What it is
Assisted tax filing lets you help your customers complete their income-tax return through a guided, digital process. You collect their details and submit the return; filing follows the relevant authority's process.
Who it's for
Advisers and retailers whose customers need help filing their income-tax returns.
Your role as a partner
You collect the customer's income and document details, complete the filing on the platform, and share the acknowledgement. Assessment and any refunds are handled by the tax authority.
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Collect the customer's income and document details with consent
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Complete the return on the platform
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File the return through the applicable process
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Share the filing acknowledgement with the customer
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Earn commission on successfully completed filings
Ready to offer Tax Filing to your customers?
Register FreeRequirements
- An active partner account with completed KYC
- Accurate customer income details and documents
- Customer consent for filing
Benefits
- Offer a seasonal, high-demand service
- Guided, paperless filing
- Add value for customers beyond other services
Good to know
- Assessment, processing, and refunds are handled by the tax authority
- Requirements may change as per government rules
- Accuracy depends on the details and documents the customer provides
Frequently asked questions
Does Stepway Online provide tax advice?
No. Stepway Online provides a guided filing facility. For tax advice, customers should consult a qualified professional.
Who processes the return and any refund?
The tax authority assesses the return and handles any refund as per its own process and timelines.
Offer Tax Filing to your customers
Join the Stepway Online partner network — free to start.