Tax Health Check · Panaji, Goa
A thorough tax health check for individuals and businesses in Goa — we review your past returns, TDS, AIS and notices, flag every risk and mismatch, and uncover deductions and planning you may have missed, so you go into the year clean and confident.
Overview
A tax health check is a structured diagnostic of your income-tax position — a CA-led review that looks back at your filed returns, TDS credits, advance tax, and any open notices to confirm everything reconciles and nothing exposes you to penalties or interest.
As tax consultants in Goa, N D Savla & Associates examine your Form 26AS, AIS and TIS against your returns, identify missed deductions and refund opportunities, and hand you a clear action list. It pairs perfectly with your ITR filing for the coming year.
What's covered
A complete review of your income-tax compliance and savings.
Get a fixed-fee quote →Examination of your last few years' income tax returns for errors, omissions and exposure.
Matching of TDS, advance tax and reported transactions to catch mismatches before the department does.
Review of any open intimations, demands or proceedings, with a plan to resolve them.
Identification of deductions, exemptions and refunds you may have left unclaimed.
Assessment of regime choice and tax-saving opportunities for the year ahead.
A clear, prioritised checklist of fixes and savings, explained in plain language.
Our process
Send your past returns and access to 26AS / AIS details.
We reconcile, review notices and scan for missed savings.
You receive a clear report of risks, fixes and opportunities.
We help you correct issues and plan the year ahead.
Frequently asked questions
A tax health check is a CA-led review of your overall income-tax position. It examines your past returns, TDS credits, advance tax, AIS data and any notices to confirm everything reconciles, flag risks like mismatches or unpaid demands, and identify deductions, refunds and planning opportunities you may have missed.
It is useful for salaried individuals with multiple income sources, NRIs, business owners, professionals and anyone who has received a tax notice, changed jobs, sold property or investments, or simply wants assurance that past filings are clean and future tax is optimised.
Typically your income tax returns for the last two to three years, Form 26AS and the Annual Information Statement (AIS), bank and investment statements, details of any notices or demands, and proofs of deductions claimed. We share a short checklist based on your profile.
If the review finds errors or missed claims, eligible past returns can often be revised or updated within the time limits allowed by law, and outstanding demands can be addressed. We advise the right corrective route and handle the rework for you.
Often, yes. By spotting unclaimed deductions, the better tax regime, correct set-off of losses and refund opportunities, a health check frequently recovers tax or reduces future liability. Even where no savings exist, it gives you confidence that your filings are correct.
An annual review before the filing season is ideal, so issues are caught and savings captured before you file. A one-off check is also worthwhile if you have received a notice or had a significant financial event such as a property or share sale.
Yes. We treat all your financial information as strictly confidential and use it only to review your tax position and advise you. The findings and report are shared only with you.
Book a free consultation, share your past returns and 26AS/AIS access, and we will review everything, reconcile your data, and give you a clear report of risks, corrections and savings on a transparent fixed fee.
Related filings
Book a free consultation with a qualified Chartered Accountant in Goa. We'll review your position, flag risks and find savings — no obligation.