Onboarding
How to Add a Client Without a Quicko Account
If your client doesn't have a Quicko account, you can set one up for them directly from your Client Dashboard. This creates a sub-account linked to your accountant profile, letting you onboard and manage their taxes without requiring them to sign up ...
Check Which ITR Form Applies to You
Quicko automatically determines the correct ITR form based on your income sources, deductions, and other details. You don't need to select a form manually, once all your information is filled in, your applicable form appears in the bottom bar. Steps ...
How to invite family member as a client on Quicko?
To file taxes for a family member, they’ll first need to create their account on Quicko. Once that’s done, here’s how you can get started: 1. Go to accountant.quicko.com and log in to your Quicko account and click on Invite Client button. 2. Add your ...
How to add family member as an accountant on Quicko ?
If you need your family member’s help to file your ITR on Quicko, here’s how you can securely give them access to your profile: Follow these steps: 1. Click on your Profile Icon > My Accountants 2. You'll see the option to Invite Accountant, click on ...
How to add Quicko as an E-return intermediary (ERI)?
An E-Return Intermediary (ERI) is a tax platform you’ve authorised to access your Income Tax Portal account and file your return on your behalf. If you’ve connected a platform but no longer wish to use its services, you can easily remove it in a few ...
Autofill your Income Tax Return
Use Autofill to import your income and tax details directly from the Income Tax Department. Web Mobile Web To Get Started: Click on Start Here Select Import from ITD using Autofill Connect to your ITD account Once connected, all your ITR ...
Start your ITR with Form 16
Form 16 is a TDS (Tax Deducted at Source) certificate issued by your employer. It serves as proof of the tax deducted from your salary and contains essential details required for filing your income tax return. Key Information in Form 16: Salary ...