Self-Service Tax Filing Platform Development

₹12500-37500 INR

Closed

Posted 7 days ago

₹12500-37500 INR

Paid on delivery

# XYZ Tax Solution Product Requirements Document (PRD) ## 1. Product Vision XYZ Tax Solution is a self-service tax filing platform that enables taxpayers to upload tax-related documents, automatically extract data, generate tax computations, receive fee quotations, make payments, and obtain a completed ITR JSON package for filing. Target users: * Salaried Individuals (ITR-1) * Investors (ITR-2) * Businesses and Professionals (ITR-3) * Presumptive Taxpayers (ITR-4) * Chartered Accountants * Tax Return Preparers --- # 2. User Roles ## Taxpayer Can: * Register account * Upload documents * Complete questionnaires * View computation * Pay fees * Download outputs ## CA / Tax Expert Can: * Review cases * Request clarification * Approve computations * Generate final return package ## Admin Can: * Manage users * Configure pricing * Monitor workflows * View analytics --- # 3. Client Onboarding Mandatory Fields: * Name * PAN * Aadhaar (optional) * Mobile * Email * Assessment Year Verification: * OTP via Mobile * OTP via Email Status: * Pending * Verified * Active --- # 4. Return Type Classification Engine Questionnaire determines: * Salary Income * House Property * Capital Gains * Business Income * Foreign Assets * GST Registration Auto-select: * ITR-1 * ITR-2 * ITR-3 * ITR-4 Override available for CA. --- # 5. Document Upload Center Supported Documents: ### Mandatory * Prefill JSON ### Optional * AIS * TIS * Form 26AS * Capital Gain Reports * Bank Statements * Interest Certificates * Rent Receipts * Housing Loan Certificates * GST Reports Validation: * File Type Check * Duplicate Detection * Virus Scan Storage: * Encrypted Storage * Audit Log --- # 6. AI Extraction Engine Extract from Prefill JSON: * PAN * Name * Address * Salary * TDS * Bank Accounts Extract from AIS/TIS: * Interest * Dividend * Securities * Foreign Remittances Extract from 26AS: * TDS * TCS * Advance Tax Extract from Capital Gain Reports: * STCG * LTCG * ISIN * Sale Consideration * Cost of Acquisition Extract from GST Reports: * Turnover * GSTIN * Filing History --- # 7. Dynamic Questionnaire Salary Cases: * HRA * 80C * 80CCD * 80D * Home Loan Capital Gain Cases: * Exemption Claims * Section 54 * Section 54F Business Cases: * Audit * Depreciation * Partner Details Presumptive Cases: * 44AD * 44ADA * 44AE Questions appear dynamically. --- # 8. Tax Computation Engine Generate: * Gross Income * Deductions * Tax Liability * Interest * Refund Outputs: * Computation PDF * Working Papers Flags: * AIS mismatch * 26AS mismatch * Missing documents --- # 9. Pricing Engine Base Pricing: ITR-1 = ₹499 ITR-2 = ₹999 ITR-3 = ₹2499 ITR-4 = ₹999 Add-ons: Capital Gain = ₹1000 GST = ₹1000 Foreign Income = ₹3000 Complex Review = ₹1500 Rules configurable by Admin. --- # 10. Payment Module Integrations: * Razorpay * Cashfree Features: * UPI * Cards * Net Banking Status: * Pending * Paid * Failed * Refunded --- # 11. CA Review Dashboard Queue View Shows: * New Cases * Clarification Required * Approved * Delivered Filters: * Assessment Year * Return Type * Assigned Expert --- # 12. Client Communication Notifications: * Email * SMS * WhatsApp Events: * Upload Required * Payment Received * Review Complete * JSON Ready --- # 13. Deliverables Client receives: * Computation PDF * Tax Summary * Working Papers * Final JSON File Download Center available. --- # 14. Security Mandatory: * SSL * Encryption at Rest * Role-Based Access * Audit Logs * Consent Records Retention: * Minimum 8 Years --- # 15. Analytics Dashboard Track: * Revenue * Returns Filed * Conversion Rate * Average Fee * Refund Amount * Processing Time --- # 16. Future Roadmap Phase 2: * Automated JSON generation * Broker integrations * GST APIs Phase 3: * Direct filing integrations * ERI/GSP partnerships * Fully automated return processing Phase 4: * White-label platform for CA firms * Franchise model * Enterprise tax operations

Data Entry

Tax

Project ID: 40477288

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3 freelancers are bidding on average ₹21,667 INR for this job

@shelukindosamwel

I am pleased to submit my bid for the development of the XYZ Tax Solution PRD. With extensive experience in building self-service platforms and a strong background in software development, I understand the critical importance of creating a seamless, secure, and user-friendly experience for diverse user roles including taxpayers, tax professionals, and administrators. My approach involves designing an intuitive interface that simplifies document uploads, automates data extraction through advanced AI engines, and ensures accurate tax computations for different return types. I will implement robust verification processes such as OTP-based onboarding and secure data storage with encryption to protect sensitive information. The platform will support multiple ITR forms with dynamic questionnaires tailored to each taxpayer profile, enabling efficient and accurate filing. I will integrate reliable payment gateways like Razorpay and Cashfree to facilitate smooth fee transactions and develop comprehensive dashboards for CA review and client communication. My team will ensure the platform is scalable, compliant with security standards, and capable of future enhancements such as API integrations for government portals and automated JSON generation. I am confident that my expertise aligns with your project requirements and I am committed to delivering a high-quality, fully functional solution within the stipulated timeframe to meet your business objectives effectively.

₹15,000 INR in 7 days

5.0

(2 reviews)

1.2

@kanhaa4

I am qualified and having experience of 5 year In ITR and capable to handle the clients. As per my background having cast exp in taxation

₹25,000 INR in 7 days

0.0

(0 reviews)

0.0

@samritig2601

Thank you for sharing the PRD for XYZ Tax Solution. The document is well-structured and covers the complete tax filing workflow, including onboarding, AI-based data extraction, computation, payment integration, CA review, security, and future scalability. The phased roadmap and modular approach make the platform scalable and implementation-ready. Overall, this provides a strong foundation for building a modern self-service tax filing solution for taxpayers and tax professionals. We can further assist with architecture planning, database design, API specifications, UI/UX, and development roadmap estimation.

₹25,000 INR in 7 days