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Documents related to “Income From Salary”:
- Form 16 (Part A, Part B) of all the companies in case of change of job.
- Foreign salary slips and foreign tax returns filed will be required if you had worked outside India for less than 181 days in the previous year.
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Documents/ Information related to “Income from Other Sources”:
- Total interest amount received in all saving bank accounts (Only figure required).
- Details of other income earned (if any) e.g. dividend, commission, etc.
- Form 16A or 26AS (TDS certificate) for all your fixed deposits (Document required).
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Details of your “Tax Saving Investments or House Property Income/Loss” (if missed to claim):
- Details of any tax saving investment not reflected or considered in your Form 16 (Only figure required).
- In case of House Property Income / Loss – Following information is required:-
- Where the property is:- Self Occupied or Let Out
- Address of Property
- Interest and Principal paid during the Financial Year - Home loan bank certificate.
- In case Property is Let out – Tenant Name
- In case of Carry Forward Losses of early years then interest paid during those financial years along with date of filing of each year for which losses are to be claimed.
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Capital Gains - Income / Loss from Sale of “Share/ Mutual Funds/ House Property”:
- Purchase date and cost of purchase.
- Sale date and sale value.
- In case of property sold :
- Buyer - Name & PAN No.
- Address of property is also required.
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Others:
- Tax Paid Challan (if already paid)
- Additional information / documents may be required case to case.