AutoITR is an evidence-first AI filing skill that helps Indian individuals prepare, reconcile, correct, and complete Income Tax Returns in ITR-1, ITR-2, ITR-3, or ITR-4. It works with Codex, Claude Code, and other capable agent runtimes.
Repository: github.com/mahesh0431/AutoITR
Real-world validation status: AutoITR has been used end to end for an individual ITR-2 filing on the official Income Tax e-Filing portal. ITR-1, ITR-3, ITR-4, late-filing, correction, and post-filing routes are based on current official sources and validated skill logic, but have not yet been end-to-end portal-tested. The project is not endorsed or certified by the Income Tax Department.
A taxpayer can begin with one sentence:
Help me file my ITR. I do not know which form or documents I need.
The agent then discovers the case, requests only relevant evidence, checks current official rules, selects the supported route, shows its calculations, reconciles the return, and assists with reversible portal work while leaving legally sensitive actions with the taxpayer.
codex plugin marketplace add https://github.com/mahesh0431/AutoITR.git
codex plugin add autoitr@autoitr-localStart a new task and say:
Use $file-my-itr to help me file. I do not know which form or documents I need.
claude plugin marketplace add https://github.com/mahesh0431/AutoITR.git
claude plugin install autoitr@autoitr-localStart a new session or reload plugins, then ask naturally or run:
/autoitr:file-my-itr
Load plugins/autoitr/skills/file-my-itr/SKILL.md and resolve its links
relative to the skill directory.
- Proactive discovery when the taxpayer does not know the correct ITR form, schedules, or documents.
- Conditional evidence collection for salary, house property, interest, dividends, investments, capital gains, employer shares, business or professional income, foreign assets or income, deductions, taxes, losses, and relief.
- Current-source routing for individual ITR-1, ITR-2, ITR-3, and ITR-4 returns.
- Separate ITR-3 versus ITR-4 analysis for business, profession, freelancing, trading, partnership income, and presumptive taxation under sections 44AD, 44ADA, and 44AE.
- Transparent, case-specific calculations with source provenance and reconciliation against AIS, TIS, Form 26AS, employer, bank, broker, and portal information.
- Browser-assisted evidence downloads and reversible Income Tax portal work when the runtime provides a suitable browser capability.
- Recovery from saved drafts, interrupted sessions, uncertain payments, and changed portal state.
- Focused professional-review handoffs when the form, taxpayer type, audit, notice, treaty, foreign, or disputed legal branch cannot be completed safely by the supported workflow.
That is fine. You can use AutoITR even when:
- you do not know whether you need ITR-1, ITR-2, ITR-3, or ITR-4; or
- you missed the filing deadline, need to correct a return, forgot to verify it, or received an error or notice.
AutoITR checks the current situation, guides you to the next valid route, and tells you when professional help is safer.
sparse request
→ staged discovery
→ conditional primary evidence
→ current official-source refresh
→ ITR-1 / ITR-2 / ITR-3 / ITR-4 or correction-route decision
→ transparent calculation and reconciliation
→ reviewed portal candidates
→ reversible browser and portal assistance
→ taxpayer-controlled payment, declaration, submission, and e-verification
→ acknowledgement and evidence preservation
AutoITR treats portal acceptance as an operational result, not proof that a tax position is legally correct. Material rates, thresholds, deadlines, schema versions, validations, treaty conclusions, and portal mechanics must be refreshed for the active assessment year and filing date.
One filing request authorizes routine reversible case work: scoped evidence discovery, tax-record downloads, local processing, draft creation, field entry, saving, reconciliation, calculation, and validation.
The taxpayer privately handles:
- credentials, OTP, EVC, CAPTCHA, DSC secrets, and payment credentials;
- payment authorization;
- unresolved material legal elections;
- destructive draft actions such as discard, replace, reset, or import-over;
- the statutory declaration;
- final submission; and
- e-verification.
Persisted taxpayer evidence and generated case artifacts belong in a verified private case workspace, never in this public repository. The plugin contains no taxpayer, employer, broker, issuer, or provider-specific case material.
| Lane | Knowledge support | End-to-end official-portal validation |
|---|---|---|
| Individual ITR-1 | Supported with live AY refresh | Not yet completed |
| Individual ITR-2 | Supported, including capital gains, foreign assets/income, FTC, employer shares, and losses | Completed for one real individual filing workflow |
| Individual ITR-3 | Supported, including PGBP classification, books, trading, partner income, audit gates, and losses | Not yet completed |
| Individual ITR-4 | Supported with separate form and presumptive-section eligibility tests | Not yet completed |
| Late, revised, defective, updated, rectification, and notice routes | Supported as state-based routing and preparation guidance | Not comprehensively completed |
HUFs, companies, firms, trusts, other taxpayer types, other forms, audits, specialist notices, and materially disputed positions are triaged without pretending that an individual completion lane applies.
.agents/plugins/marketplace.json
.claude-plugin/marketplace.json
plugins/autoitr/
.codex-plugin/plugin.json
.claude-plugin/plugin.json
skills/file-my-itr/
SKILL.md
references/
corrections-and-post-filing.md
intake-and-evidence.md
itr-1.md
itr-2.md
itr-3.md
itr-4.md
portal-and-recovery.md
tax-and-official-sources.md
The Codex and Claude Code manifests are thin adapters over the same portable skill. AutoITR does not bundle a reusable tax calculator, CLI, browser driver, hosted service, or taxpayer database. An agent may generate case-specific code inside the taxpayer's private workspace when deterministic extraction or calculation is useful.
AutoITR is an assistance workflow, not a Chartered Accountant, tax adviser, or government service. It does not guarantee that any return, calculation, interpretation, portal entry, refund, or tax position is correct. Tax law and portal behaviour change, and the taxpayer remains responsible for the return and statutory declaration. Material uncertainty, audit exposure, notices, foreign-law questions, or disputed positions should be reviewed by a qualified professional.
Licensed under the MIT License.