ITR AY 2026-27 Due date approaching — file your Income-tax return by 31 July 2026 (non-audit cases). File now →

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Document checklists

Ready-reference checklists so you can gather the right documents before we begin. View them here, or save any as a PDF to keep and share.

Lakshmi Sahithi & Co Chartered Accountants · +91 90002 69751 · Ca.lakshmisahithi@gmail.com

ITR Filing — Documents Checklist

Everything you need to keep ready for a smooth income-tax return filing.

Identity & basics

PAN card
Aadhaar card
Bank account details (all active accounts) with IFSC
Last year’s ITR / computation (if available)

Income proofs

Form 16 from employer(s)
Form 16A / 16B / 16C (TDS certificates)
Salary slips (if Form 16 unavailable)
Interest certificates (savings, FD, RD)
Capital gains statements (shares, mutual funds, property)
Rental income details & tenant PAN (if applicable)
Business / professional income summary

Deductions & tax credits

80C proofs (LIC, PPF, ELSS, tuition, principal repayment)
80D — health insurance premium receipts
Home loan interest certificate (Section 24)
Donation receipts (80G)
Form 26AS / AIS / TIS download
Advance tax / self-assessment tax challans

Prepared for reference by Lakshmi Sahithi & Co. Verify against the latest requirements before submission.

Lakshmi Sahithi & Co Chartered Accountants · +91 90002 69751 · Ca.lakshmisahithi@gmail.com

GST Registration — Documents Checklist

Documents required to obtain a new GST registration (GSTIN).

Applicant / promoters

PAN of business & proprietor / partners / directors
Aadhaar of authorised signatory
Passport-size photographs
Email ID & mobile number (for OTP verification)

Business proof

Proof of constitution (partnership deed / incorporation certificate)
Board resolution / authorisation letter for signatory
Bank statement / cancelled cheque / passbook first page

Place of business

Electricity bill / property tax receipt (owned premises)
Rent / lease agreement (rented premises)
NOC from owner (if premises is not in applicant’s name)

Prepared for reference by Lakshmi Sahithi & Co. Verify against the latest requirements before submission.

Lakshmi Sahithi & Co Chartered Accountants · +91 90002 69751 · Ca.lakshmisahithi@gmail.com

Company / LLP Incorporation — Documents Checklist

What to keep ready to register a Private Limited Company or LLP.

For every director / partner

PAN card
Aadhaar card
Passport (mandatory for foreign nationals)
Passport-size photograph
Latest bank statement / utility bill (not older than 2 months)
Email ID & mobile number
Digital Signature Certificate (DSC) — we can assist

Registered office

Electricity / utility bill of the premises (latest)
Rent agreement (if rented)
NOC from the property owner

Company details to decide

2–3 proposed company names (in order of preference)
Authorised & paid-up capital
Main business objects / activities
Shareholding / profit-sharing ratio

Prepared for reference by Lakshmi Sahithi & Co. Verify against the latest requirements before submission.

Lakshmi Sahithi & Co Chartered Accountants · +91 90002 69751 · Ca.lakshmisahithi@gmail.com

New Client Onboarding — Information Checklist

Basic details we collect to start working together efficiently.

Entity details

Name & constitution of the entity
PAN & GSTIN (if registered)
Certificate of incorporation / registration
Nature of business & main activities

Contacts & access

Primary contact person, email & phone
Existing accountant / auditor details (for handover)
Income-tax / GST portal login availability
List of bank accounts used for business

Records

Previous year financial statements
Last filed ITR & GST returns
Accounting software / data currently in use
Any pending notices or open compliance matters

Prepared for reference by Lakshmi Sahithi & Co. Verify against the latest requirements before submission.

Not sure which documents apply to you? Send us a message and we’ll share a checklist tailored to your case.

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