Step by Step Process
1
Book a Slot
Select a date and time that works for you. Slots are available Monday to Saturday, 10 AM – 7 PM.
2
Join the Google Meet Session
You receive a Google Meet link. At your scheduled time, connect with our tax expert from the comfort of your home.
3
Share Your Documents
During the call, share your PAN, Aadhaar, Form 16, bank statements, investment proofs, and other income details.
4
Live Return Preparation
Your tax expert prepares your return live on screen. You see every income entry, deduction, and calculation in real time.
5
Review & File
Before filing, we walk you through a complete summary — total income, tax liability, refund (if any), and deductions claimed. Return is filed only after your confirmation.
6
Free Follow-Up (If Needed)
If your return is not completed in the 30-minute session (+ 30-minute buffer), you can book a free follow-up slot at no extra charge.
What You Need Ready
PAN Card & Aadhaar Card
Provide PAN and Aadhaar card details for identity verification, tax filing purposes, and linking financial records with government databases.
Form 16 (if salaried)
Submit Form 16 if salaried, showing salary details, tax deducted at source, and employer-issued income summary for the financial year.
Bank Statements (all accounts)
Provide bank statements for all accounts to verify transactions, income flow, expenses, and financial activity during the relevant financial year.
Investment Proofs (80C, 80D, HRA, etc.)
Submit investment proofs for deductions like Section 80C, 80D, HRA, and other eligible exemptions to support your tax saving claims.
Capital Gains Statements (if applicable)
Provide capital gains statements, if applicable, detailing profits or losses from sale of assets such as stocks, property, or mutual funds.
Previous Year ITR (if available)
Upload your previous year Income Tax Return (ITR) documents, if available, to help verify income history and ensure accurate financial assessment.
Any other income details (rental, freelance, etc.)
Provide details of any additional income sources such as rental earnings, freelance work, side businesses, or other non-salary income streams.