HNI ITR
Returns for high-income individuals and families — every asset class reconciled, surcharge planned
- 1DiscoveryIncome, assets and entities mapped.
- 2PlanRegime, timing and advance tax reviewed.
- 3PrepareReturn and schedules built and reconciled.
- 4File and defendFiled with a scrutiny-ready file.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About HNI ITR
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
High-income returns carry surcharge on top of tax: 10% above ₹50 lakh, 15% above ₹1 crore, 25% above ₹2 crore and 37% above ₹5 crore in the old regime, with the new regime capping it at 25% and listed-equity gains capped at 15%. They usually involve several asset classes, foreign holdings and family entities, so reconciliation with AIS and Schedule FA matters as much as the computation.
For HNIs, the filing itself is the end of a year-long process: advance tax paid on time across quarters, gains timed to the right year, regime chosen with surcharge in mind, and family entities — HUFs, trusts, holding companies — kept consistent with personal returns.
We prepare the return from a full picture of your income and assets, reconcile it with AIS, report foreign assets on a calendar-year basis, claim foreign tax credit correctly, and keep a file that stands up to scrutiny.
Through the year, we plan advance tax and review large transactions before they happen.
| Surcharge (old regime) | 10% > ₹50 lakh, 15% > ₹1 crore, 25% > ₹2 crore, 37% > ₹5 crore |
|---|---|
| New regime | Surcharge capped at 25% |
| Equity capital gains | Surcharge capped at 15% |
| Foreign assets | Schedule FA on calendar-year basis; Form 67 for credit |
| Advance tax | 15% / 45% / 75% / 100% by 15 June, September, December, March |
Who this is for
Common scenarios where this service is a good fit.
- Senior executives with high salary and RSUs
- Business owners with dividends and capital gains
- Families with HUFs, trusts or holding companies
- Investors with foreign assets
What you get
Clear deliverables so you know exactly what's included.
- Full income and asset review
- Regime and surcharge analysis
- Capital gains across asset classes
- Schedule FA and foreign tax credit
- Advance tax plan for the year
- Return filing and scrutiny-ready file
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Income, assets and entities mapped.
Regime, timing and advance tax reviewed.
Return and schedules built and reconciled.
Filed with a scrutiny-ready file.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- From ₹10,000, quoted on the number of accounts, entities and foreign assets.
- Year-round advisory retainers available.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
This page also covers
- Family entity returns
- HUF, trust and holding company returns kept consistent.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
