Use cases

Built for the work CAs actually do

Five places TaxMarg replaces hours of manual lookup. Every answer is grounded in primary source and cite-checked before you see it.

01 · Income Tax Research

Income tax research, reimagined

Search the IT Act 1961 + IT Act 2025, CBDT circulars, notifications and rules in seconds. Every answer is cross-mapped between the old and new section numbers, so you never cite the wrong Act for your client's assessment year.

The problem

CAs spend hours digging through bare acts, circulars and notifications to answer a single client query. Cross-referencing 80C limits with the latest Finance Act, verifying TDS rates under Section 194, comparing old vs new regime, it all means manual lookup across dozens of sources. Add the IT Act 2025 renumbering and one missed circular can mean wrong advice.

  • Instant section lookup with exact text and limits
  • Old Act 1961 ↔ New Act 2025 cross-reference
  • Capital-gains and TDS rate tables with FA 2025 changes

Questions it answers

Max deduction under Section 80C for AY 2026-27, and does NPS under 80CCD(1B) stack on top of the ₹1.5L limit?
TDS on fees for technical services to a non-resident under Section 195, and how the India-US DTAA Article 12 reduces it.
How is LTCG on unlisted shares taxed post Finance (No.2) Act 2024, with the 24-month holding period and 12.5% rate?
02 · GST Compliance

GST compliance without the spreadsheets

Upload GSTR-2B and purchase registers, reconcile mismatches, and research ITC eligibility, reverse-charge and HSN classification. Every answer is backed by the CGST / IGST Acts, CGST Rules 2017 and the relevant CBIC notifications.

The problem

Manual Excel reconciliation between GSTR-2B and purchase registers takes hours, and mismatches go undetected until a notice arrives. Meanwhile ITC eligibility keeps shifting, the Sec. 16(2)(aa) auto-restriction, the 180-day payment condition, and the retrospective CGST (Amendment) Act 2024 on Sec. 17(5)(d) construction ITC all need constant vigilance.

  • GSTR-2B reconciliation assistant with exception reports
  • ITC eligibility and blocked-credit analysis
  • Rate lookup and reverse-charge determination

Questions it answers

Is ITC available on construction of a warehouse under Sec. 17(5)(d) after the CGST (Amendment) Act 2024?
Does a SaaS subscription invoiced to a US client qualify as export of services under Sec. 2(6) IGST Act, and can we supply under LUT?
Conditions under Sec. 16(2) for claiming ITC, and what happens if the supplier does not file GSTR-1.
03 · Notice Response

Turn tax notices into draft replies in minutes

Upload a notice, Sec. 143(1) intimation, Sec. 148 reassessment, Sec. 142(1) inquiry or Sec. 270A penalty, and get a structured draft response with the relevant sections (IT Act 1961 and 2025), CBDT circulars and tribunal precedents identified automatically.

The problem

CAs juggle tight statutory deadlines across dozens of clients. A reassessment notice needs the 'information suggesting escapement' threshold, the revised time limits, specified-authority approval, and a check on whether the AO followed the show-cause procedure. Researching the right arguments and case law for each issue takes hours, and a missed deadline can cost the client lakhs.

  • Automatic notice parsing by type and section
  • Issue-wise legal research with precedent
  • Structured draft response and compliance checklist

Questions it answers

Mandatory procedure under Sec. 281 of the IT Act 2025 (ex-148A) before a Sec. 280 notice, and grounds to challenge non-compliance.
Can penalty under Sec. 439 (ex-270A) be levied when the understatement is a bona fide legal interpretation?
Current time limit under Sec. 282 for escaped income of ₹50 lakh or more, and how specified-authority approval works.
04 · Tax Planning

Old vs new regime, computed side by side

Model regime comparisons, optimise deductions, plan capital-gains timing and compute advance tax. Grounded in the actual provisions of the IT Act 1961, the IT Act 2025 (Sec. 202 ↔ 115BAC) and the latest Finance Act 2025 slabs.

The problem

The dual-regime system forces parallel computations for every client. A salaried individual with HRA, 80C, 80D, home-loan interest and NPS may save more under the old regime, or may not. Get it wrong and the client overpays or faces scrutiny. Add capital gains, ESOPs and mutual-fund redemptions and the planning matrix becomes unwieldy without structured computation.

  • Old vs new regime break-even comparison
  • Capital-gains timing and set-off optimisation
  • Advance-tax schedule and due-date planning

Questions it answers

For ₹25 LPA with 80C ₹1.5L, 80D ₹50K (senior parents) and HRA ₹3.6L in Mumbai, which regime saves more under FA 2025?
Sell an unlisted share held 20 months at ₹8L gain, STCG or LTCG post FA (No.2) 2024, and can I set off listed STCL?
How the new Sec. 87A rebate works for income up to ₹12 lakh after FA 2025, and how marginal relief applies just above that.
05 · Corporate Tax

Corporate tax research across every relevant Act

Research transfer pricing, DTAA provisions, TDS on cross-border payments, MAT / AMT and Companies Act compliance. Citations span the IT Act 1961 & 2025, India's 90+ DTAAs, CBDT / CBIC notifications and Supreme Court / ITAT rulings, in a single search.

The problem

Corporate advisory means cross-referencing acts, treaties and regulators at once. A single cross-border payment raises questions under Sec. 195 TDS, the applicable DTAA (PE threshold, beneficial ownership, treaty rate), transfer-pricing rules, and the Companies Act. CAs spend more time navigating between sources than analysing the actual position.

  • Transfer pricing and arm's-length method selection
  • DTAA and cross-border taxation analysis
  • MAT, AMT and concessional-regime computation

Questions it answers

TDS under Sec. 195 on a ₹40L payment to a US software vendor for a shrink-wrap licence, after Engineering Analysis v. CIT (2021).
Arm's length price under TNMM for an IT-services company with related-party transactions over ₹20 crore, and when a TP Study Report is mandatory.
Can a company under Sec. 115BAA at 22% claim MAT credit accumulated under the old regime?

One workspace for all of it

Research, client vaults and guided workflows in a single tool, updated for the Finance Act 2025.

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