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ITr

This document provides a checklist for filing Income Tax Returns (ITR) tailored for different income types: salaried individuals, freelancers, and business owners. Each section lists essential documents required for accurate filing, such as Form 16, bank statements, and expense vouchers. It emphasizes the importance of organization and preparation to avoid errors and maximize refunds.

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prashantvaishya1
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12 views6 pages

ITr

This document provides a checklist for filing Income Tax Returns (ITR) tailored for different income types: salaried individuals, freelancers, and business owners. Each section lists essential documents required for accurate filing, such as Form 16, bank statements, and expense vouchers. It emphasizes the importance of organization and preparation to avoid errors and maximize refunds.

Uploaded by

prashantvaishya1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Document

Checklist for
Different ITR
Types - (Salaried,
Freelancers,
Business)
01

FILING YOUR ITR THIS YEAR? DON’T START WITHOUT THIS


CHECKLIST!

OVER THE YEARS, I’VE SEEN PEOPLE MISS REFUNDS, GET


ERRORS, OR FACE NOTICES — JUST BECAUSE THEY DIDN’T
KEEP THE RIGHT DOCUMENTS READY.

SO HERE’S A SIMPLE CHECKLIST, CUSTOMIZED FOR YOUR


TYPE OF INCOME -
02
FOR SALARIED INDIVIDUALS ( ITR-1/2)

✅ FORM 16 FROM YOUR EMPLOYER


✅ SALARY SLIPS (FOR ALLOWANCES LIKE HRA/LTA)
✅ INTEREST CERTIFICATES FROM BANKS (SAVINGS/FDR)
✅ FORM 26AS, AIS & TIS (DOWNLOAD FROM INCOME TAX
PORTAL)
✅ INVESTMENT PROOFS (80C, 80D, NPS, ETC.)
✅ RENT RECEIPTS (IF CLAIMING HRA)
✅ HOME LOAN INTEREST CERTIFICATE (FOR 80EEA OR 24(B))
🧠 PRO TIP: ALWAYS RECONCILE YOUR FORM 16 WITH 26AS
AND AIS TO AVOID MISMATCHES.
03
FOR FREELANCERS & PROFESSIONALS (ITR-3/4)

✅ BANK STATEMENTS (PERSONAL + BUSINESS)


✅ INVOICES ISSUED TO CLIENTS
✅ EXPENSE BILLS (INTERNET, SOFTWARE, LAPTOP,
ELECTRICITY, RENT, ETC.)
✅ TDS CERTIFICATES (FORM 16A)
✅ GST RETURNS (IF REGISTERED)
✅ BOOKS OF ACCOUNTS (IF TURNOVER > LIMIT)
✅ FORM 26AS, AIS, TIS
✅ INVESTMENT PROOFS (SECTION 80 DEDUCTIONS)
🧠 PRO TIP: IF YOU’RE UNDER 44ADA (PRESUMPTIVE
TAXATION), BOOKS NOT MANDATORY — BUT KEEP DIGITAL
RECORDS FOR SAFETY.
04
FOR BUSINESS OWNERS (ITR-3/4)

✅ SALES & PURCHASE INVOICES


✅ EXPENSE VOUCHERS (RENT, SALARIES, UTILITIES, ETC.)
✅ GST FILINGS (GSTR-1, GSTR-3B)
✅ TDS RETURNS, IF APPLICABLE
✅ CASH BOOK, LEDGER, AND TRIAL BALANCE
✅ LOAN STATEMENTS
✅ DEPRECIATION SCHEDULE (FOR ASSETS)
✅ PREVIOUS YEAR’S ITR & AUDIT REPORT
✅ INVESTMENT AND TAX-SAVING PROOFS
🧠 PRO TIP: EVEN IF UNDER PRESUMPTIVE TAXATION (44AD),
GOOD DOCUMENTATION HELPS IN LOAN APPROVALS &
SCRUTINY CASES.
05

DON’T WAIT TILL THE LAST MOMENT TO


SCRAMBLE FOR PAPERS — GET ORGANIZED NOW
AND FILE SMART.

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