ITR filing for capital gains — shares, mutual funds and property
You sold shares, mutual funds, or a house or plot during the year.
Form: ITR-2, or ITR-3 where you also have business income
What is included
- Every transaction mapped to the correct holding period and rate
- The ₹1,25,000 annual exemption on listed equity applied
- Broker capital gains statements reconciled against AIS
- Exemptions under sections 54, 54F and 54EC examined where a property was sold
- Set-off and carry-forward of losses computed and recorded so they are not lost
- Draft computation sent to you for approval before filing
What we need from you
Send what you have. If something on this list is missing we will tell you which item it is, rather than leaving you to work it out.
- Capital gains statement from every broker or mutual fund platform
- Sale deed and purchase deed if property was sold
- Proof of any cost of improvement to the property
- Details of any reinvestment made, and the dates
- AIS and Form 26AS
- PAN, Aadhaar and bank details
Losses you do not report are losses you cannot use — and the deadline is absolute
Capital losses can be set off against gains, and carried forward for eight years. But carry-forward is only allowed if the return reporting the loss was filed by the original due date. File late, and the loss is gone permanently, even though the return itself is accepted. People who had a bad year in the market often skip filing precisely because they made no money, and in doing so throw away a deduction worth real tax in later years. If you made a loss, that is a reason to file on time, not a reason to skip.
How it works
- 1 Send your documents
WhatsApp them, email them, or walk into the office. We will tell you exactly what is missing rather than leaving you to guess.
- 2 We review and compute
We reconcile everything against AIS and Form 26AS, and calculate both tax regimes so you file under the lower one.
- 3 You approve the computation
You get the draft in plain language, with the figures explained. Nothing is filed until you say yes.
- 4 We file and send the acknowledgement
Filed within 24 to 48 hours of your approval, with the ITR-V acknowledgement delivered to you.
Questions we get asked
I sold a house. Can I avoid the tax by buying another?
Sections 54 and 54F provide exactly that relief, on conditions about timing and the number of properties held. The conditions are precise and missing one by a few weeks costs the whole exemption. Talk to us before you commit to dates.
Why is my broker statement different from AIS?
Very common. AIS reports gross sale value from the depository, not net gain, and corporate actions are often mismatched. The difference needs explaining, not ignoring.
Why is this not ₹499?
Because the work genuinely varies — twelve trades and a house sale are not the same job. We quote one fixed figure after seeing your documents, and you decide before anything starts.
Ready when you are
Send your documents on WhatsApp and we will tell you what is missing and what it will cost, before any work starts.