Aarav Sharma
aarav@example.com · PAN ABCDS1234A · joined panel 23 May 2026
Your access: AY 2026-27 Tax Review · 12 confirmed Inbox documents · read + upload-on-behalf. Expires 31 July 2026 (filing deadline + 30 days grace).
Client added a new document · re-review before filing
Aarav uploaded nps-statement-FY25-26.pdf 11 min ago. Engine detected ₹62,000 contribution under §80CCD(1B) — could raise refund by ₹15,600 at the 31.2% slab. Confirm impact in the chat before marking filed.
Refund due
₹18,000
ITR-1 · old regime
Gross income
₹18,40,000
From Manifest Infotech (Form 16)
TDS withheld
₹2,32,000
Reconciled with 26AS
Tax Review
Open Aarav's AY 2026-27 →
Full Tax Review · ITR form + both regimes · waterfall · forward actions.
Documents
12 confirmed docs + 1 NEW →
Form 16 · 26AS · AIS · 5 bank statements · ELSS · medical · NPS · rent receipts · NPS statement (new).
Pending action
File on the e-Filing portal, then upload the ITR-V
You've accepted the engagement. Aarav has shared the return draft. After you submit on incometax.gov.in, upload the ITR-V acknowledgement PDF the portal issues you. We auto-extract the acknowledgement number, mark this AY as Filed, and flip Aarav's rail to rate & close.
Where do I find Aarav's ITR-V?
- 1. The portal emails the ITR-V to Aarav's registered email immediately after submission. Ask him to forward it.
- 2. Or, if you filed via the CA console on the portal, download it from e-File → Income Tax Returns → View Filed Returns → click the AY → Download Receipt.
- 3. The PDF is password-protected with Aarav's PAN (lowercase) + DOB in ddmmyyyy — we'll prompt for it on upload if needed.
After Aarav rates the engagement, the chat goes read-only and your ₹404 net releases on the next weekly payout.
Recent activity
- ⚡ Aarav uploaded nps-statement-FY25-26.pdf NEW · re-review 11:31 AM today
- You read Tax Review9:15 PM yesterday
- Aarav granted access · ITR-1 ITR Filing tier8:55 PM yesterday
Earnings on this engagement
ITR-1 · ITR Filing tier · ₹599 captured
₹485 to you · ₹60 platform (10%) · ₹54 §194J TDS withheld
Settles weekly · next payout Sunday
Your read-only access to Aarav's Tax + Inbox auto-revokes when (a) you mark filed + Aarav rates & closes, or (b) 30 days after the 31 July filing deadline — whichever first.