deliverables. You see each one ticked as it happens.
InformationWhat we need from you · 8 items
Days in India this year and past four
Residential status test
Form 16 and salary detailsOptional
Salary head
Capital gains statementsOptional
Rules out ITR-1 mostly
Business or professional receiptsOptional
ITR-3 or ITR-4
Directorship and unlisted shares detailsOptional
Bars ITR-1 and ITR-4
Foreign assets or income detailsOptional
Schedule FA, ITR-2 or 3
Any notice received for the yearOptional
Decides filing section
Earlier return for the year, if anyOptional
Revised or updated route
DiscussionWhat we discuss · 6 items
Were you in India 182 days or more, or 60 days plus 365 days over the four earlier years?
Resident or not
Is your Indian income above ₹15 lakh and are you taxed in any other country?
120 day test and deemed residence
Any business, profession, F&O or intraday income?
ITR-3 or ITR-4 instead of ITR-1 or 2
Are you a director, or do you hold unlisted shares or foreign assets?
Rules out ITR-1 and ITR-4
Is total income above ₹50 lakh, or any short-term gains or LTCG above ₹1.25 lakh?
Rules out ITR-1
Has the due date passed, or did a notice ask you to file?
Picks the filing section
FormsForms we file · 4 items
Work out residential status: resident, RNOR or non-resident
Day count against the 182, 60 plus 365, and 120 day tests
Where: Internal. Due: Before filing
Map income heads and special items to the ITR form (ITR-1, 2, 3 or 4)
Where: Internal. Due: Before filing
Pick the filing section: 139(1), 139(4), 139(5), 139(8A), or the notice section
Where: https://www.incometax.gov.in. Due: When starting the return
Pick the tax regime; business filers opting out need Form 10-IEA before the 139(1) due date
Where: https://www.incometax.gov.in. Due: Before the due date for business filers
DeliverablesWhat you get · 2 items
Written note: status, ITR form, filing section and regime
When: Same day
List of documents for that filing
When: Same day
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