Please go through the following checklist before you visit our office. Not every category will apply to you, so just pick those that do, and make sure you have that information available before you visit our office. You will certainly save a lot of time by organizing your information beforehand.

• 1. Print this article.
• 2. Collect all details that is relevant to you
• 3. If you know a few details by-heart fill them
• 4. Then, visit the branch

About yourself

• 1. Name
• 2. Father'S Name
• 3. DATE OF BIRTH
• 4. SEX
• 5. ADDRESS
• 6. MOBILE #
• 7. LANDLINE #
• 8. E-MAIL ID
• 9. PAN NO:
• 10. PHYSICALLY CHALLENGED?

About your Income

• 1. Do you have SALARY INCOME?
• IF YES:
• Please keep your Form-16 ready for the Interview

• 2. Do you have RENTAL INCOME?
• IF YES:
• a. What is the amount of Rent received last year?
• b. Amount of Property Tax paid?
• c. Amount of Water Tax paid?

• 2. Do you have RENTAL INCOME?
• IF YES:
• a. What is the amount of Rent received last year?
• b. Amount of Property Tax paid?
• c. Amount of Water Tax paid?

• 3. Do you have INTEREST INCOME?
• IF YES:
• a. Amount of Interest earned?
• b. Amount of Expenses on earning Interest?

• 4. Have you SOLD A PROPERTY last year?
• IF YES:
• a. Sale Value of the property?
• b. Amount of Expenses in connection with the sale?
• c. Purchase Value of the property?
• d. Date of Purchase?
• e. Amount of money spent on the property after purchase?
• f. Date of spending such money.

• 5. Have you SOLD ANY SHARES/BONDS/SECURITIES last year?
• IF YES:
• a. Sale value
• b. Purchase Value
• c. Purchase date

• NOTE: If you have more than 10 sale transactions, Please keep an excel sheet detailing the transactions. Your tax expert might ask you to email those details.

About your Loans

• 1. Have you picked a Housing Loan?
• IF YES:
• a. Keep the Interest/Principle repayment statement ready.
• b. If you have taken a loan to book a flat or construct a house, what was the interest paid before occupying the flat?

• 2. Have you picked an Educational Loan?
• IF YES:
• Keep the Repayment statements handy for the Interview.

About your Expenses

• 1. Have you spent on a Mediclaim Policy?
• IF YES:
• Premium Amount?

• 2. Have you donated to a Institution qualifying u/s 80G?
• IF YES:
• Amount of Donation?

• 3. Have you spent on the maintenance of a handicapped dependant?
• IF YES:
• Amount of Expenses?

• 3. Have you spent on the maintenance of a handicapped dependant?
• IF YES:
• Amount of Expenses?

• 4. Have you donated to any political party?
• IF YES:
• Amount donated?

• 5. Have you spent on Tuition fees to your children?
• IF YES:
• Amount spent?

About your Investments

• 1. Have you invested in Insurance?
• IF YES:
• Investment amount?

• 2. Have you invested in PPF?
• IF YES:
• Investment amount?

• 3. Have you invested in Fixed Deposits?
• IF YES:
• Tenure and amount of Investment?

About your previous Tax Payments

• 1. Has you Banker, Tenant deducted taxes on your payment?
• IF YES:
• Obtain Form 16-A from the deductor

• 2. Have you paid any taxes in Advance?
• IF YES:
• Advance Tax Challans

Bank Details

• 1. BANK NAME
• 2. BRANCH
• 3. BSR CODE OF THE BRANCH
• 4. MICR CODE