Tax Consultation Booking & Preliminary Analysis

Step 1 of 10

Customer Details

Tell us a little about yourself so we can prepare for your consultation.

Full Name *Please enter your full name.

Mobile Number *Enter a valid 10-digit mobile number.

Email *Enter a valid email address.

PAN *Enter a valid PAN (e.g. ABCDE1234F).

Aadhaar (Optional)

Date of Birth

Occupation

City

Step 2 of 10

Taxpayer Type

Select the category that best describes your income sources.

Step 3 of 10

Financial Details

Enter approximate annual figures — exact numbers can be refined during the consultation.

Annual Income / Salary (₹)

Other Income (₹)

Rental Income (₹)

Capital Gains (₹)

Interest Income (₹)

Dividend Income (₹)

Agricultural Income (₹)Exempt, but shown to your consultant for rate purposes.

Step 4 of 10

Business Financials — P&L & Balance Sheet

Relevant for Business, Professional and Freelancer taxpayers filing ITR-3 or ITR-4. Skip this step if it doesn't apply to you.

Step 5 of 10

Deductions (Old Regime)

Only relevant if you plan to use the old tax regime — leave blank if unsure.

Section 80C (₹, max 1,50,000)

80CCD(1B) — NPS (₹, max 50,000)

Section 80D — Health Insurance (₹)

Home Loan Interest — 24(b) (₹, max 2,00,000)

HRA Claimed (₹)

Education Loan Interest — 80E (₹)

Donations — 80G (₹)

Other Deductions (₹)

Step 6 of 10

Upload Documents

Upload what you have now — anything missing will be flagged in your preliminary analysis. For Form 16, AIS, Form 26AS, TIS and your last filed ITR copy (marked with a gold border), uploading a PDF will attempt to auto-read key figures and offer to fill in your Financial Details for you.

⭐ Exclusive

Auto-Generate Professional Financial Statements

Upload your Previous ITR above (or fill in Business Financials in Step 4) and generate a full, professionally formatted statement set — Computation of Total Income, Profit & Loss Account, Balance Sheet and Capital Account — styled the way a tax firm would prepare them, ready to print or save as PDF.

Step 7 of 10

AI Preliminary Analysis

A rule-based estimate from the details you've entered so far — not a final computation.

Step 8 of 10

Consultation Booking

Choose a date, time and format that works for you.

Preferred Date

Preferred Time

Preferred Language

Consultation Mode

💻 Online 🏢 Office Visit

Remarks

Step 9 of 10

Payment

Secure your consultation slot with the consultation fee.

Consultation Fee (₹)

Payment Status

Current status: Pending

Scan with any UPI app to pay the consultation fee.

Step 10 of 10

Review, Declaration & Submit

Please review your details before submitting.

I hereby declare that the information provided above is true and correct to the best of my knowledge. I understand this is a preliminary tax assessment and does not constitute professional tax advice — final recommendations will be provided only after reviewing all supporting documents during the consultation.

Common Questions

KG Finvest — Tax Consultation Portal