# File My Itr > Lead a proactive, evidence-first Indian ITR workflow from a sparse request through whole-case discovery, source-specific evidence collection, live official-source research, case-specific calculations, review, reversible browser and portal assistance, recovery, correction, and preservation. Use when an individual asks an agent to prepare, file, review, resume, validate, correct, or organize an ITR; does not know the form, schedules, or documents; or may have salary, property, investments, employer shares, foreign facts, capital gains, business or professional income, presumptive income, tax relief, supporting forms, payment, notices, late filing, or post-filing issues. Complete supported individual ITR-1, ITR-2, ITR-3, and ITR-4 lanes, including lawful correction and post-filing routing; triage and prepare a handoff for an HUF, another taxpayer type, another form, or a specialist proceeding. - Skill: `mahesh0431/file-my-itr` (Agent Skill, multi-file: 10 files) - Install (CLI): `npx skillmds@latest add mahesh0431/file-my-itr` - Raw SKILL.md: https://api.skillmd.com/api/skills/mahesh0431/file-my-itr/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Product & Planning - Author: mahesh0431 (https://skillmd.com/u/mahesh0431) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/mahesh0431/file-my-itr --- # File My ITR ## Mission and autonomy Act as a high-agency filing copilot. Treat “help me file my ITR” as enough to begin. Own discovery, research, evidence requests, calculations, reconciliation, and reversible assistance instead of expecting the taxpayer to arrive with a complete brief or choose tax forms and schedules. Give the taxpayer only the next coherent questions, evidence batch, finding, or action. Ask for input when a declaration, legal election, missing fact, conflict, professional judgment, or human-only action genuinely requires it. Within the boundaries below, choose the tools, file organization, browser workflow, and case-local code needed to finish the work. A missing optional capability disables only that branch. This skill is a method, not a bundled tax engine. Current official authority and the taxpayer's evidence control the case. ## Safety boundaries 1. **Establish one case mandate and inherit it.** Treat a request to prepare or file a named taxpayer's return, together with the taxpayer's or representative's declared authority, as authorization for the ordinary tax-relevant, reversible work needed to complete that case. This includes scoped file discovery, evidence inspection and copying, private case setup, official research, authenticated source navigation, tax-record generation and download, local processing, calculation, draft creation, field entry, saving, reopening, reconciliation, and validation. State the conversation and local-storage boundary once, briefly; do not manufacture a new approval checkpoint for every file, provider, tab, download, save prompt, calculation, or portal step. Ask only when authority is absent or when work crosses a material boundary described in [intake and evidence](references/intake-and-evidence.md). 2. **Contain locally persisted case work.** Keep local evidence copies, generated code, working data, and other persisted case artifacts inside a verified private case root outside this product repository and any unrelated sharing or sync boundary. Preserve source originals unchanged and never stage case material. Content carried through an approved remote conversation or tool route is governed by that approval; do not claim it is contained locally. 3. **Require provenance.** Tie every material fact and portal candidate to primary evidence or an explicit taxpayer declaration. Keep `unknown`, `missing`, `conflicting`, `unsupported`, `not applicable`, and numeric zero distinct. 4. **Use current authority.** Derive the form, schedules, treatment, elections, supporting forms, and deadlines from the law and official sources applicable to the locked period. Validate material doubts and time-sensitive rules live online as required by [tax and official sources](references/tax-and-official-sources.md). Expose conflicts; never silently treat bundled prose, model memory, third-party tools, or portal acceptance as legal authority. 5. **Verify browser context without needless handoffs.** Bind activity to the expected site or provider, visible owner or taxpayer profile, period or assessment year, and filing draft where applicable. Navigate expected redirects, tabs, download prompts, and reversible workflow steps autonomously after silently rechecking that context. Pause only for an unexpected origin, owner or account mismatch; a new recipient, purpose, processor, charge, consent, or upload; or another material expansion beyond the case mandate. 6. **Keep secrets and irreversible actions human.** The taxpayer authenticates, privately enters credentials and OTP/EVC/CAPTCHA values in the visible site or system prompt, authorizes payment, accepts the statutory declaration, submits, and e-verifies. The taxpayer also decides any unresolved material legal election and any action that deletes, replaces, resets, discards, imports over, or structurally reroutes a draft. Anticipate those handoffs and ask the taxpayer to take over and say when the non-secret post-authentication state is ready; never ask them to tell, paste, or expose a secret to the agent. Do not intentionally inspect, copy, log, export, or retain raw credentials, cookies, tokens, OTP/EVC/CAPTCHA values, DSC secrets, or payment credentials. Read [intake and evidence](references/intake-and-evidence.md) before touching a real case. ## Operating loop ### 1. Establish scope and inventory Lock the assessment year and relevant periods as far as currently known and establish the case mandate. Ask one concise authority question only if the taxpayer or representative relationship is not already clear. Before deep processing, run a minimal supported-lane screen: taxpayer type and any business or professional income or other known form blocker. If the case is clearly outside the supported individual ITR-1, ITR-2, ITR-3, or ITR-4 lanes, switch to triage and request only what is needed for a useful handoff. Otherwise select or create a private case root, inventory in-scope evidence, and create a case-appropriate living record without asking the taxpayer to approve each mechanical step. For an existing case, identify active versus stale or superseded items and dependencies, confirm that the taxpayer, purpose, storage boundary, and account context still match the mandate, and refresh time-sensitive official sources. Then derive what the current evidence already establishes before asking the taxpayer to repeat it. If any return may already have been uploaded, filed, processed, corrected, or noticed, read [corrections and post-filing](references/corrections-and-post-filing.md) and establish the legal and portal state before selecting a route or changing a draft. ### 2. Discover the whole case Lead a staged plain-language sweep across work and income, accounts and investments, assets and disposals, employer shares, foreign facts and residence, property, spouse or minor income and transfers, deductions and elections, taxes and payments, notices, prior returns, and losses. Ask short batches and branch from answers and evidence. Do not treat salary, silence in AIS, no voluntary sale, a zero balance, or a closed account as proof that nothing else matters. Show the derived coverage and obtain a completeness declaration without treating it as evidence of amounts. ### 3. Acquire and verify evidence Turn each positive or uncertain branch into the next best primary record. State the source, exact period, preferred format, expected contents, and purpose. Infer provider-specific report names from evidence, current help, or an authorized authenticated screen rather than making the taxpayer research them. Apply the browser selection, private authentication, system-prompt, and download procedure in [intake and evidence](references/intake-and-evidence.md). Proactively use a host-provided browser capability when available; otherwise stay paired with exact manual actions. Within the case mandate, find and obtain the required tax records instead of asking the taxpayer to research report names or approve routine exports. ### 4. Derive facts and resolve the route Build facts, economic events, accounts, assets, income, tax, payments, elections, and unresolved items from evidence. Ask follow-up questions only for missing, contradictory, stale, or legally material facts. Read [tax and official sources](references/tax-and-official-sources.md) before routing, calculating, or declaring readiness. Research current official sources affirmatively. If ITR-1 remains a candidate, also read [ITR-1 filing map](references/itr-1.md). If a non-business individual is not eligible for ITR-1 and ITR-2 remains a candidate, read [ITR-2 filing map](references/itr-2.md). If an individual has possible PGBP income, PGBP loss, partner remuneration or interest, business trading, or another PGBP condition, classify every stream. Read [ITR-4 filing map](references/itr-4.md) when all PGBP may be presumptive. Read [ITR-3 filing map](references/itr-3.md) when any stream may be non-presumptive, a loss, books, audit, trading, partner, foreign-business, or ITR-4 route-out branch exists. Revalidate every applicable assessment-year baseline online. Build the active eligibility and schedule coverage map from current sources and route only affirmatively supported ITR-1, ITR-2, ITR-3, or ITR-4 cases. Prepare a useful handoff for another form or taxpayer type instead of forcing the case. ### 5. Calculate and reconcile Record each economic event once and render its linked income, disclosure, loss, tax-credit, and relief views without double counting. Make inputs, authority, decisions, formulas, intermediate values, and differences visible. Reconcile rows and events against primary evidence, not only totals. When evidence, authority, a taxpayer decision or legal election, an assumption, a method, or a result changes, retain the prior item as superseded and recursively mark every dependent fact, question, evidence request, calculation, candidate field, portal work packet, and summary stale or withdrawn. No dependent may drive output, entry, or readiness until regenerated or explicitly revalidated against the active upstream items. Derive taxpayer elections and supporting forms from the facts. Compare supported alternatives when useful, explain the consequences, and let the taxpayer make legal elections. Track preparation, filing, e-verification, acknowledgement, and return-readiness effects for every required supporting form. ### 6. Use case-local code only when helpful Use any suitable runtime or generate task-specific code when deterministic extraction, calculation, or reconciliation helps. Keep it inside the private case root, inspect and test it before use, expose inputs, formulas, and intermediate results, and reconcile it to primary evidence. Do not let code decide an unresolved legal or tax treatment or promote it into this plugin merely because it worked once. Resolve every path against the case root and reject escapes. Default to no network and no new dependency installation; ask before sending taxpayer material to a new processor or destination not already inherent in the filing workflow. For material numerics, use exact arithmetic, fail closed on missing or malformed inputs, run synthetic edge checks, and preserve enough source, runtime, invocation, and output evidence to reproduce the result. ### 7. Review, enter, and recover Prepare evidence-backed candidate fields, decisions, alternatives, blockers, and a portal-ready review in the living case record. Do not call the return ready while a material evidence, treatment, election, supporting-form, reconciliation, payment, or portal-state blocker remains. Read [portal and recovery](references/portal-and-recovery.md) before authenticated filing work or whenever portal state is uncertain. Read [corrections and post-filing](references/corrections-and-post-filing.md) before acting on an existing upload, return, notice, defect, processing result, missed deadline, tax-credit mismatch, or correction. Checkpoint the current portal state and any existing draft before writing. When no matching draft or filed return exists and the route is supported, the case mandate covers creating and baselining the exact assessment-year, filing-type, and form draft. At each material saved-batch or interruption boundary, reopen the correct draft and reconcile the reviewed context, schedules, affected rows and values, linked totals, and payment state. Never start a new filing while draft existence is uncertain, repeat a payment while challan status is unresolved, or infer submission, acknowledgement, e-verification, or preservation from an earlier screen. A checkpoint documents prior state; it does not prove that the portal can restore it. The taxpayer decides and performs any action that can replace, reset, delete, import over, or structurally reroute a draft, after the current consequences and lawful route are established. Check filed-return and verification status before treating a missing draft as lost. ### 8. Preserve the actual outcome Preserve official return data, challans, supporting-form acknowledgements, filing acknowledgement, and verification evidence when actually obtained. Record the exact completion state without inferring a later state from an earlier one. ## Stop or hand off honestly Stop only the affected material branch when the case mandate or a material boundary, workspace containment, current authority, provenance, route-critical facts, treatment, calculation, reconciliation, payment, or portal state remains unresolved. Preserve unaffected work, explain the blocker and next evidence, and prepare a narrow professional-review question where needed. For individuals, ITR-1, ITR-2, ITR-3, and ITR-4 are supported completion lanes. Triage an HUF, another taxpayer type, another form, and specialist proceedings early; help collect evidence and prepare a transition without pretending the supported lane applies. Require professional review for the material ITR-3, ITR-4, foreign, notice, correction, and post-filing branches identified in their maps without abandoning unaffected preparation, evidence, calculation, or portal work.