ClearTax AI: Key Features, Benefits and Tax Filing Guide

ClearTax AI-powered tax filing was a game-changer in 2024, helping over 2 lakh gig workers file their taxes and resulting in a refund of Rs. 30+ Crores. For FY 2024-25, ClearTax has expanded its AI-powered chat-based ITR filing. Taxpayers can easily file their ITR through ClearTax AI Co-Pilot in a few easy steps. Not only can taxpayers file their taxes, but they can also get all their tax-related queries answered through our AI-Chat bot. 

Taxpayers can easily file tax returns and claim refunds through the ClearTax AI-Chat bot on the ClearTax portal. 

What Is ClearTax AI?

ClearTax AI is an advanced AI chatbot designed to answer taxpayer queries related to tax. Taxpayers can also use the ClearTax AI to file their tax returns with just a few simple clicks. 

Key Features & Benefits of ClearTax AI

1. Innovative AI

The ClearTax AI chatbot is an innovative means for taxpayers to file their tax returns. The AI chatbot does most of the work and is user-friendly. The AI chatbot is also equipped to answer any queries that taxpayers may have. 

2. Customer Centric

ClearTax AI is customer-focused and designed to cater to all the requirements of taxpayers. It is easy to navigate and can be accessed through the portal easily. ClearTax AI also ensures data security, empowering taxpayers to file taxes with ease and confidence. 

3. Secure Platform

ClearTax AI offers a secure platform for taxpayers. The integrated secure payment gateway ensures that the user data and transactions are protected. The AI chatbot is well-designed to handle sensitive data and provide a seamless experience for users. 

4. Fast and Easy

ClearTax AI is fast and easy. Taxpayers can file their returns with just a few clicks and simple steps by providing the required data. The AI chatbot is fast and gives instant replies to queries and ensures that the process is hassle-free.

What Does ClearTax AI Do?

ClearTax AI chatbot not only helps you file tax returns but also answers questions related to tax. If you have any doubts or questions, you can simply ask our AI chatbot, and it will provide you with proper guidance, helping you better understand the process. ClearTax AI is well-equipped to answer all tax queries and help taxpayers navigate the product, completing their tax filing efficiently. 

How To File ITR Through ClearTax AI?

Filing ITR through ClearTax AI is very simple. Taxpayers can access this service through the ClearTax portal by navigating to the ClearTax chatbot and clicking on the “Chat Filing”. Once you land on the filing page, the AI chatbot will ask for OTPs to verify and access relevant information. Any other details required should be provided to the AI assistant when asked. The best part is that the ClearTax AI chatbot handles most of it, fetching data, calculating taxes, and everything else. Taxpayers simply need to verify and provide the necessary information. At the end, if there are any tax dues, taxpayers can pay them and continue the process. Taxpayers can also e-verify their ITR through the AI chatbot by entering the OTP sent.  

Who Should Use ClearTax AI?

Taxpayers with salary income, freelance income, business income and income from other sources can use ClearTax AI to file their ITR. NRIs can also make use of ClearTax AI to experience a hassle free return filing process. The software is a hit among gig workers, enabling them to file their ITR easily. 

Security and Data Privacy at ClearTax

At ClearTax, ensuring the data security and privacy of our customers is our top priority. ClearTax software is International Security Management certified, ensuring that we use industry best practices to prevent unauthorised data access. Your data is encrypted so that only ClearTax applications are able to access and use it, and only when you allow them. ClearTax is ISO 27001:2013 and SOC2 Type 2 compliant and is also secured with SSL.   

Conclusion

ClearTax AI offers a modern solution for tax filing. It enables taxpayers to file their ITR in the simplest way possible through just a few clicks, and all this while giving top priority to data security and privacy. ClearTax AI is best for taxpayers filing a simple ITR form with not many sources of income. ClearTax AI is both value for money and time, and the best in the industry in terms of using AI for tax filing. 

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