ITR for salaried individuals
Salary, pension, interest and other income
- PAN and Aadhaar (linked)
- Form 16 from employer (Form 130 from tax year 2026-27)
- Salary slips, if Form 16 is not available
- Bank statements of all accounts for the full year
- Interest certificates for savings, FDs and recurring deposits
- Details of any other income: rent, dividends, freelance or part-time work
- For the old tax regime: LIC, PPF, ELSS, tuition fee and home loan principal receipts
- Health insurance premium receipts
- Home loan interest certificate
- Rent receipts and landlord's PAN (rent above ₹1 lakh a year)
- Donation receipts
- Income tax portal login, or permission for us to download AIS, TIS and Form 26AS
ITR with capital gains
Shares, mutual funds, property or gold sold during the year
- Everything in the salaried checklist
- Capital gains statement from your broker (equity, F&O, intraday)
- Consolidated account statement (CAS) for mutual funds
- Property sale deed and purchase deed
- Bills for cost of improvement on the property
- Stamp duty value of the property sold
- Proof of reinvestment for exemption: new house, capital gains bonds, or capital gains account deposit
- Gold or jewellery purchase and sale bills
- Details of crypto or other virtual digital asset transactions
ITR for business or profession
Proprietors, professionals and presumptive taxation
- PAN, Aadhaar and GST registration (if any)
- Bank statements of all business and personal accounts
- Sales and purchase details, or the Tally / accounting data
- GST returns for the year (GSTR-1, GSTR-3B)
- Expense bills and vouchers
- Loan statements and interest certificates
- Bills for fixed assets bought during the year
- Closing stock details
- Debtors and creditors list at year end
- Previous year's ITR and balance sheet
- For the old tax regime: investment and insurance receipts
Tax audit
Businesses and professionals liable to tax audit
- Tally backup or complete books of account
- Bank statements and bank reconciliation for all accounts
- GST returns and GSTR-2B reconciliation
- TDS returns, challans and Form 26AS
- Loan confirmations and statements of all loans taken and given
- Fixed asset register with purchase bills
- Stock statement and valuation method
- Debtors and creditors list with confirmations
- Cash book and details of cash payments above the limit
- Payments to relatives and related parties
- Details of MSME suppliers and payment dates
- Previous year's audit report and financial statements
GST registration
New registration for proprietor, firm, LLP or company
- PAN of the business, and PAN and Aadhaar of the proprietor, partners or directors
- Passport-size photographs of the proprietor, partners or directors
- Proof of business address: electricity bill or property tax receipt
- Rent agreement and owner's NOC, if the premises are rented
- Bank statement or cancelled cheque of the business account
- Partnership deed, or LLP / company incorporation certificate
- Authorisation letter or board resolution for the authorised signatory
- Mobile number and email ID for OTP verification
- Main goods or services you deal in
Project report and bank loan
New loan, CC/OD limit or renewal
- KYC of promoters: PAN, Aadhaar, photographs
- Udyam registration certificate and GST registration
- Short note on the business and the purpose of the loan
- Cost of the project and quotations for machinery or equipment
- Last 3 years' ITR and financial statements
- Last 12 months' bank statements
- Statements of existing loans
- GST returns for the last 12 months
- Stock and debtors statement
- Property documents for collateral security
Monthly TDS and GST
For businesses we handle monthly compliance for
- Sales invoices and purchase bills for the month
- Bank statements for the month
- Payments to contractors, professionals, rent and commission, with the payee's PAN
- Salary sheet for the month
- Details of goods or services received from unregistered suppliers
- Debit and credit notes issued or received
These are general lists. Depending on your case we may ask for a few more documents, or fewer. Send them on WhatsApp at 93955 03655 or email [email protected].