1. General Information
- PAN
- Aadhaar Number/Aadhaar Enrolment ID
2. Salary/Pension
- Form 16 from Employer(s)
3. Income from House Property-
- Rent Receipt
- Housing Loan account statement for deduction of interest
4. Other Sources
- Bank statement/Passbook for interest on saving account & on fixed deposits
5. Claim of deduction under Chapter VI–A
- Your contribution to Provident Fund/NPS
- Your children’s school tuition fees
- Life insurance premium payment
- Stamp-duty and registration charges
- Principal repayment on your home loan
- Equity Linked Saving Scheme/Mutual funds investment
Note- The aggregate amount of deductions admissible u/s 80C, 80CCC and 80CCD (1) shall be restricted to maximum limit of Rs. 1,50,000.
6. Fill up Schedule DI if you have made any investment/deposit/payments between 01.04.2020 to 31.07.2020 for the purpose of claiming any deduction under Part B of Chapter VIA
7. Tax Payment Details – Verify the tax payment details as available in your form 26 AS
8. TDS Details-
- Verify the TAN Details and the amount of credit available in your form 16 (For Salary), 16A (Non-Salary) and 16C (Rent)
- PAN/Aadhaar Number of Tenant
9. Presumptive Income from Business or Profession:
- Bank Statement for Gross Turnover/Gross Receipts
- Gross Turnover/Gross Receipts relatable to presumptive Income u/s 44AD/44ADA
- Income computed on presumptive basis u/s 44AD/44ADA/44AE
10. Other Information
- Financial Particulars of the business (including Sundry Creditors, Inventories, Sundry Debtors, Cash-in-hand)
- Details of all active Bank accounts held in India (Minimum one account should be selected for refund credit)
- Exempt Income like agricultural income, dividend (only for reporting purpose)
- GSTIN Number(s) and annual value of outward supplies as per GST return filed
- Form 10 E in case relief u/s 89 is claimed
Note- The checklist is only suggestive.
For details refer Income Tax Act and Rules.
DUE DATE FOR FILING INCOME TAX RETURN FOR AY 2020-21
FOR TAXPAYERS WHO ARE NOT REQUIRED TO GET THEIR ACCOUNTS AUDITED : DECEMBER 31st, 2020
FOR TAXPAYERS WHO ARE REQUIRED To GET THEIR ACCOUNTS AUDITED: JANUARY 31St, 2021
