| GENERAL REQUIREMENTS | ||
| S No | PARTICULARS | DETAILS |
| 1 | NAME | |
| 2 | PAN CARD COPY | |
| 3 | GENDER | |
| 4 | DOB | |
| 5 | WARD / CIRCLE | |
| 6 | ADDRESS | |
| 7 | E MAIL | |
| 8 | PHONE | |
| 9 | RESIDENTIAL STATUS | |
| 10 | FILING OF RETURN U/S | |
| 11 | AADHAAR NUMBER & COPY | |
| 12 | SOURCES OF INCOME | |
| A. SALARIES | ||
| B. HOUSE PROPERTY | ||
| C. BUSINESS/PROFESSION | ||
| D.CAPITAL GAINS | ||
| E. OTHER INCOME | ||
| 13 | FOR E-VERIFICATION | |
| EMAIL-ID | ||
| CONTACT NO | ||
| 14 | ALL THE BANK ACCOUNTS ALONG WITH IFSC CODE , BRANCH , A/C NO , NATURE OF A/C | |
| A. LOAN ACCOUNTS | ||
| B. DEPOSITS | ||
| 15 | EXEMPTIONS LIKE HRA, LTA | |
| 16 | TDS – FORM 16 OR 16A | |
| 17 | INCOME ABOVE 50 LAKHS / BELOW 50 LAKHS | |
| 18 | ASSETS AND LIABILITIES AT THE END THE YEAR (APPLICABLE IN CASE WHERE TOTAL INCOME EXCEEDS 50 LAKHS | |
| 19 | INCOME TAX CHALLAN DETAILS – BSR CODE , DATE , CHALLAN SERIAL NUMBER | |
| A. ADVANCE TAX PAID | ||
| B. TCS | ||
| C. TDS | ||
| 20 | AGRICULTURAL INCOME DETAILS | |
| ADDRESS | ||
| TYPE OF CROP | ||
| RECEIPTS | ||
| EXPENSES INCURRED | ||
| 21 | DEDUCTIONS U/S 80C | |
| a) TUITION FEES | ||
| b) LIC | ||
| c) HOUSING LOAN PRINCIPAL | ||
| 22 | DEDUCTIONS U/S 80D | |
| – MEDICAL PREMIUM | ||
| IN RESPECT OF SELF | ||
| IN RESPECT OF OTHERS | ||
| 23 | DEDUCTIONS U/S 80DD FOR DISABLED PERSONS | |
| 24 | DEDUCTION U/S 80E FOR EDUCATIONAL LOAN | |
| 25 | DEDUCTIONS U/S 80G FOR DONATIONS MADE | |
| 26 | DEDUCTIONS U/S 80TTA FOR SAVINGS BANK INTEREST (MAX-10,000) | |
| 27 | DETAILS OF NO TDS(15C/15H) APPLICATIONS | |
