Checklists / ITR (business)
ITR checklist for business Clients
| Document | Required |
|---|---|
| PAN card of the business | Yes |
| Books of accounts | Yes |
| Bank statements, all business accounts (full financial year) | Yes |
| GST returns | If registered for GST |
| Sales and purchase registers | Yes |
| Expense bills | If claiming the expense |
| Loan statements | If the business has loans |
| Fixed asset purchase invoices | If assets were bought |
| TDS certificates (Form 16A) | If TDS was deducted |
| Capital account statement | For proprietors and partners |
| Previous year ITR | If the practice does not hold it |
Ask only for what the return needs. Collecting less is the simplest DPDP habit.
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