Section 01
Welcome & Introduction
EnsureKa₹ is a Central Board of Direct Taxes (CBDT) authorised **Electronic Return Intermediary (ERI)**.
We provide a secure, bank-grade encrypted, and streamlined filing interface that connects directly with the official Income Tax Department (ITD) e-filing gateway.
By filing through an ERI, you bypass complex tax terminology and long filing queues. Our wizard collects your data step-by-step, performs rule-based calculations, highlights potential validation errors, and files your ITR-1 in seconds.
Section 02
Client Dashboard
File Location: /views/client/client-dashboard.html
The **Client Dashboard** is your filing cockpit. Once you log in, it presents a clear visual progress checklist of your return:
- PAN Linking Status: Displays whether your Permanent Account Number is successfully mapped.
- Step Tracker: Displays your current status (e.g. Link PAN → Add details → File ITR).
- Tax Liability Summary Card: Summarizes estimated Gross Total Income, tax paid, and net balance.
- Audit Trail: A read-only historical timeline logging when prefill was requested, when forms were saved, and when submissions occurred.
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Important: If your PAN is not linked, you cannot retrieve pre-filled salary or TDS data. Complete linking first to prevent manual input errors.
Section 03
PAN Linking & Prefill Data
File Location: /views/client/request-prefill.html & /views/client/view-prefill-data.html
Prefilling imports your tax details directly from the IT Department's databases. This downloads Form 26AS, AIS (Annual Information Statement), and TIS (Taxpayer Information Summary) data.
How to Fetch Data:
- Click Request Prefill Data on the Dashboard.
- Submit your PAN and DOB. Click **Request Prefill OTP**.
- The ITD gateway will dispatch a secure verification OTP to your Aadhaar-registered mobile. Enter this OTP within 10 minutes.
- Once validated, your salary records, TDS, and taxes paid will be securely fetched and stored.
- Review all records in View Prefill Data before starting the filing wizard.
Section 04
Personal Info & Refund Bank
File Location: /views/client/itrfill/personal-info.html
This is Step 1 of the return filing wizard. You must review and declare your identity parameters:
- Filing Status: Standard individual taxpayer (Section 139(1)).
- Residential Status: Tax Resident Individual in India.
- Refund Bank Accounts: You must declare at least one bank account. Enter IFSC, Bank Name, and Account Number.
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Pro Tip: Check the Primary for Refund checkbox on your bank account card. If you are eligible for a tax refund, the IT Department will credit it directly to this verified account.
Section 05
Income Sources & Form 16
File Location: /views/client/itrfill/income-sources.html
Step 2 collects all taxable income streams. Verify these against your physical Form 16:
Salary Income
Add gross salary, house rent allowances, LTA, and professional tax. The standard deduction of **₹50,000** is auto-applied if eligible.
Other & House Property
Declare interest income from savings accounts, FD rates, and dividends. Add rental incomes or home loan interest (Section 24).
**TDS Summary Checklist**: At the bottom of the page, check the Tax Deducted at Source credits. Compare them to your Form 16 and Form 26AS to ensure credits are fully claimed.
Section 06
Tax Saving & Deductions
File Location: /views/client/itrfill/tax-saving.html
Step 3 is where you declare tax-saving investments under Chapter VI-A to lower your net tax payable.
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Section 80C (Limit ₹1,50,000): Input contributions to Provident Funds (PPF/EPF), Life Insurance premiums, Equity Linked Savings Schemes (ELSS), tax-saver FDs, and principal portion of home loans.
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Section 80D (Health Insurance): Input premiums paid for self/family (up to ₹25,000) and parents (up to ₹25,000, or ₹50,000 if senior citizens).
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Section 80TTA (Savings Interest): Deduct up to ₹10,000 of interest earned in savings accounts.
Section 07
Calculations & e-Filing
File Location: /views/client/itrfill/summary.html
This is the final checkpoint page of the filing wizard. It presents a complete legal breakdown of your return:
- Gross Total Income: Total of salary, other, and house property incomes.
- Total Deductions: Total claimed investments subtracted from gross income.
- Net Taxable Income: The final amount subject to tax slab rates.
- Total Tax & Cess: Tax liability plus 4% Health & Education Cess.
- Balance Payable / Refundable: Taxes Paid (TDS) vs. Total Tax liability.
Click e-File Return Now to compile, cryptographically sign, and transmit your data payload directly to the ITD gateway server.
Section 08
Post-Filing & e-Verification
File Location: /views/client/filing-post-submit.html & /views/client/everify-return.html
Submission is only the first half of the filing journey. You must complete verification:
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1. Download ITR-V (Acknowledgement)
Immediately after filing, download your **ITR-V PDF**. This is your legal filing receipt containing your E-filing ARN (Acknowledgement Receipt Number). Keep this safe for compliance audits.
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2. e-Verify within 30 days
Unverified returns are declared **invalid and non-existent** by the ITD. Verify directly on our portal via **Aadhaar OTP** (sent to your Aadhaar-linked mobile) or **Bank EVC** (Electronic Verification Code generated via net banking).
Go to Filed Returns to e-Verify
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Section 09
Support & Tickets
File Location: /views/client/client-support.html & /views/client/track-tickets.html
If you encounter errors (e.g. incorrect prefill records, bank verification failure, or computation gaps), use our help center:
- Raise a Support Ticket: Fill out the form in the support section, detailing name, email, subject, category (e.g. *PAN Linking*, *Refund*, *Prefill*), and query details.
- Track Responses: Go to **Track Tickets** to monitor response progress. You can read replies from our chartered accountants and submit responses.