What is TaxOptimizer?

What is Financial Wellness Program? Why should I get this?

Why is return filing mandatory even though all my taxes and interests have been paid  and there is no refund due to me?

Do you also provide services to MSMEs?

How can I e-verify my return through bank?

Which banks are EVC enabled?

Can I save any tax with no change in my cash in Hand?

Can I claim deduction for personal loan while filing the return?

I could not avail LTA due to remaining busy in job and it was added in taxable income, can I claim while filing ITR.

My daughter's marriage is in May 2022, for same expenses are going on, how to save taxes under section 56

Can I save money through gifts?

Can you arrange tax saving through charity organisation, if so, please inform.

"What documents do I need to share to file ITR "

Through which bank I can do E-verification?

How to get a copy of my ITR-V ?

What is form 26AS, how can I get it?

My form 26AS does not have complete TDS details, what should I do?

My form 26AS does not have complete TDS details, shall I file return now?

Should I show the details of the spouse, she is the joint owner of the house.?

I took insurance for my dependents, can I use it for tax exemption. If yes, how.?

INDIVIDUAL

Salaried individual with trading in Derivative or Intraday market

Form 16

Rental Income

Profit & Loss Statement(shares)

Latest Salary Slip

IT Computation Sheet

Foreign Payslip(foreign income)

Income Tax return copy(foreign)

Assets & Liability Schedule

AIS(Annual Information System)

Form 26AS

Income from sale of shares/ESOP & Mutual Fund

Upload documents on vault and submit details as per Input Sheet

Review Tax Computation Sheet

ITR U not included in this package^
Tax expert available for book keeping - balance sheet and P&L (upto 300 entries) preparation^
ITR prepared by tax expert and reviewed by CA^
Tax expert available for F&O transactions. Additional charges of Rs. 999 plus taxes applicable for this service.^
All features of FILE TAX (Assisted)^
Tax expert available for capital gains, carry forward of losses or relief under section 89.^ Additional charges of Rs. 999 plus taxes applicable for each of the three services.^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Documents has to be completed within 24 hours from purchase

Audit Filing Services Covered

Audit filing

ITD Notice

ITR related with the notice

Upload ITD Notice & Other documents on vault.

Discuss with our tax expert

ITR U not included in this package^
Documents has to be completed within 24 hours from purchase^
IT Department Followup: Apart from the interaction required with Income Tax Department for general compliance, you may need to initiate other procedures with regards to your income tax documentation. ""IT Department Followup"" offering conducts the following communication with ITD on your behalf: Filing Revised Return, Filing Rectification, Tracking Refund Status

IT Department Followup Services Covered

IT Department Followup

Expert audit management services by TaxSpanner. We offer the best accounting and auditing consultation in India including 44ab income tax audit and financial audit in compliance with tax audit laws.

Ensure compliance with comprehensive income tax audit

Services

Resources

Company

Tools and Calculators

BUSINESS

Complete KYC

Other Business Information

Follow up till GSTIN received & compliance

Discussion with Business Expert

Submit relevant documnets/information

Get your Business Registered

ITR U not included in this package^
Filing of Registration Application^
Follow up till GSTIN is received: GST Certificate with ARN and GSTIN Number^
GST Invoice Formats^
GST Return Filing Software: Free for 15 days^
GST Invoicing software: Free for 15 days^
GST HSN Codes with Rates

Register GST Services Covered

REGISTER GST

Get your return prepared & e-filed by our expert. Upload or email Form 16/16A and we take care of the rest.

Profit & Loss Statement

Package valid for 3 days from purchase date

Upload documents on vault

Get ITR after E-filing

ITR U not included in this package^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert^
Tax expert available for single form16, HRA, rental income^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Documents has to be completed within 24 hours from purchase.

File Tax(assisted) Services Covered

FILE TAX (Assisted)

Form 16 or Form 16A

Income Tax return copy in the foreign country

Income Tax return copy

ITR U not included in this package^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more.^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply).^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date.

File Tax Business freelancer services covered

FILE TAX (Business/Freelancer)

Pre-filled ITR for E-filing reviewed by  CA

ITR U not included in this package^
All features of FILE TAX (Business/Freelancer).^
ITR prepared by tax expert and reviewed by CA.^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more.^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply).^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date.

File Tax Presumptive services covered

FILE TAX (Presumptive Income)

Let's save some taxes while we file your tax return. Full refund guaranteed if we can't help you save taxes!

ITR U not included in this package^
All features of FILE TAX (Business/Freelancer).^
ITR prepared by tax expert and reviewed by CA.^
60 minute CA talk-time: All this is backed by our tax savings specialist chartered accountants who are extremely well trained in optimizing your tax ratio to ensure minimum tax outgo.^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more.^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply).^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date.^
Tax expert available for advance tax computation and payment assistance.

Save Tax Business services covered

SAVE TAX (Business/Freelancer)

Prepare TDS (FVU) and Returns Online. Upload data in excel sheet and return gets prepared automatically.

Business TAN

Business PAN

ERROR free TDS return online - 24Q, 26Q, 27Q

Review TDS Return

Get TDS Return E-filed

ITR U not included in this package^
Get started with no data entry. We automatically pre-fill your TDS from various sources (TRACES) OR just upload the excel file with Deductor/Deductee/Challan and return is ready to be filed. Configure and upload any vendor excel file.^
Form 16: Automatically download Part A of Form 16; generate Part B; merge into single pdf; sign the pdf(s) using token based digital signature certificate. Generate & sign upto 2 lakh forms in single day.^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Prepare ERROR free TDS return online - 24Q, 26Q, 27Q. Supports all forms.^

File TDS Business Owners Services Covered

FILE TDS (For Business Owners)

Form 24Q Up to 100 employees^
Get started with no data entry. We automatically pre-fill your TDS from various sources (TRACES) OR just upload the excel file with Deductor/Deductee/Challan and return is ready to be filed. Configure and upload any vendor excel file.^
Form 16: Automatically download Part A of Form 16; generate Part B; merge into single pdf; sign the pdf(s) using token based digital signature certificate. Generate & sign upto 2 lakh forms in single day.^
60 minute CA talk-time: During business hours^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date.

File TDS Form 24Q services covered

FILE TDS (Form 24Q)

Get your return prepared & filed by our expert. Email data in excel file and we take care of the rest.

ITR U not included in this package^
Get started with no data entry. We automatically pre-fill your TDS from various sources (TRACES) OR just upload the excel file with Deductor/Deductee/Challan and return is ready to be filed. Configure and upload any vendor excel file.^
Form 16: Automatically download Part A of Form 16; generate Part B; merge into single pdf; sign the pdf(s) using token based digital signature certificate. Generate & sign upto 2 lakh forms in single day.^
60 minute CA talk-time: During business hours^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Prepare ERROR free TDS return online - 24Q, 26Q, 27Q. Supports all forms.

File TDS CA Assisted services covered

FILE TDS (CA Assisted)

Foreign Income solution Dedicated CA available to you for tax filing.

Foreign income tax return copy

Assets & Liability Schedule(salary above 50 lac)

ITR E-filing by CA for DTAA/Foreign Tax Relief

ITR U not included in this package^
60 minute CA talk-time: All this is backed by our tax savings specialist chartered accountants who are extremely well trained in optimizing your tax ratio to ensure minimum tax outgo.^
DTAA/Tax Relief computation by tax expert^
ITR reviewed by CA^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert ^
Tax expert available for single form16, HRA, rental income^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Documents has to be completed within 24 hours from purchase

Foreign income solution services covered

Foreign Income Solution

ITR filing for Form 16 & Salary < Rs. 50L

ITR U not included in this package^
All features of FILE TAX (Assisted)^
Tax optimization Report: A Report which lets you select the best options out of 30 components and quantifies each with reasons by tax experts. Thus you can use it for salary and investment allocation to minimize your tax outgo in a way that works the best for you and your family's financial happiness.^
Tax Optimization Report guides you to reduce your tax to the extent of NIL for CTC up to Rs 20 lakhs by availing maximum options. ^
Discussion with CA/Tax Expert for customization is chargeable additionally @ Rs 1999/-. 
ITR reviewed by CA^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert ^
Tax expert available for single form16, HRA, rental income^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Documents has to be completed within 24 hours from purchase

FILE & SAVE TAX (CA Assisted) Services Covered

FILE & SAVE TAX (CA Assisted)

All features of FILE TAX & SAVE TAX. Plus, full year dedicated CA to assist you plan the long-term tax savings.

ITR U not included in this package^
All features of FILE & SAVE TAX (CA Assisted)^
Assets declaration: Our experts would assist you in declaring assets in ITR if your income > Rs. 50 lakhs^
60 minute CA talk-time: All this is backed by our tax savings specialist chartered accountants who are extremely well trained in optimizing your tax ratio to ensure minimum tax outgo.^
All features of FILE TAX (Assisted)^
Tax expert available for capital gains, carry forward of losses or relief under section 89.^ Additional charges of Rs. 999 plus taxes applicable for each of the three services.^
Online tax optimization tool: A cool tool which lets you select the best 'what-if' salary allocation scenarios to minimize your tax ratio in a way that works the best for you.^
ITR reviewed by CA^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert ^
Tax expert available for single form16, HRA, rental income^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Documents has to be completed within 24 hours from purchase^
Tax expert available for multiple form16, HRA, rental income

File & Plan Tax(CA Assisted) Services Covered

FILE & PLAN TAX (CA Assisted)

Full year dedicated CA access. Plan your taxes for long term.

All features of File & Plan Tax(CA Assisted)

ITR U not included in this package^
All features of FILE & PLAN TAX (CA Assisted)^
Tax saving recommendation: Our sophisticated tax analytics & proprietary tax saving algorithms recommend a perfect set of allocation for your income which minimizes your tax outgo.^
180 minute CA talk-time: All this is backed by our tax savings specialist chartered accountants who are extremely well trained in optimizing your tax ratio to ensure minimum tax outgo.^
All features of FILE & SAVE TAX (CA Assisted)^
Assets declaration: Our experts would assist you in declaring assets in ITR if your income > Rs. 50 lakhs^
All features of FILE TAX (Assisted)^
Tax expert available for capital gains, carry forward of losses or relief under section 89.^
Additional charges of Rs. 999 plus taxes applicable for each of the three services.^
Online tax optimization tool: A cool tool which lets you select the best 'what-if' salary allocation scenarios to minimize your tax ratio in a way that works the best for you.^
ITR reviewed by CA^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert ^
Tax expert available for single form16, HRA, rental income^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Documents has to be completed within 24 hours from purchase^
Tax expert available for multiple form16, HRA, rental income

Tax Optimizer (Dedicated CA) services covered

Tax Optimizer (Dedicated CA)

ITR U not included in this package^
Business Incorporation: Company or LLP for upto 2 resident Indian directors.^
Post Incorporation Compliances: First Board of directors meeting, Assistance with Appointment of First Auditor, Disclosure by director, Opening of bank account, Intimation to MCA on board resolution, Issuance of Share Certificate.^
GST Registration.^
Advisory on Startup Compliances (4 nos): Advisory under Startup India Initiative including eligibility and benefits, Advisory on applicable state and central registrations, Advisory on Monthly compliances (Accounting, Payroll, Tax, ROC, Audit), Advisory on raising funds for business.^
Drafting Legal Agreements (5 nos): Contract of Employment, Founders' Agreement, Consultant Agreement, Rent Agreement, Privacy and Usage policy.^
Includes Government Fees & stamp duty upto Rs. 1 Lakh Authorized Capital (for company).^
Excludes foreign national / Body Corporate as director or business needing RBI/SEBI approval.^
Excludes registration under Startup India.

Launch Your Starup Services Covered

Launch your Startup

Upload Form 16

Verify your details

Submit your ITR

E-file your ITR just by yourself with the best end-to-end tax filing service.

FILE TAX (Self)

AIS (Annual Information System)

ITR U not included in this package^
All features of FILE & SAVE TAX (CA Assisted)^
20 minute CA talk-time. Regarding preparation of your tax return^
All features of FILE TAX (Assisted)^
Tax expert available for capital gains, carry forward of losses or relief under section 89.^ Additional charges of Rs. 999 plus taxes applicable for each of the three services.^
Online tax optimization tool: A cool tool which lets you select the best 'what-if' salary allocation scenarios to minimize your tax ratio in a way that works the best for you.^
All features of FILE TAX (Self)^
ITR reviewed/prepared by tax expert ^
Prefilled ITR: We automatically pre-fill your ITR from various sources - your Form 16, your last year ITR filed through us, and many more^
Phone/Chat Support (10am to 6pm IST)^
Email Support: We understand return filing is not ‘file-it-forget-it’ service. Our processes ensure that we are there for you every step of the way – preparation, filing, assessment, scrutiny, liaison, rectification or refund. (Additional charges may apply)^
Tax Vault: Our tax vault keep your records secure & confidential so you don't have to maintain separate tax file. Now you are always organized and up to date!^
Complete Documentation to be shared within 3 days from date of purchase of package^
Tax expert available for multiple form16, HRA, rental income

Capital Gains (CA Assisted) Services Covered

CAPITAL GAINS (CA Assisted)

26 AS

Tax-expert Assisted live filing in just 1 hour

Upload documents on tax vault

Schedule live meeting with tax expert

Get ITR-V post e-filing

ITR U not included in this package^
Live tax filing for salaried with single or multiple Form 16^
Applicable for HRA, and/or rental income/ interest income (total income less than
INR 50 lacs)^
Duration of call/return preparation and filing- 1 hour^
Preparation of Tax Computation, sharing tax due/refund status and ITR filing
confirmation over call^ 
Dedicated tax expert contact details for any return related query post filing.^

(Not Included) Not applicable for individuals with salary above INR 50 lacs^
(Not Included) Capital gain computations^
(Not Included) Foreign income calculation^
(Not Included) F & O calculations/audit^
Please note! That you are required to upload the documents as required (depending upon the
package opted) within 24 hours of purchase of our package so as to enable us to assign a
dedicated tax expert to you with their contact details. Thereafter, a call will be scheduled with
you for your ITR return filing basis your convenient time and your preferred method of call via
google meet/zoom.

FILE TAX (Assisted - Live ITR) Services Covered

FILE TAX (Assisted - Live ITR)

Get your return prepared & e-filed by our expert

Form 16 (single/multiple)

Form 26 AS

Profit and Loss account statement in excel format

P&L account statement

ITR U not included in this package^
Live tax expert assisted filing within 1 hour^
Applicable for individuals with Capital Gains/ RSU/ ESOPs in Indian Companies^
Salaried/non salaried employees with capital gains from sale of stocks/ sale of property^
Duration of call/return preparation and filing- 1 hour^
Preparation of Tax Computation, sharing tax due/refund status and ITR filing
confirmation over call^
Dedicated tax expert contact details for any return related query post filing^
Please note! that you are required to upload the documents as required (depending upon the
package opted) within 24 hours of purchase of our package so as to enable us to assign a
dedicated tax expert to you with their contact details. Thereafter, a call will be scheduled with
you for your ITR return filing basis your convenient time and your preferred method of call via
google meet/zoom.

CAPITAL GAINS (Live ITR) Services Covered

CAPITAL GAINS (Live ITR)

Bank statement NRI/NRO account

Live Tax-expert Assisted filing in just 1 hour

Taxation in multiple countries, DTAA benefits

ITR U not included in this package^
Live tax expert assisted filing for foreign and domestic income^
Covering all aspects of taxation in multiple countries, considering DTAA benefits^
Duration of call/return preparation and filing- 1 hour^
Preparation of Tax Computation, sharing tax due/refund status and ITR filing
confirmation over call^
Dedicated tax expert contact details for any return related query post filing^
Covering returns for Indian citizens working at client location outside India^
Indian citizens who own a bank account or any other assets outside India^
Foreign nationals working in India, who earn salary in India/ have Indian assets^
Please note! That you are required to upload the documents as required (depending upon the
package opted) within 24 hours of purchase of our package so as to enable us to assign a
dedicated tax expert to you with their contact details. Thereafter, a call will be scheduled with
you for your ITR return filing basis your convenient time and your preferred method of call via
google meet/zoom.

FOREIGN INCOME SOLUTIONS (Live ITR) Services Covered

FOREIGN INCOME SOLUTIONS (Live ITR)

File your ITR 2 just by yourself in a quick and easy way. We’ve made e-filing tremendously easy for you.

E-file your ITR 2 just by yourself with the best end-to-end tax filing service.

File Tax - ITR 2 (Self)

This plan is designed to provide you with valuable insights and expert guidance on your home loan and tax planning

Payslips

A 20-year summary report highlighting the profitability of your home loan

60 minutes of consultation with a Chartered Accountant to discuss the report and your queries

TaxOptimizer Report with tax-efficient components and compliance

A Wealth Report to help you understand and plan your financial growth effectively

Upload Payslips

Kar Se Ghar Basic Plan

This comprehensive plan includes all the benefits of the Basic Plan, along with additional personalized services for enhanced financial management

A detailed Wealth Report to support your long-term financial planning

ITR filing support to ensure your income tax returns are accurately prepared and filed

A 20-year summary report detailing your home loan's profitability

A customized report created after a detailed discussion with the Chartered Accountant

180 minutes of one-on-one discussion with a Chartered Accountant to dive deeper into your finances

TaxOptimizer Report with tax-efficient components and compliance, re-structuring the CTC

This comprehensive plan includes all the benefits of the Basic Plan, along with additional personalized services for enhanced f

Kar Se Ghar Plus Plan

I availed their services for tax planning and for tax returns. I am satisfied with their professional services. Appreciate CA Aastha Sharma for her due diligence and inputs on Tax Planning.

Y krishna

ymmkrishna

Excellent support from Soumen who filed my returns for AY- 2022-2023, had lot of iterations he could still file hassle free

Chetu

askchetu

Like most salaried folks who pledge their lives to their employer &amp; forget their personal commitments, I too had gloriously forgotten about filing if income tax return. It&#x27;s the last date &amp; I struggle in multiple online sites offering tax filing service.

Resources

Product Resources

Learning Resources

Individual

Business

Company

Tools and Calculators