← ClaudeAtlas

itr-filelisted

Orchestrate an ITR-1/ITR-2 filing (plus beta ITR-4 presumptive via the itr-presumptive skill) for a financial year — determine the form, verify prerequisites, close open income items, finalize the tax computation, generate the Schedule 112A CSV for ITR-2 (via the itr-112a-csv skill), guide self-assessment tax payment, and walk the portal/utility entry schedule-by-schedule. Use when the user asks to file the ITR, prepare for filing, or finalize the return.
ankitkr/india-itr-skills · ★ 1 · Data & Documents · score 69
Install: claude install-skill ankitkr/india-itr-skills
# ITR filing orchestrator (India — ITR-1 & ITR-2, ITR-4 beta) Drives the return from "reconciled" to "submitted". Claude cannot e-file — portal login, challan payment, and Aadhaar-OTP e-verification are the taxpayer's actions; this skill produces everything else and sequences the steps. **Never accept portal passwords, OTPs or bank credentials** — they are never needed; PDF document passwords may be used to open a file but are not stored or echoed. ## 0. Prerequisites — verify these exist in the tax-year folder, else run the upstream skills first - **Form fit** — confirm the reconciliation's form determination: **ITR-1 (Sahaj)** only for a resident with TI ≤ ₹50L, income confined to salary + one house property (two from AY 2026-27) + other sources, CG at most 112A LTCG ≤ ₹1.25L with no CG loss to set off or carry (allowed from AY 2025-26), agri ≤ ₹5,000, and no unlisted shares / directorship / foreign assets / 194N TDS / ESOP deferral / brought-forward losses → follow §0A. Otherwise, with no business/professional income, **ITR-2**. Any business/professional income → **ITR-4 if presumptive-eligible** (44AD/44ADA/44AE fit per the `itr-presumptive` skill, beta) → follow §0B; full books, F&O/intraday, or any ITR-4 disqualifier → **ITR-3** (individuals/HUF) or **ITR-5** (firms) — stop and say so rather than mis-file. - **Source documents complete** → run the `itr-reconcile` Step-0 intake checklist (Form 16, 26AS, AIS/TIS, bank certs, CAMS/KFin, broker/PMS statements, EPF passboo