Check the Notice and set the due date for replying the same according to notice.
Identify under which section of Income Tax Act, 1961 the Notice is received.
Defective Return: Identify the reason of defect and filed the return for notice u/s 139(9). If defect is unacceptable, provide the reason for same.
Notice u/s.143(2) for Scrutiny Assessments: Prepare the list of requisite documents which are called in notice. Check the documents available with us and called the remianing documents from client.
Notice u/s.142(1): If return is filed, prepare the list of additional information require by Officer. Check the documents available with us and called the remaining documents. If return is not filed, filed the stating return in response to notice u/s.142(1)
Notice u/s.148: Once notice is received, you need to file the return in reponse to notice u/s.148. Once return is filed ask for the copy of reasons recorded for issue of notice u/s 148 and can file objection to the issuance of notice.
Send the list of documents required from client
Prepare the submission. Documents should be numbered properly to find it easily while presenting the case.
IN case submission is to be done online, all documents need to be scanned
Submission prepared above is to be filed either manually or electronically.
Acknowledgement needs to be saved.
No file chosen
In case of manual submission, whether officer has demanded additional documents
Once submission is completed, collect the final order from Assessing officer.
If same is electronically filed, check whether Final assessment order is uploaded. Also check the demand raised by AO.
If the order is acceptable, convey the amount to client and demand raised is to be paid.
If the same is not accpetable, appeals need to be filed