What’s included, and what’s not

Capital Gain Income Tax Return Filing at a glance

Confirm the requirement, scope and external charges before preparation begins.

Starting professional fee

₹5000

For the agreed review and preparation scope.

Applicability and tax period review
Records and reconciliation checklist
Capital gains tax planning
Next-step guidance for exemption and procedures

Review my requirement

Confirm before starting

Fees vary based on the nature of the capital gain

Capital gains can involve several sections and rules. Professional fees depend on the complexity and volume of the work.

No surprise work: inclusions, exclusions and any additional charges are agreed with you before we proceed.

First decision

Confirm that this is the right service

Confirm the nature of the income and whether you need capital-gains advice, return filing, or exemption planning.

Timing note

Processing time can vary

Preparation time depends on data availability and the computation of complex values such as historical acquisition cost.

Documents to keep ready

Information and documents to prepare

Select the relevant tab below. These records help us review your capital gains requirement; additional evidence may be needed for your circumstances.

01

Sale transaction

Identify each asset sold and when the transfer took place.

Property sale deed or securities contract notes

Sale proceeds and bank receipt evidence

Brokerage and transfer-expense invoices

Co-owner share and transaction details, if applicable

Consistency check: names, addresses, dates and amounts should match across all documents — mismatches are a common cause of delay.

Additional documents: the final checklist is tailored to your case, so you only prepare what’s actually needed.

A quick check to find your route

Which of these sounds like you?

Choose the option closest to your situation for a starting route and the next step. We’ll confirm the details with you.

QUICK ROUTE CHECK

Start with the right service route

The same service can mean different applications depending on your facts. This helps you find the right starting point.

Focuses on the immediate requirement

Shows the likely starting route

Explains the next action

Select the situation that best matches your requirement.

Suggested starting route

Confirm with a consultant

Your situation	Initial fit	Route	Why or next step
Land or building was sold	✓ Detailed review	Property capital gain	Check holding period, cost, stamp-value rules, TDS and exemptions.
Listed shares or funds were sold	? Transaction review	Securities capital gain	Use broker statements and category-wise gain reports.
Asset was inherited or gifted	- History needed	Special acquisition case	Previous-owner cost and acquisition history may matter.

Compare before proceeding

The two most common routes, compared

Use the closest route as a starting point; the final scope depends on the underlying records.

Route 1

Asset is already sold

Land, a building, or another asset has been sold, and income-tax filing is required to claim an exemption.
Check holding period, cost, stamp-value rules, TDS and exemptions.
Confirm the supporting records before preparation and return filing.

Route 2

Asset not yet sold

Plan for capital-gains tax before the sale to identify legitimate tax-saving options.
Review available exemptions and estimate the tax payable on the proposed sale.

Decision checkpoint: The right route depends on your specific facts — the applicant, purpose, period and any deadline — not just the service name.

Why this is worth doing properly

Benefits of an organised Capital Gain Income Tax Return Filing process

Done properly, you’re left with the right outcome and clean records you can use for the next step.

We choose ITR-2 or ITR-3 based on whether capital gains sit alongside salary or business income.

Reconcile portal and source records

Sale value, TDS under section 194-IA and AIS/Form 26AS entries are matched to sale deeds and broker statements before filing.

We check cost, indexation and exemptions under sections 54, 54F and 54EC so no relief is missed.

Review tax, interest and payment figures

Tax on gains, advance-tax shortfall and interest under sections 234B/234C are computed, so any self-assessment tax is paid before filing.

Preserve filed acknowledgements and workings

The computation, indexation working, exemption proof and ITR-V are kept together for any future notice or reinvestment tracking.

Five clear stages

How the work is done — five clear stages

You’ll know which stage you’re at, from the first call through to a checked submission and a clear outcome.

1

Classify each capital asset and holding period

We list the assets sold, ownership shares, purchase dates and sale dates to identify the treatment of each gain or loss.

2

Reconcile sale value with AIS, Form 26AS and transaction records

We compare sale deeds or broker statements with AIS, Form 26AS and payment records, then investigate missing or duplicate entries.

3

Prepare cost, indexation and exemption workings

We calculate supported costs and eligible deductions, applying indexation or exemptions only where the relevant rules permit them.

4

Complete Schedule CG and tax payment

We enter the capital-gain details in the applicable return and share the computation so you can review it and pay any balance tax.

5

File and e-verify the return

After your approval, we submit the return and guide you through verification. You receive the acknowledgement and computation for your records.

Keep the process smooth

Before you start, and after you finish

Prepare the right records before work begins, then follow the service-specific actions below after completion.

Before starting

List every asset sale for the relevant financial year
Confirm ownership shares and acquisition dates
Review exemption conditions before committing funds
Match sale proceeds and TDS with portal statements

After completion

Complete return verification and save the acknowledgement
Keep asset-wise computations and purchase evidence
Track processing, refund or demand on the portal
Monitor continuing conditions for any exemption claimed

Questions people ask us most

Capital Gain Income Tax Return Filing FAQs

Can the correct form be chosen from one income source?

No. Form selection depends on the complete taxpayer profile, all income or payment categories and current-year instructions.

Can a filed return or statement simply be edited?

Filed forms usually cannot be reopened like a draft. Use the correction, revised-return or updated-return route permitted for the form and period.

Why are portal statements checked?

AIS, Form 26AS, TDS data and other portal records help identify tax credits, reported transactions and mismatches before filing.

Does the starting price apply to every case?

It applies only to the stated routine scope. Multiple transactions, missing records, backlog, audit, notices and detailed reconciliations are reviewed separately.

When should records be shared?

Share records early enough to identify missing information, calculate payment and complete verification before the applicable due date.

What records should be retained after filing?

Keep the filed form, acknowledgement, computation, source documents, tax challans and any reconciliation or correction note.

Official references: Income-tax return utilities · Income Tax e-filing portal. Rules, forms, fees and authority procedures can change; confirm the current position before submission.

Content reviewed: August 2026.

Capital gains tax return filing in Chennai