Step 1: Transaction Details Collection (1-2 Days) We understand the asset being sold (property, shares, gold, etc.), purchase date and cost, expected sale price and date, and your overall financial situation and tax bracket.

Step 2: Capital Gains Computation (2-3 Days) Calculate short-term or long-term nature, apply indexation benefit (if applicable), compute actual taxable capital gains, and estimate tax liability without planning.

Step 3: Exemption Analysis (2-3 Days) Identify all applicable exemption sections, assess eligibility criteria for each, evaluate feasibility of meeting exemption conditions, and quantify potential tax savings.

Step 4: Tax Optimization Strategy (3-5 Days) Develop comprehensive plan including transaction timing recommendations, exemption utilization strategy, reinvestment planning, and documentation requirements for exemption claims.

Step 5: Pre-Transaction Documentation (1-2 Weeks) Prepare and organize all documents—purchase documents, valuation reports, sale agreement drafts, and exemption-related paperwork before transaction execution.

Step 6: Transaction Structuring Support (Ongoing) Advise during actual transaction—negotiation points affecting tax, payment structuring, possession timing, and registration formalities for optimal tax treatment.

Step 7: Post-Transaction Compliance (2-4 Weeks) Calculate final capital gains, file advance tax if required, arrange exemption investments within deadlines (6 months for 54EC, 1-3 years for 54/54F), and prepare exemption documentation.

Step 8: ITR Filing with Capital Gains (1-2 Weeks) Prepare and file income tax return accurately reporting capital gains, claiming exemptions with proper schedules, and attaching required documents and proofs.

Step 9: Exemption Compliance Monitoring (Ongoing) Track compliance with exemption conditions—holding periods for reinvested properties, lock-in periods for bonds/funds, and usage restrictions to prevent exemption withdrawal.

Step 10: Future Year Support (If Needed) If exemption conditions span multiple years or if scrutiny arises, provide ongoing support ensuring continuous compliance and documentation maintenance.

Total Timeline: Varies (initial advisory 1-2 weeks; implementation spans transaction timeline)