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  Tax Planning

 
home > Tax Planning > Forms & Enclosures
logo   FORMS AND ENCLOSURES
   
  The Income tax rules specify various forms for different assesses, based upon incomes they earn. It is important for us to know about the relevant forms for filing return of income.
   
  Following are some relevant tax return forms:
 
  • In case you are a salaried employee not having any agricultural income or business income or capital gains – You can use Form no.2E (Naya saral)
  • In case you are a salaried employee having any agricultural income or capital gains – You can use Form no.3 (or Saral 2D)
  • If you are a businessman or engaged in profession – You can use Form no.2 (or Saral 2D)
  These forms can be downloaded from  www.incometaxindia.gov.in 
  While filing your return of income you also need to file certain enclosures prescribed by the IT Act. Some of the important enclosures are mentioned below:
 
S.No.
Condition
Required Annexure
1 Income under the head ‘Salaries’ Form 16
2
Municipal taxes paid, interest on housing loan paid Proof of municipal taxes paid, or interest payments
3
Investments in sec. 54EC bonds Copy of the bonds
4
Deposit in CGAS Proof of deposit
5
Dividend received Dividend warrants
6
Interest on bank deposits received Bank statement
7
LIC premium paid Proof of life insurance premium paid
8
Amt. contributed towards the scheme of deferred annuity Proof of deferred annuity paid
9
Contribution to PPF/RPF Proof of payment to PPF/RPF
10
Investments in NSC Xerox copy of the NSCs
11
Subscription to any security as notified by the Central Government Xerox copy of the securities
12
Subscription to any MF. Or UTI Copy of the instrument
13
Tuition fees paid Proof of tuition fees paid
14
Deduction for contribution to pension Proof of pension payment
15
Deduction for medical insurance premium Proof of medical insurance premium paid
16
Deduction for medical treatment & maintenance of dependant with disability. Copy of certificate issued by the medical Authority i.e. form 10-IA
17
Deduction for medical treatment of specific diseases Medical certificate from Neurologist, Oncologist, Urologist, Hematologist or other specialist, working in a govt. hospital & form 10-I
18
Deduction for interest on educational loan paid Proof of interest paid.
19
Deduction for donations u/s 80G made Proof of donations made
20
Deduction in respect of Rent paid Declaration in form no. 10BA
21
Deduction in respect of sec. 80U of the IT Act. A copy of certificate issued by the medical authority i.e. Form 10-IA
   
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