ITR Filing for Software Engineers

Complete ITR guide for tech professionals earning ₹60K–₹2L/month. Navigate stock options, performance bonuses, freelance side income, and maximize ₹1.5L+ in tax savings.

Quick Facts for Software Engineer
  • Income Range: ₹60K–₹2L/month
  • Recommended ITR: ITR-1 (salary only) or ITR-3 (with freelance/business income)
  • Key Deductions:
    • Section 80C (₹1.5L max: ELSS, LIC, PPF)
    • Section 80CCD(1B) (₹50K NPS)
    • Section 80D (₹25K health insurance)
    • Home office (if freelancing)

Common Income Sources

  • Salary
  • Performance bonus
  • Stock options/ESOP (perquisite)
  • Freelance/consulting fees
  • Dividend income (if investing)

Frequently Asked Questions

I earn salary + freelance income. Which ITR form should I file?

File ITR-3. Freelance/consulting income is business/professional income — ITR-2 is only for capital gains and other sources, not business income. ITR-3 lets you claim all business deductions (software, internet, home office). ITR-1 and ITR-2 don't allow business-expense claims.

When are ESOPs taxable and how much?

Taxed as 'perquisite' at the time of exercise/allotment (when you actually buy shares at the grant price), NOT at the grant date. Tax = (FMV on exercise date - Grant Price) × Quantity, added to salary income. Example: 100 options at ₹100, FMV on exercise date ₹200 = ₹10K perquisite taxed as salary in the year of exercise.

What deductions should a freelance software engineer claim?

Software subscriptions (₹5K–₹15K), internet (₹300–₹500/month), laptop depreciation (40%), professional courses (₹5K–₹20K), co-working space or home office rent (proportional).

I have stock options. Do I pay tax twice—on exercise and on sale?

Yes, but different taxes. (1) Perquisite tax at exercise: (FMV on exercise date - Grant Price) × Quantity, taxed as salary. (2) Capital gains on sale: Long-term (held 12+ months from exercise) = 12.5% LTCG on gains above ₹1.25L/year. Short-term = slab rate. Keep dates of exercise and sale carefully.

How do I maximize tax savings? I earn ₹1.5L+/month.

Invest ₹1.5L in 80C (ELSS ₹50K + NPS ₹50K + insurance/PPF ₹50K), ₹50K in NPS 80CCD(1B), ₹25K health insurance 80D. Total benefit: ₹50K–₹70K tax savings.

Claim ₹1.5L+ in tax deductions. Master ESOPs. File in 7 minutes.

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