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PlanMyTax AI

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PlanMyTax AI

AI-powered tax assistant for instant, accurate Indian tax guidance

Added:

July 15, 2025

Overview Features FAQs Reviews

TL;DR

24/7 AI chatbot answers Indian tax questions in seconds.
Upload Form 16 for personalised, data-driven tax-saving strategies.
Guided ITR filing starts at just ₹99, minimising errors and effort.
Perfect for salaried employees, freelancers, and tax professionals seeking fast compliance.

What is PlanMyTax AI

PlanMyTax ai is an AI-powered tax assistant designed for Indian taxpayers, combining a conversational chatbot, document analysis, and automated filing workflows to simplify income-tax return preparation, maximise deductions, and ensure compliance. Categorised as an AI Tax Advisory & Filing Platform, it eliminates manual research and complex calculations by delivering instant answers, personalised planning, and low-cost ITR submission.

Key Features

AI Tax Chatbot – Conversational interface delivers real-time, regulation-aware answers to any Indian tax query 24/7.
Form 16 Upload & Analysis – Automatically extracts salary details, deductions, and tax paid to suggest tailored savings and flag discrepancies.
ITR Filing Automation – Step-by-step guidance fills forms, validates data, and submits returns online for just ₹99.
Old vs New Regime Calculator – Compares both tax regimes, highlighting the lower-tax option based on individual income and deductions.
Knowledge Hub & Updates – Curated blogs and rule changes keep users informed of the latest tax laws affecting filing.
Secure Data Handling – Encryption and compliance measures protect sensitive financial information throughout the workflow.

Who is PlanMyTax AI for?

PlanMyTax ai is an AI-powered tax assistant designed for Indian taxpayers, combining a conversational chatbot, document analysis, and automated filing workflows to simplify income-tax return preparation, maximise deductions, and ensure compliance. Categorised as an AI Tax Advisory & Filing Platform, it eliminates manual research and complex calculations by delivering instant answers, personalised planning, and low-cost ITR submission.

Key Use Cases & Applications

Filing an individual ITR quickly without hiring a CA.
Comparing old vs. new tax regimes to choose the most economical option.
Generating personalised deduction checklists from uploaded Form 16.
Answering real-time compliance queries for HR teams during payroll processing.
Educating users with AI-generated explanations of new tax rules and amendments.

Pros

Super-low ITR filing price point (₹99) lowers entry barrier.
Instant AI responses eliminate long wait times for expert advice.
Form 16 parsing speeds up data entry and reduces manual errors.
Up-to-date with Indian tax regulations for reliable guidance.

Cons

Currently focused only on Indian tax laws; no global support.
Advanced scenarios (e.g., complex capital gains) may still need human review.
Limited information on integrations with existing accounting software.
Service still in early release; feature set may evolve rapidly.

Pricing Info

It's free to use.

FAQs

Is PlanMyTax ai suitable for business or only individual filings?

The current version focuses on individual income-tax returns; business filings will be added in future updates.

Do I need a subscription after paying ₹99 for filing?

No. The ₹99 fee covers a single ITR submission; the chatbot remains free for general queries.

How secure is the Form 16 upload feature?

Documents are encrypted at rest and in transit, and automatically deleted after processing to protect sensitive data.

Can the AI handle capital-gains calculations from stocks and mutual funds?

Yes, it can incorporate capital-gains data, but complex cases may still require manual verification.

Does PlanMyTax.ai integrate with government e-filing portals?

The platform guides you through e-filing and submits data through authorised APIs, ensuring compliance with the Income-tax Department’s systems.

Still have questions? We're here to help!

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