The tax summary is shared by the advisor on HR Block Portal so the client can

The tax summary is shared by the advisor on hr block

This preview shows page 33 - 38 out of 60 pages.

The tax summary is shared by the advisor on H&R Block Portal so the client can see it and if he is satisfied with the same he can proceed further to submit for e-filing. Advisor makes a call and also sends a message regarding the tax summary to client. When the client views his tax summary and if he has any question then he can directly message his advisor and then advisor used to call him to solve his query and then make the necessary changes if it was to be made. And again share his tax summary. If any client has a payable amount then he can see in his tax summary and there was a link from which he can pay his self-assessment tax. And after making the payment he has to upload the challan in the portal and the advisor will take into consideration and then share his NIL tax summary. After viewing the summary clients would then submit to e-file from the portal. As soon as client submits his return to e-file the advisor will e-file their return in Income Tax Department website on his behalf as H&R Block had separate log-in to Income Tax Department website. Client Tax Return gets E-filed by the back end team and after 24hours client receives ITR-V in his personal mail ID. After E-file there is e-verification procedure which has to be done by client. By this procedure
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Income Tax Department comes to know that client has filed his return. Clients can e-verify his return through internet banking, aadhar OTP, Mobile OTP (only for individuals whose net income is less than 5lakhs). OR he can send the hard copy of ITR-V to CPC Bangalore. During the two months internship I have filed 31 cases. Out of which 11 were complex cases and remaining 20 were simple and semi complex cases. The graphical representation of the data entered in the INTAX is as follows. a) Total number of clients: 31 No of males 19 No. of females 12 b) The age group in which the clients fall 30-40 years 2 40-50 years 13 50-60 years 6 60-70 years 5 70-80 years 3 Above 80 years 2 19 12 Gender Males Females
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c) Income level: INR 5,00,000-15,00,000 2 INR15,00,000- 25,00,000 2 INR 25,00,000- 35,00,000 5 INR 35,00,000- 45,00,000 11 INR 45,00,000- 55,00,000 9 Above 55,00,000 2 2 13 6 5 3 2 0 2 4 6 8 10 12 14 30-40 years 40-50 years 50-60 years 60-70 years 70-80 years above 80 years No. of people Age Age group
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d) Total number of females: 12 The age group and income level which they fall. No. of females Age group Income level 1 30-40 years 5lk-15lk 7 40-50 years Various 4 50-60 years Various Out of 7 females in the age group of 40-50 years: 1 falls under the income range of 15lk-25lk 3 fall under the income range of 25lk-35lk 2 fall under the income range of 35-45lk 1 falls under the income range of 45-55 lk Out of 4 females in the age group of 50-60 years: 1 falls under the income range of 25-35lk 3 fall under the income range of 35-45lk All the remaining data is the numberof males. e) All the clients belong to different cities. 2 2 5 11 9 2 0 2 4 6 8 10 12 5lk-15lk 15lk-25lk 25lk-35lk 35lk-45lk 45lk-55lk Above 55lk No. of people Income range Income level
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The maximum number of clients assigned to me was falling in the income range of 35-45 lakhs per annum. There were also some female clients who were falling in the higher range of the income. The clients were not only from Pune. There were many clients across
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  • Fall '17
  • Mahvish ali

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