Tax planning & filing: structured workflows for maximum clarity
Assisted tax planning platform for individuals and growing businesses—expert help when you want it, automation where it helps.
Tax planning made simple across income types. Expert assistance on demand.
Assisted e-filing with a clear review trail
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Users
13,00,000+
Illustrative scale metric
First-time savings
94%
Sample impact stat—replace with yours
Founded
2017
Placeholder milestone year
Simplify your tax compliance
The same story arc visitors expect from a modern filing partner— expressed in Legal Planner voice, ready for your edits.
File without delay
Complete your return online quickly and avoid last-minute rush by organizing Form 16 and proofs in one place.
Complex returns, simple flow
Investments, multiple income sources, or business income—we structure questions so nothing gets missed.
Maximize eligible benefits
Guidance on deductions and exemptions so you claim what the law allows, with audit-friendly documentation.
Acknowledgement & next steps
Clear checklist after submission: e-verify, track status, and understand refund timelines.
Secure and confidential
Data handling practices aligned with what you would expect from a professional services workflow.
Expert support when you need it
Salaried, freelance, or business—get human review on the sections that matter most to you.
Who can use Legal Planner?
Whatever your income mix, we map you to a plan and a checklist—not a generic PDF.
Salaried individuals
Single or multiple employers. Upload Form 16 or enter details manually—we normalize figures and flags.
Self-employed professionals
Freelancers and consultants: capture professional income, expenses, and TDS without spreadsheet chaos.
Business owners (SMEs)
Tally or ERP users: we help translate books into a clean filing narrative for non-audit scenarios.
Foreign income
NRIs and global income: structured disclosure patterns to reduce rework and notices.
Capital markets & F&O
Capital gains, mutual funds, crypto, and F&O—organized schedules with reconciliation cues.
HUF & special cases
House property, capital gains, and business profits under HUF—kept separate from individual filings.
Three convenient ways to complete e-filing
High-level paths visitors recognize from the income tax journey— your compliance team can refine statutory wording.
Digital Signature Certificate (DSC)
Streamline e-filing with a DSC when your workflow requires the strongest signing path.
E-file without DSC
Generate ITR-V where applicable, sign, and complete CPC steps within the statutory window.
Verify with Aadhaar or bank
Use OTP-based verification paths supported on the portal to avoid paper follow-ups when eligible.
Expert-assisted planning & filing
Pick a lane that matches complexity. Numbers below are placeholders for layout—swap with your commercial sheet.
Salary + 1 house property
Indicative sample pricing
₹699 / year
Exclusive of taxes · Sample UI only
Suited for
- Single & multiple employers
- One house property
- Other sources & agricultural income (within limits)
Salary + multiple properties
Indicative sample pricing
₹799 / year
Exclusive of taxes · Sample UI only
Suited for
- Single & multiple employers
- Multiple house properties
- Other sources & agricultural income (within limits)
Business & professional
Non-audit scenarios
₹1,599 / year
Exclusive of taxes · Sample UI only
Suited for
- Business/professional income (non-audit)
- Multiple employers/properties as applicable
- Other sources & agricultural income (within limits)
Capital gains
Multiple CG schedules
₹1,999 / year
Exclusive of taxes · Sample UI only
Suited for
- Equity/MF/property/crypto gains
- Multiple employers/properties as applicable
- Business income (non-audit) where applicable
After you file—what happens next
A simple three-step reminder visitors can skim on mobile.
Login to your workspace
Land on e-verification guidance and pending tasks without hunting through email threads.
Choose verification method
Aadhaar OTP, bank EVC, or other eligible paths—explained with screenshots where useful.
Complete e-verification
OTP in, confirmation saved, and status tracking enabled for refunds and processing.
Why filing on time matters
Benefits beyond the return itself
Classic “why ITR” bullets—tightened for scanning.
- 1Legal proof of identity and income for government and private transactions.
- 2Claim deductions, rebates, and TDS credits systematically.
- 3Loan and credit underwriting documentation.
- 4Visa and immigration financial history evidence.
- 5Avoid penalties where filing is mandatory.
- 6Carry forward losses where sections allow.
What clients say
Placeholder quotes—replace with verified testimonials.
“Clear checklist, fast responses, and filing felt structured instead of improvised at the deadline.”
Sample client A
Product leader, Bengaluru
“We finally had one place for Form 16 variants, rent proofs, and capital gains—review was painless.”
Sample client B
Consultant, Mumbai
“The assisted option saved us from rework on foreign income reporting—worth it for peace of mind.”
Sample client C
NRI founder, Singapore