Advocate Mohammad Kamran
- 10+ Years of Legal Experience
- Enrolled with the Bar Council of Uttar Pradesh
- Certificate of Practice holder
Income Tax Return Filing Assistance in Lucknow
Getting the return right by getting the documents behind it right first.
Tax and GST
What this covers
A return is a statement of what happened during the year, and the department reads it against the information it already holds from banks, registrars, employers and reporting entities. Where the return and that information diverge, correspondence follows. Most of the difficulty people have with returns is therefore not the filing itself but the explanation for an entry that does not match.
The assistance offered here is on the documentation and the legal position: which transactions during the year need supporting material, how a particular receipt should be characterised, and what should be kept in case a question comes later. Preparation of the return and the computation is carried out with, or coordinated with, a chartered accountant.
Scope of assistance
What this work involves, and what it does not
Different parts of a matter of this kind are different kinds of work. This is how they divide.
- Legal advisoryAdvice on the legal position, the options open and the consequences of each.
- Document draftingPreparation and review of the agreements, deeds and written replies the matter requires.
- Return preparationCarried out with, or coordinated with, a chartered accountant. Audit and any certificate that only a chartered accountant may sign is their work.
- Coordination with other professionalsWhere a matter requires audit, or a certificate or filing that only a specified professional may sign, it is coordinated with a chartered accountant or company secretary.
Nothing on this page is an offer to audit accounts or to issue any certificate that only a chartered accountant or company secretary may issue. No professional designation is claimed for anyone at the firm beyond enrolment as an advocate, and no undertaking is given that any particular person will certify, audit or appear in a given matter.
Who this may assist
Who this service may assist
If your situation is not listed, it does not mean it cannot be dealt with. It means it should be discussed.
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Individuals with more than salary income
Rent, capital gains, interest or professional receipts complicate the position.
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People who sold property during the year
A capital-gains computation and, often, an exemption claim have to be supported.
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Partners and proprietors
Business or firm income has to be reconciled with the firm's own position.
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Anyone whose earlier return drew a query
A previous year attracted correspondence and you want this year's documentation to be sound.
Scope
Assistance available
- Review of the year's transactions to identify what will need supporting documentation
- Advice on how a particular receipt or payment should be characterised
- Assembling and indexing the material behind capital gains, exemptions and deductions claimed
- Advice on revising or updating a return already filed, where that is available
- Response where a filed return is treated as defective or is picked up for a query
- Coordination with a chartered accountant on preparation, computation and filing
Process
How the work generally proceeds
The sequence varies with the facts and the forum. This is the usual shape of it.
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Step 01
Listing the year's transactions
Salary, business receipts, rent, capital gains, interest and anything unusual, with the documents for each.
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Step 02
Reconciling against what is reported
The information the department already holds is checked against the position proposed, so a mismatch is dealt with before it becomes a notice.
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Step 03
Settling the treatment of the difficult items
Capital gains, exemptions, loans and gifts are the entries that draw questions, and they are settled with documents.
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Step 04
Preparation and filing
Carried out with, or coordinated with, a chartered accountant, on the government portal.
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Step 05
Keeping the file
The supporting set is indexed and retained, because a query may come long after the year has closed.
Preparation
Documents commonly required
Bringing what you have makes the first discussion considerably more useful. Missing items can be obtained later.
- Permanent account number and the previous year's return
- Salary certificate or the statement of business or professional receipts
- Bank statements for the full year for every account
- Deeds and computations for any property bought or sold, with the bank trail
- Records supporting deductions and exemptions being claimed
- Details of loans given or taken, with the documents evidencing them
Cautions
Common mistakes
- Filing before the documents are assembledCorrecting a filed return is possible only within limits. Getting it right first is considerably easier.
- Leaving a bank account outEvery account matters, including dormant ones, because the department's information is account-based.
- Claiming an exemption without the supporting materialAn exemption claimed and then not evidenced is a common route to an addition and a penalty proceeding.
- Treating a loan as unexplained by defaultA loan received should be supported by the lender's identity, capacity and the banking trail. Cash arrangements are hard to sustain.
- Assuming the due date is the same as last yearDue dates are notified and are frequently extended or altered by category. Confirm the date applicable to you for the year in question.
See also
Related legal and tax services
Reading
Related Guides
General information notes on this area. They are not legal advice.
The practice
Advocates
Each advocate of the firm is enrolled with the Bar Council of Uttar Pradesh and holds a Certificate of Practice.
Advocate Hamid Razzaq
- 15+ Years of Legal Experience
- Enrolled with the Bar Council of Uttar Pradesh
- Certificate of Practice holder
Advocate Mohd. Mateen
- 20+ Years of Legal Experience
- Enrolled with the Bar Council of Uttar Pradesh
- Certificate of Practice holder
Questions
Frequently asked questions
Due dates depend on the category of taxpayer and the year, are set by notification and are frequently extended. No date is given here because it would not be reliable. The date applicable to you is confirmed against the current position when the work is taken up.
There are mechanisms for revising or updating a return, subject to conditions and to time limits that depend on the year and the nature of the correction. Whether one is available to you is checked on the facts before anything is filed.
Filing can be required for reasons other than the level of income, and it is frequently useful in any event when a loan, a visa or a large transaction is contemplated. Whether you are required to file is checked against the position for the year concerned.
Longer than most people expect, because a question can be raised well after the year has closed and the period for doing so depends on the provision invoked. The practical answer is to keep the indexed set for as long as any proceeding for that year remains possible.
Where the firm works
Lucknow and Uttar Pradesh Coverage
The firm's office is in Lucknow. Matters arising in other districts of Uttar Pradesh are conducted from Lucknow before the court, tribunal or authority that has jurisdiction over them. There is no branch office elsewhere. Which forum will hear a particular matter depends on its subject, its value and where the cause of action arose, and is confirmed before anything is filed.
This page is general information about an area of practice. It is not legal advice, and it is not an advertisement or a solicitation of work. Reading it creates no advocate–client relationship.
Procedures, limitation periods, court fees, stamp duty and government charges change, and what applies depends on the facts of the particular matter. Nothing here should be acted on without advice on your own documents, and no outcome is promised or predicted.
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