Frequently Asked Questions

TO’s prime objective is to maximize tax savings. In fact, it helps you to decide the right tax saving investments for you keeping in view the tax efficiency.

How Tax Optimizer Helps You?

Understand and restructure salary components
Additional tax savings in current financial year
Taxpayer specific financial products and process to invest in them
Lack of authentic and relevant Tax education/information
Absence of personalized service
No information on job change implications, advance tax implications
Not knowing the status of past years tax returns
Incorrect information on PAN Card not known to taxpayer
Action to be taken when notice is received from ITD
Refund tracking/follow up

Watch How Tax Optimizer works

Tax Optimizer Process and Packages

All about Tax Optimizer packages specially built for Accenture employees:

TaxOptimizer

TaxOptimizer Packages

Why TaxOptimizer

Tax E-Filing

What is the process of availing Tax Optimization services?

Accenture employees can avail Tax Optimization services in three simple steps as mentioned below:

Step 1: Accenture employee portal would display a page dedicated to Accenture employees’ financial well-being. Here, you would find TaxSpanner offerings w.r.t. Tax Optimization services, especially designed for Accenture employees – you can view packages, get their details, contact support, etc.

Step 2:Make payment for the package suitable to your requirements.

Step 3:Post successful payment, you would be directed to TaxSpanner portal where you can download your basic Tax Optimizer report and review it (included in Self package as well). A TaxSpanner representative will connect with you over call as per the SLA mentioned in package details, to start the tax optimization process.

What will be the charges of availing TO? What are the different services/packages especially available for Accenture employees?

There are 4 packages for Tax Optimization that are being offered to Accenture employees at discounted rates:

TaxSpanner Advantages to Accenture employees	Other eFilers
TaxSpanner provides provides you a simplified process of e-filing and also provides Self learning videos/content to do it yourself.	Other eFilers like the ITD portal does not offer such a simple platform.
With just uploading your Form 16 your income and tax calculations and other relevant details are pre-filled to facilitate your e-filing process.	You need to fill in all the details in the portal to before you can see your income and tax calculations.
You can include other income heads also by uploading other Form 16 such as for Rental Income, Other Income etc.	You need to manually fill-in the details.
Your ITR review is done by the tax experts here at TaxSpanner.com	No such review options available.
20 minutes Expert on Call is available when you have to clarify any individual tax matter.	No such help options available.
Double Taxation Avoidance Act (DTAA)/Tax relief computation offered with Gold and Platinum Plans when you need it.	No such guidance available.
Assets Declaration of Income (50Lacs) is provided on demand in Gold and Platinum Plans	No such facility available.
Expert’s Guidance on Capital Gains, Carry Forward of Loss and Relief u/s.89 provided in Gold and Platinum Plans.	No such guidance/facility available.
Tax saving recommendations and Financial Planning Services included in Gold and Platinum Plans.	No such guidance/facility available.
A Comprehensive Financial Planning is offered in the Platinum Plan for your financial well being taking a 360-degree view.	No such guidance/facility available.
All the above benefits at a very reasonable cost only available to Accenture employees.	Money saved with FREE filing is too small compared to the peace of mind that come from when you get a Tax Expert’s Recommendations not only on taxation but also on your Financial well-being

What will be the process of Tax Optimization?

Once the payment has been made, a TaxSpanner representative will connect with you over call as per the defined SLA and your Tax Optimization process would start as follows:

Share the documents/information (depending on the package availed) as mentioned below:

Pay Slip (Latest)/ CTC details
Income Tax Computation sheet
Housing Loan/property details
Investments details (LIC, Medical Insurance policy, etc)
Dependent Relatives with ages (mention if anyone in the family suffers from a disability or illness)
Rent Paid (if applicable), or rent received (if applicable).

Get Tax Optimization Report (TOR) in 1 business day from the payment date
Read carefully the complete TOR with point wise explanation given in the report
List down your top queries or doubts for discussion as the time for discussion is limited to 60 minutes (you may extend the time @Rs.999 for 30 minutes in advance or as per need)
Send these queries for discussion with CA with preferred timings

Can we upgrade the package from TO to TO+?

Yes, you have the option to upgrade the package according to your requirements, by paying the difference in amount of the higher package.

How much time will it take for the completion of Tax Optimization service?

It takes 1 to 3 business days for the full Tax Optimization service to be completed.

In how much time a CA gets assigned to me once I have made the payment?

After subscription of the paid package, a CA will be assigned to you within 4 to 24 hours.

What are the documents that I need to share for TO service?

In order to prepare your TO Report, we would need the below mentioned documents:

Pay Slip (Latest)
Income Tax Computation sheet

What are the documents that I need to share for TO+ service?

In order to prepare your TO+ Report, we would need the below mentioned documents:

Pay Slip (Latest)
Income Tax Computation sheet
Housing Loan/property details
Investments details (LIC, Medical Insurance policy, Mutual fund, Equity, etc.)
Completely filled Input sheet (Click here to access it)

I don’t have Income Tax Computation sheet. Can you help me without it?

In this case, we can prepare your Tax Optimization report using your latest Pay slip and the current Investment documents.

Can I make investments through TaxSpanner website?

Yes, now you can make your investments through TaxSpanner website itself. Click here to get started.