Individual, Professional & HNI Tax Filing (ITR-1 to ITR-4)
Tax optimization for salaried professionals, freelancers, doctors, intraday traders, and HNIs.
Statutory Overview & Regulatory Scope
Regulatory framework, governing bodies, and institutional compliance standards.
Navigating India's dual tax regime (Old vs New Tax Regime under Section 115BAC), capital gains from equities/mutual funds/crypto, foreign ESOPs (Schedule FA), and professional presumptive taxation (Section 44ADA) requires expert tax planning to legally maximize tax savings and avoid automated AI scrutiny notices.
4-Step Statutory Execution Roadmap
How Taxorion executes your filing from document intake to final regulatory approval.
Document Collation & AIS/TIS Scrutiny
Fetching Form 16, AIS, TIS, broker P&L reports (Zerodha/Groww), and bank interest statements.
Tax Computation & Deductions Mapping
Computing net taxable income, optimizing 80C/80D/80G, and selecting the most beneficial tax regime.
Draft Review & Client Sign-Off
Sharing executive summary of tax refund or self-assessment tax payable.
E-Filing & Instant e-Verification
Submitting on portal and completing instant Aadhaar OTP e-verification.
Scope of Deliverables & Inclusions
Complete statutory package included with our certified professional engagement.
Filed ITR Acknowledgment (ITR-V)
Official government acknowledgment receipt verified via Aadhaar OTP or net banking EVC.
Dual Tax Regime Comparison Analysis
Line-by-line mathematical comparison showing tax liability under Old Regime (with 80C/80D/HRA) vs New Regime.
Schedule FA & Foreign Asset Reporting
Mandatory compliance for US stock holdings, RSUs, and global ESOPs to prevent Black Money Act penalties.
Capital Gains Tax Statement
Reconciliation of equity, debt, real estate, and crypto capital gains with indexation benefits.
Mandatory Document Checklist
Checklist required for seamless digital verification and statutory lodgement.
1Personal Income Proofs
- Form 16 (Part A & Part B) from all employers
- Consolidated Capital Gains P&L statement from stock brokers
- Bank Statements of all savings/current accounts (interest certificates)
- Home loan interest certificate (Section 24) and rent receipts (HRA)
Statutory & Compliance FAQs
Critical legal insights and practical answers regarding Individual, Professional & HNI Tax Filing (ITR-1 to ITR-4).
Yes. If you hold shares or vested RSUs in a foreign company (e.g., Google, Amazon, Microsoft), you must disclose them under Schedule FA in Form ITR-2 or ITR-3 to avoid severe penalties under the Black Money Act.
Consult Practice Lead
Connect directly with our dedicated Company Secretaries, Chartered Accountants, and Advocates for Individual, Professional & HNI Tax Filing (ITR-1 to ITR-4).
Direct Tax & CA Services Hub
Division ViewExplore all statutory services, regulatory timelines, and document checklists in the Direct Tax & CA Services division.
Institutional Trust Standards
Pre-submission scrutiny guarantees error-free filings on MCA & GSTN.
Statutory fees, government duties, and professional charges disclosed upfront.
Single point of contact for routine queries, notices, and compliance filing.
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