chaudharyshanu1607/tax-compliance-assistant

ITR Verification & Tax Compliance Assistant

Assistive tool for Income Tax officials to perform ITR verification, TDS reconciliation, and compliance analysis — locally on their machine.

Setup

1. Install dependencies

pip install -r requirements.txt

2. Add your Sarvam AI API key

Edit config.py and replace:

SARVAM_API_KEY = "YOUR_SARVAM_API_KEY_HERE"

with your actual key. Also verify the SARVAM_ENDPOINT and SARVAM_MODEL match the latest Sarvam AI documentation.

3. Run the app

streamlit run app.py

The app opens at http://localhost:8501

How to use

1. 1.Tab 1 — Upload Documents
2. 2.Upload ITR Excel, Form 16 Excel, and AIS Excel for the taxpayer
3. 3.Enter your name and ward
4. 4.Click "Analyse Documents"

1. 1.Tab 2 — Discrepancy Dashboard
2. 2.See risk score and all flagged mismatches
3. 3.Color-coded by severity (High / Medium / Info)

1. 1.Tab 3 — AI Analysis
2. 2.Executive summary generated by Sarvam AI
3. 3.Structured discrepancy table for reference

1. 1.Tab 4 — Draft Notice
2. 2.Pre-filled Section 133(6) notice with all discrepancies cited
3. 3.Edit directly in the text area
4. 4.Download as DOCX or plain text

Document formats supported

PDF support can be added later using pdfplumber or PyMuPDF.

Data privacy

• —All document parsing happens locally (no cloud upload)
• —Only structured reconciliation JSON (no PAN or raw document content) is sent to the Sarvam AI API
• —No data is persisted between sessions

Project structure

tax_assistant/
├── app.py                       Main Streamlit UI
├── config.py                    API keys and thresholds
├── requirements.txt
├── parsers/
│   ├── itr_parser.py            ITR Excel parser
│   ├── form16_parser.py         Form 16 Excel parser
│   └── ais_parser.py            AIS Excel parser
├── engine/
│   └── reconciler.py            Rules-based discrepancy engine
├── ai/
│   └── sarvam_client.py         Sarvam AI API wrapper
└── notice/
    └── notice_generator.py      DOCX notice builder