🤖 AI-Powered ITR Filing Platform
ITR Filing & Financial Assessment
Upload your tax documents and get a comprehensive AI-generated assessment, auto income classification, deduction finder, and filing-ready report.
Auto Income Classification
AI Tax Analysis
P&L & Balance Sheet
Tax Saving Suggestions
Filing Guidance
Personal Details
Financial Year
Income Type Selection
Select all that applyAdditional Questions
GST Registered?
Have a GSTIN and file GST returns
Home Loan Active?
Current outstanding home loan EMI
Existing Tax Notice?
Received any notice from IT Department
Filed Last Year’s ITR?
Filed return for previous assessment year
I confirm that the documents I will upload belong to me, are genuine, and the information provided is accurate to the best of my knowledge.
📤 Step 2 of 5
Upload Tax Documents
Upload your financial documents for AI analysis. More documents = higher accuracy.
AI OCR Technology
Our AI automatically reads, extracts, and cross-verifies data from your uploaded documents using OCR + AI intelligence. All data is encrypted and processed securely.
Mandatory Documents
Required for analysisAIS Statement
Annual Information Statement
MANDATORY
✓
Form 26AS
Tax Credit Statement PDF
MANDATORY
✓
Optional Documents
Improves accuracyBank Statements
PDF / Excel / CSV
OPTIONAL
✓
Form 16
TDS Certificate from Employer
OPTIONAL
✓
Salary Slips
Last 12 months
OPTIONAL
✓
GST Returns
GSTR-1, GSTR-3B
OPTIONAL
✓
MF CAS Statement
CAMS / Kfintech
OPTIONAL
✓
Trading Reports
Stocks / F&O / Crypto
OPTIONAL
✓
Home Loan Cert.
Interest certificate
OPTIONAL
✓
Insurance Premiums
Life + Health proofs
OPTIONAL
✓
Rent Receipts
For HRA exemption
OPTIONAL
✓
Previous Year ITR
Carry-forward losses
OPTIONAL
✓
P&L Statement
Business income
OPTIONAL
✓
Balance Sheet
Business assets/liabilities
OPTIONAL
✓
💡
More documents = Better AI Accuracy. AI cross-verifies all uploaded data with AIS and 26AS for maximum precision.
💳 Step 3 of 5
Complete Payment
Secure payment to unlock full AI analysis and reports.
Select Plan
🎁
Open Free MF Account →
Get 10% OFF — Open a Free MF Account with KG Finvest!
Start your Mutual Fund SIP journey today and get 10% instant discount on any ITR plan.
Basic Review
₹999 + GST
- Income Classification
- ITR Form Suggestion
- Basic Deductions
- Regime Comparison
- Filing Guidance
Most Popular
Detailed Assessment
₹1,499 + GST
- Everything in Basic
- Risk Analysis
- P&L Statement
- Balance Sheet
- Tax Optimisation Tips
- Health Score Report
Payment
₹1,499 selected📱
kgfinvest.4419@uboi
Scan & Pay via any UPI app
📱
G
P
B
Pay via UPI ID
Debit / Credit Card
Net Banking
Pay via Razorpay
🔒 256-bit SSL encrypted payment. Your data is completely secure.
🤖 Step 4 of 5
AI Analysis in Progress
Our AI is reading, cross-verifying and analysing your financial data.
0%
AI processing your documents…
1
OCR Reading Documents
2
Matching AIS & 26AS
3
Detecting Income Sections
4
Identifying Deductions
5
Generating P&L Statement
6
Building Balance Sheet
7
Calculating Tax Liability
8
Risk Assessment Running
9
Preparing Final Report
📊 AI Tax Assessment Report
Your ITR Report is Ready
Comprehensive AI-generated financial assessment for AY 2024-25.
Rajesh Kumar Sharma
₹14.2L
Gross Income
₹3.85L
Total Deductions
₹10.35L
Taxable Income
₹1,26,100
Tax Liability
₹1,54,800
TDS Paid
₹28,700
Refund Due ✓
ITR-1
SAHAJ — Recommended
Salaried individual with salary + interest income. Total income below Rs.50L. No capital gains or business income detected.
⚖️ Regime Comparison
New Regime
Saves ₹22,400 more
₹1,26,100
Recommended ✓
Old Regime
After all deductions
₹1,48,500
Section 80C — EPF + PPF + ELSS
EPF: ₹84,000 + PPF: ₹50,000 + ELSS: ₹16,000
₹1,50,000
Section 80D — Health Insurance
Self & family: ₹18,000 + Senior parents: ₹37,000
₹55,000
Section 24(b) — Home Loan Interest
Interest paid on self-occupied property
₹2,00,000
Section 80TTA — Savings Interest
Interest on savings accounts (capped at Rs.10,000)
₹10,000
⚠️ MISSED: Section 80CCD(1B) — NPS
Invest Rs.50,000 in NPS to claim this additional deduction
₹50,000 available
⚠️ MISSED: Section 80G — Donations
Any donations made during FY 2023-24 can be claimed
Check records
Overall Risk Level:
⚠️ Medium Risk
AIS — Salary Match Confirmed
Salary as per AIS matches Form 16 exactly. No discrepancy.
26AS TDS — Full Match
All TDS entries in 26AS are reconciled with employer TDS certificate.
FD Interest — Partial AIS Mismatch
AIS shows Rs.78,400 FD interest. Please ensure all bank FD interest is declared. Missing declarations can trigger notice under Section 148.
Large Credit — July 2023
Bank statement shows Rs.3.2L credit in July 2023. Source should be documented (gift/loan/sale proceeds) to respond to any notice.
Dividend Income Declared
All dividend income from AIS is included in return. No mismatch.
75
Cash Flow Score
Healthy cash flow
50
EMI Burden
Moderate FOIR: 50%
70
Savings Ratio
Good savings rate
40
Risk Score
Medium risk profile
Revenue / Income
Salary & Perquisites₹13,20,000
Interest Income (FD + Savings)₹92,600
Dividend Income₹28,600
Total Gross Income₹14,41,200
Deductions & Exemptions
Section 80C-₹1,50,000
Section 80D-₹55,000
Home Loan Interest Sec 24(b)-₹2,00,000
Section 80TTA Savings Interest-₹10,000
Standard Deduction-₹50,000
Total Deductions-₹4,65,000
Net Taxable Income₹9,76,200
Tax Refund Receivable₹28,700 ✓
Step-by-Step ITR Filing Guide
1
Visit the IT e-Filing Portal
Open incometax.gov.in on your browser. Click “Login” on the top right.
🔗 Open Portal2
Login with PAN
Enter your PAN as User ID. Enter password. Complete Aadhaar OTP verification.
3
Navigate to File ITR
Go to: e-File → Income Tax Returns → File Income Tax Return → Select AY 2024-25 → Online mode.
4
Select Recommended ITR Form
AI recommends: ITR-1 (SAHAJ). Select this form. Confirm the pre-filled data from AIS/26AS.
5
Enter Income Details
Use the figures from this AI report. Salary: ₹13,20,000 | Interest: ₹92,600 | Dividends: ₹28,600.
6
Enter Deductions
80C: ₹1,50,000 | 80D: ₹55,000 | 24(b): ₹2,00,000 | 80TTA: ₹10,000 | Standard: ₹50,000.
7
Verify AIS & 26AS
Confirm all income figures match AIS. Verify TDS credits match 26AS. Review any discrepancies.
8
Preview & Validate Return
Click “Preview Return” to review entire ITR. Fix any errors flagged. Tax payable should show REFUND of ₹28,700.
9
e-Verify the Return
Choose verification method: Aadhaar OTP (fastest) / Net Banking / DSC. Complete e-verification within 30 days.
10
Download ITR-V Acknowledgement
Download the ITR-V from your dashboard. Refund of ₹28,700 will be credited to your bank account within 15-30 days.
Download Reports
🤖
Have Questions? Ask our AI Assistant
Fully automated AI support — get instant answers about ITR filing, deductions, notices, and tax planning. No human agents, available 24/7.
⚠️ Important Disclaimer:
This AI-generated report is for informational and assistance purposes only. Figures shown are based on uploaded documents and AI analysis. This platform provides AI-generated guidance only. All analysis is fully automated. Users are responsible for verifying and submitting their own returns on the Income Tax portal.
KG Finvest AI Tax Intelligence Platform | MFD ARN 301473 | IRDAI Licensed Insurance Advisor | URN: ABLI1701250261 | 🌐 www.kgfinvest.com
This AI-generated report is for informational and assistance purposes only. Figures shown are based on uploaded documents and AI analysis. This platform provides AI-generated guidance only. All analysis is fully automated. Users are responsible for verifying and submitting their own returns on the Income Tax portal.
KG Finvest AI Tax Intelligence Platform | MFD ARN 301473 | IRDAI Licensed Insurance Advisor | URN: ABLI1701250261 | 🌐 www.kgfinvest.com