ITR Filing made Easy for Kotak Bank customers

Exclusive ClearTax services for Kotak Mahindra Bank Privy customers

Confused about your tax returns? Let the experts do it for you. Maximize your tax savings with our premium services.

5 easy steps to
complete your ITR

Complete the entire process from document upload to settling taxes to filing returns in less than 7 minutes. Track your rerunds and enjoy your rewards.-

Prepare

Keep your Form 16s and TDS certificates handy

Upload

Simply drag and drop multiple Form 16s to start filing

Claim

HRA, 80C contributions, insurance premia, donations

Settle

Pay tax for any dues or proceed to claim refunds

File

Check tax refunds and enjoy your rewards

Step-by-Step guide to
filing income tax

Need a walkthrough of the tax filing experience with us? Don’t worry we have you covered.

Need help?
Get expert assistance

Confused about your tax returns? Let the experts do it for you. Maximize your tax savings with our premium services.

Silver Plan

₹799
999
CTKOTAK20

Filing of Income Tax Return for 1 Financial Year - Multiple Form 16/House Property ITR Filling

Dedicated secure vault for uploading & discussing financials with Tax Expert

Year-round dedicated Relationship Manager for the company

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Gold Plan

₹2799
3499
CTKOTAK20

All the services covered under the Silver Plan

30 Mins free consultancy with Tax experts twice a year

Assistance in advance tax calculation and payment/Capital Gains on shares/Mutual Funds /Sale of Property/Presumptive Business Income-Capital Gain Filling/responding to Tax notices & refunds/Tax Planning and Payroll declaration

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Platinum Plan

₹5999
7499
CTKOTAK20

All the services covered under the Gold Plan

30 Mins free consultancy with Tax experts-4 times a year

Preparation of Balance Sheet, Profit & Loss Account & Net worth Statement

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Your data is secure,
privacy is assured

We take your data very seriously. Right from data transmission to storage, we ensure encryption and strictest privacy protocols.

Encryption

We are 128-bit SSI certified and PCI complaint which means your data reaches our servers safely.

Storage

We use ISO 27001 certified data centers, which are quarterly VAPT tested and externally audited.

Privacy-aware

We do not share our or your clients’ data with unaffiliated third parties for their own purposes.

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