Overview
Your final quality check before submitting your ITR
Creative Audit is EZTax's proprietary pre-filing review engine. It applies your declared income, deductions, and taxes paid against Income Tax rules, statutory thresholds, and real-world filing patterns to identify entries that may be incorrect, inconsistent, or likely to trigger scrutiny notices from the Income Tax Department. This gives you a chance to correct issues before you e-File — not after.
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Issue Detection
The audit engine flags potential errors, missing information, or amounts that appear inconsistent with your income profile.
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Recommendations
For each flagged item, EZTax provides a clear recommendation: what to review and how to fix it.
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Bank Information
Verify or update your bank account details to ensure any income tax refund is credited to the right account.
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Secure e-Filing
Once all mandatory checks are cleared, e-File directly from EZTax. Your ITR is transmitted to the Income Tax Department in seconds.
Creative Audit — Pre-Filing Analysis
Review and act on audit findings before submitting
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Audit Results Panel
The Creative Audit screen lists all issues and recommendations identified in your return. Each item shows the issue category (e.g., "Income mismatch", "Deduction limit exceeded", "TDS not matching Form 168"), a plain-language description, and the recommended action.
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Act on Recommendations
For non-mandatory items, you may choose to act on the recommendation or acknowledge and dismiss it. For mandatory items (marked in red), you must resolve the issue before e-Filing is allowed. Click "Fix" to navigate directly to the relevant section.
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Ignore vs. Fix
Items marked as "Advisory" are informational — the system will let you proceed even if you don't act on them. Items marked as "Critical" block e-Filing until resolved. Use this distinction wisely.
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Re-run Audit
After making corrections in any section, return to this screen and click "Run Audit Again" to re-check. The system will confirm whether the issues are resolved.
Important: Even if you choose to ignore advisory recommendations, EZTax logs your acknowledgement. However, for high-risk items (large deductions, high income discrepancies), we strongly recommend resolving them before filing.
Creative Audit — AIS Reconciliation Analysis
Filing an accurate Income Tax Return today is so complex these days. Taxpayer data comes from multiple sources such as AIS, Form 26AS, broker statements, banks, mutual funds, and salary records. While this ensures better reporting, it also creates a significant challenge:
- Data is scattered across platforms
- Reported in different formats
- Information is often unstructured and duplicated
- Income is not clearly classified
This makes accurate tax filing difficult without proper validation and reconciliation.
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Where EZTax Makes the Difference
EZTax is built to solve this exact problem. Our AI-powered intelligent agents act as a bridge between unstructured AIS data and accurate tax filing. EZTax helps taxpayers by
- Reads and interprets unstructured AIS data automatically
- Maps each transaction to the correct income head
- Classifies capital gains into Equity/Debt and STCG/LTCG
- Enables easy reconciliation with broker statements and other statements
- Allows users to review, edit and validate before filing
EZTax is part of the emerging TaxTech ecosystem in India, focused on simplifying complex tax compliance through intelligent automation, reconciliation, and taxpayer- centric innovation.
Learn more about TaxTech innovation in India here @ TaxTech - Tax Technology & Innovation in India
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Built-in AIS Reconciliation
EZTax goes a step further with a built-in AIS reconciliation capability that compares taxpayer-entered data with government-reported information. Our AIS Reconciliation engine
- Compare user entered data with AIS (Performs AI-assisted matching of Salary, Capital Gains, Interest Income, Dividends, TDS, and Tax Payments across AIS and taxpayer records)
- Detects mismatches, duplicates, and missing entries
- Ensures the return is complete and accurate
Even with complex and unstructured data, EZTax converts it into clear, structured, and accurate tax information
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What is AIS and what does it contain?
- AIS is a comprehensive statement containing details of the financial transactions undertaken by a taxpayer during the financial year.
- AIS Contains Salary, Savings Bank interest, FD interest, other interest, Interest from ITD refund, capital gains from shares and mutual funds, business income, TDS, Advance Tax and self-assessment tax payment details
Read more @ How to download Form 168 (aka Form AIS) from Income Tax Portal?
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How EZTax Uses AIS Data?
EZTax uses your AIS (Annual Information Statement) as a strong starting point to make your Income Tax Return (ITR) filing easy and accurate.
- Step 1: Download AIS: The taxpayers are required to download AIS from Income Tax Portal in pdf format.
- Step 2: Upload in EZTax: The AIS PDF can be uploaded within the EZTax Capital Gains section using the AIS password.
- Step 3: AI Based processing: EZTax AI automatically reads and organizes the financial information available in the uploaded statement.
The platform helps classify and organize Capital gains transactions, Interest income, Dividend income, salary information, TDS details, tax payments
- Step 4: Review & Reconciliation: The taxpayers can review, edit, or reconcile these transactions with broker statements, capital gains reports and other reports to ensure accurate computation before filing. This reduces your manual work and makes the entire filing process faster and less stressful.
EZTax uses AI-assisted tax intelligence to simplify data extraction, classification, reconciliation, and tax computation workflows for taxpayers.
Read more about how AI is transforming tax compliance in India @ How AI is Revolutionizing Tax Compliance in India
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What Sections & Transactions Does EZTax AIS Cover?
EZTax primarily processes AIS data to simplify income classification and reconciliation of multiple incomes.
- Capital Gains from Shares and Mutual Funds: EZTax AI automatically classifies transactions into Equity vs Debt and STCG vs LTCG
- Interest Income: Savings Bank, Fixed Deposit, Recurring Deposit, other interest and interest from ITD refund
- Salary Income: Gross Salary, perquisites
- Business or professional income
- Dividends
- TDS on all incomes
- Advance Tax or Self-Assessment tax payments
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When Should You Depend on Broker Statements or other sources?
While AIS is a comprehensive statement, it should not be the sole source for capital gains reporting. The taxpayers need to reconcile the capital gains from shares and mutual funds with broker capital gain statements in the scenarios below.
- When invested in mutual funds directly through broker (there is a possibility of duplicate reporting in AIS in this case by depositories and share transfer agents)
- When there is bonus issue, stock split, mergers etc
- Multiple brokers exist
- If the purchase value is 0 in AIS
- If the sale of shares includes stock options like ESOP
- If you have F&O or Intraday trading
It is recommended for the taxpayers to reconcile the data with broker statements to ensure accuracy.
Modern tax filing requires more than simple data entry. It requires intelligent classification, reconciliation, validation, and careful review of information reported across multiple financial systems.
EZTax helps taxpayers convert fragmented and unstructured financial data into organized, review-ready tax information that supports accurate and compliant Income Tax Return filing.
Verify Your Bank Account for Refunds
Ensure your refund reaches the right account
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Bank Account Number
Enter or verify your bank account number. For income tax refunds, the account must be pre-validated on the Income Tax Department portal. EZTax will use the account on file — update it here if it has changed.
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IFSC Code
Enter the 11-character IFSC (Indian Financial System Code) of your bank branch. This is printed on your cheque book or available on your bank's website.
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Bank Name & Account Type
Select your bank name and account type (Savings / Current). Refunds are typically credited only to savings accounts.
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Add / Change Bank Account
If you wish to use a different account, click "Edit" to update the bank details. You can also pre-validate a new account on the Income Tax Department portal and then re-enter it here.
Tip: Ensure your bank account is pre-validated on the IT Department portal (incometax.gov.in → My Profile → Bank Account). Invalid or unvalidated accounts may delay your refund.
e-File Your Income Tax Return
Submit your return directly and securely from EZTax.in
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Pre-Filing Confirmation
Before clicking e-File, EZTax shows a final summary: return type (ITR-1, ITR-2, etc.), assessment year, total income, tax payable/refundable, and the filing mode. Review this carefully.
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e-File Button
Once all mandatory Creative Audit checks are cleared and bank details are verified, the e-File button becomes active. Click it to securely transmit your ITR to the Income Tax Department through EZTax's authorised ERI (e-Return Intermediary) channel.
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Acknowledgement (ITR-V)
Within minutes of successful e-Filing, you will receive an acknowledgement number and an ITR-V PDF via email. Download and save this document — it is your proof of filing.
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e-Verify Your Return
Filing is complete only after e-Verification. You can e-Verify immediately using Aadhaar OTP (recommended), Net Banking, Bank Account / Demat Account EVC, or by sending a signed physical ITR-V to CPC Bengaluru within 30 days.
PFA updated! Your Income Tax Return is complete only after successful e-Verification. Returns that are filed but not e-verified within the prescribed time may be treated as invalid by the Income Tax Department. Use Aadhaar OTP for quick and convenient verification — it usually takes less than 60 seconds.
After e-Filing — What Happens Next
Track your return, refund, and processing status
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Track Processing Status
Log in to the Income Tax Department portal → e-File → Income Tax Returns → View Filed Returns. Your return status will change from "Submitted" → "Verified" → "Processed" as ITD processes it.
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Refund Credit
If a refund is due, it is typically credited within 4–12 weeks after processing, directly to your pre-validated bank account. You can check refund status on the ITD portal.
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Notice Response
If ITD sends a notice after processing, EZTax provides a Notice Handling service to help you respond accurately and on time. Do not ignore any communication from the Income Tax Department.
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Next Year Filing
Your current year's filing data is saved in EZTax for easy pre-fill next year. Create a reminder to start your next ITR early — ideally after June 15 when Form 168 (Form 26AS) is updated for the new financial year.
Need Assistance?
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