Types of ITR Forms
Different taxpayers have to use different ITR forms depending on income source, structure and nature of business or profession. Invenix India helps you select and file the correct ITR form as per law.
ITR-1 (Sahaj)
For salaried individuals with income up to ₹50 lakh from salary, one house property and other sources (interest, etc.) – no capital gains or business income.
ITR-2
For individuals/HUFs having capital gains, foreign income or more than one house property, but not having income from business or profession.
ITR-3
For individuals/HUFs earning income from business or profession (proprietorship, consultancy, professional practice, etc.) along with other income sources.
ITR-4 (Sugam)
For individuals, HUFs and firms (non-LLP) opting for presumptive taxation under Sections 44AD, 44ADA, 44AE with total income up to ₹50 lakh.
ITR-5
For partnership firms, LLPs, AOPs, BOIs, etc. having income from business, profession or other sources as per Income Tax Act.
ITR-6 & ITR-7
ITR-6 is for companies (other than those claiming exemption under Section 11) and ITR-7 is for trusts, NGOs and institutions filing under sections 139(4A) to 139(4D).
Documents Required for ITR Filing
Keep the following information and documents ready for smooth and accurate ITR filing.
PAN Card & Aadhaar Card
Bank account details & statements
Form 16 / 16A / 16B / 16C from employer or deductor
Income proofs – interest, rent, dividends, other sources
Investment & deduction proofs (80C, 80D, 80G, etc.)
Business financials – Balance Sheet & P&L (if applicable)
Form 26AS, AIS & TIS downloaded from portal
Property / capital gain statements & loan interest certificates


Benefits of Filing ITR with Invenix India
Legal Proof of Income
ITR serves as an authentic proof of income accepted by banks, embassies and government authorities for loans, visas and official verifications.
Easy Loan & Credit Approvals
Regular ITR filing improves your creditworthiness, helping you get home loans, vehicle loans, business loans and credit cards smoothly.
Faster Visa Processing
Embassies often ask for ITR copies. With timely filing, your visa applications face fewer objections and get processed faster.
Avoid Penalties & Notices
Filing ITR on time helps you avoid late fees, interest, scrutiny and legal notices from the Income Tax Department.
Claim Refunds Easily
If excess TDS or advance tax is paid, you can claim your refund only through ITR filing. We ensure correct refund claims and tracking.
Support for Business Growth
ITR history is mandatory for government tenders, contracts and investor due-diligence. Consistent filing builds trust for future funding.
Strong & Transparent Financial Profile
With Invenix India handling your returns, you maintain a clean, transparent financial track record that supports long-term goals.
Here’s How The ITR Filing Process Works
Your Income Tax Return filing journey broken down into clear, simple steps.
Collect all required documents – Form 16, bank statements, AIS/TIS, investment proofs, capital gain details, etc.
Verify income and TDS details with 26AS & AIS to ensure every transaction is correctly reflected.
Choose the correct ITR form (ITR-1 to ITR-7) based on your income sources and tax profile.
Compute total income, apply eligible deductions and calculate correct tax liability or refund.
File ITR on the portal, complete e-verification and track intimation & refund status from the department.
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