
Keep these documents handy before the meeting:
Form 16 from your employer (mandatory)
Last three months salary slips (mandatory)
Compensation letter (good to have else you should be able to provide the breakup)
Details about tax saving investments - ELSS mutual funds, NPS, etc.
Details of home loan (if applicable)
Any other relevant document for tax saving
An additional service fee of 2% will be applied to the total amount saved following the successful filing of your income tax return. This fee is designed to reflect the value provided in optimizing your tax savings and ensuring a comprehensive financial outcome.