Salary + Capital Gain + Other Sources (Upto 50 Lacs)
For individuals with total income up to ₹50 lakhs — accurate capital gains reporting and compliant ITR filing.
Overview
Plan Overview
This plan is designed for individuals whose total income does not exceed ₹50 lakhs and includes salary income, capital gains from investments such as shares or mutual funds, and income from other sources such as interest, dividends, FD interest or bond interest. It ensures accurate, compliant and expert-reviewed ITR filing for salaried individuals and investors with moderate complexity.
Example: If you have salary income, profit or loss from shares or mutual funds, and interest income, and your total income is below ₹50 lakhs, this plan is applicable.
What's in / out
Scope of This Plan
Covered in This Plan
- Salary Income including salary, bonus and perquisites
- Home Loan Interest Deduction under Section 24B for self-occupied property only
- Capital Gains from shares and mutual funds
- Basic ESOP / RSU reporting
- Short-Term Capital Gains and Long-Term Capital Gains calculation
- Capital loss set-off and carry-forward
- Income from Other Sources including interest, dividends and bonds
- Lottery, betting, gambling and online gaming income
- Deduction claims under 80C, 80D, 80G, etc.
- Tax regime comparison under Old vs New Regime
- AIS, TIS and Form 26AS reconciliation
- Expert review before filing
Not Covered in This Plan
- Any House Property Income including rent, multiple properties or loss
- Sale of property or real estate transactions
- Intraday trading or F&O derivatives trading
- Crypto or virtual digital asset transactions
- Income from lottery, betting, gambling or online gaming
- Business or Professional Income
- Foreign income or foreign assets
- Complex ESOP / RSU cases involving multiple transactions
- ESOP / RSU cases involving foreign company shares
- ESOP / RSU cases with incorrect or missing salary reporting
Complex ESOP / RSU cases, real estate transactions, trading income, crypto transactions or foreign asset cases require an advanced or higher plan.
Best fit
Who Should Choose This Plan
Salaried individuals who invest in stocks or mutual funds
Individuals with capital gains or capital losses
Individuals earning interest or dividend income
Individuals with total income below ₹50 lakhs and moderate complexity
What we deliver
Services Included
Bring these
Documents Required
- Form 16
- Form 26AS
- AIS & TIS
- Capital gain statement in Excel format from broker / mutual fund report
- Buy and sell transaction details
- ESOP / RSU details, if applicable
- Bank interest certificates
- Dividend statements
- FD / bond interest details
- If claiming deduction under Section 24B, provide home loan details including:
- Bank / Lender Name
- Loan Account Number
- Date of Loan Sanction
- Total Loan Amount Sanctioned
- Loan Outstanding as on 31st March
- Total Interest Paid during the Financial Year
- Investment proof under Section 80C
- Health insurance premium receipt under Section 80D
- Donation receipts under Section 80G, if applicable
- Any other deduction documents, if applicable
How it works
Our Process
Upload Documents
Share your income and investment details securely.
Expert Review
Detailed analysis of gains, losses and income.
Tax Computation
Accurate calculation with proper classification and adjustments.
ITR Preparation
Prepared as per latest tax provisions.
Filing After Approval
Filed only after your confirmation.
Acknowledgment Shared
Instant filing confirmation and support.
The MindYourTax difference
Why Choose MindYourTax?
Expertise in capital gain reporting
Accurate handling of investment transactions
Reduces AIS mismatch and notice risk
Proper loss adjustment to optimize tax
Transparent scope with no hidden surprises
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Reviews
Important — Eligibility Notice
This plan is applicable only if your total income is below ₹50 lakhs and does not include business income, property income or rental income. If your case involves real estate transactions, trading income or foreign assets, you will need to opt for a higher plan.