What TaxZen Does

TaxZen is a free tax preparation and advisory tool. It helps you understand your tax liability, compare old vs new regimes, handle RSU/ESOP capital gains, and prepare the values you need to file on incometax.gov.in. It does not file your return directly — you do that yourself on the official Income Tax portal.

AI-Powered Features

TaxZen uses AI technology to provide tax advisory suggestions, regime recommendations, and chatbot answers. Important things to know:

• AI responses are informational, not professional tax advice. They are based on general tax rules applied to your numbers.
• The AI runs locally in your browser. Your financial data is not sent to any external AI service.
• AI outputs should be verified by you before acting on them. When in doubt, consult a Chartered Accountant.
• We continuously improve the AI using anonymized, aggregated usage patterns (e.g., which questions are most common). We never use your personal data or financial details for training.

Not a Substitute for Professional Advice

This tool is not a substitute for a Chartered Accountant. It automates the mechanical work of tax computation and provides general guidance. For complex situations (foreign income, business losses, carry-forward claims, DTAA relief, capital gains from multiple asset classes), please consult a qualified tax professional.

Your Responsibility

You are responsible for reviewing and verifying all figures before filing. The tool shows you a complete reference card — check every number against your actual Form 16 and Form 26AS. Once you submit on the Income Tax portal, it becomes your legal filing.

Data You Choose to Share (Reminders)

If you opt in to filing season reminders, you consent to us storing your first name and mobile number for the purpose of sending a WhatsApp reminder next year. This is entirely optional and does not affect your use of the tool. See our Privacy Policy for full details.

You can withdraw this consent at any time by contacting us at taxzen.help@gmail.com. We will delete your data within 24 hours.

Accuracy and Limitations

While we strive to keep computations aligned with the latest Income Tax Act provisions:

• Tax laws change frequently — there may be a lag between a notification and our update
• PDF parsing works best with standard digital Form 16s. Scanned images may not parse correctly.
• We support ITR-1 and ITR-2. Business income (ITR-3/4) is not fully supported.
• We accept no liability for errors in tax computation or any notices from the IT Department.

Free for Personal Use

TaxZen is free for personal, non-commercial use. You may use it to prepare your own ITR or help family members with theirs. Using it as part of a paid tax preparation service requires separate permission.

Indemnification

By using this tool, you agree to hold harmless the developers and maintainers from any claims arising from your use of the tool, your reliance on its output, or your filing of a return based on the generated values. This tool is a helper, not a guarantor.

Changes to These Terms

We may update these terms from time to time. Continued use after changes are posted constitutes acceptance. We will never retroactively apply new terms to data collected under previous terms.