DocumentsRequirementGuidelines.xlsx

7/21/2019 DocumentsRequirementGuidelines.xlsx

http://slidepdf.com/reader/full/documentsrequirementguidelinesxlsx 1/58

SL.NO. SECTION

1 10 (13A)

2 80D

3 80DD

4 80E5 80U

6 80C

7 80C

8 80C

9 80C

10 80C

11 80C

12 80C

13 80C

14 80C

15 80C

16 80C17 80C

18 80CCC

19 80CCD1

20 80CCG

21 24

22 24

23 192 (2)



Index

COMPONENTS

Hou! "!#$ A%%o&'#!

M!*'% I#u+'#!

M'*#$!#'#! ,M!*'% $+!'$-!#$ o H'#*'//! !/!#!#$

Eu'$*o# Lo'# I#$!+!$ !#!$M!*'% T+!'$-!#$ o+ P**'%% H'#*'//!

L*! I#u+'#! P+!-*u-

Pu%* /+o*!#$ u# (PP)

N'$*o#'% S'*# C!+$*'$! (NSC)

*! D!/o*$ *# ' S!u%! '#

U#*$ L*#! I#u+'#! P%'#

Mu$u'% u# , ELSS

I#+'$+u$u+! o#

C*%+!# Tu*$*o# !!

D!/o*$ u#!+ S!#*o+ C*$*:!# S'*# S!-!

*! ;+ T*-! D!/o*$ S!-! *# Po$ O<!

Su'#' S'-+** S!-!Hou*# P+*#*/%! *#%u*# "!*$+'$*o#, S$'-/ Du$

P!#*o# Po%*

NPS ( E$!+#'% I#!$-!#$)

"'=* G'#* E>u*$ S'*# S!-!

Lo o# S!%?Ou/*! ou! /+o/!+$ (Hou*# %o'# *#$!+!$)

Lo , I#o-! o# L!$ ou$ Hou! P+o/!+$ (Hou*# %o'# *#$!+!$)

P+!*ou E-/%o-!#$ D!$'*%



SHO"T CUT

H"A

80D

80DD

80E80U

80C

80C

80C

80C

80C

80C

80C

80C

80C

80C

80C80C

80CCC

80CCD1

80CCG

SEL

LETOUT

P"E@ EMP

http://var/www/apps/conversion/tmp/scratch_1/






























Section B Chapter VI A SECTION

1 Medical Insurance 80D

2 Medical Treatment for Handicapped Dependent 80DD

3 Interest on Education Loan 80E

4 Permanent Phsical Disa!ilit includin" #lindness 80$

Section C Section 80C/80CCE/80TTA SECTION

% Life Insurance & LI' 80'

( Pu!lic Pro)ident *und & PP* 80'+ ,ational -a)in"s 'ertificate & ,-' 80'

8 Infrastructure #onds & I#.,D 80'

/ Tution *ees & T* 80'

10 Mutual *und & M* 80'

11 Euit Lined -a)in"s -cheme & EL-- 80'

12 $nit Lined Insurance Plan & $LIP 80'

13 %&r !an fied deposits *Ds5 80'

14 -enior 'iti6en -a)in"s -cheme 2004 -'--5 80'

1% %&r post office time deposit P.TD5 scheme 80'

1( ,7#7D rural !onds 80'

1+ -uana -amridhdhi -cheme 80'

18 -tamp Dut 9 e"istration 'har"es 80'1/ Home Loan Principal epament 80'

20 Pension Polic & 80''' 80'''

21 a:i) ;andhi Euit -a)in"s -cheme 80'';

Section D Housing Loan Details SECTION

22 -elf .ccupied Propert 24

23 Let .ut Propert 24

AIN EN!



Depen"ents Eligi#le $or Ta% Bene$it

-elf< -pouse< 'hildren 9 Parents

-elf< -pouse< 'hildren< Parents< Dependant #rothers 9 -isters

-elf< -pouse 9 'hildren

-elf



-elf< -pouse 9 'hildren-elf

-elf

$pto 2 'hildren of an -elf

-elf

-elf


-elf

-elf

-elf

-elf

-elf

-elf -elf

-elf

-elf


-elf

-elf



Proof -u!mission ;uidelines for the financial ear 201%SECTION CO&ONENT &'OO( TO BE S!BITTED TA) BENE(IT

*0 +*,A-

ental 7"reement is mandator for rent amount "reater than 3000 per month

H'A Declaration $or $uture .onths to #e su#.itte"

Note

Declarations:

1)

2)

3)

4)

5)

6)

House 'entAllo1ance

.ri"inal ent eceipts one for each Month = >uarter = ear5 pertainin" tocurrent financial ear 7pr ?1% to Mar @1(5

Least of the !eloA is eempt forIncome TaB

ent eceipt should contain ent paid for the period ,ame and si"nature of landlord 'omplete address of the propert P7, of Landlord in case rent is C s8333=& per month5 Declaration form from the land lord is reuired incase P7, is una)aila!le

7ctual H7 earned ! the assesseefor the ear

ent paid minus 10 of #asic salar

40 of #asic or %0 of #asic in caseof Metro cities5

H7 !enefit Aill !e pro)ided from 1st 7pril 201% or Date of Foinin" Ahich e)eris later

AIN EN!

C%* !+! o+ "ENT "ECEIPT O"MAT(Mo#$%)

C%* !+! o+ "!#$ "!!*/$ o+-'$ (Co#o%*'$!)

C%* !+! o+ "ENT DECLA"ATION O"MAT o+ "!#$ /'* * %! $'# o+ !>u'% $o ".3000

C%* !+! o+ DECLA"ATION *# ASENCE o "ENTAL AG"EEMENT

NO PAN? L'#%o+ D!%'+'$*o#

H"A ? u$u+! /'-!#$ !%'+'$*o#



(LLO2IN3 2ILL BE DISALLO2ED

t 7"reement alone Aithout rent receipts

!sence of Landlord P7, or Declartion

oss on self&occupied propert is claimed for theme period and same cit< then H7 rent is

lloAed for the o)erlappin" period

ntenance and electricit char"es are not considered actual rent paid Aill !e considered




80D e"ical Insurance

eceipts should !e of the current financial ear onl 7pr?1% G Mar?1(5

.nl Premium amount is alloAed

Photocop of the receipt and insurance certificate issued ! theInsurance 'ompan Independent )oluntar Top up polic-elf< -pouse 9 'hildren5 taenfrom *HPL< proof need to !e su!mitted

Least of the premium paid or amountmentioned !eloA is eempt

Limited to s2%000=& In case ofIndi)idual< -pouse 9 'hildren MaTAo5

eceipt = 'ertificate should specif that !enefit eli"i!le u=s 80DMediclaim Insurance5

Limited to s2%000=& In case ofPolic is in the ,ame of *ather<

Mother and 7"e !eloA (0 ears

7dditional s%000=& #enefit If 7"e ismore than (0 ears

+I$ &arents e"ical Insurance is reco4ere" through Dell5 proo$ $orthe sa.e is not re6uire" an" ta% #ene$it 1ill #e gi4en as per the"e"uction .a"e through salar7-

Limited to s%%000=& In case ofIndi)idual< -pouse< 'hildren and anone parent a!o)e (0 ears

&re4enti4e heath chec up is allo1e" $or "e"uction upto 's 9500051ithin the o4erall "e"uction li.it

& Mode of pament should !e 'heue= DD& Pament should !e from Emploee

7ccount onl & Proposerof polic should !e Emploee: Bene$it 1ill #e gi4en on the #asis o$ ; Actual &roo$ ;Onl7: Bene$it 1ill #e gi4en i$ &olic7 is in the na.e o$ Sel$5 Spouse5Chil"ren5 (ather < other

AIN EN!



P'

(LLO2IN3 2ILL BE DISALLO2ED

ament mode is in 'ash< then it Aill !e disalloAed

e pament char"es and ser)ice ta Aill not ualif for!enefit

mploee is not the proposer of the Polic then it AilldisalloAed



Proof -u!mission ;uidelines for the financial ear 2SECTION CO&ONENT &'OO( TO BE S!BITTED TA) BENE(IT

80DD

Declarations:

1)

aintenance /e"ical treat.ento$ Han"icappe" "epen"ents

Photocop of certificate *orm & 10 I75issued !the competent medical authorit in a ;o)ernmentHospital specifin" the of disa!ilit

,o !enefit if disa!ilit is 40s+%000=& if disa!ilit is C 40 9 J80s12%000=& if disa!ilit is C80

-elf&declaration mentionin" amount spent ontreatment< trainin" or reha!ilitation of thehandicapped dependent or receipt of the amountpaid to LI'=$TI for the polic

Khere condition of disa!ilit reuires

reassessment< fresh certificate to !e o!tained afterits epir to continue claimin" the deduction

AIN EN!

C%* !+! o+ o+- 10IA



P'!

%&1(LLO2IN3 2ILL BE DISALLO2ED

m10 I7 is mandator< else !enefit Aill !e DisalloAed

m 10 I7 Aill not !e considered< if the epir date isore 01&7pr&201%

dicapped dependant in his indi)idual returns shouldure that he is not claimin" the !enefit u=s 80$




80E

,o cappin" of maimum limit

-aid loan is an Educational Loan and ualif for !enefit u=s 80E

E"ucation LoanInterest Bene$it

Eli"i!le if loan is a)ailed ! the emploee for self< spouse or childrenfor pursuin" hi"her education on or after 01&7pr&200+

Pro)isional certificate pertainin" to current financial ear onl 7pr ?1% G Mar ?1(5 from the #an = *inancial Institution specifin" thefolloAin"B

7ctual interest paid ! the emploee durin"the financial ear is alloAed in full as deduction

#rea up of principle and interest paid on the loan in the currentfinancial ear 7pr?1%GMar?1(5

& 7n ind of courses = education hi"her than -enior -econdarEamination are alloAed for self< spouse or children& .nl full time courses are alloAed for deduction

Interest paid for the first 8 ears on loans taen for Hi"her Educationsuch as En"ineerin" = Medical etc

AIN EN!



P'!

1(LLO2IN3 2ILL BE DISALLO2ED

tificate of pament due cannot !e considered asof of pament




80!

Declaration:

1)

e"ical Treat.ent $or&hisicall7 Han"icappe":

Onl7 Sel$

Photocop of certificate *orm & 10 I75issued ! thecompetent medical authorit in a ;o)ernment Hospitalspecifin" the of disa!ilit ,o !enefit if disa!ilit is 40

s+%000=& if disa!ilit is C 40 9 J80s12%000=& if disa!ilit is C80Khere condition of disa!ilit reuires reassessment< fresh

certificate to !e o!tained after its epir< to continueclaimin" the deduction

AIN EN!

C%* !+! o+ o+- 10IA



P'!

&1(LLO2IN3 2ILL BE DISALLO2ED

m10 I7 is mandator< else !enefit Aill !e DisalloAed

m 10 I7 Aill not !e considered< if the epir date isore 01&7pr&201%




80C Polic can !e in the name of indi)idual< spouse and children

Polic should specif that !enefit eli"i!le u=s 80'

Photocop of pre)ious ear receipts are reuired for future months< as proof

Declaration for future months to !e su!mitted

80C

Photocop of stamped challan Aith PP* pass!oo< or PP* pass!oo alone

Pu!lic Pro)ident fund should !e in the name of ind)idual< spouse or children

#enefit Aill !e !ased on 7ctual Proofs .nl

eceipts should !e of the current financial ear onl 7pr ?1% G Mar ?1(5

Li$e Insurance&re.iu.

Photocop of receipts issued ! the Insurance 'ompan< pertainin" to current financialear 7pr 1% & Mar 1(5

Maimum deduction is alloAed under -e80' includin" 80'''5 is s1%0000=&

Polic can !e from an appro)ed compan ! ID7Insurance e"ulator 9De)elopment 7uthorit5

&u#lic pro4i"ent$un" +&&(-

Maimum deduction is alloAed under thscheme is s1%0000=& per PP* 7ccoun




80C

,-' 'ertificate should !e in the name of indi)idual -elf onl5

80C

*D minimum period of % ears Aith a scheduled !an are eli"i!le for deduction

'ertificate should !e in the name of indi)idual -elf onl5

80C eceipt can !e in the name of indi)idual< spouse and children



80Ceceipt should !e in the name of indi)idual -elf onl5


.nl Ta sa)er Mutual *unds are eli"i!le for ta !enefit


80C #ond should !e in the name of indi)idual -elf onl5

Term should !e C J 3 ears

eceipt = #ond should specif that !enefit eli"i!le u=s 80'

80C


80C

'op of the eceipt=certificate issued ! the Post office

'ertificate should !e in the name of indi)idual -elf onl5

Time deposit for a period of % ears Aith a post office is eli"i!le for deduction

National Sa4ingsCerti$icate +NSC-

Photocop of receipts = certificates pertainin" to current financial ear onl 7pr 1% &Mar 1(5

Maimum deduction is alloAed un80' includin" 80'''5 is s1%00

(i%e" Deposit in aSche"ule" Ban

Photocop of the certificate = !ond issued ! the scheduled !an should !e of thecurrent financial ear onl 7pr 1% & Mar 1(5


*D 'ertificate should specif that !enefit eli"i!le u=s 80'= Ta -a)er If not specified<letter from the !an specifin" the eli"i!ilit u=s 80' is Mandator

!nit Line"Insurance &lan

Photocop of eceipts = -tatements pertainin" to current financial ear onl 7pr?1% GMar?1(5


utual (un" /

ELSS

Photocop of eceipts = -tatements pertainin" to current financial ear onl 7pr?1% GMar?1(5& -pecified funds onl

Maimum deduction is alloAed un

80' includin" 80'''5 is s1%00

In$rastructureBon"s

Photocop of eceipts = #ond pertainin" to current financial ear onl 7pr?1% GMar?1(5


Chil"ren Tuition(ees

Photocop of eceipts for tuition fees paid< pertainin" to current financial ear onl7pr?1% G Mar?1(5


Photocop of eceipts for term fees paid< pertainin" to current financial ear onl7pr?1% G Mar?1(5

.nl amount mentioned as @Tuition *ee? in the fee receipt Aill !e considered fordeduction

(i4e =r Ti.eDeposit Sche.e in

&ost O$$ice





80C

'op of the eceipt=certificate issued ! the Post office

Deposit in the name of Indi)idual< or an "irl child of that Indi)idual

#ond should !e of the current financial ear onl 7pr?1% G Mar?1(5

80C In case of Foint loan< declaration specifin" the of !enefit claimed ! the indi)idual

Declarations:

1)

Suan7aSa.ri"h"hi

Sche.e

Maimum deduction is alloAed under -ec80' includin" 80'''5 is s1%0000=&

Housing &rincipalinclu"ing

'egistration/Sta.p Dut7

Pro)isional certificate pertainin" to current financial ear 7pr 1% & Mar 1(5 Aith!reaup of interest and principle from the Housin" *inance 'ompan = #an

Maimum deduction is alloAed under -ec80' includin" 80'''5 is s1%0000=&

Photocop of -ale Deed and -tamp Dut Paid eceipt pertainin" to current financialear 7pr 1% & Mar 1(5

AIN EN!

u$u+! /'-!#$ !%'+'$*o#



P'

LLO2IN3 2ILL BE DISALLO2ED

e pament fees Aill not !e considered

c taen other than -elf< -pouse 9 'hildren Aill !elloAed

ure period !enefits Aill not !e pro)ided< ifaration = pre)ious ear receipts is not su!mitted

s!oo is mandatorure Pament declaration Aill !e disalloAed



LLO2IN3 2ILL BE DISALLO2ED

m less than 3 ears is not eli"i!le for !enefit

)ious ear certificates do not ualifure Pament declaration Aill !e disalloAed

rtificates in the name of spouse< children andents are disalloAed


ment eceipts or cop of cheue alone does not

nstitute as proof Photocop of certificate = !ond isndator

ure Pament declaration Aill !e disalloAed

ure period !enefits Aill not !e pro)ided< ifclaration is not su!mitted


ure period !enefits Aill not !e pro)ided< ifclaration is not su!mitted


nations< 'apitation fees< 'omputer fees< $niform< -ports fee etc< are not alloAed

ure period !enefits Aill not !e pro)ided< if futureclaration is not su!mitted

rtificates in the name of spouse< children andents are disalloAedure Pament declaration Aill !e disalloAed






80CCC &ension &olic7

Polic can !e in the name of indi)idual< spouse and children

Polic should specif that !enefit eli"i!le u=s 80''' Pension5

Photocop of pre)ious ear receipts are reuired for future months< as proof


Declarations:

1)

Photocop of receipts issued ! the Insurance 'ompan< pertainin" to currentfinancial ear 7pr ?1% G Mar ?1(5

Maimum deduction is alloAedunder -ec&80' includin"80'''5 is s1%0000=&

Polic can !e from an appro)ed compan ! ID7Insurance e"ulator 9De)elopment 7uthorit5

AIN EN!

u$u+! /'-!#$ !%'+'$*o#



P'!


e pament fees Aill not !e considered

c for parents are disalloAed

ure period !enefits Aill not !e pro)ided< if declaratione)ious ear receipts is not su!mitted



P'!

Proof -u!mission ;uidelines fECTION CO&ONENT &'OO( TO BE S!BITTED

N&S + Outsi"e Dell-80CCD+*- < 80

CCD+*B-

In)estment should !e for the 'urrent * 7pril1% to Mar1( < 7ppropriate Proof fromrespecti)e authorit

AIN EN!



P'!

the financial ear 201%&1() BENE(IT (OLLO2IN3 2ILL BE DISALLO2ED

aimum !enefit s1%0000=& up to s100000 $=s'D15< 7dditional #enefit s%0000=& $=s 80''D1!55



Proof -u!mission ;uidelines for the financial ear SECTION CO&ONENT &'OO( TO BE S!BITTED TA) BENE(IT

80CC3'a>i4 3an"hi

E6uit7 Sa4ings

Sche.e

'opies of 79# 7 The Demat account Aith the details of in)estments made in1-hares "i)en under #-E1002-hares "i)en in ',1003-hares of ,a)ratnas< Maharatnas and Miniratnas companies4*olloA on pu!lic offers of a!o)e companies%IP.intial pu!lic offers5 of P-$s(Mutual funds Aho has in)ested in a!o)e fi)e tpe of shares shoAn a!o)e+ET* echan"e traded funds 5 in)ested mone onl in 1&% sr num!er shoAna!o)e<

# 'op of *orm 7 & declaration to !e su!mitted ! depositor participant< or copof *orm # &declaration to !e su!mitted ! the neA retail in)estor

7mount of deduction is at %0 of amount ishares HoAe)er< the amount of deductioncannot eceed s 2%<000

The assessee is a neA retail in)estor & a5 has not opened a demat account and has transactions in the deri)ati)e se"ment as o

notification of the -chemeN!5 an indi)idual Aho has opened a demanotification of the -cheme !ut has not madin the euit se"ment or the deri)ati)e se"notification of the -cheme<

AIN EN!






?@

Declarations:

1)

2)

Loss on Sel$:Occupie"house propert7 +Housing

loan interest-

Pro)isional certificate pertainin" to current financial ear7pr ?1% G Mar ?1(5 Aith !reaup of interest andprinciple from the Housin" *inance 'ompan = #an

'apped to a maimum of s200000=& onl ieTotal amount alloAed for a propert iss200000=&

In case of Foint loan< declaration specifin" the of!enefit claimed ! the indi)idual

Loan taen !efore 01=04=1///< interest restrictedto s30000=&

Housin" Loan interest taen for reno)ation=repairsrestricted to s30000=&

Possession Letter from #uilder = 'ompletion certificatefrom Municipal authorit reuired< if possession is afterproof cut&off date

If propert is not occupied Aithin 3 ears of loan

sanction date< !enefit is restricted to s30000=&

&ossession Letter $ro. Buil"er or through sel$"eclaration $ro. the e.plo7ee is .an"ator7 as perIT circular no 8/?0*?5 "ate" 9th Octo#er ?0*?

Pre&EMI interest EMI paid !efore occupation ofthe house5 is deducti!le in % eual installmentsstartin" from the ear Ahen the construction iscompleted or propert is acuired

AIN EN!

C%* !+! o+ Bo*#$ o&#!+ !%'+'$*o#

C%* !+! o+ S!% !%'+'$*o# o+ /o!*o# o Hou! /+o/!+$

C*+(u%'+ #o 8 2012Po!*o# L!$$!+.BPG






elf&occupied !enefit and H7 is claimed for theme period< in the same cit< then H7 !enefit isalloAed for the o)erlappin" period

statement shoAin" onl EMI deduction Aill !ealloAed

rest !enefit cannot !e claimed< unless the propert

possession on or !efore 31&Mar&201(

one self occupied propert is considered for taefit on interest paid If multiple properties< claim onlunder self&occupied and the rest under let&out



Proof -u!mission ;uidelines for the financial eaSECTION CO&ONENT &'OO( TO BE S!BITTED TA) BENE(IT

?@

,o cap on maimum amount

'omputation of Loss = Income as per rule is mandator

Declarations:

1)

2)

Loss / Inco.e on

Let out House&ropert7 +Housing

loan interest-

Pro)isional certificate pertainin" to current financial ear 7pr ?1% GMar ?1(5 Aith !reaup of interest and principle from the Housin"*inance 'ompan = #an

In case of a propert and housin" loan in a Foint name< declarationspecifin" the of !enefit claimed ! the indi)idual

If the loan is a)ailed for housereno)ation purpose< then the!enefit Aould !e restricted to

s30<000=& per annum

If the premises is left )acant = occupied ! famil< as per -ection23 15c5< ,otional ental Income has to !e arri)ed and then< the net losshas to !e arri)ed

Loan taen !efore 01=04=1///<interest restricted to s30000=&

,otional rent to !e taen as municipal )aluation or the rent Ahichsimilar propert in the same localit Aould fetch< Ahiche)er is hi"herHoAe)er< if standard rent is fied for the propert< then notional rentcannot eceed the standard rent

I$ the e.plo7er is not satis$ie" 1ith the rent "eclare" #7 thee.plo7ee5 on re6uest #asis e.plo7ee has to pro"uce CACerti$icate on Loss $ro. H& calculation

AIN EN!

C%* !+! o+ Bo*#$ o&#!+ !%'+'$*o#

C%* !+! o+ S!% !%'+'$*o# o+ /o!*o# o Hou! /+o/!+$





P'!

01%&1(LLO2IN3 2ILL BE DISALLO2ED

statement shoAin" onl EMI deduction Aill !elloAed

rest !enefit cannot !e claimed< unless the propert is insession on or !efore 31&Mar&201(

mputation of net loss Aithout considerin" ,otional entalme Aill !e disalloAed



P'!

Proof -u!mission ;uidelines for the financial ear 201%&1(




Pre)ious Emploment Details2ho is eligi#le

2hat is consi"ere" as &re4ious E.plo7er Inco.e

2hat is the proce"ure $or Inter Entit7 Trans$er

&roo$ to #e su#.itte"

Ta% Treat.ent

As per circular (NoS2/0/0,/?00?:DIT+S-:8 "ate" *,/@/0@ issue" #7 the Directorate o$ Inco.e Ta% +S7ste.s-

Emploees Aho has Aored in an other compan !efore :oinin" the current compan< Aithin the financial ear 7pr ?1% G Mar ?1(5 and Ahose Date of Foinin"

The Income after -ec 10 eemption is considered as Pre)ious Emploer Income This includes all earnin"s earned till the Date of lea)in" for the current finanncludin" peruisites after deductin" section 10 eemptions

n case o$ a trans$er 1ithin Dell Entities in (= ?0*9:?0*5The inco.e "etails pertaining to pre4ious entit7 nee" not #e su#.itte" on &OI as this "ata#7 us as per pa7roll recor"s

&hotocop7 of *orm 1( or Ta computation sheet< affied Aith seal 9 si"nature or Di"ital -i"nature from the pre)ious emploer alon" Aith a declaration in

2 The Income after -ec 10 eemption< Professional Ta = Pro)ident *und= OP* and Income ta deducted< Aill !e considered alon" Aith the current emplomor the ear 201%&201(

3 Khere the pre)ious emploer has "ranted Deduction?s for In)estments made< including Housing Loan interest deduction / Other Income reported G proofcurrent emploer alon" Aith the P.I

Pre)ious emploment income< as per supportin"< Aill !e accounted for computin" the ta lia!ilit for the ear Khile "eneratin" the *orm1(< the pre)ious empreatment is supported ! the !eloA circular from the IT department ou are epected to consolidate multiple emploment details< Ahile filin" our indi)idual r

Section 192(2) of Income Tax ct! 19"1 allo#s an emplo$ee #ho had more than one emplo$er in financial $ear to furnish details of his salaries and T%S from 12'(supported $ releant proofs) to the second emplo$er for the purpose of deduction of correct tax at source $ the second emplo$er* The releant proisiosecond emplo$er ma$ deduct tax at source at a lo#er rate and enclose &orm 12' #ith his T%S returns* t present! in the T%S return for salar$ i*e* &orm ,o*2particulars of salar$ receied/tax deducted $ the preious emplo$er* .reiousl$! the deductors used to furnish these details as a footnote in the T%S return* Helectronic T%S return! as data structure does not support proision of an$ footnote*The matter #as referred to the '%T* The '%T has clarified that such pr

In cases of emplo$ees #ith more than one emplo$er in a financial $ear! the deductor need to disclose onl$ the salar$ paid and T%S made $ him in the &orm amounts to deduction at a lo#er rate! then he can mention the #ords 12' in the 3emar4s column of &orm 2-0 and

5nclose &orm 12' along #ith &orm 26! #hich the deductor is re+uired to file along #ith his e7T%S return*




ollo1ing 1ill #e "isallo1e"

5 .nl *orm 12# su!mitted Aill not !e considered 35 Ta computation Aith pro:ections Aill not !e considered%5 Pre)ious ear Ta computatio

5 .nl paslips Aill not !e considered 45 Ta computations of the current ear onl Aill !e considered

Declarations:

1)

The circular clearl states that onl current emploer?s income and ta details should !e shoAn in *orm 24 -ince *orm 24 is an a""re"ation of *orm 1(s issued< *ormmploer?s income and ta HoAe)er< Ahile computin" the ta lia!ilit for the full ear< the pre)ious emploment income and ta Aill !e accounted for

AIN EN!

C%* !+! o+ o+- 12A o+-'$ '# ANNEU"E



P'!



ril 201%

m 7pr ?1% onAards5

onsi"ere" auto.aticall7

to arri)e at net ta lia!ilit

!e re&su!mitted to the

ls Aill !e remo)ed This

lo$er in &ormhat in such a case! thecolumn for furnishing ofcannot e done ine resoled as under0

d $ him* In case this



P'

ll not !e considered

Aill displa onl the current



FORMAT TO BE USED FOR MONTHLY RENT PAYMENT

MONTHLY RENT REEIPT

Land Lord PAN:

No$!?T* * $o +*# $o ou+ #o$*! $'$ $! CDT *! C*+u%'+ No 8,2013 '$! 10,10,2013 ' -'! *$ -'#'$o+ o+ $!

!-/%o!!F %'*-*# !!-/$*o# *# +!/!$ o Hou! "!#$ A%%o&'#!F $o +!/o+$ PAN o $! %'#%o+ $o !-/%o!+ *# '! +!#$/'-!#$ $o $! %'#%o+ !!! ".8332,? /- o+ !%'+'$*o# *#! %'#%o+ * PAN * #o$ ''*%'%!

Recei!ed Rs"#########$% &In 'ords############################################(

)ro% Mr" * Ms" ########################################################residin+ at

############################################################################

############################################################################

############################################################################

to,ards rent )or t-e %ont- o) ############

Date:

Place:

Land Lord Na%e:

Land Lord Address:

Landlord Si+nat.re



FORMAT TO BE USED FOR ONSOLIDATED RENT PAID FOR A SPEIFIED PERIOD

ONSOLIDATED RENT REEIPT

Land Lord PAN:

No$!?T* * $o +*# $o ou+ #o$*! $'$ $! CDT *! C*+u%'+ No 8,2013 '$! 10,10,2013 ' -'! *$ -'#'$o+ o+ $!

!-/%o!!F %'*-*# !!-/$*o# *# +!/!$ o Hou! "!#$ A%%o&'#!F $o +!/o+$ PAN o $! %'#%o+ $o !-/%o!+ *# '! +!#$/'-!#$ $o $! %'#%o+ !!! ".8332,? /- o+ !%'+'$*o# *#! %'#%o+ * PAN * #o$ ''*%'%!

Recei!ed Rs" &R.$ees (

)ro% Mr" ###############################################residin+ at

###############################

############################################################################

############################################################################

%ont- is Rs" #########

Date:

Place:

Land Lord Na%e:

Land Lord Address:

Landlord Si+nat.re

to,ards RENT )or t-e $eriod FROM ########### TO ################,-ere rent $er



Declaration o) Rent $aid

(for the amount of rent paid less than Rs.3000/- per month)

/ ########################################################### -ere01 declare t-at

a% $a1in+ Rent o) Rs"####### &in ,ords##########################################(

$er %ont- to t-e address########################################################

############################################################################

#################################################at ,-ere I a% sta1in+ )or as Tenant"

M1 Ho.se o,ner2s na%e and address are +i!en 0elo,3

S*#'$u+!

E-/%o!! N'-!

'! No.

PAN No

Landlord2s Na%e:#########################Address:44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444







TO 'HOM SO E5ER IT MAY ONERN

Declaration )or t-e 1ear 678948 in a0sence o) RENTAL

'!

N'-!

PAN

-!#$*o#! !%o&F I '%o !%'+! $'$ I o #o$ '! '# "!#$'% A+!!-!#$ &*$ -

' -!#$*o#! !%o&) o+ - $!#'# P!+*o. I &*%% ! /!+o#'%% +!/o#*%! o+ '#

*u! '+**# o+ - "!#$'% P'ou$ $o - L'#%o+.

N'-! o $! L'#%o+

I !+! !%'+! $'$ I '- /'*# Rs"######## P!+ -o#$ ' "!#$ o+ $!



A;REEMENT

L'#%o+ (#'-!

I#o-! T' +!%'$!

E%$lo1ee Si+nat.re

D'$!

ou! '+!



TO 'HOM SO E5ER IT MAY ONERN

Declaration )ro% LAND LORD in a0sence o) PAN4

I !+! !%'+! $'$ I '- +!!**# "./- ' "!#$ +o- M+.

(T!#'#$) '# I o #o$ '! PAN Iu! I#o-! T' D!/'+$-!#

Na%e o) t-e Landlord:

Address o) Landlord





Sel) declaration )or $ossession o) Ho.se $ro$ert1 &A$$lica0le i) -o.sin+ loan interest *$rinci$al ded.ction 0ene<t is clai%ed

T* * $o !%'+! $'$ I ..F

'! '*#! $! o&#!+*/, /o!*o# o - ou! /+o/!+$ %o'$! '$ $! o%%o&*# '+!

o# (DD,MM,;;;;).

A+!

....

..

Lo'# L!#!+, '# N'-! ..

Lo'# S'#$*o# D'$! ..

D'$! S*#'$u+!

No$! S!$*o# 24() o $! A$ '%%o& !u$*o# +o- *#o-! +o- ou! /+o/!+$ o# *#$!+!$ o

(*) $! !u$*o# * '%%o&! o#% *# '! o ou! /+o/!+$ &* * o&#! '# *# $! ou/'$*o+!*!#!. Ho&!!+F * *$ * #o$ '$u'%% ou/*! $! !-/%o!! *# *!& o * /%'! o $! !-+!*!#! *# $'$ o$!+ /%'! ou% #o$ ! *# ' u*%*# !%o#*# $o *-.

(*) T! ou! o '>u*+! o+ o#$+u$! ou% ! o-/%!$! &*$*#3 !'+ +o- $! !# o $H!#! *$ * #!!'+ o+ $! DDO $o '! $! o-/%!$*o# !+$*'$! o $! ou! /+o/!+$ ''+o- $! u*%!+ o+ $+ou !%?!%'+'$*o# +o- $! !-/%o!!.



Ho.sin+ Loan >oint O,ner2s declaration

E%$lo1ee ID

E%$lo1ee Na%e

Ho.sin+ Loan A*c NoBan? Na%e

Address o) t-e Pro$ert1

I F !+! !%'+! $'$ $! 'o! Hou*# Lo'# $'$ I '! ''*%! * *# $!

Bo*#$ #'-! &*$ &o * -. T! EMI * !*# /'* u

I# !%o& -!#$*o#! /'$$!+#

I declare that the above details furnished are correct to the best of my knowledge and will be personally responsible for any Income Tax related issues arising out of this declaration in the future

T! D!$'*% '+! *!# !%o&

N'-! o O&#!+

o EMI *$+*u$*o#

________________________________ ____________________________

(Signature of the employee) (Signature of the C !

( PAN o CO OJNE") %ate&





FORM NO"86B

See r.le 6A

For% )or ).rnis-in+ details o) inco%e

N'-! '# A+! o $! !-/%o!!

P!+-'#!#$ Aou#$ No"!*!#$*'% S$'$u

1 2 3 4 5 6

IF .. o !+! !%'+! $'$ &'$ * $'$! 'o! * $+u! $o $! !$ -

@!+*! $o'F T! ' o..

P%'!

S!+*'%Nu-!+

N'-! '#'+! o

!-/%o!+()

TAN o $!!-/%o!+() ''%%o$! $!

ITO

P!+-'#!#$'ou#$ #u-!+

o $!!-/%o!+()

P!+*o o!-/%o-!#$

P'+$*u%'+ o/'* o+ u! $o

To$'% '-ou#$o '%'+'-ou#$

+!>u*+! $o !o&# *#

o%u-# 7 '#8



.nder section 8@6&6( )or t-e 1ear endin+ 8st Marc-

"!-'+

7 8 9 10 11 12

S*#'$u+! o $! !-/%o!!

5eri<cation

o&%!! '# !%*!.

S*#'$u+! o $! !-/%o!!

'%'+ ' !#! *# S!$*o# 17F! /'* $o $! !-/%o!! u+*#

$! !'+

To$'% oo%u-# 6F 7

'# 8

A-ou#$!u$! *#

+!/!$ o %*!*#u+'#!/+!-*u-F

/+o*!#$ u#o#$+*u$*o#F!$.F $o &*

!$*o# 88

'//%*! (G*!!$'*%)

To$'%'-ou#$ o

$'!u$!u+*# $!

!'+(!#%o!

!+$*'$!*u!

u#!+!$*o#

203)

To$'% '-ou#$ oou! +!#$'%%o&'#!F

o#!'#!'%%o&'#! '#o$!+

'%%o&'#! $o$! !$!#$

'+!'%! $o$' (!! !$*o#

10(13A)+!'&*$ +u%! 2A '#

!$*o#10(14)

@'%u! o/!+>u**$!

'# '-ou#$ o'+!$*o# $o!-/%o!!

/+o*!#$ u#'ou#$ (*!!$'*% *# $!

A##!u+!)



Partic.lars o) !al.e o) $erC.isites and a%o.nt o) accretion to e%$lo1ee2s $ro!i

N'-! '# A+! o $! !-/%o!!

P!+-'#!#$ Aou#$ No.. P

J!+! 'o--o'$*o# * u+#*!

1 2 3 4 5 6

N'-! o$!

E-/%o!!

TAN,PANo $!

!-/%o!+

@'%u! o +!#$ +!! 'o--o'$*o# o+ '%u! o '# o#!*o# */+o*! $! !-/%o!+ ( *! '* o o-/u$'$*o#)(

J!+!'o--o'$*o# *u#u+#*!

@'%u! ' *'o--o'$

*o# *u#u+#*!

Co$ o u+#*$u+!(*#%u*# $!%!**o#

!$F+'*o !$F+!+*!+'$o+F o$!+

ou!o% '//%*'#!'# '*+?o#*$*o#*#

/%'#$ o+ !>u*/-!#$ O"*+! '+!F * *+!+o- ' $*+ /'+$)

P!+>u**$!'%u! ou+#*$u+!(10 *

o%u-# 5 )O" '$u'%

*+! '+!/''%!



ANNEURE &FORM 86B(

KS!! o%u-# 8 o o+- No.12

ent ).nd acco.nt

!+*o ;!'+ !#*# 31$ M'+.

7 8 9 10 11 12

# +!#$ o+ $! 'o--o'$*o#!! +u%! 3 (') '# 3 ()

J!$!+ '#o#!'#! ' !!#

/+o*! $!!-/%o!+ +!! o+ '$ 'o#!*o#'% +'$! o+

J!+! $! !-/%o!! *'%%o&! $! u! o o#!

o+ -o+! -o$o+ '+o&#! o+ *+! $!!-/%o!+ !$*-'$!'%u! o /!+>u**$!(*! !$'*% ) KS!!

+u%! 3()

"!-u#!+'$*o#/'* !-/%o!+

o+ o-!$*'# ,o+ /!+o#'%!+*! /+o*!$o $! !-/%o!! (*! !$'*%) KS!!

+u%! 3()

@'%u! o +!! o+o#!*o#'%/''! o#

o-! %!'! '#o$!+ $+'!%%*#$o $! !$!#$'+!'%! $o

$' (*!!$'*%)KS!! +u%!

2 +!' &*$!$*o# 10(5)(11)

"!#$F *'#F /'*

!-/%o!!

@'%u! o/!+>u**$!(o%u-# 3

-*#uo%u-# 8o+ o%u-#7 -*#u

o%u-# 8)' -' !'//%*'%!

To$'% oo%u-#4 '# 6



13 14 15 16

..

S*#'$u+! o $! !-/%o!!

E$*-'$! '%u! o'# o$!+ !#!$ o+'-!#*$ /+o*! $! !-/%o!+F +!! o

o$ o+ '$o#!*o#'% +'$! #o$

*#%u! *# $!/+!!*# o%u-#(*! !$'*%)F !..

u//% o 'F!%!$+**$ o+ &'$!+ o+ou!o%

o#u-/$*o#F +!!!u'$*o#'% '*%*$*!F$+'#/o+$ o+ '-*%F

!$F KS!! +u%!3()F3(!) '# 3 ()

E-/%o!+o#$+*u$*o# $o

+!o#*!/+o*!#$ u# *#!! o 12o$! !-/%o!!

'%'+ KS!!S!u%! 1@?

/'+$ A

I#$!+!$ +!*$!$o $! '!!!

'ou#$ *#+!o#*!

/+o*!#$ u# *#!! o $!

+'$! ! $!!#$+'%

Go!+#-!#$

KS!! S!!u%!1@?P'+$ A

To$'% oo%u-# 9

$o 15'++*! $oo%u-# 8o o+-No.12



DELARATION FOR PREMIUMS FALLIN; DUE AFTER PROOF UT OFF

E%$ ode: Na%e:

Sl"No Ho.se Rent Mont- D.e Date

8

6

Sl"No Polic1 4 7 Pension Polic1 Polic1 No D.e Date

8

6

Sl"No Li)e ins.rance Pre%i.% Polic1 No D.e Date

8

6

=

Sl"No Unit Lin?ed ins.rance $lan Polic1 No D.e Date

8

6

Sl"No M.t.al F.nd * ELSS Polic1 No D.e Date8

6

Sl"No -ildren T.ition )ees Na%e o) t-e c-ild D.e Date

8

6

E%$lo1ee Declaration

Si+nat.re: Date:

'iven below are the details of premiumsee*s that are due for payment after the proof cuto+ da

before the -nancial year.end /012.134 5lease consider these premiumsees payable for the taxinancial 6ear /012.134

Note: 8( !#!$ &ou% ! !$!#! o#% o# u-**o# o $* o+- o+ '# /+!-*u- '%%*# u2) T* D!%'+'$*o# '//%*'%! o+ Po%*,I#!$-!#$ o#! /!+*o POI u$o '$!

I !+! !%'+! $'$ $! *#o+-'$*o# /+o*! 'o! * $+u! '# o++!$ '# &*%% ! o%!% +!/o'+**# ou$ o #o#?/'-!#$ o $! 'o! /+!-*u-,!! !o+! 31$ M'+ 2016.



ATE

A%o.nt

A%o.nt

A%o.nt

A%o.nt

A%o.nt

A%o.nt

, but they are payable

ne-t in the current

'$!+ $! /+oo u$o '$!.

*%! o+ '# *$u'$*o#



FORM NO. 10-IA

[See sub-rule (2) of rule 11A]

Certificate of te !e"ical autorit# for certif#i$% &'erso$ it "isabilit#* &se+ere

"isabilit#* &autis!* &cerebral 'als# a$" &!ulti'le "isabilit# for 'ur'oses of sectio$

,0 a$" sectio$ ,0

Certificate No.

ate /

is is to certif# tat SriS!t.Ms. so$"au%ter o

Sri* a%e #ears!alefe!al

resi"i$% at* Re%istratio$ No.is a

it "isabilit#se+ere "isabilit#3 sufferi$% fro! autis!cerebral 'als#!ulti'le "isabilit#3.

2. is co$"itio$ is 'ro%ressi+e$o$-'ro%ressi+eli4el# to i!'ro+e$ot li4el# to i!'ro+e3.

5. Reassess!e$t is reco!!e$"e"$ot reco!!e$"e" after a 'erio" of!o$ts

(Neurolo%ist6e"iatric Neurolo%istCi+il Sur

Na!e /

A""ress of I$stitutio$7o+er$!e$t os'ital /

____________________________________

____________________________________

8ualificatio$"esi%$atio$ of s'ecialist /

S9A:

Si%$atureu!b i!'ressio$3 of te 'atie$t

Note : *Strike out whichever is not applicable.



f

3

'erso$

#ears3.

S"-

eo$Cief Me"ical Officer3)

Date post:	05-Mar-2016
Category:	Documents
Upload:	amitukumar
View:	219 times
Download:	0 times