> ## Documentation Index
> Fetch the complete documentation index at: https://guides.koinx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ITR Filing with KoinX: A Complete Step-by-Step Guide

> Crypto trades, staking rewards, multiple exchanges — KoinX pairs your tax report with an expert who files your ITR for you, end to end.

Tax season hits different when you've got crypto in the mix. Salary? Straightforward. But throw in trades across three exchanges, some staking rewards, maybe a DeFi position you half-forgot about — and suddenly ITR filing feels like a puzzle with missing pieces. KoinX fixes that by combining your crypto tax report with expert-assisted filing, so you're not doing this alone at 11pm before the deadline.

<Info>
  The entire ITR filing process with KoinX typically takes around **7 working days** — provided your documents are ready and you respond to your expert promptly. The faster you move, the faster it's done.
</Info>

With the **Assisted ITR Filing Plan**, there's no need to figure out which plan matches your income sources — one plan covers crypto, salary, stocks & mutual funds, business income, and more, together.

## Your ITR Filing Journey, Step by Step

<Steps>
  <Step title="Purchase your Assisted ITR Filing Plan" stepNumber={1}>
    Head to the **ITR Filing** section on your KoinX dashboard and complete the purchase to get the process started.
  </Step>

  <Step title="Get assigned to your tax expert">
    Within minutes of purchase, a qualified tax expert is assigned to your account. Their contact details show up directly in your KoinX dashboard — no hunting through emails.

    Expect them to reach out within **24–36 hours** to kick things off. This is your dedicated point of contact for the entire filing process.
  </Step>

  <Step title="Initial consultation">
    Your expert will get on a call (or connect over chat) to understand your full income picture — what exchanges you've used, whether you've earned staking rewards, any F\&O exposure, salary, stocks, business income, and so on.

    They'll also share a **document checklist** tailored to your situation so you know exactly what to gather next.
  </Step>

  <Step title="Documents to be shared">
    The documents you need to submit depend on the income sources that actually apply to you.

    The sooner you submit, the sooner your filing moves forward. Delays here are the #1 reason filings take longer than expected.

    ### Documents Needed

    * PAN Card
    * Aadhaar Card
    * Bank Statements (6–12 months)
    * KoinX Crypto Tax Report
    * Salary Slips / Form 16 *(if applicable)*
    * Investment Proofs (stocks, mutual funds, bonds, FD) *(if applicable)*
    * Business Income Records (GST returns, P\&L, income statements) *(if applicable)*
    * Rental Income Proof *(if applicable)*
    * Other Income Proof *(if applicable)*
    * Income Tax ID details / Previous ITR (if available)

    <Tip>
      Before this step, make sure all your exchanges and wallets are connected in KoinX and your crypto tax report is complete and accurate. Your expert builds your ITR on top of this data — gaps here create gaps there.
    </Tip>
  </Step>

  <Step title="Review your tax computation">
    Your expert prepares a detailed breakdown of your tax liability — or refund, if you're lucky. You'll see exactly how your income is categorised and how much tax is owed.

    Review this carefully. Ask questions if anything looks off. **Don't approve it until you're satisfied** — this is your last checkpoint before filing.
  </Step>

  <Step title="Pay your taxes (if applicable)">
    If there's tax payable, your expert walks you through the payment process on the Income Tax portal. Filing can only proceed once payment is confirmed.

    <Warning>
      Don't skip or delay tax payment thinking you can do it after filing. The ITR submission won't go through until any outstanding tax is cleared. Plan for this step in advance.
    </Warning>
  </Step>

  <Step title="ITR filed ✅">
    Your expert submits the ITR to the Income Tax Department. You receive confirmation directly — both from KoinX and from the IT portal.

    Keep a copy of your acknowledgement (ITR-V) for your records. You're done for the year.
  </Step>
</Steps>

## Understanding Your Filing Status

Once your process is underway, your KoinX dashboard shows a real-time status so you always know where things stand.

| Status                 | What It Means                               | What You Should Do                                  |
| ---------------------- | ------------------------------------------- | --------------------------------------------------- |
| 🟡 In Progress         | Expert assigned, documents being collected  | Share all required documents promptly               |
| 🟠 Computation Sent    | Tax calculation ready, awaiting your review | Review computation and complete tax payment         |
| 🟢 Done                | ITR successfully filed                      | Save your ITR-V acknowledgement for records         |
| ⏸ On Hold              | Pending documents or no response from you   | Check messages and share required details to resume |
| ❌ Service Not Required | Filing stopped — you chose not to proceed   | No action needed unless you want to restart         |

<Note>
  If your status shows **On Hold**, check your KoinX dashboard messages first — your expert has almost certainly left a note on what's needed. A quick response gets things moving again immediately.
</Note>

## Common Mistakes That Slow Things Down

Most filing delays come down to the same few things. Avoid these and your 7-day timeline stays on track:

* **Starting too late** — Expert slots fill up as the deadline approaches. Don't wait.
* **Incomplete documents** — Missing a bank statement or income proof stalls the entire process.
* **Skipping the computation review** — Approving without checking is how errors slip through.
* **Incomplete crypto data** — If you've traded on 4 exchanges but only connected 2 to KoinX, your report is incomplete. Your expert can only file what they can see.

<Tip>
  Before you even purchase the plan, spend 20 minutes connecting all your exchanges and wallets in KoinX and generating your crypto tax report. Walking into the consultation with this ready cuts your timeline significantly.
</Tip>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Do I need to generate my crypto tax report before filing?">
    Yes — your KoinX crypto tax report is the foundation of your ITR. Your expert uses it to report your trading gains, staking income, and any other crypto-related income accurately. Make sure all your exchanges and wallets are connected and your report is complete before the consultation.
  </Accordion>

  <Accordion title="What if I have multiple income sources across different categories?">
    No issue — the Assisted ITR Filing Plan covers all your income sources under one plan. Just share the relevant documents for whatever applies to you (salary, stocks, business income, etc.) during your consultation.
  </Accordion>

  <Accordion title="What happens after my ITR is filed?">
    You'll receive a confirmation from KoinX and an official acknowledgement (ITR-V) from the Income Tax Department. If you're eligible for a refund, it's processed directly by the IT Department — timelines vary but are typically within a few weeks of filing.
  </Accordion>

  <Accordion title="Can my expert help if I'm confused about something in my computation?">
    Absolutely — that's what they're there for. The computation review step is specifically designed for you to ask questions, flag anything that looks wrong, and get clarity before you approve. Don't hesitate to push back if something doesn't add up.
  </Accordion>
</AccordionGroup>