CHECKLIST FOR FILING OF INCOME TAX RETURNS

AY 2024-2025 (FY 2023-2024)

Income for Salary, House Property, Other Sources, Capital Gains.
➢ Salary/Pension
o Form 16 Part A&B / Pension Order Copy
➢ House Property
o Rent Received
o Receipt of Municipal Taxes Paid.
o Tenant Name and address of the let-out Premises.
o Housing Loan interest Certificate (From April’23 to March’24)
➢ Capital Gains
o Documents of Properties Purchased & Sold during the year.
o Share Market/Mutual Fund Investments (Tax P&L from April’23 to March’24)
➢ Other Sources
o Savings Bank Interest & Fixed Deposit Interest certificate.
o Dividend Incomes
General information required for all assessees.
➢ PAN & Aadhaar, Email ID, Mobile No., and IT Login Credentials
➢ List of all Bank Account Numbers with IFSC Code
➢ Deduction details like
o Life insurance premium receipts
o Medical insurance premium receipts
o NPS Contribution
o PF contribution
o Post office deposits
o Children School Fees
o Education Loans
o Donations, etc.
➢ PF Withdrawal if any
➢ Details if Director of any company
➢ Details if Partner of any Firm
➢ Details if share holder of any Company
➢ Agricultural Income if any
➢ In case of Non-Resident
o No. of days stay in India from 1.4.2023 to 31.3.2024.
o No. of days stay in India for Last 4 years (From 1.4.19 to 31.3.23)
o Tax Residence Number of Country of residence
Income from Business or Profession (Individuals, Firm, Trust, Society, LLP)
- Details from 1.4.2023 to 31.03.2024
➢ All Bank statements in Excel format.
➢ All Loan statements in Excel format.
➢ GST Return copies with Sales and Purchase summary in Excel format.
➢ Unsecured loans borrowed by the company/firm/proprietor.
➢ Expenses classified based on the nature of expenses incurred.
➢ Receivables, Payables & Closing stock as on 31.03.2024.
➢ Details of Fixed Assets purchased and sold during the year.

For further details contact

CMA. Dr. T. Vigneshwaran,
M.Com, M.B.A., F.C.M.A., Ph.D.,
Cost Accountant,
Mobile: +91 999 419 6866
Office: +91 994 309 6866
Email: cma.vignesht@gmail.com
Web: www.cmavignesh.com
Office: No. 16, I Floor, 4th Cross, Anna Nagar, Puducherry - 605 005.