Income tax return filing in Modasa

• Working out which return form applies to your sources of income.
• Checking your figures against Form 26AS and the Annual Information Statement (AIS) shown on the income tax portal.
• Computing income and tax, including the deductions you are eligible to claim.
• Filing the return on the portal and completing e-verification.
• Revised returns, where a correction is needed and permitted, and checking the processing status afterwards.

• Salaried individuals.
• Landlords and others with rental income.
• Professionals and small business owners, including those who compute income on a presumptive basis where they are eligible.
• People with capital gains from shares, mutual funds or property.
• Partnership firms and companies, which file annually.
• Anyone who needs a filed return as proof of income, for example for a loan application.

• PAN and Aadhaar, and bank account details for any refund.
• Form 16 or salary details, for employees.
• Form 26AS and the Annual Information Statement from the portal.
• Interest certificates from banks, fixed deposits or the post office.
• Details of house property: rent received, municipal tax paid, home loan interest certificate.
• Statements for capital gains on shares, mutual funds or property.
• Records of investments and payments for which you wish to claim deductions.
• For business or professional income: books of account or income and expense records, and GST data where relevant.

1. 01Understand. We learn about your business or personal situation and review the documents you already have.
2. 02Prepare. The required documents are organised and the work is prepared.
3. 03Review. Every piece of work is checked for accuracy and completeness before it is filed.
4. 04Support. You receive updates, and help with notices and queries where it applies.

• Which form applies depends on who you are and the kinds of income you have. The Income Tax Department publishes the criteria for each form (see the official links below).
• Due dates differ by category of taxpayer and are announced by the department; they can be extended. We work from the dates published on incometax.gov.in.
• Information in your AIS may differ from your own records. Differences need to be understood and, where necessary, corrected or explained before filing.

The rules, forms and due dates for this work are published by the authorities. Always check them for the current position:

• Income Tax e-filing portal (incometax.gov.in)(opens in a new tab)
• Income Tax Department: which ITR form applies(opens in a new tab)

• How to prepare for income tax return filing: a step-by-step checklist

• Business advisory & tax consultationUnderstanding your tax position and the compliance that applies to you, before decisions are taken.
• Accounting and bookkeepingMaintaining books of account and periodic statements so that tax filings draw on accurate, organised records.
• TDS, TCS & taxation supportDeducting and depositing tax correctly, filing quarterly statements and issuing certificates.