Getting ready to file
Not sure what documents you need or where to start? Get help making sense of your income, deductions, and filing requirements.
Taxation
Understand your taxes. Feel more in control.
Get a clear picture of your taxes, available deductions, and filing
requirements—so you can make informed decisions with confidence.
Find your starting point
What can we help you with?
01
Income Tax
Understand how your income is taxed, what deductions may apply, and what you need to take care of.
02
Income Tax Return (ITR)
Understand what you need to file, which documents you may need, and how your ITR fits into your tax situation.
03
Income Tax Notices
Received a notice from the Income Tax Department? Understand what it is asking for, the deadline, and how to prepare your response.
04
Capital Gains Tax
Understand the tax implications of selling investments, property, or other assets.
05
TDS
Understand why tax is deducted from your income and what to do when your TDS records don't match.
06
Tax Planning & Saving
Plan your income, investments and deductions ahead, and check a tax-saving option before you commit money to it.
WHEN YOU COULD USE SOME HELP
Sometimes, you just need someone to make things clearer.
Whether you’re filing for the first time, dealing with a transaction, or trying to understand a notice, get clear guidance on what to do next.
Something changed
Sold an investment, property, or received a new source of income? Understand what the change could mean for your taxes.
Something doesn’t look right
Received a tax notice or found a mismatch in your records? Understand what may need to be checked and what to do next.
BEFORE YOU CONNECT
A little preparation can make things easier.
You don’t need to have everything figured out. Bring the information you have and a few questions you want answered.
- Income and transaction details
- Relevant tax statements or returns
- Any tax notices or important deadlines
WHAT TO EXPECT
A conversation about your situation
Start by sharing what’s going on and what you want to understand. Your conversation can focus on the questions that matter most to you.
Clearer options
Talk through the relevant options, what they could mean for you, and any important details you may need to consider.
A clear next step
Before you finish, make sure you understand what to do next and whether you need any further help.
Good to know
Questions you might have.
A few simple answers before you get started.
Can I ask about more than one source of income?
Yes. You can discuss multiple sources of income during your consultation, such as salary, freelance income, rental income, investments, or other income. Share the details when you book so the Expert can understand what you need help with.
Can I discuss a tax notice?
Yes. You can discuss a tax notice or other tax-related communication with an Expert. Keep the notice and any related documents available so you can explain the situation clearly.
Is filing my tax return included in the consultation?
A consultation is focused on understanding your situation and answering your questions. Tax return preparation or filing may require additional work and should be confirmed with the Expert before you proceed.
How do I choose an Expert?
Look for an Expert whose experience matches the type of tax question or situation you need help with. Review their profile and available details, then choose someone you feel is relevant to your needs.
How much does a consultation cost?
The cost depends on the Expert and the consultation format or duration. You’ll be able to see the applicable pricing before you book.
Do I need all my documents to start?
No. You don’t need a perfect set of documents to have a conversation. Bring whatever relevant information you have, and the Expert can help you understand what else may be needed.
Can I choose between chat and an audio call?
Yes, where the Expert offers both options. Choose the format that works best for you when booking your consultation.
What if I have an upcoming tax deadline?
Tell the Expert about the deadline at the start of the consultation. They can help you understand what needs attention and what information may be important, but any filing or compliance deadline should be independently confirmed against the applicable tax rules.
Will I receive notes or follow-up support?
This depends on the Expert and the consultation. Ask about notes, follow-up questions, or any additional work before the consultation ends so you know what is included.
Not sure what you need?
Talk through your situation with an Expert and find the right place to start.