Agenda:

It focuses entirely on the execution and practical mechanics of filing Income Tax Returns accurately. Rather than discussing dense theory, the session provides a live, step-by-step walkthrough of identifying the correct ITR form for different taxpayer profiles, highlighting critical new disclosure mandates such as mandatory bank balance fields in ITR-4, dual house property reporting, and separate unrealized rent line items. Participants will learn how to actively cross-verify portal data using the Annual Information Statement (AIS), the Income Tax System (ITS), and GST logs to catch mismatches before submission. Finally, the agenda covers how to seamlessly handle the portal’s new drop-down menus for Chapter VI-A deductions, complete the e-verification process efficiently, and securely track refund statuses while establishing a zero-error filing workflow.

In this webinar, the speaker will discuss:

Part 1: Choosing Your Battleground — Form Selection & Pre-Filing Checklists

• The Right Form Matrix: Quick reference rules to accurately pick between ITR-1 (Sahaj) to ITR-4 (Sugam) based on income mix (salary, house property, presumptive business, capital gains).
• The Master Document Pack: A practical checklist of what to gather before logging in (Form 16, Form 26AS, Capital Gains Statements, and Interest Certificates).
• Identifying the Transition Track: Clarifying how the portal sets up the tax fields under the correct filing year criteria to avoid mixing up old vs. new tax codes.

Part 2: Deep-Dive — Master the Critical New ITR Fields

• The Mandatory Bank Disclosures: How to handle the new field in ITR-4 requiring taxpayers under presumptive taxation to explicitly report closing balances for all active bank accounts.
• Multi-Property & Rental Updates: Step-by-step walkthrough of reporting up to two residential properties on simpler forms and utilizing the new specific line item for “unrealized rent.”
• Employment Type & Drop-Down Deductions: Navigating the newly mandated specific employment nature flags and using the strict new portal drop-down menus to claim Chapter VI-A deductions accurately without manual typing errors.

Part 3: Data Reconciliation — AIS, ITS, and Defending Against Notices

• The Three-Way Match: A live-style breakdown of reconciling your draft ITR data against the Annual Information Statement (AIS), Taxpayer Information Summary (TIS), and Income Tax System (ITS).
• Business & GST Cross-Checks: How freelancers and small business owners must sync their turnover numbers across ITR logs and GST returns to avoid automated red flags.
• Handling Mismatches Materially: Practical steps to take when the AIS shows incorrect high-value transaction data (e.g., duplicate stock market transactions or incorrect property sales).

Part 4: Final Submission, E-Verification, and Refund Tracking

• Validation Error Cracker: How to interpret and quickly fix common portal validation error codes before final submission.
• The Verification Clock: A reminder on the critical timelines for e-verifying returns (Aadhaar OTP/EVC) to ensure the return isn’t declared invalid.
• Tracking the Processing Cycle: How to read portal statuses from “Successfully Verified” to “Processed with Refund Issued” and how to respond to prima facie adjustment communications.

About the Speaker:

CA Ankita Bothra is a practicing Chartered Accountant and Partner of M/s. Jaikumar Jain & Co. with expertise in Direct taxation, Accountant, Audit, Business Compliance etc. She has completed B.Com and also Diploma in System auditor (DISA) by ICAI, and certified concurrent audior, and regularly conduct professional sessions on income tax specially Income tax act 2025 and also authored few books related to Income tax act 2025 like memory technique to learn income tax act 2025 sections, Simplified income tax act 2025 learning through sections along with rules and form no.

She is actively involved in professional knowledge sharing through webinars, articles, and training sessions for professionals and students. Her  practical approach towards finance, taxation and business advisory helps participants understand complex concepts in a simple and implementation – oriented manner.