Checklist and Due Date for Filing ITR- 4

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