Certificate Course in Income Tax e-Filing with Tax Planning

Certificate Course in Income Tax e-Filing with Tax Planning

Course Description
The Certificate Course in Income Tax e-Filing with Tax Planning is a comprehensive, hands-on program meticulously crafted to empower participants with the expertise to independently file Income Tax Returns (ITR-1 to ITR-5) online, ensuring strict adherence to Indian Income Tax laws. Through practical, expert-led sessions and real-time training on the official e-filing portal (https://www.incometax.gov.in/), this course equips learners with the skills to compute taxes, navigate the e-filing process, and implement effective tax planning strategies under both Old and New Tax Regimes. Spanning 10 sessions, the course blends theoretical knowledge with practical application, guiding participants through the entire tax filing lifecycle—from income computation to e-filing and post-filing compliance—fully updated for 2025 regulations.

Designed for beginners, freelancers, professionals, small business owners, accounting students, and tax preparers, this course offers live demonstrations, interactive case studies, and personalized guidance in small batches (maximum 10 students). Upon successful completion, participants receive a recognized certificate, along with guidance on obtaining an Income Tax Practitioners Certificate from the Income Tax Department, enhancing their credentials for personal tax management or a professional career in taxation.

Course Overview

This 10-session course provides a structured learning path that integrates theoretical foundations with hands-on practice. Participants will gain in-depth knowledge of Income Tax provisions, return preparation, online filing, and tax planning techniques. The curriculum covers:

• Tax Computation: Calculating income under all heads (Salary, House Property, Business, Capital Gains, Other Sources).
• e-Filing Mastery: Step-by-step filing of ITR-1 to ITR-5 on the Income Tax portal.
• Compliance and Planning: Managing post-filing activities, tax payments, and strategic tax planning under Old and New Regimes.
• Practical Training: Live demonstrations, case studies, and real-world scenarios tailored to salaried individuals, freelancers, professionals, and small businesses.

The course is delivered online (via Zoom/Google Meet) or offline (classroom-based), with assessments including module quizzes and a final project (filing a dummy ITR). Updated for 2025 regulations, it ensures relevance and compliance with the latest tax laws.

Course Objective

The primary objectives of the course are to:

• Provide in-depth practical knowledge of Income Tax provisions, return preparation, online filing, and basic tax planning strategies, ideal for those pursuing a career in taxation or managing taxes for individuals/small businesses.
• Build a strong foundation in Income Tax concepts, enabling accurate income computation, understanding of tax provisions, and seamless ITR filing.
• Teach tax planning techniques under Old and New Tax Regimes to optimize tax liability.
• Ensure proficiency in tax compliance, including tax payments, adjustments, and handling post-filing requirements such as notices and refunds.

Course Highlights

• Live Demonstration: Real-time filing on the Income Tax portal for hands-on experience.
• Interactive Learning: Engaging case studies and Q&A sessions for practical insights.
• Certification: Recognized certificate to validate expertise, plus guidance on obtaining an Income Tax Practitioners Certificate.

Key Features

• Hands-on Training: Practical demonstrations of e-filing processes on the official portal.
• Real-Life Scenarios: Case studies covering salaried individuals, business owners, freelancers, and professionals.
• Expert Guidance: Sessions led by experienced tax professionals for authoritative insights.
• Certification: Certificate of Completion to showcase skills, enhancing career prospects.

Key Learning Outcomes

By the end of the course, participants will:

1. Understand the basic concepts of Income Tax, including key definitions and provisions.
2. Gain clarity on Old and New Tax Regimes, including current tax rates and regime selection.
3. Prepare income computations under all heads:
   • Income from Salary
   • Income from House Property
   • Profits and Gains of Business or Profession
   • Capital Gains
   • Income from Other Sources
4. Master deductions, exemptions, and rebates under the Income Tax Act for both regimes.
5. Understand rules for set-off and carry forward of losses to optimize tax liability.
6. Compute tax liability, including Advance Tax and Self-Assessment Tax.
7. Learn tax payment processes, tax planning techniques, and use of Income Tax rate charts.
8. Become familiar with ITR due dates and types (Original, Revised, Belated, Updated).
9. Gain hands-on experience with live e-filing demonstrations on the Income Tax portal.

Who Should Attend?

This course is designed for:

• Beginners seeking to learn e-filing basics.
• Freelancers, professionals, and small business owners managing their own taxes.
• Accounting students and professionals aiming to enhance their skills.
• Commerce students and graduates pursuing taxation knowledge.
• Tax return preparers looking to formalize expertise.
• Individuals wanting to learn income tax for personal use or as a career skill.

Course Content

The 10-session curriculum is structured to provide a comprehensive learning experience:

Session 1: Introduction to Income Tax (Foundation Concepts)

• Overview of the Indian Income Tax System.
• Key definitions: Assessee, Previous Year, Assessment Year, Gross Total Income, Total Income.
• Types of taxpayers: Individual, HUF, Firm, LLP, Company, Trust, AOP/BOI.
• Residential Status (Resident, RNOR, Non-Resident) and its tax implications.
• Overview of ITR forms (ITR-1 to ITR-7) and their applicability.
• Due dates for filing returns.
• Practical Training: PAN application (online/offline) – process, documents, tracking.

Session 2: Preparing to File an ITR (Part-1) (Taxpayer Data Collection & Computation)

• Collecting taxpayer’s personal and financial data.
• Gathering documents: Form 16, 16A, AIS, TIS, 26AS, bank statements, investment proofs.
• Understanding Tax Regimes:
  • Current slab rates (Old vs. New Regime).
  • Practical comparison for choosing the optimal regime.
• Preparing income and tax computations:
  • Income from Salary.
  • Income from House Property.

Session 3: Preparing to File an ITR (Part-2) (Taxpayer Data Collection & Computation)

• Income computation continued:
  • Profits and Gains of Business or Profession (speculative vs. non-speculative, presumptive taxation).
  • Capital Gains (short-term vs. long-term, indexation, exemptions u/s 54, 54F, 54EC).
  • Income from Other Sources.

Session 4: Preparing to File an ITR (Part-3) (Taxpayer Data Collection & Computation)

• Deductions under Chapter VI-A (80C to 80U).
• Exempted income and clubbing of income.
• Set-off and carry forward of losses.
• Tax computation (Old and New Regimes).
• Rebate u/s 87A.
• Form 16, 16A, AIS, TIS reports.
• Advance Tax, Self-Assessment Tax, and TDS.
• Basics of tax planning and compliance to avoid penalties.

Session 5: Introduction to e-Filing (Digital Gateway to Tax Compliance)

• Importance and benefits of e-filing.
• Overview of the Income Tax Department’s e-filing portal.
• Creating and managing an e-filing account.
• Resetting passwords and troubleshooting login issues.
• Updating profile, bank details, linking Aadhaar, DSC, etc.

Session 6: Step-by-Step e-Filing Process (Part-1) (Live Guided Sessions)

• Overview of ITR forms and choosing the correct form.
• Live demonstration:
  • Filing ITR-1 (salaried individuals).
  • Filing ITR-4 (presumptive income).
• Paying tax via Challan 280.
• Filing using offline utility and JSON upload.
• Common mistakes and validation errors.

Session 7: Step-by-Step e-Filing Process (Part-2) (Live Guided Sessions)

• Use cases for ITR-2 (capital gains, multiple properties).
• Filing using offline utility and JSON upload.
• Common mistakes and validation errors.

Session 8: Step-by-Step e-Filing Process (Part-3) (Live Guided Sessions)

• ITR-3 for professionals and business income (non-presumptive).
• ITR-5 for firms, LLPs, and associations.
• Filing using offline utility and JSON upload.
• Common mistakes and validation errors.

Session 9: Post-Filing Activities & Compliance (What to Do After e-Filing)

• Generating and verifying acknowledgment (ITR-V).
• e-Verification methods for ITR.
• Filing Revised Returns u/s 139(5).
• Tracking refund status (portal/NSDL).
• Understanding intimations (e.g., 143(1)).
• Filing refund re-issue and rectification requests (u/s 154).
• Handling tax notices: 139(9), 143(1), 142(1), 143(2), 148, etc.

Session 10: Tax Planning and Case Studies (Hands-on Application)

• Tax-saving strategies for salaried and non-salaried individuals.
• Year-end vs. monthly tax planning.
• Avoiding interest and penalties.
• Practical case studies:
  • Employee with multiple Form 16s.
  • Professional with 44ADA income + capital gains.
  • Partnership firm with presumptive + rental income.
• Live e-filing for different scenarios.
• Common errors and solutions.
• Final Q&A, course recap, and exam guidelines.

Course Duration

• 10 Sessions (typically 1 hour each for weekday batches, or condensed for Sunday batches).

Mode of Delivery

• Online: Live interactive classes via Zoom/Google Meet.
• Offline: Classroom sessions with hands-on practice.

Assessment

• Multiple-choice quizzes after each module to reinforce learning.
• Final project: Filing a dummy ITR for a case study to demonstrate practical skills.

Maximum Students per Batch

• 10 Students Only, ensuring personalized attention and interactive learning.

Course Fee

• Fee: ₹6,000/-

Certification

Participants receive a Certificate of Completion upon passing the assessments, validating their expertise in income tax e-filing and compliance. The course also provides guidance on obtaining the Income Tax Practitioners Certificate issued by the Income Tax Department, enhancing professional credentials.

Upcoming Batches

Why Enroll?

This course is a perfect blend of practical training, expert guidance, and career-focused certification, making it ideal for anyone looking to master income tax e-filing, compliance, and tax planning. With a focus on real-world application, small batch sizes, and updated 2025 regulations, it ensures participants are well-equipped to handle personal or professional tax responsibilities confidently.

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