Chennai, Tamil Nadu | 
info@srconsultancy.in
Income Tax Services
ITR filing, tax planning, TDS return support and documentation for individuals and businesses.
SR Service
Income Tax Services
ITR filing, tax planning, TDS return support and documentation for individuals and businesses.
- Requirement analysis and document checklist
- Professional processing and review
- Timely filing / submission support
- Clear report and status updates
Get Help
Speak with SR Consultancy for a practical service plan and fee estimate.
Call: +91 9003110353
Email: info@srconsultancy.in
Client Checklist
Documents & Details Required for Income Tax Filing
We collect income, deduction, TDS, investment and bank details based on individual, proprietorship, partnership, LLP or company filing.
Before We Start: Please keep ready clear scanned copies / photos of PAN, Aadhaar, passport-size photograph, mobile number linked with Aadhaar, active email ID, business address proof and bank proof. Final documents may vary based on entity type, portal validation and applicable law.
Individual / Salaried
- PAN and Aadhaar
- Mobile number linked with Aadhaar and active email ID
- Form 16 from employer
- Form 26AS and AIS/TIS access
- Bank statements and interest certificates
- House rent / housing loan details, if applicable
- 80C, 80D and other deduction proofs
- Capital gain / other income details, if any
Proprietorship / Business
- Books of accounts / Tally / Vyapar data
- Sales, purchase and expense details
- Bank statements for all accounts
- GST returns and reconciliation
- Loan statements and fixed asset details
- Cash book and stock details, if applicable
- TDS/TCS certificates
- Previous year ITR and computation
Partnership / LLP / Company
- PAN of entity and login access
- Partnership deed / LLP agreement / COI documents
- Financial statements and audit report, if applicable
- Partner/director details and remuneration/interest details
- GST, TDS and other statutory filings
- Bank statements and loan confirmations
- Fixed asset schedule and depreciation details
- Previous year returns and notices, if any
Note: Additional details may be required based on tax regime, audit applicability, capital gains, foreign income/assets or department notice.
