a) Primary Documents
1. PAN Card (Permanent Account Number in India)
2. Adhar Card (In Case of Resident)
3. Bank Account Details (Account No., IFSC Code)
4. Mobile Number and/or Email id
b) Doc’s as applicable
1. Income From Salary Tax Return
(1) For Person who is having only Income from Job: Form 16 or Salary Slip or Salary Details
(2) Income From House Property
(3) If Having Home Loan: Loan Repayment Certificate
(4) House Rent Income: Rent Income Details
(5) Municipal Tax Paid Details
2. Income From Capital Gain
(1) Person who is having Income from Mutual Fund or Share Transaction: Trans. Report (C.Gain Report)
(2) Asset Sale and Purchase Mostly like House- Office- Gold sale in year: Value of Selling and Buying with dates
(3) Long Term and Short Term Capital Gain Details
3. Income From Other Source
(1) For Person who is having only Income from Interest: Bank Passbook
(2) Other Income Details Mostly Like Dividend, Bank FD Interest, Other if any.
(3) Gift Income
4. Income From Business and Profession
(1) Business and Profession Where Books of account Not Maintain and Audit is Not Applicable (44AD | 44ADA)
(a) Presumptive Income From Business: Gross Receipt Details From Business and Profit from Business (Min 8% Profit)(Min 6% Profit if Digital Transactions)
(b) Presumptive Income From Profession: Gross Receipt Details From Profession and Profit Details from Professions (Min 50% Profit)
(2) Business Income Where Books of Account Maintained and Audit is Applicable:(44AB)
(a) Complete Books of Account Data
(b) Profit and Loss Account
(c) Balance Sheet
(d) Capital Account
(e) Audit Report (if Any)
5. Exempt Income Details
(1) Agriculture Income Details
(2) Section 10 exemption Incomes
(3) PPF Interest
(4) Gift
(5) Life Insurance Maturity Benefits
6. Deduction Details
(1) Life Insurance Premium
(2) Housing Loan Payment
(3) Tax Saver Fund & Tax Saver FD
(4) PPF Contribution
(5) Donation