Document checklists for Indian tax work
Practical lists of what to collect from clients, written by people who file these returns. Use them freely, or send them to clients in one click with Docflo.
Documents required for ITR-1 (Sahaj)
Complete list of documents needed to file ITR-1 for salaried individuals: Form 16, AIS, interest certificates, deduction proofs and bank details.
13 documentsDocuments required for ITR-2
ITR-2 document checklist for individuals and HUFs with capital gains, more than one house property or foreign assets.
11 documentsDocuments required for ITR-3 (business and profession)
ITR-3 checklist for proprietors and professionals: bank statements, books of account, GST returns, asset bills, loans and deduction proofs.
11 documentsDocuments required for ITR-4 (Sugam)
ITR-4 document checklist for presumptive income under sections 44AD, 44ADA and 44AE: turnover, bank balances, GST details and deductions.
8 documentsDocuments required for GST return filing
Monthly GST document checklist for GSTR-1 and GSTR-3B: sales invoices, purchase bills, credit notes, bank statements and e-way bills.
9 documentsDocuments required for GST registration
GST registration document list for proprietors, partnerships, LLPs and companies: PAN, address proof, bank details and authorisation.
9 documentsDocuments required for tax audit
Tax audit checklist under section 44AB: books of account, bank statements, fixed assets, loans, stock, GST and TDS records for Form 3CD.
11 documentsDocuments required for TDS return filing
TDS return checklist for Form 24Q and 26Q: deductee PAN, payment details, challans, salary data and lower deduction certificates.
7 documentsDocuments required for company annual ROC filing
Checklist for AOC-4 and MGT-7 filing by private limited companies: financial statements, minutes, shareholding, director KYC and DPT-3 data.
8 documentsDocuments a CA needs from a new client
Onboarding checklist for new clients of a CA firm: KYC, registrations, previous returns, login details and engagement letter.
8 documentsSend these checklists to clients automatically
Docflo sends the list on WhatsApp, collects the documents and reminds clients until everything is in.