Collect ITR documents from every client, before the deadline
For tax consultants who file hundreds of returns between June and July and need every client's Form 16, AIS and deduction proofs without a hundred follow-up calls.
Start free
Sound familiar?
- Form 16s arrive in July, investment proofs in August, and the deadline does not move.
- Clients send photos of documents that cannot be read.
- Every year starts with asking for the same PAN, Aadhaar and bank details again.
Season-ready in a day
Import last year's client list and send the ITR checklist to everyone in one bulk request.
Readable documents only
Blurry and cropped photos are caught instantly and the client is asked to resend.
One-time documents stay on file
PAN, Aadhaar and bank details are kept in the client's folder, so you never ask twice.
Ready-made checklists
Use these lists as they are, or send them to clients straight from 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.
Documents required for ITR-2
ITR-2 document checklist for individuals and HUFs with capital gains, more than one house property or foreign assets.
Documents 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.
Stop chasing documents this month.
Set up in ten minutes. Free for your first 15 clients, no card needed.