ITR Filing on WhatsApp: Steps for DIY ITR Filing on WhatsApp with TaxBuddy
- Farheen Mukadam
- Sep 9
- 4 min read
The tax deduction environment in India has changed dramatically in recent years, especially for those in lower-income categories who work in small jobs like driving, courier services, delivery, and housekeeping. These diligent workers now have to deal with TDS deductions, which the government has made mandatory for service providers. They must file Income Tax Returns (ITR) in order to receive refunds, even though they owe no taxes. TaxBuddy WhatsApp ITR Filing is a cutting-edge platform that directly addresses the particular requirements and situations of the blue-collar economy workforce by streamlining the process of filing Income Tax Returns (ITR) and requesting refunds. TaxBuddy has successfully closed the gap by utilising WhatsApp's extensive user base and intuitive interface, enabling millions of blue-collar workers in India to comply with tax laws in an easy and effective manner.
Table of Contents
Steps for DIY ITR Filing on WhatsApp
Step 1: Contact us at (PHONE NO) to start the filing procedure via WhatsApp.
Step 2: You will see a reminder asking you to proceed with filing your ITR.
Step 3: The TaxBuddy expert will ask you to provide your PAN to get started with the filing process. Enter your PAN number to proceed.
Step 4: You will see a list of income types and be asked to select the ones applicable to you.
Step 5: Once you enter the income type(s), our tax expert will share a detailed pricing plan with a complete breakdown, based on your circumstances. You can ask for a discount, following which you will see a fresh price after the discount is applied.
Step 6: You can ask our tax expert to share a DIY tax filing plan on WhatsApp instead of the assisted plan. A fresh quote will appear showing the DIY pricing and breakdown. Once again, you can ask for a discount and get the discounted quote.
Step 7: Once you accept an ITR filing plan, we will share a proforma invoice for ITR filing assistance. Following this, you will see an online payment screen with various options such as bank card, NetBanking, UPI, wallet, and Pay Later. Select your preferred option and proceed with the payment. You will get a payment receipt once it is complete.
Step 8: We will ask you for an OTP to auto-fill your pre-filled information from the Income Tax portal. The OTP will come to the phone number linked to your Aadhaar Card.
Step 9: In the next step, you will be asked to share your bank details (account number and IFSC Code of the bank) where you want to receive your income tax refund. Ensure that the correct details are provided.
Step 10: At this stage, your tax summary will be ready. We will provide a comparison between the tax applicability of the new and old regimes so that you can choose wisely. Once you decide, we will share your tax summary. You can check it before we go ahead with filing your return.
Step 11: We will ask you to verify the details in the summary, following which we will file your ITR. Before that, you will have to e-verify your return by sharing an OTP that comes to your Aadhaar-linked mobile number.
Step 12: You will receive an acknowledgement to show that the ITR filing process has been completed successfully.
Things Needed for DIY ITR Filing on WhatsApp
Before you start filing your ITR with TaxBuddy through WhatsApp, have these handy:
Aadhaar Card
Email ID
Bank account details for income tax refund
Benefits of DIY ITR Filing on WhatsApp
The primary goal of WhatsApp ITR Filing is client convenience. Employees no longer need to learn new apps because WhatsApp is already well-known and often used. This familiarity guarantees a smooth user experience and lowers adoption hurdles.
By incorporating secure payment channels, user information and transactions are safeguarded, increasing security and confidence. This feature gives consumers peace of mind regarding the security of their personal data while managing sensitive financial information during the tax filing process.
AI is also included in WhatsApp's ITR file to assist you with the process. The AI-powered bot is excellent at interacting with users and is always changing to satisfy their wants.
Conclusion
All things considered, WhatsApp ITR Filing helps users by providing a safe, easy-to-use, and cutting-edge tax filing platform. By streamlining the procedure, improving accessibility through language support, and guaranteeing data security, it eventually enables users to confidently and easily satisfy their tax duties.
Frequently Asked Questions
Should I file my ITR using WhatsApp?
Yes, you can file your ITR using WhatsApp, but remember to use a reliable platform like TaxBuddy. This mode of ITR filing is quick and simple, and you can complete the process in a few simple steps with the help of a tax expert. All you need to do is enter a few details to get things done.
Is DIY ITR filing legal?
Yes, you are able to file an ITR after registering yourself on the e-filing portal. Be sure to determine your taxable income after deductions and select an ITR form according to your classification. A tax expert at TaxBuddy can walk you through the DIY process on WhatsApp.
How does DIY ITR filing with an expert help?
You file your income tax return quickly and confidently when you seek expert guidance for the process. The good thing is that expert assistance is available in a few clicks on WhatsApp with reliable partners like TaxBuddy.
Can AI file ITR?
The AI-integrated DIY ITR Filing software requires only a few basic details about your wage and personal information. It will then automatically extract your employment and personal information, choose the proper ITR form, calculate your tax liability, and file your ITR.
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