Fact-check notes
Last fact-checked: 2026-06-04
Income-tax, TDS, advance tax, deduction and notice positions should be verified against the active assessment year, e-filing utility, AIS/Form 26AS, TRACES data and current circulars before filing.
This page is preparation guidance. Ask the expert to verify active law, portal forms, notifications and your documents before filing, signing or paying.
Step-by-step preparation
To claim 80c deductions, first confirm eligibility, year or period, portal status, records and deadline. This guide helps you prepare the facts before taking action.
- Confirm the applicable law year, registration type, taxpayer or entity category.
- Collect identity, portal and transaction documents before starting.
- Check whether a notice, due date, challan, DSC, OTP or certificate is required.
- Submit only after reconciling records and save acknowledgement after completion.
Who this is for
- Taxpayer doing initial research.
- Founder preparing compliance records.
- Business owner facing a portal deadline.
- Person deciding whether expert help is required.
Documents and details to prepare
- PAN, GSTIN, TAN, MCA or relevant registration details.
- Portal login/status and prior filings.
- Invoices, payroll, bank or tax records where relevant.
- Notice/order/challan if any.
Common mistakes to avoid
- Starting on the portal without checking eligibility.
- Selecting wrong year or form.
- Saving draft but not submitting.
- Not downloading acknowledgement and proof.
How to brief the expert
- Write down the exact task and deadline.
- Collect required documents and current portal status.
- Post on WorkIndex if the case involves money, notice, audit or uncertainty.
- Keep final acknowledgement and working papers.
FAQs
Can I claim 80c deductions myself?
For simple cases, maybe. For notices, penalties, high amounts, company filings or uncertain facts, expert review is safer.
What should I mention to an expert?
Mention year or period, entity type, portal status, documents available and deadline.
Is this page a filing utility?
No. It is a preparation guide; use official portals or a qualified expert for actual filing.