1. General Details
Pan Card
Aadhar Card
Mobile Number
eMail Address
Bank Account Details (account Number, IFSC Code)
2. Gather all bank statements additionally as Loan statements:
Taxpayers WHO are self Employed, Professionals, Proprietor or consultant, he's required to collect financial statement additionally loan statements.
3. Sales and Purchases Invoices:
Taxpayers had generated sales invoices throughout the fiscal year and he had purchase invoices. All these invoices taxpayers ought to have maintained in a correct manner.
4. Business Expenses details:
This is important documents for ITR. Taxpayers ought to have business connected expenses details during a proper manner for claiming expenses.
5. Documents associated with interest financial Income.
Bank statement/passbook for interest on the bank account.
Interest financial statement for Fixed deposits.
TDS certificate issued by banks.
6. Form 26AS
Form 26AS may be an outline of taxes subtracted on your behalf and taxes paid by you. this is often provided by the taxation Department.
It shows details of tax subtracted on your behalf by deductors, details on tax deposited by taxpayers, and tax refund received within the fiscal year. This kind is accessed from the I-T Department’s website.
7. Investments that qualify for deduction under Section 80C and other Investment Documents
LIC
Tax saving FD
PPF
NSC
ULIPS
ELSS
College Tuition Fees
Stamp-duty and registration charges paid for Property
Equity connected Savings Scheme/Mutual funds investment
Any other document that qualifies for deductions under Section 80C.
Interest paid on housing loan
Education loan interest payments
Stock Trading statement
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