Preparation Guidelines for Your Tax Consultation
Thank you for choosing SaveMyTaxes.in! To ensure we make the most of our time together, please review the following preparation guidelines and have the applicable documents ready before your meeting.
Based on the service you have selected, kindly prepare the relevant documents from the list below:
Salary / House Rent / Pension
- Form 16: Your most recent copy
- Salary Slips: Recent pay slips for verification
- House Rent Receipts: If you claim deductions on rent
- Pension Details: Any pension statements or certificates
Capital Gains (Securities)
- Transaction Records: Statements showing purchase and sale details
- Annual Trading Statement: Summary of your trading activity
- Dividend Statements: (If applicable)
Capital Gains (Real Estate)
- Property Documents: Sale and purchase agreements or deeds
- Valuation Reports: Current property valuations and expense details
- Relevant legal documents on the property
Futures and Options (F&O)
- Trading Statements: Contract notes and detailed trade summaries
- P&L Statements: Profit and loss statements from your trading activities
Cryptocurrency
- Transaction Records: Detailed records of crypto purchases and sales
- Exchange Statements: Relevant account statements from your crypto exchange(s)
Business Owners / Professionals
- Financial Statements: Profit and loss accounts, balance sheets, and cash flow statements
- Expense Records: Receipts and documentation for business expenses
- Bank Statements: Recent statements to support your financial data
Presumptive Taxation
- Income Records: Documentation detailing your income sources
- Expense Details: Records of expenses related to your income
- Bank Statements: For cross-verification purposes
NRI Taxation
- Income Documents: Details of income earned in India and abroad
- Tax Residency Proof: Documentation confirming your residency status
- Passport Copy: A clear copy for identification purposes
Review of Income Tax Notices
- Tax Notices: Any official communications received from the tax authorities
- Supporting Documents: Related files or correspondence pertinent to the notices
Having these documents prepared in advance will help our team provide you with the most accurate and personalized tax planning advice.
If you have any questions about these requirements or need further clarification, please feel free to contact our support team at consultations@savemytaxes.in
We appreciate your cooperation and look forward to a productive consultation.
Regards,
Team SaveMyTaxes.in 🙂