How to Get Expert Support on TaxBuddy Even in DIY Mode
- PRITI SIRDESHMUKH
- Sep 15
- 8 min read
Updated: Oct 7
Filing your Income Tax Return (ITR) has become more accessible with digital tools, and platforms like TaxBuddy have simplified this process for taxpayers across India. The DIY (Do-It-Yourself) filing model allows individuals to prepare and submit their ITR with step-by-step guidance while maintaining control over their financial information. TaxBuddy provides an intuitive interface that reduces errors, ensures compliance, and integrates real-time checks for TDS and deductions. Even for first-time filers or those with multiple income sources, the platform offers a seamless experience that balances simplicity and accuracy. Understanding the DIY approach helps taxpayers save time, avoid common mistakes, and maintain confidence while filing returns.
Table of Contents
Understanding DIY Tax Filing on TaxBuddy
DIY (Do-It-Yourself) tax filing on TaxBuddy offers taxpayers a flexible, user-friendly way to independently file their Income Tax Returns (ITR) while receiving intelligent support throughout the process. The platform is designed to simplify even complex filing requirements, allowing individuals, self-employed professionals, and small business owners to manage their tax obligations efficiently without needing an expert at every step.
When using TaxBuddy for DIY filing, users start by selecting the appropriate ITR form based on their income sources and tax profile. The platform then guides them through the step-by-step process of entering income details, such as salary, business income, capital gains, and other sources. Claiming deductions under popular provisions, including Sections 80C, 80D, and 80E, is made seamless with intelligent prompts that ensure all eligible deductions are applied correctly, optimising tax savings.
TaxBuddy automatically integrates pre-filled data from Form 26AS, including TDS (Tax Deducted at Source) entries, advance tax payments, and self-assessment tax, eliminating the need for manual input and significantly reducing errors. Built-in calculations continuously verify taxable income, total tax liability, and potential refunds, providing real-time feedback for any inconsistencies.
The platform also highlights missing information, warns against common mistakes, and confirms that the filing complies with the latest Income Tax rules and updates for the relevant financial year. Before submission, users can access a detailed summary of their tax computation, including total income, deductions claimed, taxes paid, and expected refund amounts. This transparency ensures confidence in the accuracy of the filing and empowers taxpayers to complete the process independently.
Moreover, TaxBuddy allows users to save progress at any stage, revisit sections, and make corrections before final submission. Notifications and reminders guide taxpayers through deadlines, ensuring timely filing and avoiding penalties. Overall, DIY tax filing on TaxBuddy combines automation, intelligent guidance, and compliance assurance, making the tax filing process simpler, faster, and error-free while keeping full control in the hands of the user.
Ways to Access Expert Support in DIY Mode
Even when taxpayers prefer a do-it-yourself (DIY) approach, TaxBuddy ensures that professional support is readily accessible, making the filing process both flexible and reliable. Users can immediately clarify doubts through live chat, which connects them to qualified tax experts who provide guidance on a wide range of topics. For more complex questions, the platform allows scheduling calls with experienced tax professionals, giving users the opportunity to discuss detailed aspects of their tax situation and receive tailored advice.
TaxBuddy also offers document review services, where professionals can verify uploaded financial statements, Form 16, or investment proofs to ensure accuracy before submission. This is particularly valuable in complicated scenarios, such as calculating capital gains from equity and mutual funds, reporting rental income, disclosing income from freelance or business activities, or correctly applying deductions under Sections 80C, 80D, or 80E.
This hybrid DIY-expert model allows taxpayers to maintain control of their filing while benefiting from professional oversight, ensuring returns are accurate and compliant. By catching potential errors early, TaxBuddy minimizes the chances of notices, scrutiny, or delays from the Income Tax Department. Users gain the confidence of completing their returns independently while knowing that expert validation is available whenever needed, combining convenience, flexibility, and peace of mind.
Common Scenarios Where Expert Help is Useful
Certain income tax filing situations can be complex and prone to mistakes if handled without guidance. These typically include cases involving multiple sources of income, such as salary, rental income, and interest from savings or fixed deposits. Taxpayers with overseas investments or foreign income may face additional compliance requirements, including the need to report foreign assets under the Income Tax Act. Similarly, capital gains from the sale of securities, mutual funds, or real estate require careful calculation, considering short-term and long-term gains, exemptions, and indexation benefits. House property income, especially when claiming deductions for home loans, principal repayments, and interest under Sections 24(b) and 80C, also adds layers of complexity. Businesses with multiple revenue streams, or those requiring audit compliance, often encounter challenges in accurately reporting income and expenses. In all these scenarios, expert intervention ensures accurate calculations, proper reconciliation of TDS credits, verification of eligible deductions under Sections 80C, 80D, and others, and helps avoid errors that could trigger notices from the Income Tax Department.
Benefits of Combining DIY Filing with Expert Support
Opting for a hybrid approach—filing your Income Tax Return (ITR) yourself while leveraging professional guidance—offers multiple advantages that balance control, accuracy, and compliance. By handling the filing independently, taxpayers retain full control over their personal and financial data, ensuring privacy and transparency in their submissions. At the same time, having access to expert support helps navigate complex areas such as capital gains reporting, foreign income disclosures, or deductions under Sections like 80C, 80D, and 80E, minimizing the risk of errors that could trigger notices from the Income Tax Department.
Common mistakes, such as mismatched TDS credits, misreported income, or overlooked deductions, can delay refund processing and sometimes lead to penalties. Expert guidance ensures that these aspects are thoroughly checked before submission, increasing the likelihood of timely refunds and reducing chances of revisions or notices.
Moreover, as ITR forms and utilities are updated every financial year—including the recent changes for FY 2024-25—professional support helps taxpayers understand new formats, JSON file requirements, and other technical adjustments. This ensures all eligible exemptions and deductions are claimed correctly, maximizing tax savings.
Platforms like TaxBuddy make this hybrid approach seamless by providing user-friendly tools for DIY filing, paired with easy access to professional assistance when needed. This combination empowers taxpayers to file confidently, maintain accuracy, and fully comply with the latest tax regulations without sacrificing control or convenience.
How to Upgrade or Request Expert Assistance While Filing
TaxBuddy makes it simple for users to access expert guidance while filing their Income Tax Returns (ITR). Whether you begin with a self-filing approach or are midway through your return, you can seamlessly upgrade to an expert-assisted plan at any point. The platform allows you to choose the specific areas where you require assistance—such as TDS verification, tax deductions under Section 80C, capital gains reporting, or income from multiple sources—ensuring that help is targeted and efficient.
Once you request expert assistance, you can schedule consultations according to your convenience. You also have the option to securely upload all relevant documents, such as Form 16, bank statements, investment proofs, or business financial statements, for detailed review. The platform maintains your existing workflow, so you do not need to restart the filing process.
Real-time notifications keep you informed at every step—when your request is acknowledged, when the expert has reviewed documents, and when corrections or confirmations are completed. TaxBuddy experts provide personalized guidance, verify all calculations, ensure compliance with the latest rules, and confirm once your ITR is ready for submission. This approach ensures a smooth, accurate, and stress-free filing experience, whether you are filing as an individual, a business professional, or managing complex income streams.
Conclusion
TaxBuddy provides a flexible and reliable platform that combines the independence of DIY tax filing with access to expert support. This hybrid model ensures accuracy, reduces the risk of errors, and improves compliance with the latest Income Tax regulations. For anyone looking for assistance while maintaining control over their tax filing, it is highly recommended todownload the TaxBuddy mobile appfor a simplified, secure, and hassle-free experience.
FAQs
Q1. Does TaxBuddy offer both self-filing and expert-assisted plans for ITR filing, or only expert-assisted options?
TaxBuddy provides flexible filing options tailored to different types of taxpayers. Users can opt for DIY self-filing, which offers step-by-step guidance throughout the ITR process, including pre-filled data, prompts for deductions, and error checks. For those who prefer professional handling, expert-assisted plans are available, where a qualified tax professional completes the filing on your behalf. This dual approach ensures that first-time filers, salaried professionals, freelancers, and business owners alike can choose the service that best suits their needs.
Q2. Can I switch from DIY mode to expert-assisted filing while in the middle of filing?
Yes. TaxBuddy allows seamless switching at any stage of the filing process. All data already entered in DIY mode—such as income details, TDS entries, and deductions—is automatically preserved. You don’t need to start over, and the expert can immediately review and complete your filing. This feature is especially useful if you encounter a complex section or realize you need professional assurance.
Q3. Is live chat support available for DIY users?
Absolutely. DIY users have access to real-time live chat support. You can ask questions related to specific sections, claimable deductions, TDS reconciliation, or any confusion about ITR forms. The support team provides clear, actionable guidance, ensuring you file confidently and reduce the risk of errors.
Q4. How does TaxBuddy help with TDS reconciliation in DIY mode?
TaxBuddy simplifies TDS reconciliation by automatically fetching your TDS data from Form 26AS. The system cross-verifies this data with the income and deductions you’ve entered. Any mismatches are immediately highlighted, allowing you to correct them before submission. This feature reduces errors, prevents rejections, and accelerates refund processing.
Q5. Are there any additional costs for requesting expert review in DIY mode?
TaxBuddy offers transparent and flexible pricing. Basic guidance is often included in the DIY plan, but you can opt for expert review or consultation for a nominal additional fee. This ensures that you have access to professional help whenever needed, without paying for full expert-assisted filing if it’s not required.
Q6. Can I file ITR for multiple financial years using DIY mode?
Yes. TaxBuddy allows filing for multiple financial years within the same account. Each year’s return is managed individually, with step-by-step prompts, pre-filled information, and error-checking mechanisms. This makes managing past returns and current filings straightforward, ensuring complete compliance without confusion.
Q7. How secure is my data while filing on TaxBuddy?
Data security is a top priority. TaxBuddy employs encrypted servers, secure protocols, and strict access controls to safeguard personal and financial information. All uploads, including Form 16, bank statements, and investment proofs, are protected. TaxBuddy ensures that your data is never shared with third parties, giving users peace of mind during the filing process.
Q8. Will expert support guarantee that no errors occur in my return?
Expert-assisted plans significantly reduce the risk of errors, but accuracy also depends on the information provided by the taxpayer. Experts review entries, TDS, and deductions to ensure compliance, but taxpayers should provide accurate documentation and full disclosure. Proper collaboration ensures an error-free filing experience and minimizes chances of notices or delays.
Q9. Does TaxBuddy provide reminders for pending filings or deadlines?
Yes. The platform sends timely notifications and reminders for filing deadlines, pending submissions, and required documents. This helps taxpayers avoid late fees, ensures timely filing, and maintains compliance, especially for those managing multiple returns or financial years.
Q10. Is TaxBuddy suitable for first-time filers?
Definitely. TaxBuddy’s DIY interface is beginner-friendly, with clear prompts for each section, simplified explanations, and pre-filled data wherever possible. First-time filers can navigate income declarations, deductions, and TDS without prior experience, making the process intuitive and less stressful.
Q11. Can I claim deductions under Sections 80C, 80D, etc., using DIY mode?
Yes. TaxBuddy guides you through all eligible deductions and exemptions, including Sections 80C, 80D, 80E, and more. It ensures compliance while helping you maximize tax savings efficiently, with automatic checks to avoid common mistakes.
Q12. How long does it take to complete filing in DIY mode with expert support?
The time required depends on the complexity of your income and the number of deductions claimed. Simple salaried returns may take 15–20 minutes, while more complex filings involving multiple income sources, capital gains, or business income could take longer. Expert support helps streamline the process, reduces errors, and ensures a smoother, faster filing experience.
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