Maximize Your Tax Refund. Minimize Your Stress.
100% accurate, penalty-free Income Tax Return (ITR) filing. Whether you have salary income, business profits, or stock market gains, our expert Chartered Accountants handle it all.
Why ClivaTax for ITR?
- 🛡️ Notice Protection: We ensure zero mismatch with AIS/TIS.
- 💰 Deduction Optimization: We find every legal tax-saving avenue under 80C, 80D, etc.
- ⚡ Same-Day Filing: Send documents today, get acknowledgment today.
- 👨💼 Direct CA Access: No bots. Talk directly to your tax expert.
Documents Required for Filing
Select your profile to see exactly what details you need to share with us.
Salaried Individuals
For those earning a monthly salary, pension, or interest income.
- ✅ Form 16 (Part A & B from Employer)
- ✅ PAN & Aadhaar Card Copies
- ✅ Bank Statement (April to March)
- ✅ Proof of Investments (if not in Form 16)
- ✅ Home Loan Interest Certificate (if applicable)
Business & Freelancers
For self-employed professionals, agencies, and proprietary businesses.
- ✅ Total Gross Receipts / Sales Data
- ✅ Summary of Business Expenses
- ✅ Form 26AS / AIS (We can download this for you)
- ✅ Bank Statements of all Current/Savings Accounts
- ✅ Details of Cash in Hand / Closing Stock
Capital Gains (Stocks/Crypto)
For those trading in equity, mutual funds, F&O, or cryptocurrencies.
- ✅ Capital Gains Statement from your broker (Zerodha, Groww, etc.)
- ✅ Tax P&L Statement for F&O Trading
- ✅ Crypto Transaction History
- ✅ Details of Property Sold (if applicable)
The ClivaTax Filing Process
Upload Documents
Click the WhatsApp button and securely drop your Form 16, P&L, or statements in the chat.
Tax Computation
Our CA prepares your draft computation, cross-verifies with the portal, and finalizes your tax liability/refund.
E-Verification & Done
Approve the computation, share the OTP for E-verification, and receive your official ITR-V acknowledgment.
ITR Filing FAQs
For individuals and non-auditable businesses, the due date is typically July 31st of the assessment year. Filing late attracts penalties up to ₹5,000 under section 234F.
While not mandatory for most, filing a "Nil Return" is highly recommended. It serves as standard income proof for applying for loans, visas, and credit cards.
Don't worry about the form numbers. Once you send us your documents via WhatsApp, our CAs automatically select the correct form (ITR-1 for salary, ITR-3/4 for business, ITR-2 for capital gains) to ensure compliance.
Absolutely. WhatsApp is end-to-end encrypted. Furthermore, once your ITR is filed and the engagement is complete, ClivaTax follows strict data retention protocols to ensure your privacy.