K R A Y & Associates

Chartered Accountants
Individual Tax Planning – Preliminary Checklist

Individual Name:
Contact No.
Email address:
PAN No.:
Date of Birth:
Profession / Business:
Company Name:
Industry:

Type of Income during the year April 01, 2021 to March 31, 2022

Particulars Applicability
Salary 

Rental Income from House Property 

Sale of Shares 
Sale of Land / Building or any 
capital asset
Dividend Income 
Income from Business / Profession 
Other Income (Please specify…)

   

Sl.No Particulars Documents Required

1 For Salary Income Form 16 for the financial year 2021-22

   
For Rental Income from List of House properties owned including own
2 House Property
   
   
3 For Capital Gains
   
Salary structure for the current year
residence
Municipal tax paid on the properties
Home loan details (if any)
Demat account for the period April 2021 to March
2022
Details of any purchase of assets:
Please provide relevant invoices:
-Including date purchased and cost
-Hire purchase or finance documents
- Share – Purchase contracts
- Property – Contract, Settlement statement
 K R A Y & Associates
Chartered Accountants
Individual Tax Planning – Preliminary Checklist
Sl.No Particulars Documents Required
Details of any sale of assets:
Please provide:
- Sale date, trade in documents
- Share – Sell contracts
    - Property – Contract, Settlement statement
     
4 Business Income Details of previous year Financials (Balance sheet,
Profit and loss & Cashflows) and tax audit report (if
applicable)
     
5 Deductions Please specify if any investment is made under:
    Bank FDR
    ELSS
    Housing Loan Repayment
    Mutual Funds
    Infrastructure Bond
    LIC Premium
    NSC & NSC Accrued Int
    NSS/ Jeevan Dhara
    Pension Fund
    PPF
    Tuition fees
    ULIP
    EPF/FPF/VPF
    National Pension Scheme
    Donations made (If any)
    Education loan repayment
    Medical insurance details
Others (If any)

In case Income taxable in India is above 50 Lakhs:

6 NRIs Please provide details of:
Movable property
     

Acknowledgement:

I, Mr. / Mrs. ____________________________________________________ son /

daughter of _________________________________ do hereby certify that the
information provided by me is true to the best of my knowledge

Place:

Date:

Signature of the Individual