INCOME TAX RETURNS DOCUMENTS NEEDED

DOCUMENTS NEEDED
1. TO file ITR 1 of any individual you need to ask your client to provide you the following DOCUMENTS:

i) FORM 16 (salary certificate)
ii) Bank pass Book (Other Income)
iii) Loan Certificate (House Property)

* FORM 16 gives details of Salary Income which is issued by employer/company however,
* Bank Pass Book will give all details of income earned from other source such as Bank interest etc.
* Loan Certificate issued by Bank for loan taken to purchase House Property.




2. TO file ITR 2 of any individual you need to ask your client to provide you the following DOCUMENTS:

i) FORM 16 (salary certificate)
ii) Bank pass Book (Other Income)
iii) Loan Certificate (House Property)
iv) Share brokers Statement (Capital Gain)
 v) Agreement of property sold (Capital Gain)


* FORM 16 gives details of Salary Income which is issued by employer/company however,
* Bank Pass Book will give all details of income earned from other source such as Bank interest etc. *
* Loan Certificate issued by Bank for loan taken to purchase House Property.
* Shars Broker Statement will give you full details of SHARES purchased and sold during the period along with Capital Gain
* Agreement of property sold will give you details of DATE and AMOUNT at which house property is purchased and sold through which you can calculate long Term or Short Term Capital Gain/Loss




3. TO file ITR 3 of any PATNER of patnership you need to ask your client to provide you the following DOCUMENTS:

i) Details of Remuneration
ii) Details of Interest on Capital
iii) Return Filed by Patnership Firm
iv) Profit & Loss a/c of Firm


4. TO file ITR 4 of any Individual you need to ask your client to provide you the following DOCUMENTS:
i) FORM 16 (salary certificate)
ii) Bank pass Book (Other Income)
iii) Loan Certificate (House Property)
iv) Share brokers Statement (Capital Gain)
 v) Agreement of property sold (Capital Gain)
vi) Balance sheet (Business)
vii) Profit & Loss a/c (Business)

* FORM 16 gives details of Salary Income which is issued by employer/company however,
* Bank Pass Book will give all details of income earned from other source such as Bank interest etc. *
* Loan Certificate issued by Bank for loan taken to purchase House Property.
* Shars Broker Statement will give you full details of SHARES purchased and sold during the period along with Capital Gain
* Agreement of property sold will give you details of DATE and AMOUNT at which house property is purchased and sold through which you can calculate long Term or Short    Term Capital Gain/Loss
* Through Balance sheet and profit and Loss account you can compute Businees sheet and Profit & Loss account etc.




5. For AOP and BOI you require you need to ask your client to provide you the following DOCUMENTS:
 
From FIRMS you require Deed, Balance Sheet and Profit & Loss Account etc.

for AOP and BOI you require Trust Deed Copy Pan Card Copy, Income / Expenses Account / Receipt / Payment Account along with Balance sheet.