Lahore-Karachi-Islamabad-Sargodha Softax Consulting

Income Tax Return & Wealth Statement (Period: 01-07-2020 to 30-06-2021)

Respected Sir/Madam,

Income Tax Return for Tax Year 2021 is due. The last date for filing of return is 30-09-2021. Timely filing of return will save
you from so many complications and newly introduced heavy penalties and non-active status throughout the year.
Please provide the applicable information / Documents from the following list at your earliest:
SALARY INDIVIDUALS BUSINESS INDIVIDUAL
1 CNIC Copy 1 CNIC Copy
2 Salary Income Certificate (rule 42) alongwith 2 Detail of Sales / Receipts and goods
break up of annual salary purchased/Imported
3 Bank Statement(s) 3 Detail of Manufacturing / Trading Expenses (Like:
Wages, Electricity, Repair & Maintenance, Freight, Rent
etc.)
4 Profit on investment in National saving/bank 4 Detail of Operating Expenses (Like: Salaries, Travelling,
deposits and tax deducted thereof. Electricity, Communication, Stationary, Office repair &
maintenance, Donations, Rent etc.) along with
documentary evidence
5 Your contribution in Funds upto 30-06-2021 like 5 Bank Statement(s) Business
GP Fund, provident fund etc
6 Investments in Pension Funds, like NAFA etc 6 Bank Statement (s) Personal
7 Evidence of payments made on account of donations, Zakat (under Zakat & Ushr Ordinance, 1980)
Markup on loan for construction of house and Investment in newly allotted shares (IPO), Mutual Fund & Life
insurance premium paid during the year.
8 Withholding Tax Certificates / Challans [Mobile, Cash withdrawal, Profit on Debt, Children education, Vehicle Token
tax or any other tax deducted at source]
PROPERTY INCOME 9 Sales tax returns & records (if applicable)
1 Copies of rent deed 10 Books of accounts and Financial Statement (if
maintained)
2 Detail of Rent Received during the year CAPITAL GAIN
3 Detail of Security received during the year 1 Date & Value of Shares purchased
4 Bank Statement(s) 2 Bank Statement(s)
5 Evidence of tax deducted at source 3 Date & Value of Shares purchased
DOCUMENTS FOR WEALTH STATEMENTS
1 Evidence of investment made during the year 5 Liabilities/loans/borrowings as on 30th June 2021
along with source of investment, if any
2 Evidence of Sales or purchase of movable or 6 Annual Personal expenditure (Attachment as
immovable property alongwith evidence of Annexure A - Mandatory)
taxes paid
3 Foreign Remittance Encashment Certificate 7 Personal Bank Statement(s)
4 Assets in Name of spouse/minor children 8 Detail of Credit/Debit card payments
To avoid inconvenience of last days’ pressure, please visit us well in time. Please contact Mr. Abdul Qadir Khan at
0321-4932555, 042-36305535 for Lahore, Mr. Rafaqat Ali at 0322-8076606 for Sargodha, Mr. Ayaz Bashir at 0344-5285450
for Islamabad and Mr. Mujtaba Qayyum at 0333-3358711 for Karachi.

Thanks and regards,

Abdul Qadir Khan, Advocate

Head Office: Softax House, 51/A-2 Lawrance Road, Lahore. T: 042-36312148 | E: care@softax.com.pk
Karachi: 1st Floor, Sohail Center, Gulshan-e-Iqbal Block-8, Karachi. Phone: +92(21) 3480 4759 | E: karachi@softax.com.pk
Islamabad: 3rd Floor, Al-Rehman Chamber, Fazal-e-Haq Road, Blue Area, Islamabad.| E: islamabad@softax.com.pk
Sargodha: 48, Muhammad Deen Colony, Main PAF Road, Sargodha.T: 048-3769953 | E: sargodha@softax.com.pk
 Lahore-Karachi-Islamabad-Sargodha Softax Consulting
Annexure – A

DETAIL OF PERSONAL EXPENSES:

TY 2021
1 Rent
2 Rates / Taxes / Charge / Cess
3 Vehicle Running / Maintenance
4 Travelling
5 Electricity
6 Water
7 Gas
8 Telephone
9 Insurance / Security
10 Medical
11 Educational
12 Club
13 Functions / Gatherings (Children Marriage, etc.)
14 Donation, Zakat, Annuity, Profit on Debt, Life Insurance, etc.
15 Other Personal / Household Expenses
Contribution in Expense by family Members:
16 Name: CNIC #
Total Expenses

Head Office: Softax House, 51/A-2 Lawrance Road, Lahore. T: 042-36312148 | E: care@softax.com.pk
Karachi: 1st Floor, Sohail Center, Gulshan-e-Iqbal Block-8, Karachi. Phone: +92(21) 3480 4759 | E: karachi@softax.com.pk
Islamabad: 3rd Floor, Al-Rehman Chamber, Fazal-e-Haq Road, Blue Area, Islamabad.| E: islamabad@softax.com.pk
Sargodha: 48, Muhammad Deen Colony, Main PAF Road, Sargodha.T: 048-3769953 | E: sargodha@softax.com.pk