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Individual / HUF ITR

Income Tax Return Review — ITR-1, ITR-2, ITR-3, ITR-4 · Sessions saved for team access

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Assessee Details

Upload Data Files

Upload computation of income, Form 26AS, AIS/TIS, ITR XML/JSON, P&L, balance sheet

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Compliance Checklist

56 checks · 16 critical

Tax computed under BOTH old and new regime — correct regime chosen (lower tax)

Section 115BAC Income Tax Act

New regime: standard deduction ₹75,000 (FY25) available — no 80C/80D/HRA deductions

Section 115BAC(2)

Old regime: all deductions verified — 80C ₹1.5L, 80D ₹25K/₹50K, HRA, LTA, home loan interest

Chapter VI-A, Section 10

Regime once selected in ITR cannot be changed after due date filing (business income assessees)

Section 115BAC(6)

Senior citizen (60+) and super senior (80+) — higher basic exemption in old regime: ₹3L and ₹5L

Section 87A, Part I First Schedule

💡 Tips for best results
  • ·Upload ITR XML downloaded from income tax portal for best results
  • ·Include Form 26AS and AIS for complete TDS reconciliation
  • ·Mention if client sold property — capital gains rules apply
  • ·Specify if client has foreign assets or income — Schedule FA required
  • ·Include last year's ITR if carry forward losses are relevant