Is the Basic Plan Right for You?

Is the Basic Plan Right for You?

If you're considering whether the Basic plan meets your needs or if you should upgrade, it’s important to understand what the Basic plan offers. While it covers essential tax filing requirements, a paid plan provides more flexibility and features for complex financial situations.

App Connections:

If you trade or invest across multiple platforms, the Basic plan may have limitations. Consider upgrading if you:

  • Need more than 3 app connections
  • Have more than 100 capital gains settlements
  • Have F&O trades in over 2 broker accounts

Income:

A paid plan is recommended if:

  • Your business or professional turnover exceeds ₹25 lakhs
  • Your taxable income exceeds ₹10 lakhs

Exclusive Features of Paid Plans:

Paid plans offer additional features that the Basic plan doesn’t include, such as:

  • Filing for NRIs
  • Disclosing Foreign Assets
  • Revising your ITR

How to Choose the Right Plan

If you're unsure which plan suits your needs, start by preparing your return. During the e-filing process, you'll be prompted to upgrade to the plan that fits you best.

Still need Assi​stance?

Feel free to raise a ticket, and our support team will be happy to assist you.

    • Related Articles

    • Is the Elite Plan Right for You?

      While the Essential plan meets the needs of most users, the Elite plan is designed for those with more complex income situations. Here’s an overview of what the Essential plan covers and when you might need the Elite plan. App Connections: If you’re ...

    • Cancel Plan

      If you’ve purchased a plan with Quicko, please note that active plans cannot be canceled mid-term. However, here’s what you need to know regarding your plan and future charges: No Recurring Payments Quicko operates without a subscription model, ...

    • Upgrade Plan

      Upgrading to a paid plan on Quicko unlocks additional features and removes any limitations. If you're uncertain about which plan suits your needs, explore our guides outlining the features of the Essential and Elite plans. Upgrade your plan Navigate ...

    • Manage Billing Details

      Need to change your plan, view your billing history, or update billing information? Here’s a detailed guide to help you manage everything related to billing efficiently. Switch Your Plan You can switch to a different plan at any time. When upgrading, ...

    • Update Profile Details

      Keeping your personal details up to date is important, as your residential status and age can impact your tax rates and eligible deductions. As per ITD, ensuring that your profile details match their records is crucial for seamless tax return filing. ...