itr-skill

A Claude Code skill that helps any Indian individual taxpayer prepare and e-file an Income Tax Return (ITR-1/2/3/4) on the official portal — under either the old or the new tax regime.

It reconciles income to source documents, compares both regimes on real numbers, fills the portal schedule-by-schedule, fixes validation defects, and guides through payment and e-verification.

⚠️ Not professional tax advice. Indian tax rules change every assessment year — always re-confirm current-year slabs, limits, and forms. The taxpayer remains responsible for the figures filed. The agent will never enter your password/OTP, make the payment, or submit/e-verify on your behalf.

What it covers

• Right ITR form (1/2/3/4) + old vs new regime comparison (115BAC) on actual numbers
• Old-regime deduction catalogue (80C, 80D, NPS, HRA, home loan, 80G, 80TTA …)
• Income reconciliation to Form 16, 26AS, AIS, bank statements, broker statements
• Presumptive taxation for freelancers/creators (44ADA/44AD)
• Capital gains — listed equity/MF (111A/112A), quarterly breakup for 234C
• Foreign assets (Schedule FA), foreign income (Schedule FSI), DTAA relief (Schedule TR)
• Virtual digital assets / crypto (115BBH, Schedule VDA)
• Independent tax computation to verify portal math before submission
• Portal navigation with workarounds for known quirks

Repo layout

itr-skill/
├── README.md
├── .gitignore
├── docs/
│   └── Overview.md                 # document checklist & redaction guide
├── prompts/
│   └── evals.yaml                  # eval prompts and expected outputs for testing
└── .claude/
    └── skills/
        └── itr-india/
            ├── SKILL.md            # workflow + judgment (read first)
            └── references/
                ├── tax-regimes-and-slabs.md
                ├── deductions-old-regime.md
                ├── income-reconciliation.md
                ├── creator-44ada.md
                ├── capital-gains-other-sources.md
                ├── virtual-digital-assets.md
                └── portal-workflow.md

Install

Clone and copy the skill into your Claude Code skills directory:

git clone https://github.com/<your-username>/itr-skill.git
mkdir -p ~/.claude/skills
cp -r itr-skill/.claude/skills/itr-india ~/.claude/skills/

Restart Claude Code. Load with /itr-india or just describe your ITR situation.

Usage

/itr-india

Or start naturally:

• "Help me file ITR for FY 2025-26, I'm salaried with some capital gains"
• "I have foreign assets (ESPP) — do I need Schedule FA?"
• "Compare old vs new regime for me"
• "I'm stuck on a portal validation error"

What to provide

Form 16, Form 26AS, AIS, bank statements, broker/MF statements for the FY. See docs/Overview.md for the full document checklist.

Disclaimer

Not a substitute for a CA or registered tax practitioner. Verify every figure before filing. Authors are not liable for any filing made using this skill.