Complexity / Plans Plan 1 (FREE) Plan 2 (INR 249/-) Plan 3 (INR 599/-) Plan 4
(INR 1199/-)
Plan 5 (INR 2499/-) Plan 6 (INR 7499/-)
Income upto 2.5 Lacs
Income above 2.5 Lacs
Income above 50 Lacs
Up to one House Property
PF Withdrawal
Sav A/C, NRE A/C, Dividends, Exempt Interest
FD Interest
Brought Forward Losses
Multiple Form 16
Additional House Properties
Capital Gains
Commission/Contract/Other Income
Foreign Income
NRI
Foreign Assets
Annual Portfolio Management







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    Documents required from the Client for filing ITR:
    Please pay the membership fee as explained above and upload your ITR documents.
    a) FORM-16
    b) PAN Card Copy
    c) Bank Account No
    d) Bank IFSC CODE
    e) Permanent or Current address- complete address including PIN Code
    f) Income Tax portal password. In absence of the same, Financial Doctors team will help generate the same and share with the client.
    g) Copy of Aadhaar Card
    h) Rental Income details
    i) Home loan certificate from the bank, if any
    j) Savings Bank interest details
    k) Capital Gains, if any (in Sale of Property, Mutual Funds or Shares- even loss has to be reported)
    l) Any other source of Income, if any e.g. professional income
    m) Form 26 AS – to be pulled out by Financial Doctors from the online system

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