𝑫𝒐𝒄𝒖𝒎𝒆𝒏𝒕𝒔 𝑹𝒆𝒒𝒖𝒊𝒓𝒆𝒅 𝒇𝒐𝒓 𝑰𝑻𝑹 𝑭𝑰𝑳𝑰𝑵𝑮

We request you to kindly submit your following details for filing Income Tax return.
1. In case of salary, Form 16 (Part A & Part B)
2. Capital gain statement in excel format (if any)
3. Profit and loss statement for F&O transactions In excel format (if any)
4. Details of any house property given on Rent. Details of home loan interest and principal repayment in case of loan for construction/purchase of that house property.
5. Details of profit or gains from business/profession (if any)
6. Details of any other source of Income during the year like interest income, dividend income, lottery income etc. (if any)
7. Any speculative income like Intraday trading, Hedging contract of Raw material/Stocks/commodity etc (if any)
8. Deduction details like Insurance Premium, Mediclaim, Tuition fees paid, investment in Mutual fund, Post office, Donations etc, NPS details, EPF/PPF details etc.
9. Income Tax Login credentials (If you don't want to share the login credentials please send us 26AS, AIS and TIS, previous year ITR copy and prefilled JSON of yours).
10. Bank account number and IFSC code (KYC should be completed)
11. Aadhar Card and PAN Card

Warm Regards,

TEAM CHARTERED ACCOUNTANTS
Beri R & Associates
(Registered with ICAI on 1st February, 2023)
E Block Pocket-5 House No.1,
Sector-16, Rohini, Delhi-110089
Phone:- 011-35000618
Email Id:- carajakberi1996@gmail.com
Website:- www.berir&associates.com