Does Finamize file my ITR?

No. Your Chartered Accountant (CA) files your Income Tax Return through the Income Tax e-filing portal. Finamize is where you upload documents, your CA prepares your return, and you both stay coordinated. Filing happens through your CA's existing channel — Finamize is not an Electronic Return Intermediary (ERI).

What documents do I need to upload?

Typically: Form 16 from your employer, bank interest certificates, capital gains statements from your broker, home loan interest certificate if you have one, and proofs for any deductions you're claiming under sections like 80C, 80D, or 80G. Your CA may request more depending on your specific situation — for example, rental income statements or foreign asset details.

What if I don't have a CA yet?

You can find one on Finamize. Browse verified Chartered Accountants, see their specialisations and ratings, and send a connection request. Once they accept, you can start uploading documents and working with them in your shared workspace.

Is my financial data safe?

Documents are encrypted and stored in India (ap-south-1 region). Only you and the Chartered Accountants you've explicitly authorised can access your data. Every view, every download, and every change is logged in an audit trail. You can revoke a CA's access at any time.

Can I file for my parents or spouse through my account?

Yes. You can add family members to your workspace. Each family member's documents are kept separate, and you control which Chartered Accountant sees whose data. One workspace, one set of credentials, multiple people's tax filings coordinated cleanly.

ITR Filing With Your CA — Document Vault, Computation, Audit Trail | Finamize

FOR CLIENTS

Upload your documents once. Your Chartered Accountant (CA) handles the rest — you just sign off.

Overview

Stop forwarding emails with attachments at 11 pm before the deadline.

Stop forwarding emails with attachments at 11 pm before the deadline. Finamize gives you and your Chartered Accountant (CA) one shared workspace — every tax document in one vault, both regimes compared side-by-side, computation sheet ready for review before anything is filed.

WHAT GETS LOST TODAY

Documents in too many places

Form 16 in email. Bank interest certificate in WhatsApp. Capital gains PDF in a download folder. Your CA pieces it together by asking 'do you have...?' for two weeks.

WHAT FINAMIZE DOES

One vault, one shared workspace

Drag in every document. Your CA sees them in real time. Both regimes computed side-by-side, computation sheet ready before anything is filed.

WHO FILES

Your CA, through the Income Tax portal

Finamize is not an Electronic Return Intermediary (ERI). Your CA files through the e-filing portal as they always have. You see the acknowledgement when it lands.

ITR TYPES SUPPORTED

₹5,000

LATE FILING PENALTY

100%

ICAI VERIFIED CAS

24-48hrs

TYPICAL TURNAROUND

Why Finamize

Why Choose Finamize

One vault for every document

Form 16, bank statements, broker capital gains reports, home loan certificates, 80C and 80D proofs. Your Chartered Accountant (CA) sees them in real time.

Both regimes, side by side

Finamize automatically compares your tax under the old regime and the new regime. Your CA reviews the comparison and recommends which works better for your situation.

Computation sheet you can actually read

Section-wise breakdown showing exactly how your tax was calculated — gross income, deductions claimed, tax slab applied, refund or payable. Available as a PDF before anything is filed.

Audit trail for everything

Every document upload, every change, every approval is timestamped. If the Income Tax department raises a query later, the trail of what was filed and when is right there.

Works for your whole family

File for your spouse, parents, or children through the same workspace. Each family member's documents stay isolated; only the CA assigned to them sees their data.

How It Works

Get Started in 3 Steps

Upload your documents

Drag and drop your Form 16, bank interest certificates, capital gains statements, and any deduction proofs. Your Chartered Accountant (CA) is notified the moment a document lands.

Your CA reviews and computes

Your CA reconciles your documents against your 26AS and AIS, compares both tax regimes, and prepares your return. You can see what they're working on.

You approve, your CA files

Review the computation sheet, give the go-ahead, and your CA files your return through the Income Tax e-filing portal. The acknowledgement comes back to your Finamize workspace.

Platform Features

What You Get

Document vault

Encrypted storage for every tax document, organised by financial year. Drag-and-drop upload from web or mobile.

26AS and AIS reconciliation workspace

Upload your 26AS and AIS statements alongside your other documents. Your Chartered Accountant (CA) reconciles them against your reported income in one place, catching mismatches before they become notices.

Old vs New regime comparison

Automatic side-by-side calculation under both regimes. See your tax liability under each before your CA picks the optimal one.

Investment proof vault

Upload your Section 80C, 80D, and 80G investment proofs, capital gains statements from your broker, and home loan certificates. Everything organised by financial year, ready when your CA needs them.

Family member workspace

Add your spouse, parents, or children. Each person's documents and returns are isolated, with permissions you control.

Regulatory Framework

Income Tax Filing Requirements in India

Under Section 139(1) of the Income Tax Act, 1961, every individual whose gross total income exceeds Rs 2,50,000 (Rs 3,00,000 for senior citizens, Rs 5,00,000 for super senior citizens) must file an ITR.

Late filing under Section 234F attracts a penalty of Rs 5,000 (Rs 1,000 if total income is below Rs 5,00,000). Interest under Section 234A applies at 1% per month on outstanding tax.

The New Tax Regime (Section 115BAC) is the default from AY 2024-25 onwards. Taxpayers must explicitly opt for the Old Regime if they wish to claim deductions under 80C, 80D, HRA, etc.

Form 26AS and the Annual Information Statement (AIS) must be reconciled before filing to avoid mismatches that trigger notices under Section 143(1).

E-verification via Aadhaar OTP, net banking, or DSC must be completed within 30 days of filing, failing which the return is treated as invalid.

Updated returns under Section 139(8A) can be filed within 24 months from the end of the relevant assessment year, subject to additional tax of 25-50%.

FAQ

Frequently Asked Questions

Ready to Stop the Email Chaos?

Create your account and either find a verified Chartered Accountant on Finamize or invite the one you already work with.