Capital Gains and Stock Market Tax Filing Service

A comprehensive tax filing solution for individuals with multiple income sources, including share market and future option trading, salary, house property, and other income. Simplify your tax filing process with expert guidance.

• Filing ONLY ITR-3 (Sahaj)
• ITR Filing including share marketing and other than future option (Trading)
• CA Expert Assisted ITR Filing.
• Tax Payable/Refund and Filing Confirmation
• Schedule a 60 Minute Phone Call With Our Expert
• Suggestion on Best Tax Saving Options 24x7 Customer Support From CA Exper

1. Income Statements: Provide documentation of all sources of income, including earnings from stock dividends, capital gains, and other investment-related income.
2. Expense Records: Keep records of any expenses related to your investments, such as brokerage fees, transaction costs, and investment advisory fees.
3. Investment Statements: Include statements from your brokerage accounts, investment portfolios, and any other investment accounts showing details of your holdings, transactions, and investment performance.
4. Tax Forms: Depending on your investments and transactions, you may need to provide specific tax forms, such as Form 1099-B for reporting capital gains and losses, Form 1099-DIV for reporting dividends, and Form 8949 for reporting capital asset transactions.
5. Identification Documents: Ensure you have valid identification documents, such as a driver's license or passport, for identity verification purposes.
6. Account Statements: Provide statements from your bank accounts and any other financial accounts used for investment purposes.
7. Purchase and Sale Records: Keep records of all purchases and sales of securities, including dates, prices, and quantities.
8. Dividend Reinvestment Statements: If you participate in dividend reinvestment plans (DRIPs), provide statements showing reinvested dividends and any associated transactions.
9. Corporate Actions: Include documentation of any corporate actions affecting your investments, such as stock splits, mergers, acquisitions, or spin-offs.
10. Previous Year's Tax Returns: Provide copies of your previous year's tax returns, as they may contain relevant information for reporting capital gains and investment income.