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Beginner

Introduction to Filing Income Tax Returns (ITR) in India

A practical, step-by-step guide to filing your own Income Tax Return in India, built for salaried professionals, first-time taxpayers and anyone starting their financial planning journey. Learn what an ITR is, who must file and why filing pays off even when it is not mandatory. Get your PAN, Aadhaar and income tax portal account in order, read Form 16, Form 26AS and AIS with confidence, and understand the five heads of income, the old vs new tax regime choice and the deductions that actually reduce your tax. Pick the right form from ITR-1 to ITR-4, file and e-verify your return on the income tax portal, then track your refund, handle intimations and notices, and fix mistakes through revised, belated and updated returns. Real Indian numbers, forms and workflows throughout.

MODULES

6

DURATION

~3.4 hrs

TRACK

Tax & Wealth Planning

Access Level

LEARNER

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Full Text Playbooks

Actionable Exercises

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Curriculum Breakdown

Chapter 1: ITR Basics: What, Why and Who Must File

3 Lessons

What Is an Income Tax Return? FY, AY and the Language of Filing10 min read

Who Must File an ITR: Income Thresholds and Mandatory Filing Triggers11 min read

Why File Even When It Is Not Mandatory: Refunds, Loans, Visas and Loss Carry-Forward10 min read

Chapter 2: Before You File: Documents and Pre-Checks

3 Lessons

PAN, Aadhaar and Your Income Tax Portal Account: Getting Set Up10 min read

Form 16, Form 26AS and AIS: Reading Your Tax Documents13 min read

The Pre-Filing Checklist: Bank Accounts, Rent Receipts and Investment Proofs10 min read

Chapter 3: Understanding Your Income and Tax

3 Lessons

The Five Heads of Income Explained for First-Time Filers12 min read

Old vs New Tax Regime: Choosing the Right One for Your Salary13 min read

Common Deductions and Exemptions: 80C, 80D, HRA and More12 min read

Chapter 4: Choosing the Right ITR Form

3 Lessons

ITR-1 to ITR-4: Which Form Fits Your Income11 min read

ITR-1 Sahaj for Salaried Individuals: What It Covers and What It Does Not10 min read

When You Need ITR-2 or ITR-3: Capital Gains, Foreign Assets and Freelance Income12 min read

Chapter 5: Filing Your Return Step by Step

3 Lessons

Filing ITR-1 Online: A Walkthrough on the Income Tax Portal14 min read

Computing Tax Payable: Self-Assessment Tax, Interest and Refunds12 min read

E-Verification: The Step That Makes Your Return Valid9 min read

Chapter 6: After Filing: Refunds, Notices and Fixing Mistakes

3 Lessons

Tracking Your Refund and Reading the Section 143(1) Intimation11 min read

Belated, Revised and Updated Returns: Deadlines, Fees and When to Use Each12 min read

Responding to Income Tax Notices and Building a Yearly Filing Routine12 min read