Skip to main content

Advance tax is due on 15 December. Get your liability calculated free this month. Book a slot

Vriddhi Tax ConsultantsTax · GST · Accounts

Services
Free tools
About
Deadlines
Contact

Book a consultation

Home / Document checklist

Document checklist

Tell us about your situation and get a personal list of what to gather before we meet.

Tick everything that applies to you

I am salaried I have a business or profession I earn rent I sold shares, funds or property I have a home loan I am a senior citizen I am an NRI

Vriddhi Tax Consultants — Document checklist

+91 55500 10142 · help@vriddhitax.example

Everyone

PAN card
Aadhaar card (linked to PAN)
Bank account number and IFSC for refund
Form 26AS and AIS (we can download these for you)
Last year’s ITR acknowledgement

I am salaried

Form 16 from each employer
Salary slips for the year
Rent receipts and landlord PAN (for HRA)
Proof of investments under 80C
Health insurance premium receipts (80D)

I have a business or profession

Sales and purchase registers
Bank statements for all accounts
GST returns filed during the year
Expense bills and vouchers
Details of loans and interest paid
Stock statement as on 31 March

I earn rent

Rent agreement
Rent received during the year
Municipal tax receipts
Home loan interest certificate

I sold shares, funds or property

Capital gains statement from broker or AMC
Sale deed and purchase deed for property
Cost of improvement bills
Details of reinvestment (54, 54EC, 54F)

I have a home loan

Interest and principal certificate from the bank
Possession letter or completion certificate
Co-owner details, if any

I am a senior citizen

Pension statement
Interest certificates from banks and post office
Form 15H copies, if submitted
Medical bills (80D, if not insured)

I am an NRI

Passport with travel dates
NRO / NRE account statements
Tax residency certificate
Details of income earned in India

Bring these to the office or share them only on our official WhatsApp number. Never post PAN or Aadhaar details in public comments or unknown links.

Vriddhi Tax Consultants

Income tax, GST and accounts handled on time, every time

Income tax and GST practitioners since 2011

Visit

Office 204, Sanskruti Arcade
Karve Road, Kothrud
Pune 411038, Maharashtra

+91 55500 10142
help@vriddhitax.example

Free tools

Old vs new regime calculator
GST calculator
Book a consultation
Tax deadline calendar
Document checklist
Financial health check

More

Privacy
Leave a review
QR poster (owner)
Facebook
Youtube

© 2026 Vriddhi Tax Consultants.

Demo site — this business is fictional and for illustration only.

Website by Adarsh Singh Pawar

WhatsApp Call Book