Futures & Options (F&O) - ITR & Audit
FY 2024-25 ie. AY 2025-26 Audit Due Date is Approaching! Don’t Miss Out—File Your F&O CA Audit Report Now! Avail Package Rs. 14,000/-
FO Audit Due Date: 30-September-2025 | ITR For Audit Case Due Date 31-October-2025
Futures & Options (F&O) trading comes with exciting opportunities, but it also brings complex tax implications. At ITR Adda, we specialize in helping F&O traders file accurate Income Tax Returns (ITR) and manage mandatory tax audits under Section 44AB. Our team of expert Chartered Accountants ensures that your trading profits, losses, expenses, and turnover are correctly reported in compliance with Income Tax laws. Whether you’re a retail trader, full-time investor, or professional dealing in derivatives, we make F&O ITR filing simple, transparent, and hassle-free—so you can focus on trading while we handle your taxes.
Searching CA for F&O Tax Audit?
ITR Filing for F&O Trader
Income Tax Return (ITR) is a statement filed with the Income Tax Department to declare income earned, taxes paid, and deductions claimed during a financial year. For F&O (Futures & Options) traders, income from derivative trading is treated as business income, which means traders must maintain proper books of accounts, calculate turnover correctly, and comply with tax laws. Depending on turnover and profit/loss position, an F&O trader may also fall under the scope of tax audit under Section 44AB. Timely and accurate filing of ITR ensures compliance, helps carry forward losses, avoids penalties, and establishes clean financial records for loans, credit, and future investments.
Pricing: ITR & Audit for F&O Traders
Our Tax Compliance Package for Futures and Options Traders are as follows
Full Package CA Audit, ITR and Books Finalization is Rs. 14,000/-.
If only ITR Filing Required then Rs. 3000/-
Tax Audit Applicability for Futures & Options Trader
For F&O traders, income is treated as business income under the Income Tax Act. A tax audit under Section 44AB becomes applicable if:
Trading turnover exceeds ₹10 crore, or
Turnover is between ₹1 crore and ₹10 crore and cash transactions exceed the prescribed limit, or
Declared profits are below 6% (digital) / 8% (cash) of turnover and income exceeds the basic exemption limit.
Simply put, if your F&O trading volume or profit reporting falls into these categories, a CA-conducted tax audit is mandatory before filing ITR.
Why Tax Compliance is Important for F&O Trader?
Avoid Penalties & Notices – Proper ITR filing reduces the risk of scrutiny and penalties from the Income Tax Department.
Carry Forward Losses – Only compliant traders can carry forward F&O losses to offset against future profits.
Claim Legitimate Expenses – Brokerage, internet, software, and other trading expenses can be claimed if records are maintained.
Meet Tax Audit Requirements – Traders crossing turnover limits must comply with Section 44AB Tax Audit to stay legally safe.
Build Financial Credibility – Accurate compliance improves creditworthiness for loans, investments, and financial approvals.
Peace of Mind – Timely tax compliance ensures traders can focus on markets without worrying about tax hassles.
Documents Required for Tax Audit Filing for F&O Trader
To complete ITR filing and Tax Audit for F&O traders, the following documents and details are generally required:
PAN Card & Aadhaar Card – For identity verification.
Bank Statements – All trading-related bank accounts for the financial year.
Trading Account Statement / Ledger – From broker (NSE/BSE/MCX) showing F&O transactions.
Profit & Loss Statement – Including turnover, profit, and loss from F&O trading.
Contract Notes – For detailed F&O transactions (can be consolidated from broker reports).
Balance Sheet & Books of Accounts – If applicable, showing assets, liabilities, and capital.
Expense Invoices – Brokerage charges, Demat, internet, software, advisory fees, etc., claimed as business expenses.
Form 26AS / AIS / TIS – Tax credit statement downloaded from the Income Tax portal.
GST Details (if applicable) – For traders with GST registration.
Other Income Details: Salary, Interest, Other Business, House Property, Capital Gain etc.
Previous Year ITR & Audit Report – If any, for carry forward of losses or compliance history.
Timeline & Process for Income Tax Audit 3CB 3CD Filing
Generally our team required 3-4 Days for Preparation of Tax Audit Report. Our Experience CA Review Tax and Audit Report and File it. For Obtaining Tax Audit Service from ITR Adda CA, you just need to follow three simple steps
- Send us documents
- Resolve Questions During Preparation
- Review Draft Reports
- Our CA will File Audit Report.
Why you should choose ITR Adda's Chartered Accountant for F&O Audit?
Specialized in F&O Taxation – Our CAs are experts in Futures & Options income, turnover rules, and business classification.
Accurate Turnover & Profit Calculation – We ensure correct computation as per Income Tax guidelines, avoiding errors and notices.
End-to-End Support – From draft ITR preparation to client confirmation and final filing, everything is handled professionally.
Error-Free Compliance – Every ITR and Audit Report is reviewed by a Chartered Accountant before submission.
Carry Forward Loss Assistance – We help you claim and carry forward F&O losses legally to save tax in future years.
Transparent & Hassle-Free Process – No hidden charges, no confusion—only clear, compliant, and timely filing.
Trusted Compliance Partner – With ITR Adda, you get reliable advisory and peace of mind while focusing on your trading.
F&O Tax Payer Audit (CA) Consultant Near Me
Looking for a Chartered Accountant for F&O Tax Audit? At ITR Adda, we provide expert consultancy for Futures & Options (F&O) traders across India. Whether you are a retail trader, professional investor, or high-volume derivatives trader, our CA team ensures fully transparent and accurate tax filings. With online consultation and digital filing support, you don’t need to search endlessly for “CA near me”. No matter where you trade from, our Chartered Accountants at ITR Adda are just a click away to handle your F&O audit and ITR filing hassle-free.
F&O Audit Consultant: ITR Adda
Prepared by: Chartered Accountant
Certified & Reported by: CA
Service: Futures and Options ITR & Audit
Serving: Across India
Contact: 9726365833
Email: office@itradda.com
