From the e-Filing portal to a prepared return, using two purpose-built tools.
Where the hours go before any tax thinking begins.
26AS, AIS, TIS and the prefilled JSON, and what each one gives you.
Downloads all four documents for your assessees for the relevant year.
Turns those documents into an Excel working, then into the ITR form.
Which form fits which assessee status.
The whole journey on one screen, and where you stay in control.
What the tools do not replace.
Both tools, running on real workflow steps.
For each assessee, each year, before any professional judgement is applied:
Move the sliders to your own numbers.
Fetches all four documents for your assessees for the relevant year, so nobody sits downloading them one by one.
| Assessee | 26AS | AIS | TIS | JSON |
|---|
Illustration only. The live tool follows in the demonstration.
Pulls the information out of the downloaded files and places it where it belongs.
Illustrative layout.
Reads your statements and works out what goes into which part of the return.
Resident individual with salary, house property and other sources, within the prescribed limits.
Individual or HUF with no business or professional income, such as capital gains or foreign assets.
Individual or HUF with income from business or profession.
Resident individual, HUF or firm (other than LLP) on the presumptive scheme.
Firms, LLPs, AOPs, BOIs and similar persons.
Companies, other than those claiming exemption as charitable or religious institutions.
Where the data lives
Tool 1 fetches the files
26AS, AIS, TIS, JSON
Tool 2 populates it
Computation, P&L, Balance Sheet
ITR 1 to 6, by status
Your judgement, your sign-off
Reported values can be duplicated, misclassified or simply wrong. Confirm them against the client's records before relying on them.
Portal logins and financial data are confidential. Keep them on systems your firm controls.
Automation moves data quickly. Classification, disallowances and disclosures still need your judgement.
Residential status, foreign assets, directorships or unlisted shares can change which form applies.