The entire ITR filing process with KoinX typically takes around 7 working days — provided your documents are ready and you respond to your expert promptly. The faster you move, the faster it’s done.
Not 100% sure which plan fits? Pick the closest match and purchase it. Your assigned expert will review your income sources during the initial consultation and flag if an upgrade is needed — you’ll only pay the difference, not the full plan price again.
Your ITR Filing Journey, Step by Step
Choose your plan and purchase
Head to the ITR Filing section on your KoinX dashboard and select the plan that matches your income sources. Complete the purchase to get the process started.
Get assigned to your tax expert
Within minutes of purchase, a qualified tax expert is assigned to your account. Their contact details show up directly in your KoinX dashboard — no hunting through emails.Expect them to reach out within 24–36 hours to kick things off. This is your dedicated point of contact for the entire filing process.
Initial consultation
Your expert will get on a call (or connect over chat) to understand your full income picture — what exchanges you’ve used, whether you’ve earned staking rewards, any F&O exposure, and so on.They’ll also share a document checklist tailored to your situation so you know exactly what to gather next.
Documents to be shared
The documents you need to submit depend on the plan you selected and the income sources included in your filing.The sooner you submit, the sooner your filing moves forward. Delays here are the #1 reason filings take longer than expected.
- Crypto ITR Filing
- Salary ITR Filing
- Comprehensive Filing
Best if your income is primarily crypto — trading gains, staking rewards, airdrops.This is the starting point for most crypto-first users.
Documents Needed
- PAN Card
- Aadhaar Card
- Bank Statements (6–12 months)
- KoinX Crypto Tax Report
- Income Tax ID details / Previous ITR (if available)
- Rental Income Proof (if applicable)
- Other Income Proof (if applicable)
Review your tax computation
Your expert prepares a detailed breakdown of your tax liability — or refund, if you’re lucky. You’ll see exactly how your income is categorised and how much tax is owed.Review this carefully. Ask questions if anything looks off. Don’t approve it until you’re satisfied — this is your last checkpoint before filing.
Pay your taxes (if applicable)
If there’s tax payable, your expert walks you through the payment process on the Income Tax portal. Filing can only proceed once payment is confirmed.
Understanding Your Filing Status
Once your process is underway, your KoinX dashboard shows a real-time status so you always know where things stand.| Status | What It Means | What You Should Do |
|---|---|---|
| 🟡 In Progress | Expert assigned, documents being collected | Share all required documents promptly |
| 🟠 Computation Sent | Tax calculation ready, awaiting your review | Review computation and complete tax payment |
| 🔺 Upgrade Needed | Current plan doesn’t cover all income sources | Pay the difference to upgrade — your expert will guide you |
| 🟢 Done | ITR successfully filed | Save your ITR-V acknowledgement for records |
| ⏸ On Hold | Pending documents or no response from you | Check messages and share required details to resume |
| ❌ Service Not Required | Filing stopped — you chose not to proceed | No action needed unless you want to restart |
If your status shows On Hold, check your KoinX dashboard messages first — your expert has almost certainly left a note on what’s needed. A quick response gets things moving again immediately.
Upgrade Needed: What It Means
Sometimes, users purchase a plan based on what they believe their income sources are. During the review, your expert may identify additional income that is not covered under the selected plan. For example, you may have purchased the Crypto ITR Filing plan, but salary income may also appear in your ITR portal. In such cases:- Your status will be marked as Upgrade Needed
- You’ll need to upgrade to the correct plan
- You only need to pay the difference amount, not the full plan again
Common Mistakes That Slow Things Down
Most filing delays come down to the same few things. Avoid these and your 7-day timeline stays on track:- Starting too late — Expert slots fill up as the deadline approaches. Don’t wait.
- Incomplete documents — Missing a bank statement or income proof stalls the entire process.
- Skipping the computation review — Approving without checking is how errors slip through.
- Incomplete crypto data — If you’ve traded on 4 exchanges but only connected 2 to KoinX, your report is incomplete. Your expert can only file what they can see.
Frequently Asked Questions
Do I need to generate my crypto tax report before filing?
Do I need to generate my crypto tax report before filing?
Yes — your KoinX crypto tax report is the foundation of your ITR. Your expert uses it to report your trading gains, staking income, and any other crypto-related income accurately. Make sure all your exchanges and wallets are connected and your report is complete before the consultation.
What if I have multiple income sources across different categories?
What if I have multiple income sources across different categories?
Choose the plan that covers the broadest range of your income sources. If you’re unsure, pick the closest match — your expert will review everything during the initial consultation and advise if an upgrade is needed. You’ll only pay the difference, not start over.
What if I purchased the wrong plan?
What if I purchased the wrong plan?
No need to repurchase. If your expert identifies a mismatch during consultation, you simply pay the difference to upgrade to the right plan. Your progress and assigned expert stay the same.
What happens after my ITR is filed?
What happens after my ITR is filed?
You’ll receive a confirmation from KoinX and an official acknowledgement (ITR-V) from the Income Tax Department. If you’re eligible for a refund, it’s processed directly by the IT Department — timelines vary but are typically within a few weeks of filing.
Can my expert help if I'm confused about something in my computation?
Can my expert help if I'm confused about something in my computation?
Absolutely — that’s what they’re there for. The computation review step is specifically designed for you to ask questions, flag anything that looks wrong, and get clarity before you approve. Don’t hesitate to push back if something doesn’t add up.