Salary e-File

Salary eFile plus

E-filing of tax returns verified with the I-T department database.

Are you a salaried employee willing to e-file your tax returns on your own? Then our Salary eFile plus plan is just for you. All tax returns under plus package are Verified, which means that, prior to e-filing, the ITR data is matched with the transactions of your PAN in the ITD database.

Who’s it for?

Salary eFile plus is a starter plan for employees who are interested in self-preparing and e-filing verified tax returns. Verification of ITR with the I-T department database is important because all the transactions in the ITD database are under the lens of scrutiny by them. Any mismatch will surely lead to a notice from the department. With Salary eFile plus you can file your verified ITR1 or ITR2 within 10 minutes through authorized e-return intermediary.

How does it work?

It’s simple. You are allowed to have income from any source, whether it’s salary, house property, capital gains or other sources, except income from business or profession. Once you enter your Form 16 and income from other sources (if any), the servers will match your ITR data with the transactions against your PAN in the I-T department's database. Then depending on your sources of income, our system will automatically generate the correct ITR form for you. If a mismatch is detected with the I-T department database, you will be shown the various options to fix the mismatch.

If your Form 16 has all the details and you have no additional details to report, simply click here to file your return via email.

Package offerings

• A full feature online application for self-preparation of ITR (ITR1 and ITR2) and eFiling of ITR
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Facility to track the ITR-V* status
• Reminder notifications through email
• Service to deposit your signed ITR-V with the CPC**. (Only applicable for users whose employer has opted for the drop-box facility).
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.

Salary eFile plus (assisted)

Get your tax return prepared by an expert tax practitioner

Salary eFile plus (assisted) introduces the facility of a ‘real’ income tax practitioner to review your I-T return. This is an added feature along with all the benefits that Salary eFile plus offers.

Who’s it for?

Salary eFile plus (assisted) is for those salaried employees, who are not just interested in self-preparing and e-filing of tax returns, but who would also like the assistance of a tax professional to enter their data and review it for them. If a mismatch is detected during the verification of ITR data with the Form 26AS data, our tax professional will assist you in correcting the mismatch.

How does it work?

While you retain the option to self-prepare your ITR, a ‘real’ tax professional will create your ITR based on the documents provided by you. To opt for this feature, you will have to mail the digital or scanned copies of your documents (except those related to Capital Gains) to TaxSpanner. The photocopies of these documents can also be submitted at TaxSpanner helpdesks (Applicable only at select employer locations).

On receipt of the document, the assigned tax professional will get the data entry done for creation of the draft ITR. Once the ITR is ready, the tax professional would do a complete review the ITR for you so that you can eFile it without any doubt or hesitation!

You can have income from any sources, whether it’s salary, house property, or other sources, except income from capital gains and business or profession. Then depending on your sources of income, our system will automatically generate the correct ITR form for you, whether it’s ITR1 or ITR2.

Package offerings

• Self-preparing and e-filing income tax returns (including eFile by email or eFile by payroll portal)
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Preparing income tax returns with the help of a tax professional
• Review of ITR by the assigned tax professional*
• Posting the review by the tax professional, (In this process, a checklist will be emailed to you along with your Draft ITR. Once you confirm this over an email, your return will be e-filed)*
• Tracking of ITR-V status
• Sending reminder notifications via email
• Depositing signed ITR-V to CPC (if drop-box facility is availed by your employer)
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.

Salary tax optimizer

Salary TaxOptimizer is a full-year subscription service that helps you minimize your tax payment through:

- An online solution that redesigns your salary package to provide more tax-efficient options. You get detailed computation of 35 important variables which determine your tax payment.

- Premium ITR filing, assisted by a Chartered Accountant.

- Round-the-year access to a Chartered Accountant, who further customizes these options for you and also answers any specific tax query you may have.

As stated in the Income Tax laws, you can receive a scrutiny notice from the I-T department till a period of 4 years for any amount of escaped income, 6 years from the end of assessment year if escaped income is Rs. 1, 00,000 or more and 16 years if income in relation to any asset located outside India, chargeable to tax escaped assessment. In such a scenario, Salary TaxOptimizer is a cherry pick for those who like peace of mind throughout the year and would like to stay prepared for any notice(s) from I-T department.

Salary TaxOptimizer provides assistance in creating and reviewing your Income Tax Return (ITR), with the help of a tax expert assigned to you for full year. It brings with it, the benefit of e-file packages which helps in tracking your refunds and tax assessment order. It also offers a Tax Vault where you can keep your tax related document safe for up to or more than 8 years, in case of scrutiny assessment. A complete tax file is maintained containing your tax returns, assessment orders, notices, refunds and all related documents.

The product comes in three variations depending upon the kind of service required. Its three variants are:

TaxOptimizer standard: A service that provides phone based assistance in preparing tax return by an expert tax practitioner.

TaxOptimizer plus: It has all the benefits of TaxOptimizer standard. In addition, the tax expert would prepare a Generic Tax Optimization Report for you which details out general ways of saving tax. Post discussion, keeping your inputs in mind, the tax expert would prepare a Customized Tax Optimization Report which details out tax saving options customized only for you. This package also covers advance tax and self assessment tax calculations.

TaxOptimizer premium: It has all the benefits of TaxOptimizer plus. In addition, it includes consultation with the tax expert at the time of investment declaration, job change, increment, proof submission, sale of any capital asset, self assessment tax and advance tax payments, at any point of time, over a period of one year. Also, a complete tax file is maintained containing your tax returns, assessment orders, notices, refunds, and all related documents. All this is to keep you from paying excess taxes and interest penalties on late payment of taxes.

Who’s it for?

Salary TaxOptimizer is for every salaried individual who needs assistance in filing Income Tax Return. This product comes out as a perfect choice for individuals who need consultation of a tax expert regarding their tax specific queries. Also, those employees who want customized options to minimize their tax outgo and increase their take home salary can benefit from this product. It also caters to the needs of those who want to maintain a complete tax file containing tax returns, assessment orders, notices, refunds and all related documents.

How does it work?

While you retain the option to self-prepare your ITR, a ‘real’ tax professional will create your ITR based on the documents provided by you. To opt for this feature, you will have to mail the scanned copies of your documents to TaxSpanner. The photocopies of these documents can also be submitted at TaxSpanner helpdesks (Applicable only at select employer locations).

On receipt of the document, the assigned tax professional will get the data entry done for creation of the draft ITR. Once the ITR is ready, the tax professional would do a complete review the ITR for you so that you can eFile it without any doubt or hesitation!

Apart from feeding in the data from your Form 16, the package also allows you to enter other details like income from any sources, income from house/property, capital gains, deductions, etc. Once you have created your ITR, the system automatically tabulates your tax liability, if any, and allows you to eFile your return through a single click!

Package offerings

• Professional preparation and e-filing tax returns (including e-file by email or e-file by payroll portal)
• Verification of ITR data with the Form 26AS data in the Income Tax Department's database
• Chartered accountant available for the entire year
• An online vault to save your tax documents for scrutiny or reference
• Automatic tracking of refund
• Automatic tracking of income tax assessment order
• Tracking of ITR-V status
• Sending reminder notifications via email
• Depositing signed ITR-V to CPC (if drop-box facility is availed by your employer)
• Foreign Income Solution: Services for overseas Indians - NRIs, Residents with foreign income, Expatriates, Foreign citizens.

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