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
The full chapter-by-chapter syllabus is published below so you know exactly what you're committing to. Individual lesson pages are being authored progressively over the coming weeks. Bookmark this page or browse all courses.
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
Full syllabus — 6 chapters
- 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
- 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
- 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
- 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
- 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
- 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
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