Taxes are simple with us

Cleartax is a super simplified & easy tax filing platform where users can file their returns in just 3 minutes. Investors and traders of Kotak Securities can login to Cleartax and upload Tax P&L report from their Kotak Securities account, post which they can file returns either themselves on Cleartax's platform or take help from one of Cleartax's tax experts

ITR return forms are attachment-less forms and, hence, the taxpayer is not required to attach any document (like proof of investment, TDS certificates, etc.) along with the return of income (whether filed manually or filed electronically). However, these documents should be retained by the taxpayer and should be produced before the tax authorities when demanded in situations like assessment, inquiry, etc.

Yes, you can either Self-file (DIY) on our platform or choose from one of our Expert assisted plans, based on your financial situation. And since we are a registered ERI (E-Return Intermediary) with the ITD, we can file your taxes completely online with an option for e-verification of returns as well.

The ITR form may change depending on the income situation you have, if you trade in Equity, mutual funds & ETFs, it falls under the head 'Income from Capital Gains' & hence you should file ITR-2. If you trade in F&O and intraday, it falls under the head 'Income from business & profession' & hence you should file ITR-3. When filing your Income tax return using Cleartax, we choose the right form for you based on your financial situation

You can claim a refund of the excess tax paid by filing your Income-tax return. It will be refunded to you by crediting it to your bank account through ECS transfer. It is important to pre-validate your bank account details before filing your income tax return.

There are 2 kinds of filing plans available at ClearTax - DIY filing plans, CA-assisted plans, and LIVE ITR filing plans. With the DIY filing plans, you can file your ITR in just 3 mins and 3 simple steps. The CA-assisted plans give you a dedicated tax expert to help you file your taxes.