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AI Assisted Filing

Updated on: Jun 18th, 2024

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3 min read

The advent of AI has transformed workplaces by leaps and bounds. AI Assistance, or virtual assistance, provides round-the-clock guidance and support for a wide range of tasks. This intelligent tool instantly answers your questions, clears up your confusion in minutes, and completes your work quickly. Experience a smarter and more efficient way to accomplish your tasks with AI Assistance. 

What is AI Assisted Filing? 

It is natural to have a lot of doubts when it comes to filing your Income Tax Return (ITR). At ClearTax, we understand how important it is to clarify your doubts and confusions as soon as possible while filing your ITR. Thus, this year, ClearTax has introduced AI Assisted filing, which will help you resolve all your doubts immediately

AI Assisted filing is nothing but having a dedicated tax assistant, i.e., the AI Assistant, guiding you throughout your tax filing journey on ClearTax. Ask any tax-related questions to our AI Assistant, and you will get the answer instantly, making your filing process smooth and quick. 

Where to Find AI Assistant in ClearTax?

First, you need to log in to cleartax.in and start your ITR filing. As soon as you start your filing journey, our AI Assistant is ready to greet you and help with all your doubts. Just click on ‘Chat Now’ and clear all your tax-related confusion.

AI Assistant

How AI Assitance Eases ITR Filing? 

You can ask the AI Assistant any tax-related questions and instantly get the answer. You no longer have to switch tabs or search for answers on Google. Our AI Assistant will be that friend of yours who answers your tax queries while filing your return. 

Let’s look at some examples where ClearTax’s AI Assitance can help you while filing your return.

Example 1: Akash files his ITR every year with Cleartax. This year, he changed jobs and turned to our platform once again for its intuitive interface. When he was checking his tax summary details after filling out his returns, he noticed that he had forgotten to upload Form 16 from his previous employer. A quick chat with Smart AI Assistant simplified everything, turning Akash into a tax filing pro in no time. Here’s how he did it.

Form 16

Through our AI Assistant’s easy-to-follow steps, Akash could upload his two Form 16 in seconds.

Example 2: Rashmi has enjoyed the simplicity of the one-click import feature of ClearTax for her stock and mutual fund transactions. This year, she has also earned crypto income and has come to ClearTax to quickly finish her filing by importing her crypto transactions from brokers. Our Smart AI Assistant ensured that her filing was flawless. Here’s how she filed her ITR like a pro.

Crypto Income tax filing

As soon as she clicked on ‘Here,’ our AI Assistant took her directly to the ‘Crypto Income’ section, saving her time.

Crypto filing

Example 3: Darshan is a freelancer who plans to file his taxes under the presumptive taxation scheme while filing his return on Cleartax. However, he wanted to learn more about presumptive taxation. He used our Smart AI Assistant and resolved all his queries with ease. Here’s how our AI Assistant helped him.

Business income

Queries That Can be Resolved by AI Assitance

You can ask any tax-related questions to our AI Assiatant. Here are the doubts on the most common topics that you can ask and get instant answers from the AI Assistant:

  • Which ITR to file?
  • HRA (House Rent Allowance)
  • Capital gains income
  • Deductions on home loan
  • Dividend income earned
  • Crypto, gaming and VDA income
  • Section 80C deductions
  • Deduction on medical insurance

These are just a few common topics where you may have doubts. But you can ask our AI Assistant any tax-related questions apart from the above-mentioned topics and get answers.

Benefit of AI Assistance Filing 

  • AI Assistance filing helps you file your return with ease.
  • AI Assistance guides you throughout the return filing process without the need to pause the process to find answers elsewhere.
  • You will not have to depend on anyone to clarify your doubts about filing.
  • You can file taxes like a pro with the guidance of our AI Assistance.
  • You will not have to switch between tabs while filing your ITR to find answers.
  • AI Assistant will act like your trusted friend, solving all your queries at each step.
  • No matter how many questions you have, the AI Assistant will answer all your questions patiently. 
  • AI Assistance is available 24/7. Thus, you can file your returns at any time without any hassle.
  • AI Assistance will give you answers immediately, saving you time.
  • AI Assistance will help you avoid mistakes by providing real-time answers.

Conclusion

AI is the new technology that helps people to ease their tasks. Thus, ClearTax is here to help you with AI Assisted filing to ease your ITR filing process. AI Assistance will act like your personal tax assistant right by your side till you complete your filing. With our AI Assistance, you can file your taxes confidently, as it will provide you with the required information for filing the return. File your taxes with AI Assisted filing on ClearTax today and stay stress-free.

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Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

Cleartax is a product by Defmacro Software Pvt. Ltd.

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