Filling of Income Tax Return

from you for providing various services

Banking Details

  • Bank Cheque Book (Counterfoil) Xerox Copy.
  • Bank Deposit Slips.
  • Xerox copies of all the bank account passbook or bank statements. With details written on Xerox for amount paid or received.
  • Details of interest paid if any during the year.

Income Details

  • Details of any Commission / Brokerage / Interest received.
  • TDS certificates (if any)
  • Rent recd (Copy of leave & License Agreement)
  • Income from post office MIS or any FDR interest.
  • Details of any other income received during the year.
  • Salary certificates of form no. 16.
  • If partner, Ledger of capital accounts.

Expenses / Investments Details

  • Rent paid (Copy of leave & license agreement)
  • Copies of LIC or any other insurance premium receipts.
  • Copies of PPF / NSC / Mutual funds / Any other Investment Receipts.
  • Fixed deposit receipts.
  • Mediclaim premium certificate / Receipt.

Property Details

  • Flat / Shop Purchase or Sales Deed (Stamp duty paid agreement copy)
  • Housing loan statements / interest certificate for income tax purpose.

Share Details

  • Share trading bills.
  • Statement of profit / loss from share trading (To collect from share broker)
  • Your ledger account copy from share broker.
  • Demat statement for full year.
  • If any old shares sold, details of purchase date & amount.

Tax Paid Challan Details

  • TDS Paid Challan Copy.
  • Do not forget to ask for the TDS certificate (From 16 or From 16A) from the person / company / bank who have deducted TDS from your income.
  • Also,provide us advance tax challan copy.
  • Vat paid challan Copy.
  • Service Tax Paid Challan Copy.
  • Excise Tax Paid Challan Copy.
  • PF / ESIC / PT & Other Tax Paid Challan Copy.

Filling of TDS Return

  • Details of the expenses which are eligible for tax deduction at source.
  • Name, address and PAN no of the parties whose TDS has been deducted and Paid.
  • Copy of TDS paid challans.

Filling of Service Tax Return

  • Summary of Sale of Services and service tax collected on it.
  • Details of Expenses on which service tax has been already paid and eligible for set off.
  • Copies of service Tax paid Challans.

Filling of VAT Return

  • Details of Sales / Purchase Registers tax collected on it.
  • Details of Sales / Purchase Return Registers.
  • Sales of Form F, C, H, Details
  • Copies of Vat Paid Challans.