Ask Your Expert Friend

When you file taxes on your own, there are many instances where you wish your CA could validate the details or your friend could check the correctness of your return. You may even hesitate to file your taxes online as your CA will not be helping you in this process. 

You do not have to worry anymore about your CA, expert friend or relative not being able to check your return when you file ITR from ClearTax. ClearTax allows you to file your return with the help and guidance of your CA or your friend by sharing it with them. Keep reading to know more about sharing your ITR with your friends and family.

Ask Your Expert Friend

This year, ClearTax has introduced the ‘Share’ option to reduce your tax-filing stress. With the sharing option, ClearTax ensures you do not miss your CA, tax expert friend, or family member who’s a tax expert while filing returns. You can get their guidance online without the hassle of visiting the CA’s office or fixing a time with your friend for this purpose.

You can fill out and securely share your Income Tax Return (ITR) at any time with your CA or expert friend, who can view and validate it before its final submission. They can review your details without seeing your sensitive information. Thus, sharing your ITR will reduce the likelihood of errors and increase your confidence while filing your returns. 

Who Can You Share With?

You can share your filled out ITR with anyone you wish to. You can share it with your CA, friends, family members, parents, etc. Additionally, there is no restriction on the number of people with whom you can share your ITR. Thus, you can share your ITR with one or many persons as many times as you want.

How to Ask Your Expert Friend?

Here’s how you can ask your expert friend to check your ITR on ClearTax:

Step 1: Log in to ClearTax.

Step 2: Fill out the return and click on ‘Share’ button.

Step 3: Enter the email ID of the person you want to share your ITR with and click ‘Send Invite’. The invitation will be sent to the email address of that person.

You can also cancel the invite by clicking on the ‘Share’ button and then on the ‘Cancel Invite’ option. When you cancel the invite, the person will no longer be able to view your ITR. 

Step 4: The following email will be sent to the person you have invited to view and validate your ITR. The respective person must click on ‘Get Started’. 

Step 5: Next, the person should log in or sign up to ClearTax to view your ITR.

Step 6: Once the person logs into ClearTax, he/she can view your tax summary and the details you have entered in your ITR by clicking on the ‘See Full Tax Break-up’ option. He/she can also click on ‘Chat Now’ to leave comments or messages to you.

What Computation Can You Share? 

When you share your ITR with your CA, expert friend or relative, he/she can only view your tax summary, which includes:

• Income Sources
• Deductions
• Total Tax Payable

Your sensitive information will not be shared with them. 

Benefits of Asking Your Expert Friend for ITR Review

• You can securely share your details with a CA or expert friend, as ClearTax ensures the safety of your information. Plus, only the people who have received the invitation can view your details.
• You can also cancel the invite and block the person from viewing your ITR details.
• Your CA or any trusted friend can review your tax returns and ensure that you have entered the correct information on it. 
• You can get assurance from your CA or tax expert friend that your returns are accurate and complete.
• When you share your ITR with your CA or expert friend, you can get their guidance regarding your tax returns.
• You can double-check your ITR with a CA or expert friend by sharing it with them. 
• When you share your filled-out ITR with a CA or a tax expert friend or family member, you save time and money on travel as you do not have to visit them to ensure its correctness. 
• You can confidently file your ITR on your own as you can be sure of your tax summary since it is shared and checked by a CA or expert friend.
• Through the share option, you get the dual benefit of filing your ITR quickly and also getting your ITR details validated by your CA or expert family member online.

ClearTax ensures that your filing is smooth by letting you ask your expert friend or CA to check your ITR details online. All you need to do is fill out your ITR, click the ‘Share’ button and enter the email ID of the person you want to ask. They can review it online by logging into ClearTax and give you suggestions. This way, you can complete your ITR quickly and easily with the help of a CA or expert friend from the convenience of your home.