Recovered ₹4.2L in missed deductions for a Series-B product lead
A product leader's previous CA had been filing under the new regime by default for three years, missing HRA, 80C and home-loan interest claims worth ₹4.2L cumulatively.
₹4.2L
Refund recovered
11 days
Refund credited in
₹1.1L/yr
Going-forward tax saving
The challenge
Client switched jobs mid-year, had US-vested RSUs, HRA on Bangalore rent, and a self-occupied home loan in Mumbai. Earlier filings ignored regime comparison entirely.
How we approached it
01Re-computed three years under both regimes line by line
02Filed revised returns for FY22-23 and FY23-24 using Section 139(5)
03Built a quarterly tax-planning calendar tied to RSU vesting
"They caught a ₹4.2L deduction my previous CA had missed for three years straight. Refund came through in 11 days."