ITR & Tax Audit Expertise

This mandate covers my full FY 2023-24 Indian income-tax return together with the compulsory tax audit triggered by F&O losses. The work is highly specialised because it blends three focus areas—foreign RSU income, F&O taxation, and a possible Section 54F exemption—so every calculation must stand up to scrutiny and comply accurately with both the Income-tax Act and recent CBDT notifications.

Scope of work
• Reconcile long-term and short-term capital gains arising from multiple rounds of US RSU sales, convert them correctly to INR, and apply the relevant DTAA provisions where required.
• Compute gains and losses on domestic equity delivery trades.
• Prepare the tax audit report (Forms 3CA-3CD) for the F&O segment, capturing turnover, carried-forward loss and any section-43(5) nuances.
• Evaluate my residential apartment purchase—funded partly by the above RSU proceeds and a home loan—against Section 54F conditions and claim the deduction if eligible, with supporting working papers.
• Draft and e-file the complete ITR (presumably ITR-3), attach the audit report, and provide final XML/PDF copies plus the full computation sheet.

Information already organised and ready for upload: Form 16, consolidated RSU statements, domestic equity P&L, F&O ledger, home-loan interest certificate, and the registered sale-deed/payment schedule for the apartment.

Please respond with a concise, detailed project proposal outlining:
• Your direct experience with foreign RSUs, F&O audits and 54F claims.
• The methodology and tools you use (e.g., Winman, ClearTax, Excel with macros, etc.).
• An expected turnaround time from the moment I share credentials to final e-filing.
• A fixed professional fee or a milestone-based structure.

Accurate compliance is the overriding goal; aggressive tax positions are off the table. I will be available for prompt clarification and timely document uploads so we can complete the filing well before the due dates.