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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    Read: Refund Policy*
    

    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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