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Document Checklist for Filing ITR – Business & Professional Income (AY 2025–26)

Get expert help from JS Financial Services for accurate and timely ITR filing for AY 2025u201326. Our checklist covers all documentsu2014personal, business, income, and deductionsu2014ensuring 100% compliant and stress-free tax filing. Trusted professionals with 15 years of experience.

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Document Checklist for Filing ITR – Business & Professional Income (AY 2025–26)

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  1. DOCUMENT CHECKLIST FOR FILING ITR – BUSINESS & PROFESSIONAL INCOME (AY 2025–26) Ensure Accurate, Compliant, and Stress-Free Filing Our Expertise, Your Success JS Financial Services 480-81, Vivek Vihar, New Sanganer Road, Jaipur – 302019 ? +91 73400 02251 | ? www.jsfinancials.in

  2. IMPORTANCE OF PROPER DOCUMENTATION Why Documentation Matters Accurate documentation ensures error-free ITR filing. Prevents scrutiny, penalties, and delayed refunds. Enhances transparency and compliance. Helps claim eligible deductions and benefits. Reflects true financial position of your business or profession.

  3. KEY DOCUMENTS REQUIRED Core Document Categories Personal Documents – PAN, Aadhaar, bank details, passport (if applicable). Financial Statements – Balance Sheet, Profit & Loss, Cash Book. Income & Tax Proofs – Form 26AS, AIS/TIS, Form 16A, Tax Challans. Invoices & Receipts – Sales, purchases, rent, utilities, GST returns. Investment & Deduction Proofs – 80C, 80D, 80G, loan interest, donations. Asset & Liability Details – Property, loans, capital gains (if income > ₹50 lakh).

  4. KEY FILING DEADLINES (AY 2025–26) STAY UPDATED WITH THE LATEST DEADLINES Non-Audit Cases: 15 September 2025 Audit Cases: 31 October 2025 Belated/Revised Returns: 31 December 2025 PAN–Aadhaar Linkage: Mandatory for all filers Enhanced Reporting: Capital gains, high-value transactions, deductions

  5. EXPERT FILING TIPS JS FINANCIAL’S PRO FILING ADVICE Reconcile digital (AIS/26AS) and physical records before filing. Cross-verify bank statements and ledgers with income reports. Choose between old vs new tax regime wisely (file Form 10-IEA if needed). Keep records safely for at least seven years for audit support. Consult professionals for complex cases or multiple income sources.

  6. PARTNER WITH JS FINANCIAL SERVICES SIMPLIFY YOUR ITR FILING WITH EXPERTS 15+ Years of Tax & Compliance Experience 500+ Clients Across 30+ Countries Cost-Effective, Reliable, and Transparent Services Complete Support — From Document Preparation to Filing

  7. JS FINANCIAL SERVICES 480-81, Vivek Vihar, New Sanganer Road, Jaipur – 302019 ? +91 73400 02251 ? info@jsfinancials.in ? www.jsfinancials.in Our Expertise, Your Success

  8. THANK YOU

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