Angel One and ClearTax Are Making Sure Your FY26 Tax Filing Is One Less Thing to Worry About

Filing your FY26 Income Tax Returns doesn't have to be a hassle. With Angel One and ClearTax, your capital gains data is fetched automatically, so you can file with less effort and more confidence.

The ITR filing deadline is almost here! File your return before July 31st, 2026, to avoid late fees and penalties. To simplify the tax filing experience Angel One has partnered with ClearTax, allowing customers to file their Income Tax Returns directly through the Angel One.

Angel One customers no longer need to collate information from multiple sources, thanks to this collaboration.

By reducing manual effort, the integration helps simplify tax filing and ensures you can meet the July 31st deadline without last-minute stress. 

Why File Your ITR Through Angel One?

When you choose to file your taxes through Angel One with ClearTax, you get:

• Automatic fetching of your capital gains data from Angel One.
• No manual entry of investment transactions.
• A quick and secure transition to ClearTax to continue filing.
• Auto-filled tax information where applicable through the Income Tax Department's prefill facility.
• The flexibility to review and edit details before submitting your return.
• Free notice assistance, where ClearTax helps manage eligible income tax notices related to your filed return at no additional cost.
• Round-the-clock support through ClearTax's AI-powered assistant, along with access to tax experts whenever you need assistance during the filing process.
• An expert-assisted filing option for those who prefer professional guidance while filing their ITR.

How to File Your ITR on Angel One?

You can file your ITR through Angel One in just a few simple steps: 

1. Find ClearTax under Quick Tools on your Home screen.
2. Enter your registered email address and verify it using the OTP.
3. Your capital gains data gets auto-fetched. Review the details and click ‘Continue Filing’.
4. Enter your PAN to securely link your account and enable prefill of your available tax information.
5. Verify and complete your details. You can also upload Form 16 (optional) for salary details.
6. Add eligible deductions, review your tax summary, and check your refund or tax payable.
7. Pay the filing fee, submit your ITR, and complete e-verification using an OTP. Eligible refunds are typically processed within 30–50 working days.

Choose the Filing Option That Suits You

ClearTax offers two types of ITR filing:

1. Self Filing: If your tax return is straightforward, you can file it yourself through a guided online journey with step-by-step assistance, giving you complete control over the process.
2. Expert-Assisted Filing: If your tax situation is more complex or you'd rather have professional support, choose expert-assisted filing. A dedicated tax expert will handle your return and provide end-to-end assistance until your ITR is successfully filed.

Wrapping Up

Managing your investments and filing your taxes should not feel like two separate tasks. With Angel One's integration with ClearTax, users can get their capital gains data fetched automatically, reducing manual effort and helping simplify the ITR filing process.

If you have not filed your IT Returns yet, you can get started through the Angel One app and complete your tax filing with ClearTax. 

Disclaimer: The Tax Filing services are provided solely by ClearTax and are governed by its terms, conditions, and privacy policy. Angel One Limited acts only as a referral/redirection facilitator and shall not be responsible or liable for any services, advice, transactions, data processing activities, or outcomes arising from your use of the ClearTax platform. Please note that Cleartax services are not Exchange traded products and You would not have access to SCORES/ODR, Exchange investor redressal forum or Arbitration mechanism for any claims arising out of your use of Cleartax services.

T&C Apply*