STEP 1- Accessing the taxspanner website

1.1: To begin, open your preferred web browser and go to www.taxspanner.com.

STEP 2- Logging into the Dashboard

2.1: Once you’re on the website, follow these steps to log in.

2.2: Click on the 'Login' button.

2.3: Register on the website by entering your details (if you are a new user).

2.4: If already registered, Enter your registered email address and password.

2.5: After logging in, you will be redirected to your dashboard.

STEP 3- Selecting services

3.1: On the dashboard, navigate to the Services section on the left corner.

3.2: Choose the service you require from the available options:

1. (Manage ITR)
2. (TDS Panel)
3. (GST Panel)

3.3: Each service has two primary options:

1. (Chat with Expert)
2. (ITR vault)

3.4: To chat with a tax expert, select the Chat with Expert option on the left side.

STEP 4- Using Chat with expert feature

4.1: Once you select the chat with expert option, Choose the services you need in ITR
help chat.

4.2: After selecting the service, you will be assigned to a tax expert.

STEP 5- Uploading documents

5.1: After being assigned to a tax expert, you need to upload your documents.

5.2: Once uploaded, you can chat with the expert for further assistance.

STEP 6: Selecting another chat service

6.1: If you want to select another service, you have to type forward slash (/) and choose the new service you want to discuss.

6.2: After selecting another service, upload your documents and chat with the expert.

STEP 1: Using the WhatsApp Feature

1.1: You also have the option of chat with an expert on WhatsApp.

1.2: To do this, click on the WhatsApp icon in the top-right corner of the page.

1.3: After clicking on the WhatsApp icon, you will be redirected to WhatsApp.

1.4: Click Continue Chat to start chatting with a tax expert.