Tax Genius · India
India ITR Filing Readiness Index Methodology
Read the Tax Genius methodology for measuring ITR filing readiness through aggregate preparation dimensions, privacy controls and validated publication gates.
Methodology published; results not yet published
Measure the preparation gaps that most often delay a filing workflow: year selection, income records, tax-credit review, information-statement reconciliation and form selection.
Research questions
- Which readiness dimensions are most frequently unresolved before filing begins?
- How does readiness vary across broad filing-profile cohorts?
- Which dimensions can be measured consistently without storing taxpayer-identifying information?
Declared variables
- Readiness dimension: Identifies the preparation area being assessed.
- Readiness state: Stores only ready/not-ready/unsure aggregate states.
- Ready rate: Measures approved cohort-level readiness after validation.
- Readiness index score: A future normalized index value; never emitted before validation and publication approval.
Privacy controls
- No personal identifiers in analytical exports.
- Do not publish individual readiness scores.
- Use cohort-level results only.
Publication gates
- Tool question set frozen for the measurement period.
- Sampling bias documented.
- Minimum cohort size met.
- Privacy review passed.
- No result published before validation.
Limitations
- Readiness is a workflow-preparation construct, not a legal conclusion about filing eligibility.
- Self-reported checklist responses may contain measurement error.
- No index value is public until weighting, sampling and validation are approved.