Basic details (for new clients)

• PAN card copy​

• Aadhar card copy

• Income tax login

• Bank account details (Account number, Bank Name & IFSC)

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Salary Income

• Form 16

• If you have missed any Tax saving deduction in your Form 16 you can provide that as well.

• If you have missed out your HRA claim, then provide Payslips of all moths, Rental Agreement and Landlord PAN.

 

Rental Income from property or Housing Loan on Self-occupied property

• Rental agreement (for rental income)

• Property Tax paid receipt

• Housing Loan interest certificate.

• TDS certificate, if any TDS is deducted on Rental Income

 

Business or Professional Income

• Bank statements (All Banks)

• TDS Certificates

 

Sale of Property

• Sale deeds of both purchase and sale transactions

• TDS certificates, if sale value of property is above 50 lakhs

 

Sale of Shares, Mutual Funds, crypto currency and trading in Shares/options.

• Capital gains statements

• Profit & Loss statement of Share trading.

 

Interest Income

• Savings Interest will be considered based 26AS/AIS.

• FD Interest will be considered based on the data available in Form 26AS/AIS.

• Dividends income will be considered based on AIS.

• Interest on Sovereign gold bonds

 

Shares held in an unlisted company, if any

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Foreign shares & Assets

• Statement of holding as on 31st March of shares allotted through RSU/ESPP

• Account Activity statement from April to March generated from the foreign demat account

• Bank statement of Foreign Bank

• Details of any other Foreign Assets or investment held.

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Deductions (Applicable for Old regime and if not claimed in Form 16)

• Life insurance premium

• PPF

• ELSS and tax saver Mutual funds

• Educational loan

• Health Insurance of family and parents

• Medial expenditure of Parents (aged above 60 years) if not covered under Insurance

• Donations receipts 80G

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In case taxable income above Rs.50 Lakhs, you need to provide details of all the assets and liabilities as on 31st March.

(We will send the format for this once we have the other details)

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In case of Non-residents, please share the Date of arrival and departure from India.