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Detail Required for Filing Income Tax Return

PART-I - PERSONAL DETAIL

S. No.

Particulars

Detail / Remark

1

Name

 

2

Father's Name

 

3

D.O.B.

 

4

PAN No.

 

5

Residence Address(with pincode)

 

6

'Whether Married or Single

 

7

Mobile Number

 

8

E-Mail Id

 

PART-II - DETAIL OF INCOME

9

Whether Salaried or Self-Employed

 

10

In Salaried, attach copy of  Form 16

 

11

If Self-Employed, Nature of Business

 

12

Income Earned during the year

 

13

Interest from Saving Bank A/c

 

14

Amount of TDS Deducted      (furnish copy of TDS Certificates)

 

15

Income Derived from sale-purchase  of assets, if any

 

16

Any Long term or Short Term Gain from Trading in Shares

 

17

Any other Income

 

PART-III - DETAIL OF INVESTMENTS FOR CLAIMING DEDUCTION

18

Detail of Policies  Investments for  claiming

 

Nature of Policy (i.e. LIC, NSC, PPF Mutual Funds, Medical Claim, etc)

Policy Name

Annual Premium

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note:-For Claiming Deductions, provide scanned copy of every Investments

19

If married, Exp. Incurred on child education i.e. School Fees

 

20

Whether own a house or living on rent, if on rent mention rent p.m.

 

PART-IV - DETAIL OF BANK ACCOUNT (mandatory)

21

Bank Name & Branch

 

 

22

Bank A/c No.

 

 

23

Whether Saving or Current

 

 

24

MICR Code of Bank (9 digit)

 

 

Any Other Detail which you want to furnish:-

*

*

*

*

*.

Note:-In Case of salaried Employee, provide following detail
* Copy of Form-16 –for Employer’s & TDS details
* Copy of Form-16A – for Saving Bank/FD/Others Interest income, if any
* Copy of Investments made during the year
* Copy of Cheque in case of refund
* Dmat A/c – capital gains details, if any
* Copy of PAN Card
In Case of Self-Employed, provide following detail
* Copy of form 16A-issued by parties for TDS Detail
* Copy of Form-16A – for Saving Bank/FD/Others Interest income, if any
* Copy of Investments
* Copy of Cheque in case of refund
* Dmat A/c – capital gains details, if any
* Copy of PAN Card
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