Smart Tax Forecasting for Traders

 Empowering a Share Trader with Smart Forecasting & Compliance 

A high-volume share trader approached Accrevise to streamline their trading analysis and financial compliance. They were facing challenges with forecasting income, categorizing trades for tax purposes, and staying compliant with advance tax deadlines. 

Client Challenge 

• A The client, a high-volume share trader, struggled with: 
• Fragmented records of buy/sell transactions 
• Inaccurate or missing forecasts on returns and risks 
• Lack of tax clarity on intraday vs. short-term vs. long-term capital gains 
• No formal process for quarterly advance tax, P&L tracking, or compliance filings 

Solution Delivered

• Built a custom AI-powered Revenue Forecast Engine to analyze historical trade data and market indicators. 

• Designed an Investment Strategy Analyzer to align trading behavior with optimized financial outcomes. 

• Structured capital gains (STCG, LTCG, Intraday) for tax efficiency. 

• Implemented a real-time dashboard tracking portfolio health, projected tax liability, and quarterly advance tax. 

• Took charge of Income Tax filings, 26AS reconciliation, and ITR-3 compliance end-to-end. 

Outcomes Achieved

• 100% accurate classification of capital gains and trading income. 

• Zero penalties due to proactive tax filings and structured reporting. 
• Real-time visibility into forecasted income and tax projections. 
• Reduced decision fatigue through AI-backed trade strategy insights. 
• Complete peace of mind with all financial compliance managed by Accrevise.