Individual ITR - Capital Gains.
We prepare ITR-2 for individuals and HUFs who sold shares, mutual funds, property or other capital assets, or who hold foreign assets (ITR-3 if you also have business income). Gains are computed asset by asset with the right holding period, cost and exemption, and matched with the transactions already reported to the department in your AIS.
Typically 5–7 working days after we receive complete statements; the number of transactions, property cost records and foreign holdings drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Investors who sold listed shares, ETFs or mutual fund units
- Individuals who sold a house, plot or other property
- Employees with ESOPs or RSUs, including shares of a foreign parent company
- Residents with foreign bank accounts, shares or property that must be disclosed
What you receive at the end.
- 01Asset-wise capital gains computation
- 02Exemption and loss set-off working
- 03Filed ITR-2 or ITR-3 with acknowledgement
- 04Form 67, where foreign tax credit is claimed
- 05Schedule of losses carried forward to later years
Individual ITR - Capital Gains, step by step.
Typically 5–7 working days after we receive complete statements; the number of transactions, property cost records and foreign holdings drive the time.
- 1
Gather transaction data
We collect broker and registrar capital-gains statements, property deeds and ESOP records, and cross-check them with the AIS.
- 2
Compute gains
We classify each sale as short- or long-term, apply cost, improvement cost and grandfathering where relevant, and set off losses in the permitted order.
- 3
Plan exemptions
We check whether reinvestment in a house, specified bonds or a Capital Gains Account Scheme deposit can reduce the tax, and the time limits that apply.
- 4
Foreign assets and credit
We complete the foreign asset schedule and, where tax was paid abroad, file Form 67 to claim foreign tax credit.
- 5
File and verify
You approve the computation; we file the return and complete e-verification.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Capital gains statements from brokers and mutual fund registrars
- Purchase and sale deeds for property, with the stamp duty value
- Bills for improvement costs and brokerage
- ESOP or RSU grant, vesting and sale records
- Proof of reinvestment: new property, bonds or Capital Gains Account Scheme deposit
- Foreign bank and broker statements, and proof of tax paid abroad
- Form 16 and interest certificates for other income
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Individual ITR - Capital Gains.
Ready to discuss Individual ITR - Capital Gains?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.