Required Documents :
- -Form 16 (TDS Certificate from employer) if not, Then salary details and Name and address of Employer
- – All Bank Statements:
- – Form 01-04-2023 to 31-03-2024 (For 1 Year ITR File)
- – Form 01-04-2022 to 31-03-2023 (For 2 Year ITR File)
- -Form 01-04-2021 to 31-03-2022 (For 3 Year ITR File)
- – PAN Card
- – Aadhaar Card
- – Details of Income (Salary, Business Income, Capital Gains, etc.)
- – Details of Business/Profession (Profit & Loss, Balance Sheet)
- – Details of Deductions (80C, 80D, etc.)
- – Details of Taxes Paid (Advance Tax, TDS, etc.)
- – Details of Foreign Assets and Income (if applicable)
- – Aadhaar registered mobile number for ITR final Verification.
- – Email id
- -If there is any loan then all the loan details from 01-04-2023 to 31-03-2024
- -Investment details (FD/RD/Mutual Fund/Pension Fund/Shares/Gold/Silver/etc.)/Investment in movable/immovable assets
- -Receipts of insurance premium paid (self/family)
- -Health Insurance Premium Paid Receipts (Self/Family/Parents)
- -Payment receipts of children’s tuition fees.
- -Demat Capital Gain Statement from Broker Handle in Excel Format.
- (If you want to file 3 years return then collect and send all the details required from FY 2021-22, 2022-23, 2023-24.)
- (If you want to file 2 year return then collect and send all the details required from FY 2022-23, 2023-24.)