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#TaxFillingWithBeekay

Stay Compliant, Stay Secure - Rely on Beekay for Expert Tax Management!

Filing your income tax return accurately and on time isn't just a duty; it's a necessity that shields you from potential penalties and legal consequences. Each year, countless individuals rush to meet deadlines or overlook the need to file altogether, risking fines and complicating their financial future. At Beekay Associates, we emphasize the importance of both prompt and precise tax return submissions to help you avoid unnecessary penalties and ensure peace of mind.

Step-by-Step Online Tax Filing Guide

Gather the required documents and send them via mail to our official email at incometax@beekayassociates.com or upload them via the panel (Click here).

Note on using the panel: The panel refers to our secure online document upload interface, accessible via the link provided ( Click here). This user-friendly platform allows you to conveniently upload all necessary documents directly to our system, ensuring a streamlined and secure submission process. Once uploaded, your documents are safely stored and ready for our team to access and process. Also, whenever any documents are uploaded by the Beekay team for you, you will receive a notification, ensuring you're always informed and your submissions are managed efficiently.

Click here to download the datasheet that needs to be filled up and sent along with the documents.

Please make advance payment of our fees as per the details mentioned below.

We shall compute a draft return and send it back for your perusal and approval. Please do send an approval mail back to us and pay the taxes, if any, that are due.

Note on using the panel for Draft Return Submission: Once we prepare your draft tax return, it will be uploaded to the panel for your convenient access and review. You can easily view and download your documents directly through the panel. After reviewing, please approve the draft and, if applicable, complete any due tax payments. This process ensures a streamlined and secure handling of your tax documents.

Once approved, your return will be filed by us and an acknowledgment sent to you. The process of return filing is complete only once you have verified the same. So do ensure that your Aadhaar is linked to your mobile.

Check if your Aadhar is linked to your mobile
Additional Services: You may also contact us for advice on NEED-BASED TAX SAVINGS!
Click to download

Download

Income Tax Form Data Sheet
Capital Gains Form

More Services

Ready to File Your Taxes Accurately & Efficiently?

Gather your documents and let's ensure your tax filing is as smooth as possible. Start your filing process now to take the next step towards financial compliance and peace of mind.

Ready to File?

Schedule an Appointment

Required Documents for Filing Your Income Tax Return

General Documents

  • Salary Certificate/Form 16
  • TDS Certificate for Interest Income (Form 16A)
  • Tax Paid Receipts/Challan Details, if any
  • Copy of PAN Card
  • Details of All Bank Accounts (please indicate primary account number)
  • Account Number and Type
  • MICR Code and IFSC Code
  • Saving Bank Interest Certificate for all banks

Additional Documents (If Applicable)

  • Proof of Deduction under Section 80C (e.g., life insurance premium receipts, ELSS, principal of housing loan repayment, etc.)
  • Medical Insurance Receipt
  • Rent Paid Receipt along with Pay Slip, if applicable
  • Proof of Education Loan, if any
  • Donation Receipts, if any
  • Proof of Expenses Incurred Towards Treatment of Specified Diseases, if any
  • Expenditure on Treatment of Senior Citizen Parents
  • Proof of Income from Dividends

Documentation Checklist for Income Tax Return Filing

If You Have a House Property
  • Possession Letter
  • Loan Sanctioning Letter, if the property is mortgaged
  • Housing Loan Repayment Certificate
  • Lease Agreement, if the house is rented
  • Municipal Tax Paid Receipt
Capital Gains (If Applicable Due to Sale of Property in the Financial Year)
  • Date of Purchase and Cost of Purchase, including Stamp Duty Paid
  • Date of Sale and Cost of Sale, including any additional expenses (e.g., Brokerage)
Capital Gains (If Applicable Due to Sale of Mutual Funds or Shares)

Please provide the Capital Gain Report with the following details:

  • Date of Purchase
  • Units Purchased
  • Date of Sale
  • Units Sold
  • ISIN Number (Unique number provided to each share or mutual fund)
  • Sale and Purchase Amount
  • Brokerage Paid, if any

Note: The above report is available from your broker. Kindly contact them to request the relevant report. For your convenience, we have attached a draft format. Please click here to access it.

Retired Personnel

  • Pension Certificate
  • Details of Retirement Benefits Received (if filing the return for the first time after retirement)

Price & Plans for Income Tax Return.

Basic Plan for Income from Salary/Pension

₹1500

  • Salary
  • Interest Income
  • One House Property
  • Income upto 50 Lakhs
Make Payment

Standard Plan for Income from Salary/Pension

₹1800

  • Salary
  • Income from other sources
  • More than one House Property
  • Income below 50 Lakhs
Make Payment

Premium Plan for Income from Salary/Pension

₹2500

  • Salary
  • Income from other sources
  • More than one House Property
  • Income more than 50 Lakhs
Make Payment

Basic Plan for Income from Professional/Business

₹2500

  • Upto 10 lakhs receipt
Make Payment

Standard Plan for Income from Professional/Business

₹3000

  • More than 10 Lakhs receipt
Make Payment

Plan for Capital Gains
(In addition with above plans)

₹1000

  • Capital Gain from Shares
  • Capital Gain from Mutual Funds
  • Capital Gain from Sale of property
  • Moderate Capital Gains
Make Payment

Family Discount

If you file four or more income tax returns through our office, one return (of the lowest value) will be filed for FREE

Referral Discount

For every new client you refer who avails our services, we offer a 20% discount

One-Stop Service Discount

If you are availing any other service from us, receive a flat 10% discount on the income tax filing fees.

Investor Discount

Beekay rewards investors with special perks. Those with investments over 2 crores enjoy complimentary tax filings for two family members, while investments between 1 and 2 crores qualify for a free filing for the investors themselves.

Loyalty Discounts at Beekay Associates.

The given discounts are a mark of respect and acknowledgement of your support. For the Investor Discount, the total investment corpus will be considered as the sum total of the family's investment. Only one of the above discounts may be availed at a time.


Loyalty Discounts