Filed correctly the first time — with the regime chosen on numbers, not habit.
We file returns for salaried individuals, proprietors, partnership firms, companies, professionals, freelancers and NRIs. Every return is reconciled against your Annual Information Statement and Form 26AS before submission, because the mismatch you do not catch in July becomes the notice you receive in March.
Which ITR form applies to you
Form
Who files it
ITR-1 (Sahaj)
Resident individuals with salary, one house property and other sources, within the prescribed income limit
ITR-2
Individuals and HUFs with capital gains, more than one house property, foreign assets or foreign income — no business income
ITR-3
Individuals and HUFs with income from business or profession
ITR-4 (Sugam)
Presumptive taxation under sections 44AD, 44ADA or 44AE
ITR-5
Partnership firms, LLPs, AOPs and BOIs
ITR-6
Companies other than those claiming exemption under section 11
ITR-7
Trusts, political parties, institutions and specified entities
Filing on the wrong form gets the return treated as defective, and a defective return that is not corrected within the notice period is treated as never filed. Choosing the form correctly matters more than most people assume.
Documents to keep ready
PAN and Aadhaar, and confirmation that the two are linked
Form 16 from each employer for the year
Annual Information Statement, Taxpayer Information Summary and Form 26AS
Bank interest certificates and details of all accounts held during the year
Capital gains statements from your broker, mutual fund house or registrar; sale deeds for property
Rent receipts and the landlord's PAN where House Rent Allowance is claimed
Investment proofs for Chapter VI-A deductions, home loan interest and principal certificates
Books of account, profit and loss statement and balance sheet for business and professional income
Old regime or new regime
The new regime is the default. Whether it costs you more depends entirely on the deductions you actually claim — house rent allowance, home loan interest, and Chapter VI-A investments are where the comparison usually turns. We compute your liability under both and file under the one that costs less. You can also run the numbers yourself on our income tax calculator before you talk to us.
The choice is not always reversible. Taxpayers with business or professional income face restrictions on switching between regimes in later years. Get this decision right at the start rather than treating it as an annual toss-up.
Key dates
31 July — individuals and entities not subject to audit
31 October — taxpayers whose accounts require audit
30 November — taxpayers with transfer pricing reporting obligations
31 December — belated and revised returns for the assessment year
Beyond the belated window, an updated return may still be possible on payment of additional tax. Missing the original due date also costs you the ability to carry forward most business and capital losses — a consequence that is frequently more expensive than the late fee.
Notices, refunds and rectification
We handle intimations under section 143(1), refund follow-up where the credit has not reached your account, rectification applications, responses to section 139(9) defective return notices, and representation in scrutiny proceedings.
Frequently asked questions
Yes. Both Form 16s have to be consolidated and tax recomputed on the combined income — the second employer usually has not accounted for the exemption limit already used by the first, so additional tax is often payable. This is one of the most common causes of demand notices for salaried taxpayers.
You need to file if your income earned or accrued in India exceeds the basic exemption limit, or if you want to claim a refund of tax deducted at source on Indian income such as rent, interest or capital gains. We handle NRI returns including treaty benefit claims.
A belated return can be filed up to 31 December of the assessment year with a late filing fee, and an updated return may be possible after that on payment of additional tax. Contact us as soon as you can — the cost rises the longer you wait.
Yes, if your income exceeds the basic exemption limit. TDS deduction and return filing are separate obligations. Filing is also what gets you a refund where excess tax was deducted, and the return is what banks and consulates ask for.