Income Tax Return (ITR) Filling

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Filling IT Return


Income tax return (ITR) filing is one of the important processes that is regulated by the Indian government for individuals and entities that have income above a certain threshold. Filing of ITR allows taxpayers to declare their income claim applicable deductions and also pay if there is any tax liability applicable to them.

One should understand the importance of this financial formality as it has a significant role in financial management and it includes claiming funds application for loans and also ensures that there is compliance with the task regulation that is regulated by the government of India.

Benefits of Filing ITR Return


Claim Tax Funds

This allows you to claim back the amount or fund which you have paid in advance. It is usually done when you have paid more than the tax that is required through TDS or advance tax.

Necessary for Loans and Credit Cards

Often there is a requirement for ITR receipts for approving loan and credit card applications as these also reflect your financial credibility.

Visa Applications

ITR applications also play a very important role in visa processing for certain countries as they ensure that you are financially competent enough to survive there.

Proof of Income

ITR also acts as proof of income especially when you are a self-employed individual or any kind of professional.

Avoid Penalties

Filing of ITR also helps and avoids the deadline which saves you from penalties for non-compliance and insurance that you stay within the boundaries of the law.

Eligibility for Filing ITR


  • Income exceeding ₹2.5 lakh annually and you are below 60 years of age.
  • For senior citizens who are above 60-80 years the annual income must exceed ₹ 3 lakhs.
  • For super senior citizens who are above 80 years of age, the income must exceed ₹ 5 lakh annually.
  • In the case of business regardless of income ITR must be filed.
  • Those who are wet foreign income or assets or wish to claim tax deduction under specific sections can also file there even if their incomes are below the taxable limit.
  • Process of Filing ITR


    Step 1

    Gather all the essential documents

    Before filing your RTR make sure that you have all the necessary documents that are required while filling your ITR form. All the documents are mentioned above.

    Step 2

    The correct ITR Form

    There are different forms based on your income sources. You need to select the right one depending on which age criteria and income criteria you fall into.

    Step 3

    Register into the Income Tax e-Filing Portal

    After the selection of the correct ITR form, register using your PAN card number if you are a first-time user or login to the portal using your existing credentials.

    Step 4

    Fill in the necessary information

    After registering and logging in to the portal, fill up the ITR form with information like your name, address PAN number, Aadhaar number, salary, business income, capital gains, interest income, etc. Also enter The eligible deductions under sections like 80C ( PPF, LIC).

    Step 5

    Verify Your Tax Liability

    After filling in the required information your tax liability will be automatically calculated based on the details you have provided. You can update the payment details in your ITR. And if you are eligible for a refund the amount will be processed after a return is filed.

    Step 6

    Submit the ITR

    Finally, review your form and submit it.

    Documents required for ITR filing


    PAN card
    Aadhar card
    Form 16
    Bank statements
    TDS certificate
    Interest Certificates
    Capital Gain Details

    FAQs


    What happens if I miss the ITR filing deadline?

    You can file your belated ITR by the 31st of December of the assessment year, but if you still miss the date, you may face some penalties and interest on any unpaid tax.

    What if I do not have taxable income? Should I still file an ITR?

    It is not compulsory to file an ITR if your income is not taxable. However, it is always recommended to file an ITR to maintain a record of financial status, and it is also useful in loan sanctions and Visa applications.

    Do I need to file an ITR to earn income from abroad?

    Yes, it becomes compulsory to file an ITR to disclose foreign income or assets, even if it is below the taxable limit in India.

    Can I revise my ITR after submission?

    Yes, you can revise your ITR return by December 31st of the assessment year.

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