taxmargin.com@gmail.com +91 9990889331
GST • Accounting • Loans • Mutual Funds

India's Trusted Partner for GST,
Accounting, Loans & Investments

We handle your monthly GST returns, GST refunds, bookkeeping, home loans and mutual funds.

From filing your GST returns and claiming a stuck refund, to a home loan or your first SIP — one CA-backed team handles your complete financial ecosystem so you can focus on growth.

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Built by Tax Margin · TaxMargin Pro

Import Any Bank Statement into TallyPrime in Minutes

Stop typing bank entries by hand. Upload a PDF, Excel, CSV or scanned statement, let the tool match each line to your company's own Tally ledgers, and post Payment, Receipt & Contra vouchers straight into TallyPrime on your PC.

  • Private login for every userYour ledger mapping rules, learned party matches and saved statements are stored in your own account on our server, visible only after you sign in.
  • Matches your company's party ledgersReads your Sundry Debtors, Creditors & expense ledgers from Tally and maps bank narrations to them automatically, and it remembers your corrections.
  • PDF, Excel, CSV & scanned statementsRead right on your PC: net-banking PDFs from their text, scanned PDFs and photos with built-in OCR, plus Excel, CSV and password-protected statements. Every row is checked against the running balance. No API key or setup needed.
  • 20+ ready Indian CA rulesUPI, NEFT, GST, TDS, PF/ESIC, bank charges, EMIs, cash withdrawals, all editable per company.
Launch the Tool Download Tally Connector

Free sign-up. Works in Chrome or Edge on Windows 10/11 with TallyPrime or Tally.ERP 9.

  1. 1
    Download & start the connectorUnzip it on your PC and double-click Start TaxMargin Connector.cmd.
  2. 2
    Open TallyPrimeOpen your company with port 9000 enabled (F1 › Settings › Connectivity).
  3. 3
    Sign in & uploadCreate your free account, upload the statement, review and push vouchers.

What We Do

Four Services, One Team

Pick the one you need today — everything else is one click away when you need it.

GST Refund Filing

RFD-01 filing for exports, inverted duty structure, deemed exports, and excess ITC claims — with deficiency-memo handling and follow-up until credit.

Explore GST Refund

GST Filing & Accounting

Monthly GSTR-1/3B filing, GSTR-2B reconciliation, bookkeeping, and tax planning. Plans from ₹3,600/month.

See Plans & Pricing

Housing Loan

Rates from 8.40% p.a., minimal documentation, quick disbursal, and balance transfer from your existing lender.

Explore Housing Loans

Mutual Funds & SIP

SIP and mutual fund advisory matched to your goals — from tax-saving ELSS to long-term equity growth.

Explore Mutual Funds

Frequently Asked Questions

What services does Tax Margin offer?
We offer four core services: GST refund filing (exports, inverted duty structure, excess ITC), monthly GST return filing & accounting, housing loan assistance, and mutual fund / SIP advisory — all handled by the same team.
Which cities does Tax Margin serve?
We're based in New Delhi and serve clients across Delhi NCR in person, and businesses anywhere in India remotely — most filing, bookkeeping, and advisory work is done online and over WhatsApp.
Do you work with both individuals and businesses?
Yes. Businesses use us for GST filing, refunds, and accounting; individuals typically come to us for housing loans and mutual fund/SIP advisory, and sometimes for personal ITR filing alongside a business engagement.
How do I get started with Tax Margin?
Message us on WhatsApp or fill out the contact form with what you need — GST refund, filing, a loan, or an investment plan. We respond with next steps and, for most services, a free initial consultation.

Ready to Get Started?

Tell us what you need and we'll take it from there — most conversations start on WhatsApp.

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