E-Filing

1) SALARY RETURN PLAN:- CHARGES 1800/- ONLY

Document required for salary return

PAN number

Form-16 issued by your employer

Bank statements / passbook for Interest Income on bank deposits.

Statements of Interest Income besides Bank deposits

TDS certificates issued to you by your bank and others

Form 26AS

Proof of investment under Section 80C

Charitable donation statements

Interest paid on housing loan.

Other (less common) documents:

Proof of investment under Section80CCF:

Proof of investment under Section 80E:

Proof of investment under Section 80D:

Proof of Disabilities

Capital gain on sale of property (additional charges)

Stock trading statement (additional charges)

PACKAGE OFFERINGS

Entire process with be dealt by professionally qualified CA’s

E-filing income tax returns (including eFile by email )

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 pdf file with the computation of income will be emailed to youalong 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.

FERNWEALTH TAT

Your draft ITR would be created within 48 hours of receipt of your documents

Your ITR will be e-filed under a guided fern environment

Your ITR-V will be uploaded immediately after the xml filed is prepared and finalised with the client.

Your signed ITR-V will be deposited to CPC within 2 days of drop-box clearance (Only applicable for users whose employer has opted for the drop-box facility)

All your support queries will be responded within 24-48 hrs as per the nature of call

Your documents will be safely archived for your life

All your support queries will be responded within 24-48 hrs

2) BUSINESS RETURN PLAN:- CHARGES 3000/- ONLY

Document required for Business return

Form No. 16A (received from all the payers who have deducted tax): You will first have to get this form collected from the parties who have deducted tax while making payment to you during the year. This includes banks and companies (with whom you have kept fixed deposits), parties to whom you have given loan, tenant to whom you have rented your property, et cetera.

Summary of all bank accounts operated during the year: This summary will give an idea about all the income earned during the year and investments and expenditure incurred. This assures that no part of income is left out and you do not miss out any eligible deductions.

Details of property owned during the year: If you have bought some property during the year, you will need details of rent received and receipts of municipal tax paid during the year. In addition to this, if you have taken this property through a loan, do carry the loan details and a copy of certificate of interest paid during the year.

Sale & purchase bill / documents / contract note in respect of investments / assets sold during the year: You will also need purchase documents corresponding to the sales made during the year. In case of a large number of transactions, it is advisable that you prepare a statement of sale and corresponding purchase of these investments and arrive at the amount of profit or loss, before actually calculating your taxable income.

Details of tax payments made during the year: This is required only if you have made advance tax payment during the year.

PACKAGE OFFERINGS

Entire process with be dealt by professionally qualified CA’s

E-filing income tax returns (including eFile by email )

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 pdf file with the computation of income will be emailed to youalong 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.

FERNWEALTH TAT

Your draft ITR would be created within 48 hours of receipt of your documents

Your ITR will be eFiled under a guided fern environment

Your ITR-V will be uploaded immediately after the xml filed is prepared and finalised with the client.

Your signed ITR-V will be deposited to CPC within 2 days of drop-box clearance (Only applicable for users whose employer has opted for the drop-box facility)

All your support queries will be responded within 24-48 hrs as per the nature of call

Your documents will be safely archived for your life

All your support queries will be responded within 24-48 hrs

You can transfer the ITR filing fee in our account through NEFT / RTGS or drop a cheque. Details of our Bank account are:

Bank – Axis Bank Ltd
Branch – Kharghar, Navi Mumbai
Account Name- Fern Wealth Advisors Private Limited
Current A/c No.- 914020054673926
IFSC Code- UTIB0000489
MICR Code - 400211044