How to Opt for Assisted Tax Filing Service on myITreturn.com?

myITreturn’s Assisted Tax Filing Service allows you to get help from a tax expert for preparing and filing your Income-tax Return. You can upload your documents, select a suitable plan, communicate with the expert through the case chat box, review the computation, and provide consent before the return is filed.

Step 1: Log in or create your account

If you already have an account, log in using your registered email ID and password. If you are a new user, sign up to create your myITreturn account.

Step 2: Go to the Home section

From the member dashboard, select Home to access the main service options.

Step 3: Click on Learn More

On the tax expert services card, click Learn More to view the Assisted Filing service details.

Step 4: Select the member

Choose the member for whom you want to opt for Assisted Tax Filing.

Step 5: Choose Tax Filing

Select Tax Filing from the available service options to proceed with Income-tax Return filing assistance.

Step 6: Answer the question displayed on the screen

Select Yes or No as applicable, and then click Next to continue.

Step 7: Upload your documents

Upload the required documents and click Upload & Continue. You may also skip this step and upload the documents later from the case chat box.

Step 8: Select a plan

Choose the plan that best suits your filing requirement. 

Step 9: Case ID generation and chat box access

Once your case ID is generated, you will be redirected to the case chat box automatically.

Step 10: Use the chat box for documents and queries

In the chat box, you can upload pending documents, update your Income Tax portal login credentials, and write your query in the comment section for the tax expert.

Step 11: Receive your computation sheet

After your case is assigned, the tax expert will review your documents and prepare the computation sheet. The computation will then be shared with you for review.

Step 12: Review the computation and provide consent

Carefully review the computation sheet. If you agree with the details, provide your consent for filing the Income-tax Return. If any correction is required, you can raise it before giving consent.

Step 13: Receive the ITR acknowledgment

Once your return is filed with the Income Tax Department, the acknowledgment copy will be shared with you.

What happens after filing?

After the return is filed, you should complete e-verification, if it is not already completed. Your return will be processed by the Income Tax Department only after successful verification.

For Assisted Service, please WhatsApp us on +91-9320546101 or raise a support ticket here