Personal Bookkeeping & ITR Filing
Budget: ₹600 – ₹1,500 INR
I’d like to hand over the day-to-day care of my personal finances so everything is tidy, up-to-date, and ready for a smooth Income Tax Return submission. All transactions already flow into QuickBooks; what I need is a skilled professional to:
• Keep the books current—categorise every bank and credit-card entry, attach receipts where available, and reconcile the statements each month.
• Track and label personal versus deductible expenses so year-end reporting is painless.
• Prepare and file my ITR accurately and on time, drawing data directly from the cleaned-up QuickBooks file and any additional documents you request.
Acceptance will be based on:
1. A fully reconciled QuickBooks file for the financial year, with zero uncategorised transactions.
2. A concise expense summary (deductible vs. non-deductible) exported to Excel or PDF.
3. Confirmation of successful ITR submission and a copy of the filed return.
If you know QuickBooks inside out and have solid tax-prep experience, let’s get started.
• Keep the books current—categorise every bank and credit-card entry, attach receipts where available, and reconcile the statements each month.
• Track and label personal versus deductible expenses so year-end reporting is painless.
• Prepare and file my ITR accurately and on time, drawing data directly from the cleaned-up QuickBooks file and any additional documents you request.
Acceptance will be based on:
1. A fully reconciled QuickBooks file for the financial year, with zero uncategorised transactions.
2. A concise expense summary (deductible vs. non-deductible) exported to Excel or PDF.
3. Confirmation of successful ITR submission and a copy of the filed return.
If you know QuickBooks inside out and have solid tax-prep experience, let’s get started.
Related categories:
Data Entry
Accounting
Excel
Intuit QuickBooks
Financial Analysis
Bookkeeping
Tax Compliance
Tax Preparation