AI for Income Tax Returns, Tax Audit & TDS Compliance

DAY – 1

Learn how to use AI for:

• Client data collection.
• ITR form selection.
• AIS/TIS/26AS review.
• Interest and dividend income checking.
• Capital gains review.
• Mismatch and double-counting detection.
• Client query mails.
• Final ITR review checklist.

 Case Study

Individual ITR with salary income, interest, dividend, capital gains, AIS mismatch and TDS credit mismatch.

DAY – 2

AI for Tax Audit, Form 3CD & TDS Compliance

Learn how to use AI for:

• Business income review.
• P&L and Balance Sheet checking.
• Tax audit risk identification.
• Form 3CD clause-wise working papers.
• Clause 44 GST expense breakup.
• TDS applicability review.
• TDS default detection.
• Client advisory and management representation points

Case Study

Business taxpayer with P&L, Balance Sheet, GST turnover, expense ledger, vendor data, TDS ledger and Clause 44 issues.

Practical Case Studies

Individual ITR | AIS Mismatch | Capital Gains Review | Form 3CD Clause Trigger Analysis | Clause 44 GST Mapping | TDS Review from Payment Ledge

Tools Covered

ChatGPT | NotebookLM | Excel-Based Review Workflows | Practical AI Prompting

Course Deliverables

• AI Prompt Book
• AIS/TIS/26AS Checklist
• ITR Data Checklist
• Form 3CD Checklist
• Clause 44 Mapping Format
• TDS Review Checklist
• Client Query Templates
• AI Verification Checklist