Income-Tax Return Documents Checklist
- Scanned or photo clicked copies of all the documents required. (No Hard-Copies)
- This document list is NOT exhaustive and any other supporting document(s) may be provided.
Common Documents for All Assessees:
- Client Registration Form (Offline) or (Online), comprising of the following Mandatory requirements:
- Scanned or photo clicked copy of PAN Card / PAN Allotment Letter [Mandatory]
- Scanned or photo clicked copy of Aadhaar Card / Aadhaar Enrolment Slip [Mandatory]
- E-filing Login Password OR Form-26AS
- Challan(s) of Advance Tax
Legal Heir Registration:
- Legal Heir's Income-Tax e-Filing Website Credentials
- Copy of Death Certificate
- Copy of PAN Card of Deceased
- Self Attested PAN Card Copy of Legal Heir
- Legal Heir Certificate Issued by
- Court of law or
- Local Revenue Authorities or
- Surviving Members Certificate issued by Local Revenue Authorities or
- Registered Will or
- Family Pension Certificate by State/Central Government or
- Letter issued by Banking/Financial Institution on their letter Head with Seal & Signature mentioning particulars of Nominee/Joint account holder to Account of Deceased at Time of Demise.
NOTE: NO Affidavit of ANY KIND will be Acceptable
Salary / Pension Income:
- Form-16 / Consolidated Salary Statement / All Salary Slips / Form-12 B / Form-12 BA
- Bank Statement(s) / Passbook Page(s)(for Interest Income)
- Rent Receipts (if Not submitted to Employer)
- Statement(s) of Other Interest Income / Interest Certificate
House Property Income:
- Home / Housing Loan(s) Interest Certificate (from Respective Bank)
- Rental Income(s) from House Property(s)
- Form-16C Certificate on Rent Income
- Rental House Property(s) Address & Tenant Details
- Statement(s) of Bank Accounts (where EMIs Deducted)
- Municipal Tax Receipt(s)
Capital Gains & Losses:
- Stock Trading Statement
- Proof of Purchase & Sale of Immovable Property(s)
- Form-16B Certificate for Sale of Property
- Proof of Purchase & Sale of Share(s) / Bond(s) / Debenture(s) / Units of Mutual Fund(s) / Gold / Jewellery / Paintings
Business / Profession Income: (Not Audited u/s 44AB)
- Business Identification Details e.g. Trade Name & Activities
- Balance Sheet for Previous Year
- Profit & Loss (P&L) Account Statement for Previous Year
- Complete Expense Sheet (Offline) or (Online), if P&L Account Statement not Available
- Business Registration Certificate (Sole or Partnership)
- Tax Deducted at Source (TDS) &/or Tax Collected at Source (TCS) Details
- Opening & Closing Stock Statement for Previous Year
Note: We will charge separately for the preparation of Balance Sheet & Profit-Loss Account Statement
Limited Liability Partnership Firm Income: (Not Audited u/s 44AB)
- LLP Firm Identification Details e.g. Trade Name & Activities
- Balance Sheet for Previous Year
- Profit & Loss (P&L) Account Statement for Previous Year
- Complete Expense Sheet, if P&L Account Statement not Available
- LLP Registration Certificate (Issued by LLP Registering Authority)
- Tax Deducted at Source (TDS) &/or Tax Collected at Source (TCS) Details
- Opening & Closing Stock Statement for Previous Year
- Each Partner(s) Details viz. Full Name, Address with PIN, Percentange Share in LLP and Individual PAN
Note:ONLY ITR filing service will be provided, will NOT cover preparation of Balance Sheet or Profit-Loss statement.
It will be sole responsibility of partner(s) for filing forms like Form-8, Form-11, etc. with other designated authorities.
Approved Investments & Expenses:
- Form-16A Issued by Banking / Financial Institution(s)
- Certificate(s) of Donation
- Receipt(s) of Life Insurance Premium(s)
- Tuition Fee Receipt(s) (Max. 2 Children)
- Receipt(s) of Medical Insurance Premium(s) [Self &/or Dependent Parent(s)]
- Tax Savings Mutual Fund Receipt(s)
- Education Loan Interest Certificate (from Respective Bank)
- Challan(s) of Public Provident Fund
- Statement of Bank Account(s) (where EMIs Deducted)
- Other Approved Investment Receipt(s)
- Proof of Expenses on Disabled Dependent(s)
Note: If any of the aforementioned investment(s) is(are) NOT the part of your salary / pension form-16,
then fill the Investment Declaration Form.
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