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Advance Tax Planning
Advance Tax Planning is a strategic, year-round tax management approach designed to calculate and pay income tax in installments during the financial year—rather than a lump sum at the end—when the estimated net tax liability exceeds ₹10,000.
TAX 1 STAR
Advance Tax Planning
Tax Planning & Notice
₹3,999
Advance Tax PlanningExpert Assistance Guaranteed
Advance Tax Planning SUPPORT
File Your Advance Tax Planning With Confidence
Advance Tax Planning is a strategic, year-round tax management approach designed to calculate and pay income tax in installments during the financial year—rather than a lump sum at the end—when the estimated net tax liability exceeds ₹10,000.
Income and tax planning
Advance tax calculation
Deduction planning
Refund tracking
File Advance Tax Planning
Share your details for expert CA-assisted review and instant tax filing assistance.
How our Advance Tax Planning Process Works
A simple, guided process to help you move from document collection to filing confirmation.
01
Expert Review
Our CA reviews your case and identifies required actions.
02
03
Response Preparation
We prepare tax plan, revised return, or notice response.
Filing or submission
We complete filing or submit response and keep you updated.
04
Understanding Advance Tax Planning
By combining income estimation, deduction optimization, and precise liability calculation, this proactive framework ensures optimal liquidity and prevents last-minute compliance stress.
Key Operational Mechanics
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Applicability & Exemptions: Mandatory for all assessees—including salaried professionals, freelancers, businesses, and NRIs—whose net tax liability after TDS, TCS, and reliefs is ₹10,000 or more. Resident senior citizens aged 60 or above with zero business or professional income are exempt.
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Statutory Instalment Schedule: For regular taxpayers, the liability is discharged in four cumulative quarterly installments under Section 211:
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15 June: 15% of estimated annual liability
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15 September: 45% cumulative (adjusted for prior payments)
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15 December: 75% cumulative
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15 March: 100% of the balance liability
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Presumptive Taxpayers: Assessees under Sections 44AD or 44ADA have the option to pay 100% of their estimated advance tax in a single installment by 15 March.
Frequently Asked Questions on Advance Tax Planning
Get clear answers to the most common questions regarding Advance Tax Planning, required documents, and timeline.
Belated ITR Filing (₹2,999): Choose this if you completely missed the original due date and need to file a late return, or if you need to fix significant income mismatches. It covers late filing and compliance support. Updated Return Filing (₹499): Choose this if you need to correct errors or report previously missed income after the filing deadline has passed (using ITR-U). This is a cost-effective way to declare missed income and stay compliant without the higher cost of a full belated filing process.
Choose Notice Handling (₹4,499) for standard issues like a defective return response, a standard demand notice, or filing a rectification/revised return. Choose Tax Scrutiny Notice (₹4,499) if you are facing a complex, detailed investigation from the tax department, specifically involving Section 148 (reassessment) or Section 142 compliance. This plan provides specialized drafting for serious scrutiny cases.
The Advance Tax Planning plan (₹4,999) is a proactive service designed to save you money and stress. Instead of just reacting at year-end, experts help you plan your income, strategically optimize your deductions, calculate your quarterly advance tax liability, and track your refunds throughout the year. This prevents you from facing sudden cash crunches or paying interest penalties for underpaying tax during the year.
Banks and financial institutions require detailed tax and financial records before approving loans. The Loan Documents Support plan (₹5,900) assists by preparing a clear 3-Year Tax Computation, organizing your financial statements, and providing expert support on the tax documentation required for your loan application, ensuring your financial profile looks strong and compliant to the lender.