Please provide the following check list duly filled in and signed to the Tax Consultants for their

use

Check List for Income Tax Return - Financial Year 2012-13 Assessment Year 2013-14 REMARKS Sl. No.
1 Name: First Name

Employee No
2 Father's Name:

Must Provide Must Provide First Name

3 4 5

PAN No.: SEX: Date of Birth (in DD/MM/YYYY format):

Must Provide Must Provide Must Provide

Complete Postal Address with PIN code Must.:

Must Provide
7 8 9 10 11 Contact No. - Preffered Mobile No.: Email ID: Scan/xerox copy of PAN card: Scan/xerox copy of Form -16 Bank Account No MICR code, ( i.e. 9 digit no mentioned just after the cheque no.) . Pl attach a cancelled blank cheque for this purpose IFSC Code

Must Provide
Must Carry Must Carry

Must Provide Must Provide Must Provide

12 13

14 15 16

Address of the House Property for which Loan is taken.(Applicable only in case of Home Loan) Must Provide Investments (If not considered in the Form 16 Must Carry Income or from Housing Property, if Not considered in Form 16

Must Provide

17

Details of Interest Received or any other income earned if not Considered in Form 16 Must Provide

Signature of the Employee Emp No

Middle Name

Last Name

Middle Name

Last Name

INSTRUCTION MANNUAL
1

INSTRUCTION MANNUAL
Kindly arrange to attach the following along with the signed declaration form WITHOUT FAIL A. COPY OF FORM 16/SALARY CERTIFICATE B.COPY OF PAN-SELF ATTESTED C. ONE CANCELLED CHEQUE LEAF D. FORM 26AS, IF APPLICALBE (CHECK POINT NO.4 GIVEN BELOW) Please note to file the Income tax returns online, user ID & password need to be provided a. If already filed the online returns, kindly provide the user id and password. (User ID will be always PAN number. Pls check the user ID and password before declaring as to whether it is correct and working. Log on to www.incometaxindiaefiling.gov.in and go to login page to login and check the same. b. In case the returns has been filed but forgotten the password, then follow the below instructions to get thePAN password When is registered but you have forgot the Password then please send the mail from the ID of the Assessee as follows email ID to which mail to be sent validate@incometaxindia.gov.in Subject : Password Details to be mentioned in the mail PAN Name Date of Birth Fathers name (full name) Address Please note that the details furnished should be as per PAN & details provided at the time of filing the PAN. c. In case of first time online users, kindly follow below simple procedure to register and get the user ID and LOGIN details i. log on to www.incometaxindiaefiling.gov.in and go to Register Yourself ii. Select User type as "Individual" iii. Then enter basic details as asked for iv. Provide the details asked for and then give the password. Tip to have a strong password, kindly note that the password should be alphanumerical with one special character and use upper and lower case in case of alphabet. Surname: (Tip:1. kindly note the surname always starts with the 5th letter of the PAN Number. Eg: if the Assesse name is Rama Doddiah Hangal and pan number is AAAPD1111A, then surname will be Doddiah as the fifth letter of PAN number id "D", in case the PAN number allotted to you is AAAPH1111A, then the surname will be Hangal. You can also refer to PAN application form for the proper details if you have retained the copy of the same. Full Name as per PAN : (TIP 2: Go to homepage of www.incometaxindiaefiling.gov.in and select the tab "e-pay tax" appearing on the left hand side last item of the home page. Click confirm. Select Challan No.ITNS280. Then fill in the details which are star marked, SELECT Tax applicable as '0021, give any assessment year, select type of payment as self assessment tax, just provide any bank name in the list, & type the characters provided and then click on proceed, NOTE THE NAME AS PER THE PAN DATA. THEN YOU CAN COME BACK WITHOUT MAKING ANY PAYMENT....) i.Please note once the return is filed online, signed hardcopy of FORM ITR-V to be sent to the income tax department without fail within 120 days from the date of transmitting the data electronically.

ii. How to know when the data has been filed electronically. Note once the online return is filed by us, you shall get a mail within 4 to 5 working days and also an sms alert from the income tax department to your mobile. Hence, providing your mobile and email id(give your personal mail id please) is mandatory. If you get an email, then you can download the ITR V attached in the email by using the password -refer the instruction given in the mail received by you from Income tax department to open the file. EVEN IF YOU DO NOT GET ANY SMS ALERT OR EMIAL ID (Which will happen in rarest of rarest case, you can follow the below iiion point instruction atleast once in a week ,to check and iii. To download the still ITR-V form, Kindly log to www.incometaxindiaefiling.gov.in then LOG IN with your User ID (Usually your PAN number) and the password, refer tab Registered user? Login here on the home page Once logged in, kindly select the menu My Account and select My returns/form in the list given. Then Select A-yr as 2013-14 (for the year 1.4.12 to 31.3.13), and click on acknowledgment number Then download ITR-V/ACKNOWLEDGMENT XML by giving your pan and date of birth to open the file. (Password to open the file will be given in website itself.) Once the form has been downloaded, please take two sets printout, sign the same in the space provided and send one copy (original signed copy) to Income tax department with normal Ordinary post. Address and the last date to send the signed form is provided in the ITR -V form itself. You can retain the other set for your records. (Eg: if the Efiling Ack no. is 42074708021072012 then the date of filing will be 21st July, 2012 (refer last 8 digits of efiling Ack No.) Income tax return filing with the department is COMPLETE ONLY when you send the SIGNED ITR-V form to income tax department. You will also get an email/sms alert once the Income tax department receive the ITR signed return and process the same. You can also log on to your id in the income tax department website and download the ITR V-FORM, Receipt form department acknowledging the signed copy anytime. But, receipt and acknowledgment will reflect in the website once the department updates the website. Please note getting the mail from department for acknowledging the receipt of ITRV signed copy and uploading the website will take a couple of months as the department will be processing many returns. If you have not got any update on the same from department (after 90 days), Please note, some times form 26AS which reflects the TDS of the assesee might include interest income received from bank and TDS made @ 10% on the same. In that case, please note that apart from salary income, interest income should also be included and balance tax need to be paid if any. (refer example given below). Hence, it is advised, to view the form 26AS before providing the details to us to check any TDS has been made other than your salary income. (To view form 26as, log in www.incometaxindiaefling.gov.in by giving your user id and password, and refer the quick link provided on the left hand side of the home page once you log in. Click on View form 26as link and confirm. Once you confirm, the page will go the Traces home page and click on the link provided in the last. Select A-yr as (13-14 for the year 1.4.12 to 31.3.13) and click on view/download. Once you view the details, verify the tds with that of form 16 or salary certificate. If it is same, then do NOT take any If the Assessee is having housing property Income, then provide the following details: Self occupied Property: 1. Full address, state and PIN code, percentage of share of the assessee 2. Interest on borrowed capital - certificate from the bank which shows principal and interest amount (if the form 16 reflects the same, then certificate need not be provided) 3. If total pre-construction interest if it is there, then the date of final year in which consturction is completed. (Note: Pre-construction interest is claimed over a period of 5 years - 20% each year from the year of completion) Let out Property: 1. Full address, state and PIN code, percentage of share of the assessee. 2. Interest on borrowed capital - certificate from the bank which shows principal and interest amount (if the form 16 reflects the same, then certificate need not be provided) 3. If total pre-construction interest if it is there, then the date of final year in which consturction is completed. (Note: Pre-construction interest is claimed over a period of 5 years - 20% each year from the year of completion)

4. Copy of Municipal tax paid receipt during the year (1.4.12 to 31.3.13) 5. Annual rent details of each of the property (Note: If more than one property is let out, then separate details needs to be provided)
Form 26AS is the TDS details of the respective assessee which we import the details of the TDS, for filing the tax returns. Form 16 is company's certificate which reflects only TDS and salary details only, whereas Form 26AS is the online reflection of the same for the respective assessee which includes all the TDS done to a particular PAN and particular A-yr

Eg: if income other than salary is reflecting in TDS/form 26as Assume taxable salary as 4.5 Lacs and hence TDS done by your company on the same is Rs.25,750. Let us assume, in form 26AS, apart from 25,750 there is a TDS of Rs.7000 for the interest income of Rs.70,000 from one of the Bank Then your Tax will be as follows Taxable Salary Interest income TOTAL Tax on above income Add: Education cess @ 3% Total tax and cess payable Less: TDS made on salary and interest income as per form 26AS = 25750+7000) Balance tax payable (This difference is due to that, once the income exceeds 5Lacs, tax slab will be @ 20% and also, surcharge @ 3% will not be done by the bank for the tds amount). The balance amount needs to be paid by you, so as to file your tax returns online.

Amount in Rs.

450,000 70,000 520,000 34,000 1,020 35,020 32,750 2,270