About Wealthsane:
Wealthsane is an AMFI Registered Mutual Funds Distributor & a Tax consultant run by a Chartered Accountant.

Tax filing for share traders

This plan covers tax return filing for all types of share traders, trading in the stock market. Check the below plans. In case if you have received a notice on your filed return, check our CA consulting plan.

Transparent & all-inclusive pricing Plans

  • BASIC

  • ₹ 8000 Save 25%
    ₹ 5999
    • Applicable for trading turnover less than 50 lacs & 1 Demat Account holder`
    • Profit/loss from F&O/Intraday transaction
    • Income from business/ Profession
    • Income from salary, house property, FD & Interests
    • Documents verified & tax return filed by CA
    • Tax payment assistance if applicable
    • Does not include audit fees - if applicable
  • STANDARD

  • ₹ 15000 Save 33%
    ₹ 9999
    • Applicable for trading turnover more than 50 lacs & up to 2 CR or 2 Demat Accounts
    • Profit/loss from F&O/Intraday transaction
    • Capital Gain/Loss from sale of shares & Mutual Funds
    • Income from business/ Profession
    • Income from salary, house property, FD & Interests
    • Documents verified & tax return filed by CA
    • Tax payment assistance if applicable
    • Does not include audit fees - if applicable
  • PREMIUM

  • ₹ 17000 Save 24%
    ₹ 12999
    • Applicable for trading turnover more than 2 CR or more than 2 Demat account
    • Profit/loss from F&O transaction
    • Capital Gain/Loss from sale of shares & Mutual Funds
    • Income from business/ Profession
    • Income from salary, house property, FD & Interests
    • Documents verified & tax return filed by CA
    • Balance Sheet & P&L statement preparation
    • Tax payment assistance if applicable
    • Does not include audit fees - if applicable
  • ADVANCE TAX PAYMENT

  • ₹ 3000 Save 40%
    ₹ 1799
    • Advance tax payment support
    • Tax payment calculation
    • Save interest burden on taxes
    • Covers all 4 quarters of the year

Benefits of Income tax filing

Helps in Taking Loans

Banks always demand income tax returns for the last 3 years for loan processing

Refunds

If additional taxes are deducted or paid, return filing will help to take the excess amount back in the form of refunds

Foreign Travel

To process visa for foreign travel, agencies demand income tax returns of the last 3 years

Tax Notice & Penalty

Avoiding income tax filing may lead to unnecessary tax notices & penalties.

List of Documents Required

  1. Income tax portal user ID & Password
  2. Form 16 ( if available)
  3. F&O statement
  4. Tax saving investment proof (if applicable)
  5. Capital gain statement ( if applicable)

File IT returns for FY 23-24 with us in 4 easy steps

Select Plan

Securely Pay for the plan you have selected.

Document sharing

Our system will email you the list of documents required to complete your work as per the selected plan.

Expert Connect

Once we receive your documents, our in-house experts will connect with you & start working on your requirements.

Sit back & relax

Your work will be done within the given timelines.

FAQ

I am a salaried, business/professional & I have profit/loss from F&O/ share trading, which plan should I opt for?

Plan H is right for all such transactions

 

What if I don't show my F&O profit/loss income while filing ITR?

This might lead to receiving tax notice leading to filing revise returns

I have a loss of 1 lakh rupees in F&O & I am salaried, is tax audit applicable to me?

We need to check your case & evaluate properly & than only we can tell if you have audit.

I am unable to decide if I have tax audit applicable or not?

You can use the chat box to consult for your queries or email us your details or call us directly & we will help you understand your case

What is the difference between 3 plans given above

The 3 plans are created as per the turnover & demat accounts of the trader, for eg if one has a turnover in future & options of 1.5 cr & has 2 demat accounts, he/she should opt for the standard plan, rest all things are same in all the 3 plans.

I have incurred losses in my trading, can I carry forward those losses?

Yes you can carry forward those losses for future, we will have to check your case first & then give further opinion

I have incurred losses in FY 19-20 & now I have made profits in FY 20-21. Can I offset my gains with previous year loss?

As you haven't carry forwaded your losses, it would not be possible to offset it with FY 20-21 years gain

Our Corporate Clients

Simplify your Financial Life.

Smooth year-end income tax filing & an investment plan that puts your hard earn money to work is all you need to ease your financial life. With us, by your side, the goal is halfway reached. Contact Us

Rounak Jain
Chartered Accountant

For queries

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