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File Your Income Tax Return

PERSONAL DETAILS

PAN	:
Name	:
Status	:
Father’s Name	:
Date of Birth	:
Address	:
Email ID	:
Phone No.	:
Financial Year	:
Residing Period in India during the Financial Year	:

SOURCES OF INCOME

Income From Salary	Rental Income from House Property
Income From Business/Profession	Capital Gain Income from Sale of Capital Assets(Shares/House Property/Jewellery etc.)
Interest income received on Fixed deposits/securities etc.	Pension/Family Pension
Income/Loss from Trading in Derivatives/Futures/Options.	Gifts (Cash, Immovable Property, Jewellery etc) received from unrelated persons.
Winning from Lottery/Crossword Puzzles/Card games or other games/gambling or betting.	Income From Owning and Maintaining race Horses.
Winning from races including Horse races	Any Other Income

INVESTMENT MADE DURING THE FINANCIAL YEAR

Life Insurance	Mediclaim
Tution Fee for Childs	Housing Loan Repayment
Tax Saving Bonds/Infrastructure Bonds	Premium Paid under Pension Plans
Public Provident Fund (PPF)	ULIP/GPF/EPF/NSC
Donations	Fixed Deposit with Bank/Post Office for % year or more.
Mutual Funds(Equity Linked Saving Scheme)	Any Other Investment

Instructions/Comments

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Documents Required For preparation of Income Tax Return

(I) Basic Documents Required

A. For Salaried Person

Form-16 or Original Salary Certificate.
Copy of previous year's return (If you have filed in previous year).
Copy of PAN CARD.
Copy of Receipts of the investments (Life Insurance/Mediclaim/Tution Fee/PPF/Home Loan Repayment etc) made other then what has been mentioned in Form–16 (if any).
Bank Account Statement.
Details/documents for Interest Income, Rental Income and Capital Gains, if any.

B. For Individuals / Proprietorship Firm

If you are not Maintaining any Books of Accounts – Bill Book (Invoices issued to Customers) and All bills of expenses (i.e. Telephone, Electricity, Stationary, Traveling, Salaries etc.)
If you are maintaining Books of Accounts – Copy of Balance Sheet, Profit & Loss Account and Trial Balance.
Bank Account Statement.
Copy of Receipts of the investments (Life Insurance/Mediclaim/Tution Fee/PPF/Home Loan Repayment etc) made other then what has been mentioned in Form–16 (if any).
Copy of previous year's return (If you have filed in previous year).
Copy of Receipts of the investments (Life Insurance/Mediclaim/Tution Fee/PPF/Home Loan Repayment etc)for claiming deductions under Chapter VI-A.
TDS Certificates(Form 16A).
Tax Deposit Challans (Advance Tax/Self Assessment).

C. For Partnership Firms

D. For Company, Society, Trust etc.

(II) Additional Documents Required (only if Applicable):-

For Every Person (Salaried Person, Individuals / Proprietorship Firm, Company, Society, Trust etc.)

If you don’t have pan Card - One Pass Port Sized Photo Graphs along with Copy of Residence Proof and Identity Proof.
Demat Account Statement (if any)
If you have sold any Capital Asset (Land/House Property/Jewelleryetc) during the Financial Year –Copy of Sale & Purchase Documents/deeds for the same.
If any of your Property is rented out – Details of Rent Received during Financial Year and Copy of Challan for Municipal Taxes paid on Such Rented Property.
Copy of document/deed for any gift (Cash/House Property/Jewellery/Shares etc) received during the Financial Year.
Copy of documents for any other income received during the Financial Year.

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