Quicko

To make the most out of your MEET with a tax expert we advise you to keep all the documents ready before joining the meet. We have provided below a list of documents for your reference (not exhaustive)

List of documents

1. Form 16 (If Applicable)

2. Form 26AS: Guide to download Form 26AS

3. PAN Details : Name, Date of Birth and Father's Name

4. House Property: Address of the property with pin code and Property Tax Bill with challan, Co-owner details (if any)

5. House Property (LOP): Name and PAN of Tenant, Co-owner details (if any), Total rent receipts

6. House Property Loan: Interest certificates/repayment certificate from Bank
   

7. Capital Gains: Statements of Mutual Funds, Crypto and Securities Trading Income (if broker not integrated with Quicko)

8. Aadhaar Details: Aadhaar Number, Address with PIN code

9. Bank Account Details: Name of Bank, IFSC code, Account Number and Account type [For eg: Bank statements/ Cancelled cheque/ Pass book, etc]

10. Challans Details: Self-Assessment Tax & Advance Tax payment (if any)

11. IT Notice: If filing a revised return or a return in response to a department notice - details of original return and notice 

12. Pension Income: Pension Statements (if any)

13. Donation Receipts (if any)