How a return moves through our office

Clients see two things from us: a request for documents and, a little later, an acknowledgement. Between those, every return passes through four sets of hands. Here is what happens.

When you upload documents to our portal, your named manager gets an alert. Each manager looks after about 60 clients and knows their files from previous years. Within a working day, they check what has arrived against a checklist for your type of return and send you a list of anything missing. Hetal, who manages many of our salaried clients, says the most common missing item is the statement from a second bank account.

Next, an article assistant prepares the computation: income under each head, deductions, tax under both regimes and a comparison with your Annual Information Statement. Any difference, such as interest the bank reported that is not in your figures, is marked in yellow. Your manager then reviews the computation line by line, resolves the yellow marks, calls you if anything is unclear and prepares a one-page summary showing the tax payable or refund. That summary comes to you for approval on WhatsApp or email.

Finally, a partner reviews every return before filing. They look at the summary, any unusual items and anything that differs sharply from last year. Only after the partner’s sign-off is the return filed. You receive the acknowledgement, and a reminder to verify the return within 30 days if you have not done so on the portal.