Smart ITR Guide Chatbot

A modern tax assistant chatbot that helps users with ITR filing, tax calculations, and provides tax-saving recommendations.

Features

• 🤖 Interactive Tax Assistant Chatbot
• 💰 Tax Calculator with Old and New Regime Support
• 📝 Complete ITR Form Suite (ITR-1 to ITR-7)
• 💡 Comprehensive Tax Saving Guide
• 🌓 Dark/Light Theme Support
• 🔒 Secure Authentication System
• 📱 Responsive Design
• 📊 Tax Analytics Dashboard
• 📥 Chat History with PDF Export

Prerequisites

Before you begin, ensure you have the following installed:

• Node.js (v14 or higher)
• MongoDB
• Git

Installation & Setup

Open Windows PowerShell and follow these steps:

1. Clone the repository:

git clone https://github.com/bhaveshburad729/Smart-ITR-Chatbot.git
cd Smart-ITR-Chatbot

2. Set up the backend:

cd backend
npm install bcryptjs cors express-validator mongoose express dotenv jsonwebtoken
npm install

3. Create a .env file in the backend directory:

New-Item .env

Add the following content to .env:

MONGODB_URI=Your mongo URL
JWT_SECRET= YOUR JWT SECRET KEY
PORT=5000

Setting up a New MongoDB Cluster

If the provided cluster isn't working, follow these steps to create your own:

1. Create a MongoDB Atlas account:

# Visit MongoDB Atlas website
Start-Process "https://www.mongodb.com/cloud/atlas/register"

2. Set up a new cluster:

   • Click "Build a Database"
   • Choose "FREE" tier
   • Select your preferred provider & region
   • Click "Create"

3. Configure database access:

   • Go to Security → Database Access
   • Click "Add New Database User"
   • Create username and password
   • Select "Read and write to any database"
   • Click "Add User"

4. Configure network access:

   • Go to Security → Network Access
   • Click "Add IP Address"
   • Click "Allow Access from Anywhere" (for development)
   • Click "Confirm"

5. Get your connection string:

   • Go to "Database" under "Deployment"
   • Click "Connect"
   • Choose "Drivers"
   • Copy the connection string

6. Update your .env file:

MONGODB_URI=your_new_connection_string
# Replace <password> with your database user password

4. Set up the frontend:

cd ..
cd frontend
npm install

Running the Application

1. Start the backend server (in one PowerShell window):

cd backend
npm run dev

2. Start the frontend development server (in another PowerShell window):

cd frontend
npm run dev

3. Access the application:

• Open your browser and navigate to http://localhost:3000
• You'll be redirected to the sign-in page
• Create a new account or sign in with existing credentials

Available ITR Forms

The application provides access to all Income Tax Return forms:

• ITR-1 (Sahaj): For individuals with salary/pension income
• ITR-2: For individuals with capital gains/foreign income
• ITR-3: For individuals with business/professional income
• ITR-4 (Sugam): For presumptive business income
• ITR-5: For firms, LLPs, and AOPs
• ITR-6: For companies
• ITR-7: For charitable trusts, political parties

Tax Saving Guide

Access comprehensive tax-saving information:

• Section 80C deductions (₹1.5 Lakhs limit)
• Section 80D health insurance benefits
• NPS and pension schemes
• Home loan tax benefits
• Other important deductions

Features in Detail

Authentication

• Secure sign-up and sign-in system
• Protected routes for authenticated users
• JWT-based authentication

Tax Assistant Chatbot

• Interactive chat interface
• Context-aware responses
• Tax-related query handling
• Chat history with PDF download option
• Smart form recommendations

Tax Calculator

• Support for both old and new tax regimes
• Real-time calculations
• Detailed breakdown of tax components
• Advance tax calculation

Profile Management

• User profile customization
• Document upload capability
• Tax filing history
• Notification system

Troubleshooting

If you encounter any issues:

1. Port already in use:

# Find process using port
netstat -ano | findstr :5000
# Kill process (replace PID with actual process ID)
taskkill /PID <PID> /F

2. MongoDB connection issues:

# Check MongoDB service status
Get-Service MongoDB
# Start MongoDB service if stopped
Start-Service MongoDB
 

3. Node modules issues:

# Remove node_modules and reinstall
Remove-Item -Recurse -Force node_modules
npm install

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Made with ❤️ by Code_Hackers