Filing an income tax return has become more complex — and more consequential — than ever. Over 9 crore ITRs were filed for FY 2024-25, with refunds worth ₹3.92 lakh crore already processed by the Income Tax Department (CAClubIndia). Yet stuck refunds, demand notices, and defective-return flags remain everyday problems for taxpayers who skip a step or pick the wrong form. Whether you're a salaried professional managing RSUs, an NRI with cross-border income, or an investor reconciling capital gains against AIS data, one oversight can delay your refund by months. That's where Advyze tax advisory steps in — a tech-enabled platform with dedicated experts handling your ITR filing quickly, accurately, and compliantly.
TL;DR / Quick Answer
Advyze ITR filing is a digital-first income tax return service operated by Infinitax (OPC) Private Limited in Bengaluru, covering salaried employees, freelancers, NRIs, and investors. Pricing starts at ₹999+GST for salary-only returns; complex filings involving RSUs, capital gains, or foreign income are quote-based. Simple returns are delivered within 24 hours through a secure client portal with real-time status tracking and bank-grade encryption.
Table of Contents
What Is Advyze ITR Filing and How Does It Work?
Advyze is a digital-first tax advisory platform operated under Infinitax (OPC) Private Limited (CIN: U69202KA2025OPC202700, MSME/UDYAM-KR-03-0607799) in Bengaluru, India. It serves salaried employees, startup founders, freelancers, NRIs across the US, UK, Germany, Australia, Singapore and other countries, and investors with multiple income streams. Unlike traditional CA offices that depend on paper-based, in-person workflows, Advyze runs on a tech-enabled platform where clients upload documents through a secure portal, track filing status in real time, and communicate directly with a dedicated tax expert. The service spans the full ITR spectrum — from straightforward salary-only returns to complex cases involving RSUs, ESOPs, Foreign Tax Credit claims under DTAA with Form 67, capital gains across asset classes, and Schedule FA foreign asset reporting.
The engagement model is straightforward: you request a free callback or book a consultation with Advyze, upload documents securely, and a dedicated expert handles filing from start to finish. Bank-grade encryption protects every financial document exchanged through the portal. For salaried employees, the typical turnaround for a simple ITR is within 24 hours of receiving complete documents, while filings involving capital gains, multiple employers, or foreign income are completed within 24–48 hours. The platform also provides free tax calculators and tools — including HRA, residential status, and capital gains estimators — so taxpayers can model liabilities before committing to a paid engagement.
Advyze ITR Filing: Plans & Pricing for Every Taxpayer
Advyze pricing is structured around transparency and complexity-based tiering. Salary-only returns start at ₹999+GST — covering Form 16 handling, HRA and Section 80C optimisation, multiple employer situations, and full AIS/TIS reconciliation. For taxpayers with capital gains from stocks, mutual funds, or property, pricing begins at ₹1,999+GST and scales depending on transaction volume, asset class complexity, and reconciliation effort. Tech professionals holding RSUs or ESOPs from their employer — an increasingly common scenario — can access the RSU & ESOP taxation service from ₹4,999+GST, which handles both vesting and sale event reporting. NRIs needing DTAA benefit analysis and Foreign Tax Credit claims through Form 67 start from ₹1,999+GST. All pricing is exclusive of GST and varies with case complexity.
Annual compliance bundles, ongoing accounting engagements, and mixed-income scenarios are quote-based, so the best move is to request a tailored estimate through Advyze ITR filing services. One particularly valuable inclusion in every Advyze engagement is AIS reconciliation. With the Income Tax Department tightening AI-driven data-matching algorithms, a mismatch between your Annual Information Statement and reported income is one of the fastest ways to trigger a notice under Section 143(1). Advyze reviews AIS line by line before filing — a step that many generic platforms charge separately for or skip entirely. Given that over 8.39 crore ITRs were filed in FY25 alone (Business Standard), even a small percentage of mismatched filings translates to millions of notices, making proactive reconciliation more important than ever.
Step-by-Step Guide to File ITR via Advyze
Filing your ITR through Advyze follows a clean, five-step digital workflow. Step 1: Reach out through the website to request a free callback or schedule a paid consultation. Step 2: Access the secure client portal and upload documents — Form 16, AIS/TIS statements, bank statements, capital gains statements from brokers, and any foreign income documentation. Step 3: A dedicated tax expert reviews your documents, identifies applicable deductions and exemptions, and flags AIS mismatches before they become notices. Step 4: The expert files the return on the Income Tax e-filing portal (incometax.gov.in) and coordinates statutory certification through an empanelled Chartered Accountant where required. Step 5: You receive the filed ITR-V acknowledgment and guidance on e-verification — the critical final step that must be completed within 30 days of filing.
For salaried employees with a single employer and no capital gains, the entire cycle from document upload to filed return typically completes within 24 hours. Taxpayers with RSU or ESOP compensation, foreign income, or multiple employers should expect 24–48 hours. Real-time status tracking through the portal means you always know where your return stands. If you also manage GST obligations alongside your ITR, Advyze ITR filing services handle monthly GST compliance within 12 hours of receiving books. The same portal supports Advyze RSU and ESOP taxation and capital gains advisory engagements, so clients with complex income profiles manage everything in one place rather than coordinating across multiple CA offices.
ITR Form Selection: ITR-1 to ITR-7 Explained
Choosing the wrong ITR form is one of the costliest mistakes in tax filing — it can result in a defective return notice under Section 139(9) or, worse, a demand notice instead of an expected refund. Here's the breakdown for AY 2026-27: ITR-1 (Sahaj) applies to salaried individuals with total income up to ₹50 lakh, income from one house property, and interest income. ITR-2 suits individuals and HUFs with capital gains, foreign income, or more than one house property but no business income. ITR-3 covers individuals and HUFs with income from business or profession, including partnership firm income. ITR-4 (Sugam) is for presumptive taxation under Sections 44AD, 44ADA, or 44AE.
ITR-5 applies to firms and LLPs. ITR-6 is for companies. ITR-7 covers trusts, charitable entities, and claiming exemptions under Sections 11, 12, 10(23C), and 10(46). If you're a salaried employee with RSUs or foreign stock holdings that generate capital gains, you'll need ITR-2 instead of ITR-1 — even if your salary falls below ₹50 lakh. Similarly, NRIs with Indian rental income and capital gains typically file ITR-2 with Schedule FA filled out. The Advyze capital gains advisory team and Advyze NRI taxation services handle form selection, residential status determination, and DTAA benefit analysis to ensure every schedule is correctly populated — critical for avoiding defective-return flags that can freeze refunds for months.
New vs Old Tax Regime: Slabs for FY 2025-26
The most common question during ITR season is: new regime or old regime? For FY 2025-26 (AY 2026-27), the new tax regime under Section 115BAC remains the default. Under it, income up to ₹4 lakh is taxed at nil, ₹4–8 lakh at 5%, ₹8–12 lakh at 10%, ₹12–16 lakh at 15%, ₹16–20 lakh at 20%, ₹20–24 lakh at 25%, and above ₹24 lakh at 30%. A standard deduction of ₹75,000 applies, and the Section 87A rebate of up to ₹60,000 means total income up to ₹12 lakh effectively attracts zero tax. For most salaried taxpayers without heavy deductions, the new regime wins handily.
The old regime keeps the ₹2.5 lakh basic exemption but unlocks deductions under Sections 80C (up to ₹1.5 lakh for PPF, ELSS, LIC, etc.), 80D (health insurance premium), 80CCD(1B) (additional NPS), HRA exemption, and home loan interest under Section 24. These can be valuable for taxpayers with significant investment discipline, large rental payments, or sizable home loans. You can compare both regimes side by side using free tax calculators and tools on the Advyze platform. For AY 2026-27, salaried employees can switch between regimes during filing even if they chose one with their employer. Non-salaried taxpayers who previously opted for the old regime can switch to the new regime but must file Form 10-IEA within the due date if reverting back for business income in future years.
Document Checklist for ITR Filing
Missing documents are the primary reason ITR filing gets delayed. Having the right paperwork ready before you start saves days of back-and-forth. For salaried employees, essentials include: Form 16 (Part A and B), salary slips for any employer not covered by Form 16, PAN card, Aadhaar card (mandatory for filing), bank statements showing interest income, and home loan certificates if claiming Section 24 deductions. You'll also need AIS and TIS statements — downloadable from incometax.gov.in — which show the data the department already has on you: interest earned, dividends received, securities transactions, and foreign remittances.
For investors and traders, the checklist extends to capital gains statements from brokers, mutual fund consolidated account statements from CAMS or KFintech, and crypto / VDA transaction reports — all taxed at 30% under Section 115BBH with no loss set-off. NRIs filing through Advyze need additional documents: passport copies, visa details, foreign salary slips, foreign tax residency certificates for DTAA claims, and prior-year ITRs for reference. Clients of Advyze RSU and ESOP taxation typically share employer-issued vesting and sale schedules via the secure portal, and the team reconciles them against Form 26AS and AIS before filing. A complete document set upfront is the difference between a 24-hour turnaround and weeks of document-chasing.
ITR-U Updated Return: Penalties, Deadlines & Rules
Missed the ITR deadline? Section 139(8A) introduced the Updated Return (ITR-U) as a structured second chance for taxpayers who either didn't file their original return or need to correct errors after the revised return window has closed. You can file an ITR-U within 24 months from the end of the relevant assessment year. For AY 2025-26, the window runs until March 31, 2027; for AY 2026-27, until March 31, 2028. The catch is the additional tax: filed within 12 months of the AY end, you pay an extra 25% of aggregate tax and interest due; between 12 and 24 months, the penalty rises to 50%.
ITR-U cannot be filed if it results in lower tax liability, a refund claim, or a loss carry-forward — it is exclusively for taxpayers who owe additional tax. It also cannot be used if a search or survey has been initiated under Sections 132 or 133A. For taxpayers discovering unreported income — forgotten FD interest, missed capital gains, undeclared freelance earnings — ITR-U offers a compliance path before the department's AI-driven matching engine sends a notice. If you're unsure whether ITR-U applies to your situation, the Advyze tax insights blog covers updated return scenarios in detail, and you can always contact Advyze for a case-specific assessment before the penalty window escalates.
Expert Insights: Common Mistakes & What Is Changing in 2026
According to reporting by The Economic Times and Business Today, the top reasons ITR refunds get stuck in AY 2025-26 include failure to e-verify within 30 days, non-pre-validated bank accounts, defective return notices under Section 139(9) from choosing the wrong ITR form, and a utility glitch that auto-populates interest under Section 234C even when net tax liability is below ₹10,000 (Business Today). In one documented case, a CA filing the incorrect ITR form triggered an ₹85,000 demand notice instead of a refund (The Economic Times). These are precisely the errors that an expert-reviewed filing process catches before submission. When you file with Advyze, AIS reconciliation and form validation happen before any return is uploaded — not after a notice lands in your inbox.
Structurally, 2026's biggest shift is the Income-tax Act, 2025, introducing the "Tax Year" concept from April 1, 2026 to replace "Assessment Year" (India Today). For AY 2026-27 filing — due July 31, 2026 for non-audit taxpayers — income earned during FY 2025-26 is still assessed under the Income-tax Act, 1961. ITR-1 through ITR-7 forms for AY 2026-27 have already been published, and the filing season has officially begun (DD News / PIB). Only income earned from April 1, 2026 onward falls under the new Act's provisions. The practical takeaway: file your current return on time under the existing regime, but begin planning for transitional rules that will shape FY 2026-27 compliance. Stay informed through the Advyze tax insights blog for updates as the new Act's rules get clarified.
Conclusion
ITR filing in 2026 sits at a unique inflection point — record filing volumes, tightening data-matching technology, a new tax Act taking shape, and increasingly complex income profiles. Whether you're a salaried employee with a single Form 16, an NRI navigating DTAA and Schedule FA, or a tech professional tracking RSU vesting across multiple grants, the cost of a filing error has never been higher. Advyze combines a digital-first platform with dedicated expert advisory to deliver fast, accurate, and compliant returns — typically within 24 hours for straightforward cases. Ready to file smarter and stay compliant? Book a consultation with Advyze and let an expert handle the complexity.
FAQs
What is Advyze ITR filing?
Advyze ITR filing is a tech-enabled income tax return filing service operated by Infinitax (OPC) Private Limited in Bengaluru, covering salaried employees, freelancers, NRIs, investors, and startup founders with expert-led filing starting from ₹999+GST.
How much does Advyze charge for ITR filing?
Salary-only returns start at ₹999+GST. Returns involving capital gains, RSUs/ESOPs, foreign income, or other complex sources are priced based on complexity, typically starting from ₹1,999–₹4,999+GST.
How long does Advyze take to file an ITR?
Simple ITR filings are completed within 24 hours of receiving complete documents. Complex filings involving RSUs, foreign income, or multiple employers typically take 24–48 hours.
Which ITR form do salaried employees need?
Most salaried individuals with income up to ₹50 lakh use ITR-1 (Sahaj). Those with capital gains, foreign income, or more than one house property need ITR-2.
Can NRIs file ITR through Advyze?
Yes. Advyze serves NRIs globally with residential status determination, DTAA benefit analysis, Foreign Tax Credit claims via Form 67, and Schedule FA compliance across countries including the US, UK, Germany, Australia, and Singapore.
What is the ITR filing deadline for AY 2026-27?
Non-audit individual taxpayers must file by July 31, 2026. Taxpayers requiring a tax audit have until October 31, 2026.
What is an updated return (ITR-U) and when can I file one?
ITR-U is a filing option under Section 139(8A) allowing taxpayers to file or correct an ITR within 24 months of the assessment year end, subject to an additional 25% or 50% tax penalty depending on timing.
Should I choose the new or old tax regime?
For most salaried taxpayers with income up to ₹12 lakh, the new regime is more beneficial due to the ₹87A rebate. Taxpayers with heavy 80C deductions, HRA, or home loan interest may save more under the old regime. Compare both using a tax calculator before filing.
