PlanMyTax India

PlanMyTax India is a web tax assistant for Indian taxpayers that pairs an AI chatbot and regime calculator with ITR filing. It auto-imports data from PAN and Form 16 and offers DIY or CA-assisted e-filing for ITR 1 to 4 and belated, revised or updated returns.

PlanMyTax India is a web-based tax service for individual taxpayers in India that combines an AI chatbot, a tax calculator and an ITR filing workflow in one place. The site describes itself as the country's first AI tax assistant and says more than 9,420 taxpayers have used it. The stated aim is to cut manual data entry and replace tax jargon with plain explanations. The product is organised around three steps: plan, calculate and file. The chatbot answers tax questions on request. The calculator estimates tax, deductions and savings, and includes a regime check for comparing options. The filing service lets users choose between doing the return themselves or having a chartered accountant assist. Filing begins with a short signup, after which the user enters a PAN so the service can pull tax data from the income tax portal. Uploading Form 16 imports income, deductions and documents automatically. The AI then asks a handful of questions, fills in the remaining fields and checks the return before it is reviewed, validated and e-filed directly with the Income Tax Department. Coverage is broad for a consumer filing tool. The homepage walks through ITR 1 for salaried individuals with simple income, ITR 2 for individuals and HUFs without business income (including capital gains, multiple properties and foreign assets), ITR 3 for business income including speculative trading, and ITR 4 for presumptive income under sections 44AD, 44ADA and 44AE. It also covers belated returns for missed deadlines, revised returns that correct a filed ITR, and updated returns for voluntary compliance. Both the revised and belated return options are listed at a flat 2,499 rupees per filing year. Among alternatives, PlanMyTax sits between pure calculators, which only estimate liability, and traditional CA firms, which handle everything manually. Its hybrid model suits salaried employees, traders and freelancers who want automation but still value the option of expert review. Testimonials on the site mention CA-style support alongside the software, so the service is not purely automated.