Senior citizens and pensioners

Returns for retired individuals that account for pension, interest income and the reliefs available to senior citizens.

What is included

  • Pension and family pension reported correctly
  • Interest from FDs, senior citizen schemes and post office savings
  • Deductions available to senior citizens applied
  • Form 15H guidance to avoid unnecessary TDS
  • Check on whether advance tax applies
  • Refund tracking for excess TDS

Who this is for

Retired individuals and pensioners, and families who manage tax filing for their parents.

Documents we usually need

  • PAN and Aadhaar
  • Pension certificate or Form 16
  • FD and savings interest certificates
  • Bank statements
  • Medical insurance and medical expense proofs
  • Copies of Form 15H submitted

The exact list depends on your case. We send a checklist made for you before we start.

How it works

  1. Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
  2. Get a clear planWe confirm the scope, the documents needed and the timeline.
  3. We prepare, you reviewDrafts and computations are shared with you before anything is filed.
  4. Filed and documentedYou receive acknowledgements and a note on what happens next.

Not sure which service you need?

Tell us your situation. Our team of chartered accountants and company secretaries will point you to the right solution.

WhatsApp