Everything you need for your tax practice
12 guided workflows covering ITR preparation, notice response, capital gains, GST reconciliation, tax audit, TDS compliance, and more. Every workflow outputs professionally formatted results you can use directly.
AI Tax Research
Search across 22 Indian tax databases simultaneously: Income Tax Act 2025, GST Acts, CBDT Circulars, Notifications, DTAAs, Rules, and more. Get precise answers with section-level citations in seconds, not hours.
- Hybrid search combining semantic understanding and keyword matching
- Covers all major Indian tax legislation in one search
- Automatic query expansion finds related sections you might miss
Under Section 80C, a deduction of up to Rs.1,50,000 is available for investments in PPF, ELSS, life insurance premiums, NSC, 5-year FD, and home loan principal repayment...
Citation Verification
Every answer TaxMarg returns is traced back to the exact section, rule, circular, or notification it came from. No hallucinated references. No vague attributions. Click any citation to read the original text.
- Every claim linked to its source section and sub-section
- Cross-references between old Act 1961 and new Act 2025 sections
- Knowledge graph maps relationships between provisions
IT Act 2025 Sec 80C
Deduction in respect of life insurance premia, etc.
Income-tax Act, 2025
IT Act 2025 Sec 80D
Deduction in respect of health insurance premia
Income-tax Act, 2025
CBDT Circular 2025/14
Clarification on Section 80C limits for AY 2026-27
CBDT Circulars
IT Rules 2026 Rule 11
Conditions for deduction under Section 80C
Income-tax Rules, 2026
Notice Response Agent
Upload any income tax notice and get a structured draft reply. The agent summarizes the notice, identifies relevant sections, researches applicable law, and generates a professional response with proper citations.
- Multi-step analysis: summarize, identify sections, research law, draft response
- Automatic risk assessment flags high-priority issues
- Supports scrutiny notices, demand notices, and reassessment proceedings
GST Reconciliation
Upload GSTR-2B, GSTR-1, GSTR-3B, and your purchase/sales registers. TaxMarg automatically detects mismatches in invoice numbers, amounts, and tax values with configurable tolerance thresholds.
- Composite key matching on GSTIN, invoice number, and date
- Catches minor discrepancies automatically
- Exportable mismatch reports with categorized differences
| Status | Invoices | ITC Impact |
|---|---|---|
| Matched | 847 | - |
| Mismatched | 12 | Rs.87,450 |
| Missing in 2B | 5 | Rs.24,300 |
| Missing in PR | 3 | Rs.12,600 |
ITR Workflow
Guided 5-step ITR preparation workflow that walks you through income classification, deduction identification, tax computation, form selection, and filing checklist. All backed by AI research for edge cases.
- Step-by-step guidance from income heads to final computation
- Automatic form selection based on income sources and entity type
- Skip logic adapts the workflow to each client situation
Document Intelligence
Upload any tax document: Form 16, notices, balance sheets, GSTR returns, or scanned PDFs. TaxMarg extracts the content, creates a structured summary, and makes it available for AI-powered Q&A across your case.
- Multimodal extraction handles PDFs, images, spreadsheets, and scans
- AI-generated summaries for instant document understanding
- Two-stage retrieval finds relevant documents when answering questions
Form16_AY2026.pdf
2.4 MB
GSTR2B_March.xlsx
1.1 MB
Notice_143_1.pdf
340 KB
A workflow for every tax task
From ITR filing to GST annual returns, from notice response to DTAA certificates. Each workflow guides you step by step and outputs results you can use directly.
ITR Preparation
Guided income tax return with dual regime computation
Notice Response
Analyze notice, research law, draft formal response
Capital Gains
Compute STCG/LTCG with grandfathering and exemptions
AIS Reconciler
Cross-reference AIS/26AS with documents, flag mismatches
Regime Optimizer
Old vs new regime comparison with break-even analysis
Tax Audit (3CD)
Clause-wise analysis and working papers for Form 3CD
TDS Checker
Section classification, rate verification, interest computation
GSTR-9 Annual
12-month reconciliation for GST annual return
Advance Tax
Quarterly schedule with 234B/234C interest computation
15CB/15CA
DTAA analysis and certificate computation for foreign remittances
Depreciation
Dual IT Act and Companies Act depreciation schedules
Rectification (154)
CPC intimation analysis and corrected computation