Self-Service Tax Filing Platform Development
Budget: ₹12,500 – ₹37,500 INR
# 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
## 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
* 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:
* SMS
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