ITR for Salary/ Pension (Basic)

Ideal for salaried or pension income, one home, bank interest or dividends, farm income up to ₹5,000, and—if applicable—small listed-equity long-term gains under section 112A up to ₹1.25 lakh; no business income, no short-term share gains, and no losses carried from an older year

Expert-assisted ITR-1 (Sahaj) for a resident individual (not a company, LLP, or HUF on this form). Your income should match the Income-tax Department’s ITR-1 FAQ: salary; pension; family pension taxed in the salary/pension part; only one house property; agricultural income not above ₹5,000; bank or post-office interest and dividends in “other sources” other than lottery winnings, income from owning and maintaining race horses, and incomes taxed under sections 115BBDA and 115BBE; and long-term capital gains under section 112A on listed equity or equity-oriented mutual funds not above ₹1,25,000 for the year. ITR-1 is not for: any short-term capital gains; section-112A gains above ₹1,25,000; profits from business or profession; more than one house property; income from outside India or split under section 5A; directors; anyone who held unlisted equity shares in the year; or deferred ESOP tax cases the department lists outside ITR-1.

Inclusions

ITR-1 (Sahaj) preparation and e-filing for a resident individual who meets all ITR-1 conditions together
Salary; pension; family pension offered in the salary/pension part of ITR-1
Exactly one house property for the year (self-occupied, let-out, or mixed as the schedule describes)
Savings or deposit interest; ordinary dividends; family pension in other sources—not lottery, race-horse income, or incomes under sections 115BBDA / 115BBE
Long-term capital gains under section 112A on listed shares or equity-oriented mutual funds up to ₹1,25,000 for the year (ceiling in the ITR-1 FAQ)
Agricultural income not above ₹5,000 for the year
Chapter VI-A deductions you qualify for under the tax regime you choose (old vs new rules as in force)
Reconciliation with Form 16, Form 16A, Form 26AS, and AIS
Guidance on default new regime vs opting into the old regime where applicable

Exclusions

Two or more house properties (ITR-1 allows only one)
Brought-forward or carry-forward losses (not on ITR-1)
Any short-term capital gains on shares, mutual funds, or other capital assets
Long-term capital gains under section 112A above ₹1,25,000 (the FAQ allows 112A on ITR-1 only up to that amount)
Lottery winnings; income from owning and maintaining race horses; incomes under sections 115BBDA or 115BBE
Business or profession profits (including freelance P&L)
Income from outside India; income to be apportioned under section 5A
Non-residents; directors; persons who held unlisted equity shares in the year; ESOP deferral cases outside ITR-1

Recommended For

Salaried Employees
Pensioners
Family Pensioners
Freshers

Not Recommended For

Anyone with more than one house, any short-term capital gains, section-112A long-term gains above ₹1,25,000, property or other capital gains outside the small 112A bucket, business or trading profits, or losses to carry forward
NRIs; residents with foreign income or foreign assets to declare on the Indian return
Directors; anyone who held unlisted shares in the year; ESOP tax deferral cases not covered by ITR-1
Total income and sources outside the ITR-1 checklist above (use Standard, Capital Gains, Traders, or Foreign Income plan as the case may be)

How It Works

Share your details and upload documents
Our expert prepares your tax return
Review and approve your return
We file your return and help you with e-verification
Get ITR-V after e-filing
Post-filing support available

Documents Required

Form 16 from employer (all parts)
Form 16A from banks or others if TDS was deducted on interest or other non-salary payments
Form 26AS from the e-filing portal
AIS (Annual Information Statement) from the portal — reconcile with Form 16 / banks
Bank passbook or statements and interest certificates for savings and fixed deposits
Rent receipts or landlord details if HRA was not fully submitted to the employer
Receipts for LIC, medical insurance, donations, tuition fees, etc., if you claim them and they are not in Form 16
Broker or AMC capital-gains statement if you have section 112A gains on listed shares or equity mutual funds within ₹1,25,000

Time Estimate

3 business days after document submission

Remarks

You do not attach proofs when e-filing, but you should keep Form 16, Form 16A, Form 26AS, AIS, and bank or interest papers for the same financial year in case the department asks later.
If any bullet above is unclear for your case, use the Income-tax e-filing “Help me decide which ITR” questionnaire or ask a chartered accountant before buying this plan.