What is included
- HUF creation: declaration, PAN and bank account
- Annual income tax return for the HUF
- Investments, property and income held in the HUF's name
- Guidance on gifts to the HUF and clubbing rules
- Deductions available to the HUF claimed
- Partial or total partition and dissolution guidance
Who this is for
Hindu, Jain, Sikh and Buddhist families with ancestral property, family income or a plan to hold investments together.
Documents we usually need
- PAN and Aadhaar of the Karta and members
- HUF declaration or deed
- HUF bank statements
- Investment and property statements in the HUF's name
The exact list depends on your case. We send a checklist made for you before we start.
How it works
- Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
- Get a clear planWe confirm the scope, the documents needed and the timeline.
- We prepare, you reviewDrafts and computations are shared with you before anything is filed.
- Filed and documentedYou receive acknowledgements and a note on what happens next.
Questions
Can an HUF choose the new tax regime?
Yes. An HUF can choose either regime, so we compare both with the HUF's actual income before filing.
Will income from money I give my HUF be taxed in my hands?
It can be, depending on how the money was transferred. We explain the rules before you move assets, so the structure works as intended.