Demand & refund resolution
Rectification of mistakes, adjustment of refunds against demands, and follow-up of stuck refunds.
Demand & refund resolution
Rectification of mistakes, adjustment of refunds against demands, and follow-up of stuck refunds. Income-tax notices are time-bound and technical. We respond on time, with evidence, and keep your position strong through assessment and appeal.
How the engagement works
- Discovery call. We discuss your requirement, volumes, systems, deadlines and any open notices or issues, and confirm whether demand & refund resolution is the right fit or whether related services are needed.
- NDA and proposal. We sign a mutual NDA before any documents are shared, review a sample of your records, and send a written proposal with scope, deliverables, timelines and a fixed fee or monthly retainer.
- Onboarding. We agree the secure channel for documents, set up access for the named team with multi-factor authentication, and record your checklists, templates and preferences in an engagement plan.
- Execution. Your assigned professional performs the work against the agreed checklist, raising questions through a single query log so nothing is lost in email threads.
- Independent review. A senior reviewer checks every deliverable against source documents and prior periods before it reaches you.
- Delivery and follow-up. Deliverables are shared through the secure channel with a short covering note highlighting anything that needs your attention, upcoming deadlines and recommendations.
What we need from you
Your registration details (PAN, GSTIN, CIN or LLPIN as applicable), prior returns and financial statements, books of account or Tally / Zoho data, bank statements, invoices and supporting documents, copies of any notices received with their deadlines, and digital signature details where filings require them.
Turnaround and communication
Timelines are agreed in writing for each engagement and tracked against statutory due dates. You have a named engagement manager, a single query log and regular status updates. Urgent matters such as notices with short deadlines are prioritised the same day.
Confidentiality
Every engagement is governed by our Client Data Handling SOP and Information Security Controls: individual accounts with MFA, need-to-know access, secure channels only, independent review, and return or secure deletion of data at the end of the engagement.
Why clients choose FinEx
Precision
Every number reconciled. Every filing checked twice. Accuracy is our first discipline.
Advocacy
When the department questions you, we stand with you, with evidence, law and persistence.
Speed
Deadlines are tracked for you. Replies go out before due dates, not on them.
Integrity
Honest advice, transparent fees and complete confidentiality of your data.
Common questions
How do I get started with demand & refund resolution?
Book a free consultation. We understand your requirement, sign an NDA if documents are involved, and send a written scope and fixed quote.
How is my data protected?
Access is limited to the assigned team, systems use multi-factor authentication, and documents are exchanged only through secure channels. See our Trust Center.
How are fees decided?
After reviewing your requirement we quote a fixed fee, a monthly retainer or a dedicated-staff fee, whichever suits the work.
A clear process. No surprises.
Understand
A free consultation to understand your business, your filings and any notices.
Plan
A clear scope, timeline and fixed quote, no surprises.
Execute
Our team files, reconciles, drafts and represents, with updates at every step.
Protect
Ongoing monitoring of deadlines and risks so problems are caught early.
Start with a free consultation, or a no-risk pilot.
Tell us what you need. We reply within one working day, and sign an NDA before you share anything sensitive.