+ New filing RV

Hi there 👋

You're 92% ready to file FY 2024-25. Two small fixes and you're done.
Total income (FY24-25)
₹14,82,500
↑ 8.2% vs last year
Tax paid (TDS + advance)
₹1,42,160
From 3 sources
Refund estimate
₹18,240
New regime saves more
Filing readiness
92%
2 actions pending

Tax Snapshot — FY 2024-25

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Form 16 — Acme Corp · ₹14,02,500Recognised
Bank interest (HDFC, ICICI) · ₹62,400From AIS
Dividends (MF) · ₹17,600From AIS
Bank interest mismatch — declared ₹56,000−₹6,400
80C utilised — EPF + ELSS₹1,50,000 / 1,50,000
Filing readiness92%

Filings in progress

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In progress

ITR-1 · FY 2024-25

Awaiting regime confirmation

Due in 4 days

GSTR-3B · Apr 2025

Draft prepared from sales data

Scheduled

TDS 26Q · Q4 24-25

Starts 31 May

Next steps

Snooze all
Upload Form 16
Acme Corp · 12 May
Done
Auto-fetch AIS & TIS
Reconciled with declared income
Done
Confirm bank interest of ₹62,400
AIS shows ₹6,400 more than declared
2 mins
Choose regime (Old vs New)
Switching to New saves ₹18,200
1 min
Verify bank account for refund
XXXX 4582 · HDFC Bank
30 sec

AI Assistant

Ask anything about your tax. I know your documents and your latest snapshot.

You: Should I switch to the new regime?
AI: Based on your income (₹14.82L) and 80C of ₹1.5L, switching to the New regime saves you ₹18,200. You'll lose HRA deduction (₹0 used) and 80C (₹1.5L) — but the lower slabs more than make up for it. Want me to apply this?

Reminders

Settings
in 4 days
GSTR-3B · April 2025
Draft is ready. File in 2 minutes.
in 23 days
Advance tax · Q1 instalment
Estimate ₹38,400 — based on FY24-25 trend.
31 Jul
ITR for FY 2024-25
You're 92% ready. Finish anytime.
Tip for you
Add ₹25,000 of 80D health insurance to save ₹7,800 more.
Based on your tax slab and missing deductions.

Recent documents

Open all
📄
Form 16 — Acme Corp.pdf
Uploaded 12 May · 248 KB
Form 16
📄
AIS_FY2024-25.pdf
Auto-fetched 12 May · 1.1 MB
AIS
📄
Zerodha P&L.xlsx
Uploaded 11 May · 86 KB
Capital gains