Capital Gain Plan
About This Plan
Capital Gain Plan is tailored for individuals earning income from the sale or transfer of assets such as stocks, mutual funds, real estate, gold, bonds, or crypto transactions. This plan ensures that all your capital gain transactions—whether short-term or long-term—are reported accurately while maximizing exemptions and deductions available under the Income Tax Act.
📝 Applicable ITR Form
ITR-2 → Applicable for most individuals with capital gains (salaried, pensioners, investors).
ITR-3 → If in addition to capital gains, the individual has business/professional income.
⚠️ ITR-1 & ITR-4 cannot be used if you have taxable capital gains.
Choose Between:
Services Included
| Services Included | Regular Filing | Live Filing |
|---|---|---|
|
End-to-end ITR filing support for capital gains |
✅ (via messages & on-call) |
✅ (via live video call with expert) |
|
Computation of Short-Term & Long-Term Capital Gains |
✅ |
✅ |
|
Handling gains from stocks, mutual funds, real estate, gold, bonds & crypto |
✅ |
✅ |
|
Incorporation of exemptions under sections 54, 54F, 54EC, etc. |
✅ |
✅ |
|
Validation of tax computation by senior tax experts |
✅ |
✅ |
|
Support in case of queries or notices related to filed return |
✅ |
✅ |
|
Priority support for faster resolution |
✅ |
✅ |
|
Personalized one-to-one filing session |
❌ |
✅ |
|
Real-time Q&A with expert while filing |
❌ |
✅ |
Who Should Buy This Plan?
This Capital Gain Plan is ideal for:
- Individuals earning capital gains from sale of property, shares, mutual funds, gold, or bonds.
- Crypto traders and investors requiring specialized tax reporting.
- Salaried individuals/pensioners with additional capital gains income.
- Investors claiming exemptions under 54, 54F, 54EC.
- Anyone with complex capital gains transactions who wants accuracy & compliance.
- Anyone looking for a live, personalized session for clarity & confidence
Initial Documents Required 📑
Applicable Only If Opting for Old Tax Regime
- Form 12BB (deduction claim)
- LIC/PPF/ELSS/NPS proofs (80C, 80CCD)
- Health Insurance Premium Receipts (80D)
- Donation Receipts (80G)
- Education Loan Interest Certificate (80E)
- Disability/Medical Treatment Certificate (80DD/80DDB/80U)
Additional Documents (As Required, Based on Income)
- If Salaried + Capital Gains: Form 16
- If House Property Income: Rent Receipts, Loan Interest Certificate
- If Other Sources: Bank FD/Post Office Interest Certificates
Before Starting Filing (Mandatory)
- PAN Card (must match Aadhaar)
- Capital Gain Statement / Tax P&L Statement
- Broker/DP Transaction Report
- Sale Deed / Purchase Deed (for property transactions)
How It’s Done
Our process is 100% online, expert-driven, and hassle-free. Choose between Regular Filing or Live Filing based on your convenience.
Live Filing (One-to-One Session)
Plan purchased → Client receives a Google Meet link
TPO collects documents during the live session
TPO prepares and compiles return live on video call
Real-time review & clarification of computations
If tax is payable → Challan issued & client pays instantly
Return is filed during the session itself
Client receives ITR acknowledgement on the spot
Regular Filing (End-to-End Expert Assisted)
Plan purchased → TPO (Tax Preparation Officer) assigned
Client uploads documents via WhatsApp
TPO assesses documents & compiles tax details
If required, TPO requests additional documents
TPO prepares and shares computation sheet with client for review
If tax is payable → Challan issued, client makes payment
TPO files the return after confirmation
Client receives ITR acknowledgement
