Income Tax Health Check — Find Errors, Risks & Savings Before the Department Does
A CA-led diagnostic of your last two to three years of tax filings — every return matched against AIS, TIS and 26AS, every deduction re-tested, and a written corrective roadmap delivered.
A Tax Health Check is a structured diagnostic review of your last two to three years of income tax filings. Every ITR is matched against your AIS, TIS and Form 26AS, deductions and regime choice are re-tested, capital gains and foreign asset disclosures are re-verified, and pending demands, refunds and notice-risk indicators on the e-filing portal are surfaced. You receive a written findings report with a corrective roadmap — revised returns where the window is open, updated returns (ITR-U) for up to 48 months, rectifications u/s 154 — and process fixes so the same errors don't repeat. Nothing is shared with the department; the review is entirely private until you choose to act.
A full-spectrum audit of your own tax position
Most tax problems are not created in the year a notice arrives — they were filed two years earlier and sat undetected. The department's systems now compare every return against AIS, SFT reports and GST data automatically; a health check runs the same comparison on your side first.
The output is not a lecture — it is a prioritised findings report: what is wrong, what it could cost, what can still be fixed, and in which order.
- Last 2-3 years of filed ITRs, line by line
- AIS/TIS entries vs income actually reported
- TDS and TCS credit mismatches with 26AS
- Deductions claimed and regime optimisation
- Capital gains recomputation and loss carry-forwards
- Foreign asset and Schedule AL disclosures
- Outstanding demands, refunds and grievances on the portal
What the health check covers
Six lenses, one written report.
AIS / 26AS Reconciliation
Every interest, dividend, sale and TDS entry in the department's records matched against what your returns actually reported.
Deduction & Regime Audit
Deductions re-tested for eligibility and documentation, and the old vs new regime choice re-run on your actual numbers.
Capital Gains Review
Gains recomputed with correct rates, grandfathering and cost records, and unused losses identified for carry-forward.
Disclosure Gap Scan
Schedule FA, Schedule AL and high-value transaction (SFT) exposure checked against what the department already knows.
Demand & Refund Cleanup
Outstanding demands analysed, incorrect ones contested, and stuck refunds traced and pushed for reissue.
Corrective Roadmap
A prioritised action plan — revised returns, ITR-U filings, rectifications and process changes — with cost and deadline for each.
How long each fix stays available
Every corrective tool has an expiry date — the health check maps yours.
Revised Return — 31 December
Errors in the current year's return can be revised free of additional tax up to 31 December of the assessment year.
Updated Return — 48 Months
ITR-U allows missed or under-reported income to be declared for up to 48 months from the end of the assessment year, with graded additional tax.
Rectification — Section 154
Mistakes apparent from the record — wrong TDS credit, computation errors in processing — can be rectified within the statutory window.
Refund Follow-Up
Unprocessed or failed refunds can be traced, revalidated and reissued — often years after the original filing.
The health check process
From access to action plan in four steps.
Share Access & Returns
Past ITRs, computation sheets and portal reports (AIS, 26AS) shared through a simple secure checklist.
Diagnostic Review
Reconciliation, recomputation and risk scan performed by a CA across every year in scope.
Findings Report
A written report: errors found, exposure quantified, savings identified, actions prioritised.
Fix & File
On your go-ahead, revised or updated returns and rectifications are filed and refunds pursued.
Diagnosis before prescription
A health check pays for itself in either savings or avoided penalties — usually both.
Department-side view
We run the same data comparisons the department's systems run, so you see your file exactly as a tax officer would.
Quantified findings
Every issue comes with a rupee number attached — exposure if ignored, cost to fix, savings if optimised.
Completely private
The review is internal analysis on your own data. Nothing reaches the department until you decide to act on a finding.
Fix-it-forward design
Beyond corrections, we change the process that caused the error so next year's return is clean by default.
CA judgement throughout
Findings are weighed by professionals — material issues get flagged loudly, trivia doesn't waste your time.
Connected to action
Findings flow straight into corrective filings, notice replies and ongoing compliance — one team, no handoffs.
Tax health check questions answered
What people ask before booking a review.
Know where your tax file actually stands
Share your past returns and portal reports. Within days you'll have a written diagnosis — errors, exposure, savings and the order to fix them in.
