Income Tax Return (ITR) Filing
Select the right ITR form for your client, review the documents needed, and submit. We handle the filing — you deliver the acknowledgement.
Process
- Book Service and Pay Fees
- Submit Client info. and docs
- Filing process starts
- You are informed about any missing doc
- Upload missing document
- Return filed
- Acknoeledgement shared with you
- Download acknowledgement and share with client
Individual · Salaried
ITR-1
For resident individuals with total income up to ₹50 lakh from salary, one house property, and other sources (interest etc.).
File if your client is…
- Salaried employee or pensioner
- Income from one house property only
- Total income ≤ ₹50 lakh
- Agricultural income ≤ ₹5,000
Documents required
- PAN card
- Aadhaar card
- Form 16 from employer(s)
- Bank account details (IFSC + account no.)
Individual
ITR-2
For individuals and HUFs with capital gains, income from more than one house property, or foreign income / assets — but no business income.
File if your client is…
- Capital gains (equity, mutual funds, property)
- More than one house property
- Foreign income or foreign assets
- Director in a company or unlisted equity holder
- Total income above ₹50 lakh
Documents required
- PAN card & Aadhaar card
- Form 16 (if salaried)
- Capital gains statement (broker / AMC)
- Property purchase/sale deed (if applicable)
- Bank statements
Individual/business
ITR-3
For individuals and HUFs carrying on a proprietary business or profession. Covers all income heads including business P&L.
File if your client is…
- Proprietor of a business or professional (doctor, CA, advocate etc.)
- Partner in a firm (receiving salary / interest)
- Income from speculative business or trading
Documents required
- PAN card & Aadhaar card
- All Bank statements/PO SB A/c
- Capital gains statement (broker / AMC)
- Property purchase/sale deed (if applicable)
Individual/business
ITR-4
For individuals, HUFs, and firms opting for presumptive taxation under sections 44AD, 44ADA, or 44AE. Turnover must not exceed ₹3 crore (business) / ₹75 lakh (profession).
File if your client is…
- Business turnover ≤ ₹3 crore (presumptive scheme)
- Professional receipts ≤ ₹75 lakh (44ADA)
- Plying / hiring of goods carriages (44AE)
- Income from salary, one house property also allowed
Documents required
- PAN & Aadhaar card
- All Bank statements/PO SB A/c
Individual/business
TEST
For individuals, HUFs, and firms opting for presumptive taxation under sections 44AD, 44ADA, or 44AE. Turnover must not exceed ₹3 crore (business) / ₹75 lakh (profession).
File if your client is…
- Business turnover ≤ ₹3 crore (presumptive scheme)
- Professional receipts ≤ ₹75 lakh (44ADA)
- Plying / hiring of goods carriages (44AE)
- Income from salary, one house property also allowed
Documents required
- PAN & Aadhaar card
- All Bank statements/PO SB A/c