- Determine Residential Status
- Review of Foreign bank accounts
- Avail benefits of Double Taxation Treaties / Avoidance Agreements (DTAA)
- Foreign Asset Declaration for Residents
- Preparing Statement of Income Computation
- Income from Shares & securities in India
- Income from sale of House / Property in India
- Choosing a favorable option between the old tax regime and the new tax regime
- Chapter VI-A deductions including: LIC, EPF, PPF, ELSS & other MFs, Medical, Principal on House property, etc
- Income form salary, house property and other sources
- Tax credit from Form 26AS
- Filing Form-10IE to opt-in/opt-out for new tax regime