Gen IT (Genius) Review for CA Firms (2026 Audit) | Income Tax & Tax Audit Software

Feature Availability Matrix

Primary-source verified statutory capabilities for Gen IT (Genius) (28 of 30 features available).

28 / 30 Supported

Statutory Return Filing & E-Filing Breadth5 / 6

ITR-1 (Sahaj) & ITR-2 (Salaried & Capital Gains) Computation

Yes (Direct ITD Flow)

ITR-3 & ITR-4 (Sugam - Presumptive 44AD/44ADA/44AE)

Yes (Presumptive Master)

ITR-5 (LLP/Firm/AOP) & ITR-6 (Corporate & Ind-AS)

Yes (Ind-AS Schedules)

ITR-7 (Charitable/Religious Trusts Sec 12A/10(23C) & Political Parties)

Yes (Trust & NGO Engine)

Direct ITD Portal API E-Filing & One-Click JSON Upload

Yes (Direct API Connect)

E-Verification Integration (Aadhaar OTP, Net Banking & DSC Token)

✕ No

AIS, TIS & 26AS Automated Reconciliation6 / 6

Automated AIS (Annual Information Statement) JSON Auto-Download

Yes (Direct API Ingestion)

Taxpayer Information Summary (TIS) Line-Item Ingestion

Yes (Automated Ingestion)

Form 26AS TDS/TCS Auto-Download & TRACES Direct Connect

Yes (Direct TRACES Sync)

3-Way Cross-Reconciliation (AIS vs 26AS vs Client Books)

Yes (Multi-Source Recon)

Client Master & Pre-fill JSON Import from Income Tax Portal

Yes (One-Click Pre-fill)

Outstanding Demand & Refund Status Auto-Tracking

Yes (Refund & Demand Ledger)

Tax Audit 44AB & Statutory Form Generation3 / 3

Form 3CA & 3CB Audit Report Auto-Generation

Yes (Complete Audit Suite)

Form 3CD Comprehensive 44-Clause Audit Engine & Validation

Yes (Comprehensive 44 Clauses)

Clause 44 (GST Expenditure Breakdown) Auto-Computation from Tally/Excel

Yes (Direct Tally Parser)

Complex Computations & Regime Comparison0 / 1

Old vs New Tax Regime (Section 115BAC) Real-Time Auto-Comparator

✕ No

Other14 / 14

Section 43B(h) (MSME 45-Day Payment Default) Disallowance Tracking

Yes (Automated MSME Audit)

Form 29B (MAT Report) & Form 10CCB Certification

Yes (Complete Certification)

Direct ICAI UDIN API Generation & Form Auto-Update

Yes (Direct UDIN API)

Capital Gains Multi-Asset Engine (Sec 112A, Shares, Real Estate Indexation)

Yes (Broker Statements Sync)

Foreign Asset (Schedule FA) & Foreign Income (Schedule FSI) Tracking

Yes (Schedule FA & FSI)

Minimum Alternate Tax (MAT Sec 115JB) & AMT (Sec 115JC) Registers

Yes (MAT/AMT Register)

Brought Forward / Carry Forward Loss Set-off & Utilization Matrix

Yes (Loss Master Register)

Section 234A / 234B / 234C Interest & Advance Tax Schedule

Yes (Automated 234 Interest)

Direct TallyPrime, BUSY & Universal Excel Trial Balance Mapper

Yes (Tally & BUSY Direct Connect)

CA Firm Multi-Client Central Dashboard & Filing Queue Status

Yes (Centralized Practice Dashboard)

Professional Client Tax Computation Sheet & Summary PDF Generator

Yes (Custom Branded Reports)

Challan 280 Advance/Self-Assessment Generation & Payment Reconciliation

Yes (Direct Portal Challan Flow)

Statutory Notice Tracking (Sec 143(1) Intimation, 139(9) Defective, 148)

Yes (ITD Notice Assistant)

Audit Trail & Client Data Security (On-Premise Vault / Encrypted Cloud)

Yes (Role-Based Access Control)

Key Strengths & Limitations

✓ Key Strengths

✓Smooth return generation and instant e-verification via Aadhaar OTP and digital signature.
✓Extensive Clause 44 and Section 43B(h) disallowance tracking integrated with Tally/Excel.
✓Prompt remote support assistance during peak direct tax filing months.

✕ Caveats & Considerations

✕Desktop software installer requires periodic administrative permissions for patch updates.
✕Resource-heavy installation when bundled with the full Genius suite.

Technical Specifications

Deployment	Cloud SaaS (Browser)
Supported OS	Windows, Mac, Linux, iOS, Android
Target Practice Size	Chartered Accountants & Tax Firms
Official Entity & Origin	SAG Infotech Private Limited • Jaipur, Rajasthan
Official Website	https://saginfotech.com ↗

About Gen IT (Genius) & Governance

SAG Infotech Private Limited is a premier Indian taxation software developer founded in 1999 in Jaipur. Its flagship Genius suite (comprising Gen IT, Gen GST, Gen TDS, and Gen CMA) is used by over 50,000 tax professionals and CAs across India.

Corporate EntitySAG Infotech Private Limited

HeadquartersJaipur, Rajasthan

Founded1999

Team Size150+ employees

Pricing & Plans

Commercial Plan₹8,000 / year

Verified Rate

Gen IT standalone annual license starts at ₹8,000/year; Genius complete 4-in-1 combo (ITR, TDS, Balance Sheet, and Company Law) starts at ₹16,000/year with unlimited client PANs and multi-LAN network capabilities.

Pricing checked as of 2026-09-12.

Starting From₹8,000/ year

Flat plan, 3 tiers (covers up to 1 user)

Tier	Annual Price
Gen IT Single User	₹8,000
Gen IT Multi-User LAN	₹16,000
Genius Complete Suite	₹28,000

Frequently Asked Questions

3 Answers

Q1How much does Gen IT (Genius) cost?

Q2Who is Gen IT (Genius) best suited for?

Mid-to-Large CA Practices Seeking Seamless Desktop/Cloud Tax Preparation & Complete Direct Tax Integration.

Q3What is Gen IT (Genius)'s Product Score based on?

93/100, derived from 10 weighted criteria scored against primary-source evidence - the vendor's own site, documentation, and live product walkthroughs. See our methodology for the full scoring rubric. (provisional - 28/30 checklist items sourced; unconfirmed items are counted as not supported until verified, so this score can only increase as we confirm more of the checklist).

Last verified 2026-09-13 by Gagan C, Tax Practitioner. See our full scoring methodology.

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