What are the benefits of tax planning and how to opt it? – myITreturn Help Center

Tax Planning Service with myITreturn

Effective tax planning can help you understand your tax position in advance and make informed financial decisions. If you need assistance in reviewing your income, deductions, investments and overall tax liability, you can opt for the Tax Planning Service through myITreturn.

Our tax experts will review the information and documents provided by you and assist you with tax planning based on your individual tax situation.

How to Avail Tax Planning Service on myITreturn

Follow the steps below to request assistance from a tax expert:

Step 1: Log in to your myITreturn account

Visit myITreturn.com and log in to your account.

Step 2: Select Learn More from the dashboard

After logging in, go to your dashboard. Locate the relevant service option and click on Learn More.

Step 3: Select the assessee

Select the name of the assessee for whom you want to avail the Tax Planning Service.

Step 4: Select Tax Planning

From the available service options, click on Tax Planning.

Step 5: Select the sources of Income

Step 6: Upload Relevant Documents

You can skip this step and move forward if all the documents are not available and later share in the dedicated case ID chat panel made available to you.

Step 7: Complete the payment

Review the service details and complete the payment to confirm your Tax Planning Service request.

Step 8: You successfully opted for the service

There will be case ID available and all the steps.

What happens after payment?

Once the payment is completed, a unique Case ID will be generated for your request. Our tax expert will contact you through email regarding the case. You may also be asked to share the relevant income, investment, deduction or other tax-planning documents required for reviewing your tax position.

Documents You May Need to Keep Ready

Depending on your income and financial situation, the tax expert may require relevant documents or details such as:

Salary and income details
Details of business or professional income, where applicable
Capital gain or investment details
Interest and other income details
Existing investments and deductions
Details of eligible expenses, exemptions or tax-saving investments
Any specific tax-planning query that you want the expert to review

The exact documents required will depend on your individual tax situation.

Need assistance?

Connect with our team on WhatsApp at +91-9320546101 or raise a support request