Comprehensive Tax Health Check-Up | Pending Notice & Compliance Review Service by Investyadnya Certified Experts

Clean Your Financial Slate and Prevent Future Tax Surprises

Unresolved tax demands, missed notices, or unreported high-value transactions can derail your financial planning years after they occur. InvestYadnya’s Tax Health Check-Up is a proactive "diagnostic" service designed to scan your entire history on the Income Tax portal, ensuring there are no hidden liabilities waiting to surface.

We help you move from tax anxiety to tax certainty by providing a bird's-eye view of your compliance status.

What’s Included:

• 30-Minute Expert Consultation: A deep dive into your current tax profile and historical data.
• 360° Portal Audit: We check your ITR processing status over the years and verify Pending Tax Demands.
• Refund Tracking: Status check on pending refunds and verification of Refunds Adjusted against Demands.
• Compliance Scan: We monitor the Compliance Portal for notices and check the AIS/TIS for High-Value Transactions (SFT) reported against your PAN.
• Issue Identification: A thorough review of pending issues, defective return notices, or non-filing alerts.
• Actionable Roadmap: A suggestive course of action on how to resolve identified issues or respond to pending demands.

Ideal For:

• Individuals who have received a notice and aren't sure of the next steps.
• Taxpayers who have seen "Refund Adjusted" messages in their bank accounts.
• HNIs who want to ensure their Annual Information Statement (AIS) matches their filings.
• Anyone who hasn't checked their Income Tax portal in years and wants peace of mind.

The Yadnya Philosophy:  By identifying "tax leakages" and compliance gaps early, you protect your wealth from unnecessary penalties and litigation.

Important Notes:

• Exclusions: This is a diagnostic and advisory service. It does not include filing new ITRs, drafting formal replies to notices, or representing you before tax authorities.