Tax Planning9 min read
Filing your own return or managing hundreds of clients — FirstReports stitches every broker, every form, every deadline into one calm place.
With a real CA · from ₹999
Start filingReal CA review · fixed price · no hidden charges
Consolidate client P&L · 1st free
Open CA toolsPrivacy-first — only column headers touch AI, never trade data or PAN
or use LAUNCH20 for 20% off
Your ITR-2 · AY 2026-27
On track₹18,400 refund
credited in 9 days
Auto-detects statements from 12+ brokers & fund houses
Our services
Every service is handled end-to-end by an assigned Chartered Accountant — not software, not a chatbot.
Salaried · ITR-1 / ITR-2
For salaried employees with Form 16, house property, or interest income. Your CA optimises your regime choice and files.
From ₹999 · one-time
View plans & detailsHNI · ITR-2 / ITR-3
For capital gains, foreign income, directorships and multiple sources. Includes Schedule AL, surcharge optimisation and DTAA where applicable.
From ₹1,999 · one-time
View plans & detailsQuarterly · Section 208
Miss an instalment and you owe 1% interest a month under 234B/234C. Your CA calculates exactly what's due each quarter — not a rupee more.
From ₹999 · one-time
View plans & detailsAll services cover FY 2025-26 (AY 2026-27) · Deadline 31 July 2026 for most individuals
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Returns filed this season
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Brokers supported
₹999
ITR filing from
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Data kept private
From a single Form 16 to a CA's hundred-client book — one platform covers all of it.
Form 16, HRA, 80C — your CA picks the better regime and files in days, not weeks.
STCG, LTCG and F&O across 12+ brokers, auto-classified from FIFO-matched lots.
Schedule AL, DTAA, surcharge and foreign income — handled end to end by an expert CA.
Consolidate every client's multi-broker P&L in minutes. First client always free.
How it works
Choose the service and tier that fits your income profile. Pricing is shown upfront.
Share Form 16, bank statements and broker exports via your secure encrypted vault.
Your assigned CA reviews everything, raises queries if needed, and files your return.
Get the acknowledgement and computation sheet directly in your portal.
Documents live in an encrypted private vault. For CA consolidation, only the column headers are sent to AI for format detection — never trade data, never PAN numbers. The actual portfolio stays on your infrastructure.
What our clients say
"My CA resolved a TDS mismatch I'd ignored for two years — all over the portal, no WhatsApp back and forth. Worth every rupee."
Rajeev M.
Salaried · Bengaluru
"Capital gains from Zerodha plus rental income — always filed late because it felt complex. Done in three days, and my regime switch alone saved ₹18,000."
Priya S.
ITR-2 · Mumbai
"As a freelancer I was terrified of getting 44ADA presumptive taxation wrong. My CA explained every step and filed on time. Clear pricing, no surprises."
Ankit R.
Freelancer · Hyderabad
From the blog
FAQ
FirstReports serves two audiences: individuals who want to file their ITR with a real Chartered Accountant, and CAs who need to consolidate equity P&L statements from multiple brokers for their clients. Both sides are built into the same platform.
For most salaried individuals (ITR-1/ITR-2), the due date is 31 July 2026. Business and professional income without audit is 31 August 2026. Tax audit cases are 31 October 2026. Filing after the due date is possible until 31 December 2026 as a belated return, with a late-filing fee.
Yes. Your documents are stored in an encrypted private vault. For CA tools, only column headers (not trade data or PAN numbers) are sent to AI for format detection. Full data never leaves our infrastructure.
ITR filing starts at ₹999 for income below ₹50 lakh, and ₹1,999 for income above ₹50 lakh. There is no hidden fee — what you see on the pricing page is what you pay.
Yes. CAs can consolidate up to 5 clients for free — no credit card required. Paid plans start at ₹500 per year for up to 30 clients.
A real, qualified Chartered Accountant reviews and files your return. Software is used to organise documents and track progress, but the actual review and filing is done by a person who is professionally accountable for accuracy.
Your CA can file a revised return for FY 2025-26 until 31 March 2027. If you discover a discrepancy after that, an Updated Return (ITR-U) can be filed until 31 March 2031 — with an additional tax payment depending on how late it is filed.
For Chartered Accountants
Upload broker CSVs from Zerodha, Groww, Angel One and 9 more. STCG / LTCG / F&O consolidated automatically — in under 2 minutes per client.
manual, per client
with FirstReports
12+ brokers supported
Zerodha, Groww, Angel One, Upstox & more
STCG / LTCG / F&O auto-classified
Correct holding period from FIFO-matched lots
~2 minutes per client
vs 90+ minutes manually, every season
First client always free · No credit card required
File your return with a qualified CA, or sign up to manage your clients — both from one platform.
Use code LAUNCH20 for 20% off your first filing