Tax Filing

Who This Course Is For

Learners who want practical knowledge of tax filing workflows.

What You’ll Learn

• The basics of the tax system
• How GST works, and how GST, TDS and Income Tax differ
• Preparing and filing returns
• Keeping tax documents in order
• Working through practical cases
• Professional ethics in tax work

Course Syllabus

The course has 40 training sessions over eight weeks, with five sessions a week. Practice uses fictional or sample taxpayer data.

1. Module 1

   Taxation Foundations and GST Basics

   Training structure: Week 1, sessions 1 to 5.

   • Direct and indirect taxes
   • GST, TDS, ITR and tax terminology
   • PAN, Aadhaar, TAN, GSTIN and taxpayer profiles
   • Document checklist
   • CGST, SGST, IGST and UTGST
   • Intra-state and inter-state supply
   • Tax invoices
   • GST registration eligibility, documents and workflow
   • GST portal orientation and taxpayer search

   Practical work and portfolio outputs: GST portal orientation covering the dashboard, registration details and taxpayer search.

2. Module 2

   GST Invoices, ITC and Returns

   Training structure: Week 2, sessions 6 to 10.

   • Tax invoice, bill of supply, debit note and credit note
   • Invoice fields
   • GST rate lookup and taxable value
   • Discounts and GST calculations
   • Input Tax Credit eligibility
   • Blocked credits overview
   • Purchase register and reconciliation
   • GSTR-1 and outward supplies
   • B2B and B2C concepts
   • GSTR-3B, tax liability and payment summary

   Practical work and portfolio outputs: GST calculation exercises and sample GSTR-1 and GSTR-3B preparation.

3. Module 3

   GST Compliance and Practical Work

   Training structure: Week 3 and the start of Week 4, sessions 11 to 17.

   • Cash ledger, credit ledger, liability register and challan workflow
   • GSTR-2B and purchase reconciliation
   • Composition scheme overview
   • E-way bill and e-invoicing applicability
   • Return review checklist and common errors
   • Late filing, interest and penalty concepts
   • Correction workflow

   Practical work and portfolio outputs: Sample GSTR-1 and GSTR-3B working sheets, and a GST case study for a small trader or service provider.

4. Module 4

   TDS

   Training structure: Weeks 4 to 5, sessions 18 to 25.

   • TDS purpose, deductor and deductee
   • PAN, TAN and payment or credit timing
   • Common TDS sections: salary, contractor, professional fees, rent and interest
   • TDS calculations using sample records
   • Threshold and rate verification
   • Deduction timing and deposit due-date concepts
   • Challan ITNS 281
   • Return forms 24Q, 26Q and 27Q
   • Deductee details, PAN validation and challan matching
   • Forms 16, 16A and 27D
   • TRACES portal orientation

   Practical work and portfolio outputs: A sample deduction sheet, challan mapping and draft quarterly return data.

5. Module 5

   ITR Foundations and Documents

   Training structure: Week 6, sessions 26 to 30.

   • Financial year and assessment year
   • Residential status overview
   • Gross total income and taxable income
   • Form 16, AIS, TIS and Form 26AS
   • Bank statements, interest certificates and investment proofs
   • Salary, house property, business or profession, capital gains and other sources
   • Deductions, exemptions and tax regimes
   • Current-year eligibility checks

   Practical work and portfolio outputs: A comparison of AIS, TIS and Form 26AS to reconcile income and TDS entries.

6. Module 6

   ITR Forms and Practical Preparation

   Training structure: Week 7, sessions 31 to 35.

   • ITR-1 to ITR-4 overview and eligibility
   • Tax computation
   • House property and other-source income examples
   • Presumptive taxation
   • Books and turnover records
   • ITR-3 and ITR-4 concepts
   • Income-tax portal orientation, profile and pre-filled data
   • Schedules and validation

   Practical work and portfolio outputs: A sample salary ITR using Form 16, other income, deductions and tax computation.

7. Module 7

   E-Filing, Revision and Assessment

   Training structure: Week 8, sessions 36 to 40.

   • Preparing a sample individual ITR
   • ITR submission workflow, e-verification and acknowledgement
   • Filing-status tracking
   • Revised, belated and defective returns
   • Notice response workflow overview
   • GST, TDS and ITR document reconciliation
   • Common mistakes
   • Client communication
   • Professional ethics

   Practical work and portfolio outputs: A sample individual ITR using fictional data, an integrated GST, TDS and ITR reconciliation case study, and a final practical assessment.

Practical Projects

• Sample GSTR-1 and GSTR-3B working sheets
• A GST case study for a small trader or service provider
• A sample deduction sheet, challan mapping and draft quarterly TDS return data
• A sample salary ITR and a sample individual ITR using fictional data
• An integrated GST, TDS and ITR document reconciliation case study
• A final practical assessment

Important Notes

• Practice exercises use fictional data.
• Do not upload real client PAN, Aadhaar, bank or tax documents into training files.
• Tax rules change. Check current-year rules and official portal instructions before filing.
• This course is training. It is not tax advice. Professional review is recommended for real filings.

Learning Approach

Practical, case-based learning.