Commission Income & Agent Plan
About This Plan
Our Commission Income & Agent Plan is designed for individuals earning through commissions, brokerage, insurance agency, or referral income. This plan ensures your commission-based earnings are reported correctly while maximizing deductions and exemptions. Whether you want smooth expert-assisted filing or prefer a live session with a tax professional, this plan guarantees accurate ITR filing, compliance with laws, and peace of mind.
📝 Applicable ITR Form
ITR-3 – Applicable in most commission/agent cases (treated as business/professional income).
ITR-4 – Only if commission income qualifies under presumptive taxation (44ADA).
⚠️ Insurance commission, brokerage commission, etc. are not eligible for presumptive taxation.
Choose Between:
Services Included
| Services Included | Regular Filing | Live Filing |
|---|---|---|
|
End-to-end ITR filing support for commission income earners |
✅ (via messages & on-call) |
✅ (via live video call with expert) |
|
Tax computation covering commission income, salary (if any), house property & other sources |
✅ |
✅ |
|
Incorporation of deductions and exemptions for maximum tax savings |
✅ |
✅ |
|
Validation of tax computation by senior tax experts |
✅ |
✅ |
|
Handling of business/professional income under ITR-3 rules |
✅ |
✅ |
|
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 Commission Income & Agent Plan is ideal for:
- Insurance Agents earning commissions.
- Brokers or Sub-brokers earning brokerage income.
- Marketing/Referral Agents earning performance-linked commissions.
- Salaried individuals who also earn commissions.
- Pensioners earning additional commission income.
- Professionals whose main income comes from client commission-based services.
- 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/FD proofs (80C, 80CCD)
- Health Insurance Premium Receipts (80D)
- Donation Receipts (u/s 80G)
- ducation Loan Interest Certificate (80E)
- Disability/Medical Treatment Certificate (80DD/80DDB/80U)
Additional Documents (As Required, Based on Income)
- If Salaried + Commission: Form 16
- If House Property Income: Property details, Rent Receipts, Housing Loan Certificate
- If Other Sources: Bank FD/Post Office Interest, Family Pension, Savings Interest
- If Capital Gains: Share/Mutual Fund Statements, Broker DP Statements
Before Starting Filing (Mandatory)
- PAN Card (must match Aadhaar)
- Aadhaar Card
- Bank Account Details (showing commission credits)
- Commission Statements (from company/organization)
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
