Filing ITR-1 — step by step
A salaried person's walk-through of ITR-1, with screenshots and worked examples. The annual ritual, demystified.
Quick info
- Layer
- Financial Literacy
- Track
- Financial Literacy
- Estimated hours
- 3 hrs
- Chapters
- 6
- Cost on Trustner
- Free
Every chapter below has Foundation, Deep Dive, and Advanced material — read in any order, expand each chapter to see the full content.
About this course
For salaried Indians without business income, ITR-1 (Sahaj) is the simplest form — and yet most filers either skip the deductions they are entitled to, miscompute their tax, or wait until 31 July and panic-file. This course walks through the entire form, screen-by-screen, with the most-missed deductions called out.
Who this is for
- A salaried employee filing for the first or second time.
- Anyone whose total income (salary + interest + house rent) is under ₹50 lakh.
- Someone wanting to verify last year's tax computation against a checklist.
What you'll learn
- When ITR-1 applies and when you must use ITR-2 or ITR-3
- The Old vs New tax regime decision — when each one wins
- Reading and reconciling Form 16, Form 26AS, and AIS
- Filing every section of ITR-1 with screenshots, in order
- The most-missed deductions and how to claim them legitimately
- What happens after you file — verification, refund timelines, defective notices
Course material — 6 chapters
Each chapter offers three tiers — Foundation for the core concept, Deep Dive for worked examples and practitioner depth, and Advanced for edge cases and exam tips. Click any chapter to expand.
- 1Chapter 1
Should you even use ITR-1?
- The eligibility rules — total income, sources, foreign assets
- When to graduate to ITR-2 (capital gains, more than one house property)
- Common mistakes that lead to defective returns
FoundationDeep DiveAdvanced - 2Chapter 2
Old vs New regime — the decision before you file
- Slab-by-slab comparison for FY 2024-25 and FY 2025-26
- Which regime suits which deduction profile
- The default regime and the option to switch each year
- A simple rule of thumb that gets it right 90% of the time
FoundationDeep DiveAdvanced - 3Chapter 3
Pulling the inputs — Form 16, 26AS, AIS
- What each document tells you and how to reconcile them
- Spotting mismatches before they become a notice
- Pre-filled returns — why you must still verify
FoundationDeep DiveAdvanced - 4Chapter 4
Filing the form, screen by screen
- Personal information, bank accounts, nominee for refund
- Income from salary section — gross, exempt, deductions u/s 16
- Income from house property and from other sources
- Computation, advance tax, and TDS reconciliation
FoundationDeep DiveAdvanced - 5Chapter 5
Deductions most people miss
- 80C beyond PPF — the full list
- 80D for self, parents, and senior parents
- 80E (education loan) and 80G (donations) the right way
- 80TTA / 80TTB on savings and FD interest
FoundationDeep DiveAdvanced - 6Chapter 6
After you file
- E-verification (Aadhaar OTP, EVC, Net Banking)
- Refund timelines and the status portal
- What to do if a defective-return notice arrives
- When and how to file a revised return
FoundationDeep DiveAdvanced
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