Want to e-file your return?
Capital gains in IT Return
Are you an Equity, Intraday, F&O or
Commodities Trader?
Call: +91 11 4084 4781
Email: support@taxspanner.com
Financial Wellness
Tax Optimizer (TO) helps you reduce your tax outgo and achieve
financial goals by availing maximum tax deductions.
Bronze e-Filing
BEST FOR: AC Assisted E-File Your ITR and get Tax Optimizer Report.MRP:
₹1199/-- VALIDITY: 12 months
- How Tax Optimizer works?: View Now
- Auto Generation of TO report (via Hyperlink or Salary Slip Upload)
- Multiple Form16, HRA, Rental Income
- Tax Vault for easy access: Yes
- Self Learning Video/Content: Yes
- Email Support: Yes (48 Hrs TAT)
Chat with tax expert.ITR reviewed/ prepared by tax expert: Yes.Expert discussion over phone: 20 minutes/4 CallsDTAA/Tax Relief computation.Assets declaration for income > 50L.Capital Gains/Carry Forward of Losses/Relief u/s 89*Tax saving recommendationMatching the tax saving investment with financial planningFinancial planning enabling Investment to achieve financial wellbeing. Selection of best investment option among the asset class recommended.
Silver e-Filing
BEST FOR: income below 50 lakh & want CA assisted expert e-filing guidance.MRP:
₹3599/-- VALIDITY: 12 months
- How Tax Optimizer works?: View Now
- Auto Generation of TO report (via Hyperlink or Salary Slip Upload)
- Multiple Form16, HRA, Rental Income
- Tax Vault for easy access: Yes
- Self Learning Video/Content: Yes
- EMAIL SUPPORT: Yes (24 Hrs TAT)
- Chat with tax expert: Yes
- ITR reviewed/prepared by tax expert: Yes
- EXPERT DISCUSSION over phone: 20 minutes/4 calls.
DTAA/Tax Relief computation.Assets declaration for income > 50L.Capital Gains/Carry Forward of Losses/Relief u/s 89*.Tax saving recommendationMatching the tax saving investment with financial planning.Financial planning enabling Investment to achieve financial wellbeing. Selection of best investment option among the asset class recommended.
Gold e-Filing
BEST FOR: Income over 50 lacs, foreign income/assets, capital gain & F&O.MRP:
₹6599/-- VALIDITY: 12 months
- How Tax Optimizer works?: View Now
- Auto Generation of TO report (via Hyperlink or Salary Slip Upload)
- Multiple Form16, HRA, Rental Income
- Tax Vault for easy access: Yes
- Self Learning Video/Content: Yes
- EMAIL SUPPORT: Yes (24 Hrs TAT)
- Chat with tax expert: Yes
- ITR reviewed/prepared by expert: Yes
- EXPERT DISCUSSION over phone: 60 minutes/8 calls
- DTAA/Tax Relief computation
- Assets declaration for income > 50L
- Capital Gains/Carry Forward of Losses/Relief u/s 89*
- Tax saving recommendation
- Matching the tax saving investment with financial planning
Financial planning enabling Investment to achieve financial wellbeing. Selection of best investment option among the asset class recommended.
Platinum e-Filing
BEST FOR: Full Financial Planning under dedicated & expert CA guidance.MRP:
₹9999/-- VALIDITY: 12 months
- How Tax Optimizer works?: View Now
- Auto Generation of TO report (via Hyperlink or Salary Slip Upload)
- Multiple Form16, HRA, Rental Income
- Tax Vault for easy access: Yes
- Self Learning Video/Content: Yes
- EMAIL SUPPORT: Yes (24 Hrs TAT)
- Chat with tax expert: Yes
- ITR reviewed/prepared by expert: Yes
- EXPERT DISCUSSION over phone: 100 minutes/10 calls
- DTAA/Tax Relief computation
- Assets declaration for income > 50L
- Capital Gains/Carry Forward of Losses/Relief u/s 89*
- Tax saving recommendation
- Matching the tax saving investment with financial planning
- Financial planning enabling Investment to achieve financial wellbeing. Selection of best investment option among the asset class recommended.
CAs Deliver Tax Optimizer Services
TO service delivery process:
- Based on employee docs received, a draft TO report with recommendations is shared with the customer via email
- A call/Online Meeting is scheduled to discuss this report
- Post discussion over call, a final TO report with recommendations is shared with the customer
Single Dashboard for employees financial wellbeing
Tax filing and optimization, Tax Optimization with goal optimization and investing in tax saving & other financial products to achieve financial well being. Yes, we provide all in one solution for employees financial needs i.e. CTC Structuring with maximum tax saving through deductions and exemption, financial plan to achieve their goals with maximum tax savings and enabling to buy financial products/services avoiding miss-selling.
Tax Optimizer is well established and trusted
TO is registered trade mark of TaxSpanner and regularly published in Times national publication for four years. TO+ tries to encapsulate both the tax and financial planning needs of an individual at the same time. Today, we are living in a highly dynamic, complex, disruptive and fast-changing world and we have tried to cater to these needs by bringing our TO+ to cater to the modern day demands and needs in the wealth management domain.
Enhance return up to 30%
TO+ is End to End for safeguard against miss-selling
TO recommends to buy investment as per recommendation. Our services are a bridge to build hyper personal as well as business relationships with our clients and this engagement is a key step to help them achieve their tax optimization with financial goals.