WealthSure Tax Lifecycle Desk

Post-Filing Support & Compliance Reporting Services

Filing your ITR is only one part of the tax journey. WealthSure helps you complete the full post-filing lifecycle with refund tracking, ITR e-verification, loss carry forward management, AIS/TIS reconciliation, Form 26AS review, advance tax calculation and self-assessment tax support.

Tax Health Monitor

After filing, stay compliant.

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Refund Tracking Status visibility and delay support
Active
AIS / TIS Check Income mismatch risk review
Review
Advance Tax Quarterly liability calculation
Ready
7+ Lifecycle tax support services
₹299 Starting expert-assisted service
AIS/TIS Mismatch and reporting review
360° Post-filing compliance coverage
Post-Filing Support & Lifecycle Services

Complete your tax journey after ITR filing

These services help you close the loop after filing your income tax return. Whether your refund is delayed, your ITR is pending verification, or your losses need to be preserved for future set-off, WealthSure provides focused and affordable expert support.

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Income Tax Refund Tracking Service

Track your income tax refund status, understand refund delays, check processing movement and get guided support on next steps if the refund is stuck or not reflecting.

₹499 onwards
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ITR Verification E-Verify Support Service

Get assistance with completing ITR verification through Aadhaar OTP, net banking, demat, bank account or other accepted e-verification methods.

₹299 onwards
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Carry Forward Loss Management Service

Preserve eligible capital losses, business losses or other allowable losses for future set-off through proper return review, reporting logic and documentation support.

₹1,499 onwards
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Compliance & Reporting Support

Find mismatches before they become tax problems

Modern tax compliance depends on accurate reporting across AIS, TIS, Form 26AS, TDS, advance tax and self-assessment tax. WealthSure helps you identify gaps, validate income records and reduce avoidable tax notices.

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AIS / TIS Reconciliation Service

Compare income, TDS, interest, dividends, capital gains, securities transactions and other reported data with your actual records to detect mismatch risk.

₹1,499 onwards
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Form 26AS Review Service

Review your Form 26AS for TDS, TCS, advance tax, self-assessment tax and other tax credits to ensure accurate reporting before or after filing.

₹999 onwards
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Advance Tax Calculation & Payment

Calculate estimated advance tax liability across salary, business income, professional income, capital gains, interest income and other sources.

₹2,999 onwards
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Self-Assessment Tax Assistance

Get help calculating and paying self-assessment tax correctly before filing or revising your return, with guidance on challan details and payment confirmation.

₹999 onwards
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WealthSure Smart Tax Flow

A cleaner lifecycle for every taxpayer

Our post-filing and compliance services are structured to help taxpayers move from uncertainty to clarity. Each service is designed around a practical tax event, clear review steps and actionable next moves.

1

Upload or Share Details

Submit ITR acknowledgement, AIS/TIS, Form 26AS, challan, refund details, income data or relevant tax documents.

2

Expert Review

We review the issue, identify mismatch risk, verification status, refund status, tax credit gaps or loss reporting requirements.

3

Action Guidance

You receive clear next steps, payment guidance, correction logic, reporting support or escalation direction where applicable.

4

Compliance Closure

Complete the tax task with better visibility, cleaner records and reduced risk of avoidable follow-up issues.

Why this matters

Most tax issues begin after filing, not before filing.

Refund delay, pending e-verification, AIS mismatch, missing TDS credit, incorrect tax challan, unreported income, capital gains mismatch and advance tax shortfall can create unnecessary anxiety. WealthSure helps you manage these touchpoints through focused, affordable and expert-led support.

Refund clarity Know whether your refund is processed, delayed, adjusted or pending further action.
Verification support Complete ITR e-verification correctly so your return is treated as validly filed.
AIS/TIS matching Identify income mismatches before they create notice risk or tax computation gaps.
26AS tax credit review Validate whether tax deducted, collected or paid is correctly visible in your tax records.
Advance tax planning Estimate liability across income streams and avoid interest exposure where applicable.
Loss reporting continuity Manage eligible losses so future set-off benefits are not missed due to poor reporting.
Service Price List

Choose the exact tax support you need

Select a single service based on your current requirement, or combine multiple support services for a more complete tax compliance review.

Category Service Best For Price Action
Post-Filing SupportRefund lifecycle Income Tax Refund Tracking ServiceTrack refund status and understand delay reasons. Taxpayers waiting for refund processing, adjustment or status clarity. ₹499 View
Post-Filing SupportReturn validation ITR Verification E-Verify Support ServiceComplete return verification through accepted modes. Users whose filed return is still pending e-verification. ₹299 View
Post-Filing SupportLoss continuity Carry Forward Loss Management ServiceReview and manage eligible losses for future set-off. Investors, traders, business owners and taxpayers with capital or business losses. ₹1,499 View
Compliance ReportingAIS/TIS AIS / TIS Reconciliation ServiceMatch reported income with actual income and tax records. Taxpayers with salary, interest, dividend, trading, capital gains or multi-source income. ₹1,499 View
Compliance ReportingTax credit Form 26AS Review ServiceValidate TDS, TCS, advance tax and self-assessment tax credits. Users who want to confirm tax credits before filing, revising or responding to mismatch issues. ₹999 View
Compliance ReportingQuarterly tax Advance Tax Calculation & PaymentCalculate advance tax liability and payment amount. Freelancers, professionals, investors, business owners and high-income taxpayers. ₹2,999 View
Compliance ReportingTax payment Self-Assessment Tax AssistanceCalculate and pay balance tax before return filing or revision. Users with final tax payable after TDS, advance tax and other credits. ₹999 View
Disclaimer: Prices shown are service fees and may vary depending on case complexity, document quality, number of income sources, correction requirements, notice status or additional advisory needs. WealthSure does not guarantee refund approval, refund timelines, tax outcomes or regulatory acceptance. Services are provided based on information shared by the taxpayer and applicable tax rules.
Who should use these services?

Built for taxpayers who want clarity, not confusion

Whether you are a salaried employee, investor, freelancer, consultant, business owner or NRI with Indian tax reporting obligations, WealthSure helps you manage the details that often get missed after return filing.

Salaried Professionals Useful for refund delay, Form 26AS review, AIS salary mismatch, e-verification and tax credit validation.
Investors & Traders Helpful for capital gains reconciliation, loss carry forward review, AIS/TIS matching and advance tax calculation.
Freelancers & Consultants Ideal for advance tax, self-assessment tax, TDS credit review and multi-source income reconciliation.
Business Owners Supports tax credit review, quarterly tax planning, income reporting checks and loss continuity management.
NRIs & Global Earners Useful where Indian income, TDS credits, refund tracking or reported income data needs additional attention.
First-Time Filers Perfect for users who need simple, guided support after filing and want to avoid missing key compliance steps.

Do not let your tax return sit unfinished after filing.

Track refunds, verify your ITR, reconcile tax data, review tax credits and complete payment support with WealthSure’s focused post-filing and compliance services.

Frequently Asked Questions

Tax lifecycle support FAQs

Clear answers to common questions about refund tracking, ITR verification, AIS/TIS reconciliation, Form 26AS review, advance tax and self-assessment tax assistance.

Still unsure which service to choose?

Choose refund tracking if your refund is delayed. Choose e-verification support if your return is filed but not verified. Choose AIS/TIS or Form 26AS review if your tax records do not match your income, TDS or investment activity.

What are post-filing tax support services?

Post-filing tax support services help taxpayers complete actions after filing an income tax return, such as tracking refunds, e-verifying the ITR, reviewing processing status, managing losses and resolving reporting gaps.

Why is ITR e-verification important?

ITR e-verification confirms the authenticity of your filed return. If verification is not completed within the applicable timeline, the return may not be treated as validly filed.

Can WealthSure help me track my income tax refund?

Yes. WealthSure can help you check refund status, understand possible delay reasons and guide you on the next steps based on available status information.

Does refund tracking guarantee faster refund credit?

No. Refund processing depends on the income tax department, bank validation, return processing, mismatch checks and other factors. WealthSure provides support and visibility but does not guarantee refund timelines.

What is AIS/TIS reconciliation?

AIS/TIS reconciliation compares the income and transaction data reported to the tax department with your actual records, including salary, interest, dividend, capital gains, securities transactions, TDS and other entries.

Why should I review Form 26AS?

Form 26AS contains important tax credit information such as TDS, TCS, advance tax and self-assessment tax. Reviewing it helps ensure that available credits are correctly considered while filing or reviewing your return.

Who needs advance tax calculation support?

Advance tax support is useful for freelancers, consultants, business owners, investors, traders and taxpayers with income where tax is not fully covered through TDS.

What is self-assessment tax assistance?

Self-assessment tax assistance helps you calculate and pay the balance tax payable after considering TDS, TCS, advance tax and other tax credits before filing or revising your return.

Can WealthSure help with carry forward losses?

Yes. WealthSure can help review eligible losses and guide you on reporting logic for carrying forward losses where permitted under applicable tax rules.

Is carry forward loss management useful for stock market investors?

Yes. Investors and traders may need support for capital losses, set-off rules and continuity of eligible losses for future tax years.

Can these services help reduce notice risk?

They can help reduce avoidable mismatch risk by improving tax data visibility and reporting accuracy. However, no service can guarantee that a notice will never be issued.

Do I need to buy all services together?

No. You can choose only the service relevant to your current requirement, such as refund tracking, e-verification, AIS/TIS reconciliation or advance tax calculation.

What documents are generally required?

Common documents may include ITR acknowledgement, AIS, TIS, Form 26AS, Form 16, capital gain statements, bank interest details, tax challans and relevant income records.

Can WealthSure assist if my AIS shows incorrect income?

WealthSure can review the mismatch and guide you on possible correction, reporting or response options based on the nature of the entry and documents available.

Are these services suitable after filing a revised return?

Yes. These services may be useful after filing an original, revised or updated return, especially when refund, verification, tax credit or mismatch concerns remain.

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