ITR Filing · Salaried Employees

    ITR Filing for Salaried Employees

    Salaried employees with income up to ₹50 lakh, one house property and no capital gains file ITR-1. The moment RSUs vest, capital gains occur or agricultural income exceeds ₹5,000, they must shift to ITR-2.

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    Key takeaways
    • Correct form: ITR-1 (or ITR-2 with capital gains)
    • Regime: New regime default from AY 2024-25 — compare with old regime if 80C+HRA+home-loan exceed ₹4L.
    • Reconcile AIS + 26AS before filing to avoid 143(1)(a) intimations.
    • Aadhaar OTP e-verification the same day.
    • Free notice defence within 12 months of filing.

    Definition

    44ADA

    Presumptive scheme for notified professionals — declare 50% of gross receipts up to ₹75L as profit; no books, no audit.

    Definition

    44AD

    Presumptive scheme for eligible businesses — 6% profit on digital turnover, 8% on cash; up to ₹3 Cr turnover.

    Definition

    Section 44AB

    Tax audit provision — mandatory audit when turnover / receipts cross specified thresholds or presumptive scheme opted out below.

    Typical income mix for salaried employees

    • Salary as per Form 16 (Part B)
    • House property income / self-occupied loss
    • Interest income from savings & FDs
    • Capital gains on listed shares / mutual funds
    • Foreign RSU / ESPP perquisite and dividends

    Deductions available

    • Section 80C — PF, PPF, ELSS, LIC (₹1.5L)
    • Section 80D — health insurance (₹25k / ₹50k)
    • Section 24(b) — home loan interest (₹2L)
    • Section 80CCD(1B) — NPS additional ₹50k
    • Standard deduction ₹50k / ₹75k (new regime)

    Documents required

    • Form 16 (Part A + Part B)
    • Form 26AS + AIS + TIS
    • Bank interest certificates
    • Home-loan interest certificate
    • Capital-gains statement from broker/AMC
    • Rent receipts & landlord PAN

    Common mistakes to avoid

    • Choosing ITR-1 despite capital gains — return gets marked defective under 139(9)
    • Skipping AIS reconciliation for dividend and interest
    • Missing RSU perquisite already in Form 16 Annexure but not disclosed in Schedule OS
    • Claiming HRA without landlord PAN for rent above ₹1L/year
    • Not linking PAN with Aadhaar — refund gets blocked

    Worked example

    A ₹22L Bengaluru salaried employee with US ESPP shares must file ITR-2, disclose Schedule FA and pay LTCG on ESPP sale — Taxpex handles the entire filing in 3 days.

    Salaried Employees — filing snapshot

    ItemDetail
    Recommended formITR-1 (or ITR-2 with capital gains)
    Regime guidanceNew regime default from AY 2024-25 — compare with old regime if 80C+HRA+home-loan exceed ₹4L.
    Presumptive availableDepends on income mix
    Audit triggerAbove threshold or below deemed profit
    Taxpex turnaround24–72 hours

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    Last Updated
    15 September 2026

    Content refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.

    Reviewed by Chartered Accountant
    CA Ravi Sharma

    Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance

    Update History
    1. 15 September 2026
      Reviewed rates, forms and portal workflow for ITR Filing for Salaried Employees. Verified against latest CBIC/CBDT notifications.
    2. 10 January 2026
      Refreshed FAQ set, added new penalty examples and jurisdiction notes.
    3. 05 October 2025
      Structural rewrite for EEAT — added expert commentary, playbooks and process timeline.