Pre-flight check · before filing
File Aarav's ITR-1 · AY 2026-27
All six checks must pass before File on portal unlocks. Your tick is logged with the engagement audit trail.
Checklist · 4 of 6 ticked
2 left-
OK
AIS · all info codes confirmed by client
12 / 12 codes confirmed · last code reviewed 23 May, 7:14 PM. Confirmed by Aarav via Chitragupt app.
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OK
TDS reconciled with 26AS
Form 16 (Manifest) ₹2.32L + bank interest TDS ₹3.2k = ₹2.35L · matches 26AS exactly. No mismatch.
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OK
Both regimes computed · winner picked
Old regime ₹98k vs new regime ₹84k · new wins by ₹14k. Client agreed via chat at 11:42 AM today.
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OK
Client mobile + email verified
Mobile +91-99…12 · OTP verified 14 May. Email aarav@example.com · verified 14 May. Required for ITR-V e-mail.
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Action
Bank account · pre-validated on portal for refund credit
HDFC a/c xxxx7842 · IFSC HDFC0001234. Not yet pre-validated on incometax.gov.in — refund will fail without it. Ask client to validate.
Ping Aarav · pre-canned message → -
Action
Return locked · final version ready to file
XML generated 23 May, 9:14 PM but Aarav uploaded a new NPS statement at 11:31 AM today — engine wants to re-generate. Click "Re-generate" once you're confident no more docs are coming.
CA notes · attached to filing record
After you tick all six
- "File on portal" button enables — opens incometax.gov.in CA console in new tab.
- File Aarav's return on the portal · submit · download ITR-V.
- Come back to Chitragupt · upload ITR-V via the Pending action panel.
- Engine extracts acknowledgement number, marks AY filed, notifies Aarav.