1. Assessment and Analysis of the Notice

• Description: Detailed examination of the notice to understand its type, purpose, and the underlying reasons for issuance. This step identifies whether the notice is for scrutiny, mismatch, reassessment, demand, or non-compliance.
• Benefits: Helps clarify the purpose of the notice, evaluate potential issues, and prepare an appropriate response to address the tax authority’s concerns.

2. Preparation of Comprehensive Reply

• Description: Drafting a detailed and precise response to the income tax notice, addressing each point raised by the tax authorities. This service involves gathering required documentation, preparing explanations, and ensuring that the reply is in accordance with tax laws and regulations.
• Benefits: Ensures a comprehensive response that adequately addresses the issues raised, reducing the likelihood of further queries or penalties.

3. Representation Before Tax Authorities

• Description: Professional representation during meetings, hearings, or further inquiries with the tax authorities. This service is especially important in cases of scrutiny assessments, where in-person representation may be required.
• Benefits: Provides an expert intermediary between the taxpayer and tax authorities, ensuring accurate communication and representation of the client’s case.

4. Submission of Supporting Documents

• Description: Assistance in collecting and submitting relevant documents that substantiate the claims in the notice reply, such as Form 26AS, financial statements, TDS certificates, and other relevant proofs.
• Benefits: Ensures that the tax department receives all necessary documentation to support the taxpayer’s position, facilitating quicker resolution and minimizing further notices.

5. Follow-Up and Liaison with Tax Authorities

• Description: Continuous follow-up with tax authorities to monitor the status of the notice resolution and address any additional queries. This involves periodic updates to the client on the progress of the case.
• Benefits: Keeps the case moving towards a timely resolution, providing clients with peace of mind and reducing the risk of unresolved or prolonged issues.

6. Resolution of Discrepancies and Mismatches

• Description: Addressing and resolving discrepancies, such as mismatches in income or TDS reported in Form 26AS, Form 16/16A, or income tax returns. This includes filing correction forms and rectifying errors if needed.
• Benefits: Helps avoid penalties or further notices due to data mismatches, ensuring that the records reflect accurate income and TDS information.

7. Demand Notice Assistance and Dispute Resolution

• Description: Specialized support in handling demand notices, where the tax department claims additional tax liability. This includes evaluating the demand, exploring avenues for rectification, or filing appeals if the demand is deemed incorrect.
• Benefits: Provides professional assessment to determine the accuracy of the demand, preventing unnecessary tax payments and safeguarding the taxpayer’s rights.

8. Filing Appeals and Revisions (if necessary)

• Description: In cases where the client disagrees with the assessment outcome, filing an appeal or revision to the appropriate appellate authority. This includes preparing appeal documentation, drafting grounds of appeal, and presenting the case in hearings.
• Benefits: Helps protect the client’s interests by pursuing legal recourse, aiming for a fair resolution and potentially overturning unfavorable assessments.