Tax planning
Year-end data pack: every data source checked before the ITR
- Most tax notices come from something left out: an FD interest line, a dividend, a sale in AIS, a second Form 16 or a foreign account.
- Deadline: Before ITR filing (31 July for most individuals)
- Done in 2 working days after documents
- Prepared by your Savvy, checked by a CA
- AIS, TIS and Form 168
- Did you change jobs
- Collect documents with the checklist
- Year-end data pack
Year-end data pack: every data source…
Before ITR filing (31 July for…
- IInformation7 documents
- DDiscussion4 questions
- FForms4 steps
- DDeliverablesYear-end data pack
Answer in brief
Most tax notices come from something left out: an FD interest line, a dividend, a sale in AIS, a second Form 16 or a foreign account. We collect every data source you have, check each against AIS and Form 168, and give you one clean pack with a list of anything that needs your attention, before your return is filed.
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From the official sources
What the law says, and what trips people up
From the official portal's manuals and FAQs, with the source for each point.
A Savvy walks you through the law and the portal for your exact case.
IDFD
How we solve it: 4 steps
Every line tracked live.
Step 1 of 4 · Information
Tap each one you already have
- AIS, TIS and Form 168
- Form 130 from each employerOptional
- Bank and FD statements
- Broker P&L and CASOptional
- NPS, EPF and insurance proofsOptional
- Rent and loan certificatesOptional
- Foreign account statementsOptional
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Pay and start
₹1,499
₹1,499 + ₹269.82 GST = ₹1,768.82
Yearly. Delivered in 2 working days after documents. Due: Before ITR filing (31 July for most individuals)
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