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Attention Business Owners & Proprietors – Verify These Documents After ITR Filing!

Once your ITR is filed by your CA or Tax Consultant, ensure that you receive these important documents for your records. These are essential for future tax audits, bank loans, and financial compliance.

Documents You Must Receive After ITR Filing:

✅ 1) ITR-V (Income Tax Return Acknowledgment) – Confirms your ITR has been successfully filed.
✅ 2) Computation of Income – A detailed breakdown of your income, deductions, and tax liability.
✅ 3) Trading Account – If applicable, shows sales, purchases, and gross profit.
✅ 4) Profit & Loss Account – Summarizes your business income, expenses, and net profit.
✅ 5) Balance Sheet – A snapshot of your business's financial position (Assets, Liabilities, and Capital).
✅ 6) Proprietor’s Capital Account – Details capital introduced, withdrawals, and reserves.
✅ 7) Form 26AS (Tax Credit Statement) – Confirms TDS deductions, Advance Tax, and High-Value Transactions.
✅ 8) AIS (Annual Information Statement) – Your financial transactions reported by the Income Tax Department.
✅ 9) Tax Paid Challan (If Any) – Proof of Advance Tax or Self-Assessment Tax payments.
✅ 10) Schedules (If Applicable) – Includes Depreciation, Loans, or Other Additional Disclosures.
✅ 11) UDIN (Unique Document Identification Number) – A mandatory certification from your CA (For Audited Cases).
✅ 12) CA-Certified Signature on Final Computation & Financials – Ensures authenticity and compliance.

Why Are These Documents Important?

✔ Proof of Income Tax Filing – Essential for audits & compliance.
✔ Bank Loan & Financial Planning – Required for business loans or credit approvals.
✔ Avoid Tax Notices – Ensures accurate tax filing with no mismatches.
✔ Easy Future References – Helps in smooth ITR rectification or clarifications.

 Action Required – Keep These Documents Safely!

After your CA or Tax Consultant files your ITR, ensure you get all these documents and store them securely for future reference.

Need Assistance in ITR Filing & Tax Compliance?

Call/WhatsApp: 9769201316 / 02249742166
Email: santoshpatil@alltaxfin.com
Visit: www.alltaxfin.com

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