The service of filing Income Tax Return can be availed by anyone

including Service Provider, VLE and the common-man (like school

teacher, government employees, private employees & small-
medium enterprises etc.) from the Service Portal.

The various benefits of filing Income Tax Return are as follows:-

1. To avoid penalty of upto ₹ 10,000/- for non filing of Income Tax Return.
2. ITR helps in claiming refund of any excess TDS Money deduc on.
3. For Approval of Loans - ITR is a must required document
4. ITR serves as a proof in various domains like credit-card applica on, government
tenders etc.
5. ITR helps in processing of VISA for foreign travel.
6. It’s your contribu on to the development and growth of our na on.

Main points:-
 This service is available on your portal under the name ‘Income Tax Returnʼ.

 The guide to file return and common FAQs are readily available on the portal.

 ITR filing services are provided by Tax experts from Tax2win.

 You only need to upload basic information and documents of the client, nothing else.

 A er uploading the informa on and documents, CA from Tax2win will

call you within 1-3 working days.

 CA will ask you for the necessary income related informa on on call.

 Once you provide the informa on, ITR will be filed and ITR V shall be
available on portal as well as on your email-ID.
 Click here to choose from Click here to see
previous failed transac ons the whole process.
and process further.
Entries marked as (*) are required to
be filled mandatorily. Other entries
can be filled if you have the
informa on available.
Enter PAN here. If the
entered PAN is correct
then first name and last
name will get filled Enter Aadhaar Number here.
automa cally. If that
doesn’t happen, click
on ‘Edit’ bu on to enter
manually/change.

Enter PIN code here, rest of the

address details will get filled
automa cally. Click on ‘Edit’
bu on to change anything.

Bank details will be auto-

populated when IFSC code
is entered.
Bank details will be auto-
populated when IFSC code
is entered.
Select the account where
you want to receive
income tax refund
If you earn Other
income then select
YES otherwise NO.
If you earn Business income
If you earn Salary income then select YES otherwise NO.
then select YES otherwise But the total turnover of
NO. business should be less than
₹1 crore.

Upload the scanned copies of documents here.,

If there is any LIC, Medical Insurance etc

available then upload the scanned documents here.

Accept the terms and conditions.

Now click on ‘Submit’ button
 Q&A
What should be said to the client?
CA from Tax2win will call you within 1-3 days and file your return.

What documents need to be taken from client?

You need to scan and upload documents taken from client. These documents are PAN Card
(it should be properly visible), Aadhaar Card (scan both sides), Form 16 (if client is a
salaried employee), bank account statements etc.

Do I have keep the documents with myself?

No, you don’t have to keep the documents. As soon they are scanned and uploaded, you
can give them back to client.

What does ‘Source of Income’ mean on portal?

It mean the sources from where the client is earning his/her income. Ask your client and
mark YES/NO accordingly.

Is it necessary to give bank account details?

Yes. To file ITR, client has to give bank account details.

How much me it takes for TDS refund?

Refund will be deposited directly in your bank account within 20-25 days of return filing.

In how many days return will be filed a er uploading of the documents

In 1 to 3 days.

A er making the payment, in how many days the CA will call?

In 1 to 3 days.

What to do, if ITR is not filed even A er making the payment?

The amount will be refunded within 7 working days. Or you can mail at service@tax2win.in.

Where can I get ITR-V?

Either from your email or from the dashboard.