Sold shares or property? File it right, save more.

For transfers on or after 23 July 2024, short-term gains on listed equity are taxed at 20% and long-term gains at 12.5% beyond the ₹1.25 lakh annual exemption. Sales earlier in that financial year carry the older 15%/10% rates. Because a single year can span both, we compute your gains lot by lot using each sale date rather than one blanket rate.

For property acquired before 23 July 2024, resident individuals and HUFs can choose the better of 12.5% without indexation or 20% with indexation. We compute both and apply whichever is cheaper, and show you the comparison. For property acquired after that date, the flat 12.5% long-term rate without indexation generally applies.

Legally, by reinvesting under Section 54 (another residential house), 54EC (specified bonds within six months, up to ₹50 lakh) or 54F, each with strict conditions and timelines. The key is planning before the deadlines lapse, which is why it helps to involve us early — sometimes even before the sale — so the exemption route is mapped and the reinvestment made in time.

Absolutely. Capital losses only carry forward — for up to eight years against future gains — if your return is filed by the due date. Skipping the filing burns that future set-off permanently. Short-term and long-term losses follow different rules, and we record and carry them forward correctly so a loss year still cuts a future gain.

ITR-2 for investors without business income, and ITR-3 if you also have business or F&O income. Capital gains cannot be reported in the simple ITR-1. We select and file the correct form as part of the service, so you never risk a defective-return notice from using the wrong one.

It depends on the fund type and holding period. Equity-oriented funds follow the listed-equity rules — 20% short-term and 12.5% long-term beyond ₹1.25 lakh for post-July-2024 sales. Debt-oriented funds have their own treatment. We classify each redemption correctly by fund type and date, because applying equity rules to a debt fund (or vice versa) is a common and costly error.

Gains on virtual digital assets are taxed at a flat 30% under the Schedule VDA rules, with limited set-off, and a 1% TDS under Section 194S applies to transfers. We report your crypto gains correctly and claim the 194S TDS credit so it reduces your final liability. Leaving crypto off is risky, since exchanges report it to the department.

These are taxed in two stages: a perquisite when the shares vest or are exercised (taxed as salary) and a capital gain when you later sell. We separate the two correctly, use the right cost base, and handle foreign employer plans including any foreign tax credit. Getting this split wrong is a frequent source of both over-payment and notices.

Not if it is done right. The department already receives your broker and registrar data through the AIS, so the risk comes from omitting or misreporting a transaction, not from reporting it. We reconcile your return against the AIS line by line before filing, which is precisely what prevents the mismatch queries that catch DIY filers months later.

Yes. Your P&L statements, deeds and personal details are stored securely, used only to prepare your return, and never shared. You can request deletion after filing. All handling follows India’s Digital Personal Data Protection (DPDP) Act, so your investment data stays confidential from upload to acknowledgement.