IN SIMPLE WORDS
What can we help with?
Share the sources of income you had during the year. We review your documents and tax-credit information, and explain any missing records before preparing the return.
Does this sound familiar?
You changed jobs or have more than one Form 16.
You earned rent, bank interest or investment income.
You want help understanding the records needed for ITR.
AN EVERYDAY EXAMPLE
An employee changed jobs mid-year and also sold shares. Both salary records and the broker statement are included in the review.
Illustrative situation, not a client case study.I changed jobs. Should I send both Form 16s?
Yes, share the records from both employers along with the other income details. Tell us about any period for which an employer statement is unavailable.
A useful point to keep in mind
AIS and tax-credit statements are reference records, not substitutes for checking the underlying income and transactions.
WHAT WE CAN HELP YOU DO
The work, clearly explained.
These are the tasks we can discuss for this service. Your proposal will confirm which ones are included.
- Income-source and return requirement review
- Tax-statement and underlying income comparison
- Computation and return preparation within agreed scope
- Filing, verification guidance and acknowledgement handover
What you can ask for at completion
- The agreed income and tax-credit reconciliation workings
- A list of unresolved records or confirmations
- Return or filing records and acknowledgements for work completed
Know what you need to send, what the team will do and which records you will receive.
YOUR PREPARATION CHECKLIST
Start with what you have.
You do not need everything ready before speaking to us. Use this list to organise the first handover; we will explain any additional requirements.
Tick what you already have. You can still contact us if something is missing.
Describe your requirement in the enquiry form. Share financial documents only through the channel agreed with the office; do not enter passwords or OTPs here.
Ask about my documentsFROM FIRST MESSAGE TO COMPLETION
Three clear steps.
List your income and records
Include all income sources, earlier returns and tax-payment information.
Review the tax working
We check the available records and discuss missing information.
Complete the agreed filing
Review the information, complete the required filing steps and keep the acknowledgement.
FEES & TIME
What affects the quote?
Tell us what needs doing and what records are ready. We discuss the professional fees and identify any separate charges before starting.
- Your income sources, business type and years to review
- Availability of accounts, broker statements and tax-credit records
- Prior returns, loss schedules, notices or other history requiring reconciliation
- Whether accounting, audit or representation is a separate engagement
The timetable follows receipt of the relevant accounts and tax records. Unresolved credits, missing statements and prior-year differences should be identified before return finalisation.
QUICK ANSWERS
What clients often ask.
I changed jobs. Should I send both Form 16s?
Yes, share the records from both employers along with the other income details. Tell us about any period for which an employer statement is unavailable.
Is Form 16 enough for the entire return?
Not always. Share interest, rent, investments and other income or disclosures as well.
Can you handle capital gains?
The scope can include investment transactions after review of assets, transaction volume and cost records.
Will I receive a refund?
A refund cannot be promised. It depends on the computation, credits, tax paid and departmental processing.
More detail & official sources
General service information from Mohit R Gupta & Associates. The work and requirements depend on your facts and the relevant period. Use the official portals for current forms and rules.
Meet the practice →