Who can use PlanMyTax.ai?

PlanMyTax.ai is designed for salaried employees, freelancers, business owners, and financial professionals who want to plan their taxes efficiently and minimize tax liability.

How does PlanMyTax.ai work?

PlanMyTax.ai analyzes your income, deductions, and investments to provide personalized tax-saving recommendations. It also offers real-time tax calculations and filing assistance.

Can it compare tax regimes?

Yes! PlanMyTax.ai compares both regimes based on your income and deductions to help you choose the one that maximizes your savings.

Do I need to Register or SignUp to use PlanMyTax.ai?

Yes! PlanMyTax.ai requires users to Login to access its full range of features and personalized recommendations. This allows us to store your data securely and provide personalized tax planning.

Does PlanMyTax.ai calculate my total taxable income, including capital gains from stocks and mutual funds?

Yes! PlanMyTax.ai includes all income sources, including salary, business income, and capital gains from stocks and mutual funds, to calculate your total taxable income accurately.

How do I contact support if I have issues?

You can reach our support team via email contactus@planmytax.ai. We’re here to help with any tax-related questions.

India’s First AI Tax Assistant

For Easy ITR FilingInstant Tax HelpMaximum Savings

Do-It-Yourself (DIY) Filing

ITR 1 and ITR 4

(Salaried Individuals & Small Taxpayers)

₹999

Income Source Included :

Salary / Pension
Two house properties
Presumptive business income
Long term capital gain (upto ₹1.25L)
Other income (Interest, dividend, etc)

All features of chatbot included

CA-Assisted Filing

ITR 1, ITR 2, ITR 3 and ITR 4

(All Individual Taxpayers)

₹2,499

Income Source Included :

All incomes covered under DIY Plan
Capital Gains
Multiple house properties
Professional / Business income
Audit-supported cases

All features of chatbot included

Smart Automation

Minimize manual entry with fast, reliable auto-imports.

Intelligent System

Smart guidance throughout the journey, clear explanations- no tax jargons

Stress Free Filing

Simple steps, no confusion-
no panic

Smart Automation

Minimize manual entry with fast, reliable auto-imports.

Intelligent System

Smart guidance throughout the journey, clear explanations- no tax jargons

Stress Free Filing

Simple steps, no confusion-
no panic

Which ITR Should You File?

ITR 1

Salaried Individual with simple income

Income up to ₹50 lakh
Salary and upto 2 house properties
Specified LTCG upto Rs 1.25 lacs

ITR 1

Salaried Individual with simple income

Income up to ₹50 lakh
Salary and upto 2 house properties
Specified LTCG upto Rs 1.25 lacs

ITR 2

Individuals and HUFs with no business income

All Incomes under ITR 1
Capital Gains (no limit, includes complex cases)
Multiple house properties, foreign income / assets

ITR 2

Individuals and HUFs with no business income

All Incomes under ITR 1
Capital Gains (no limit, includes complex cases)
Multiple house properties, foreign income / assets

ITR 3

Individuals and HUFs with business income

All Incomes under ITR 2
Speculative income (Intra-day, Futures & Options)
Business income including from Firms

ITR 3

Individuals and HUFs with business income

All Incomes under ITR 2
Speculative income (Intra-day, Futures & Options)
Business income including from Firms

ITR 4

Presumptive business income

Income upto Rs. 50 lacs
Presumptive income (Section 44AD, 44ADA, 44AE)
Specified LTCG upto Rs 1.25 lacs

ITR 4

Presumptive business income

Income upto Rs. 50 lacs
Presumptive income (Section 44AD, 44ADA, 44AE)
Specified LTCG upto Rs 1.25 lacs

PlanCalculateFile

Plan with Chatbot

Ask anything tax - Get instant, reliable tax answers with PMT’s AI-powered chatbot.

Calculator

Make smarter tax decisions, instantly estimate your tax, deductions, and savings.

ITR Filing service

Simplify your tax filing: DIY or CA-assisted filing, you choose.

PlanMyTax.ai is India's
First AI-powered tax assistant

We simplify tax filing in India by removing complexity, time, and uncertainty. Designed for salaried individuals, freelancers, gig workers & growing professionals, it combines AI automation with CA-grade accuracy to deliver a fast, guided experience in under 2 minutes.

Auto-filled data

Reduce manual effort with smart data capture and pre-filled details.

Clear guidance

Get step-by-step support that makes tax filing easier to complete.

Year-round control

Stay informed and in control of your taxes beyond filing season.

Smart validation

AI checks your inputs to reduce errors and confusion.

Stress-Free Tax Filing for Everyone

AI-Powered Accuracy

Our smart chatbot understands your inputs and uses advanced algorithms to auto-fill your ITR with precision. No human error, no confusion — just clean, accurate tax filing.

Form 16 Upload & Analysis

Simply upload your Form 16, and let our AI do the heavy lifting. It extracts all required information, compares old vs new regimes, and suggests the best path to save more tax.

24x7 Smart Chatbot Support

Have a tax question? Our intelligent chatbot is available anytime to answer queries related to deductions, exemptions, deadlines, and more — no need to wait for a CA.

Safe, Secure & Private

Your data is encrypted and stored securely. We follow best practices in data privacy, so your financial information stays safe and confidential.

Fast & User-Friendly

No more long forms or confusing tax jargon. Our platform is designed for simplicity — file your ITR in minutes, even if it's your first time.

Affordable Pricing

Pay once and file with full access, no hidden charges, no surprises. Our plans are designed to offer maximum value at a one-time cost.

AI TECHNOLOGY

Smart Tax Solutions Built by Experts

Secure Login/Signup

Start Guided Filing

Begin your tax filing journey with an AI-assisted flow designed to align with official income tax filing requirements.

Start Guided Filing

Begin your tax filing journey with an AI-assisted flow designed to align with official income tax filing requirements.

PAN-Based Data Fetch

Link your PAN to securely retrieve your profile and available tax data from the online income tax portal.

PAN-Based Data Fetch

Link your PAN to securely retrieve your profile and available tax data from the online income tax portal.

Add Income & Documents

Upload Form 16 or enter income, deductions, and other details with structured validation checks as per latest income tax rules.

Add Income & Documents

Upload Form 16 or enter income, deductions, and other details with structured validation checks as per latest income tax rules.

Review, Validate & e-File

Your return is validated through system checks and expert logic — then you approve and the system directly files your return with the Income Tax Department.

Review, Validate & e-File

Your return is validated through system checks and expert logic — then you approve and the system directly files your return with the Income Tax Department.

Frequently AskedAsked Questions
Questions

How is PlanMyTax.ai different from other tax filing platforms?

PlanMyTax.ai uses AI to automate the entire tax filing process—reducing filing time to under 2 minutes, eliminating manual data entry, and providing real-time explanations. Unlike traditional platforms, PMT is predictive, not reactive, and offers long-term support even after filing.

Can I really file my ITR in under 2 minutes?

Yes. PMT auto-imports your data from sources like Form 16, AIS, and pre-fills your return, and uses AI validation to minimize manual effort—making ultra-fast filing possible for most users.

What is the difference between DIY and CA-assisted filing?

The DIY plan (₹999) is best suited for simple tax situations, allowing you to file your return independently with AI guidance—ideal for ITR-1 and ITR-4 filers. The CA-assisted plan (₹2,499) is designed for those who prefer end-to-end support from a tax expert, especially in cases involving complex income scenarios. This option is available across all ITR forms (ITR-1, ITR-2, ITR-3, and ITR-4).

How accurate is my tax filing with PMT?

PMT ensures CA-grade accuracy through AI validation, smart error detection with clear explanations—significantly reducing the risk of mistakes or notices.

What if I receive a notice after filing my ITR?

PMT provides post-filing support extending for up to 8 years. If you receive a notice, the platform helps you understand it and offers guidance or CA support to resolve it—at no extra cost.

Do I need to upload documents manually?

In most cases, no. PMT automatically imports your financial data from AIS, TIS, Form 16, and other sources—eliminating repetitive manual data entry.

Who should use PlanMyTax.ai?

PMT is designed for salaried professionals, freelancers, gig-workers and small business owners—especially those with multiple income sources, looking for a faster, simpler filing experience.

Can PMT help me save more tax?

Yes. PMT proactively suggests deductions, exemptions, and tax-saving opportunities using AI—helping you optimize your taxes before filing, not after.

Is there any support available during filing?

Absolutely. PMT offers real-time support via its AI chatbot with an option to upgrade to CA support for complex queries—ensuring you’re never stuck during the process.

How do I get in touch with support for any issues?

You can reach our support team via email contactus@planmytax.ai or at +91 86559 20845. We’re here to help you.

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