Form - Azalea Advisors

Form 01

Personal Information
Address & Contact
Bank Details
Income Details
Loans & Interest
Deductions, Investments & Tax Savings
Company & Shareholding Information
Other Disclosures

Title

First Name

Middle Name

Last Name

Father's Name

PAN No

Income Tax Portal Password (Optional)

DOB (DD/MM/YYYY)

Aadhar Card No.

Passport No. (Optional)

Residential Status (Resident or Non-Resident)

Name of the Country

Total number of days stayed in India during the relevant financial year

Tax Identification of Resident Country (TIN)

Aggregate number of days stayed in India during the 4 preceding financial years

Address

Door No/ Flat No

Building Name / Street / Area

City

State

Pin Code

Country

Phone/Mobile

(Provide the primary bank account details for refund processing (if applicable)

Bank Name

MICR Code

IFSC Code

Branch

Account No.

If you have more than one accounts, click the + icon to add another account.

Income from Salary

Yes

Form 16

Upload Form 16

Form 16 issued by your employer for the relevant financial year.

Form 12BB

Upload Form 12BB

Form 12BB (if available), containing details of deductions and exemptions submitted to your employer.

If you have worked for more than one employer during the financial year, please upload Form 16 and Form 12BB from each employer.

Income from House Property

Yes

Rent received during the relevant financial year

Name of Tenant

Tenant's PAN Number

Address of rented property

Address Line 1

Address Line 2

City

State

Zip Code

Country

Annual House Tax/Municipal Tax paid (Upload Attachment)

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Upload the municipal tax or house tax payment receipts for the relevant financial year.

Self-Occupied Property

Yes

Loan taken on Self occupied property

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Upload the Interest Certificate and Home Loan statement issued by Bank or Financial Institution.

Property Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Upload the Interest Certificate and Home Loan statement issued by Bank or Financial Institution.

Loan taken on Self occupied property

Income from capital gains

Capital gains/losses from Shares, Mutual Funds, Virtual Digital Assets (eg. Crypto currencies)

Yes

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Kindly attach the Capital Gains report in Excel format generated from all trading and brokerage accounts.

Capital Gains on sale of property/land, if any

Yes

Index 2 during purchase of property

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Index 2 during sale of property

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Please upload the purchase and sale deed documents for all properties sold during the year.

Profits and Gains of Business or Profession

Income/ Loss from Future and Options or Speculative Income/ Loss

Yes

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Please upload the Profit & Loss report from all your broker accounts in Excel format.

Profits and Gains of Business or Profession

Yes

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Please upload statements for all bank accounts along with a brief description against the relevant transactions

Income from Other Souces

A. Bank interest, if any (Fixed Deposits / NSC / Savings etc.)

Yes

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Please upload the Interest Certificate(s) issued by your bank(s) or financial institution(s). If you have multiple accounts/deposits, attach certificates for all of them.

B. Dividend Income

Yes

We’ll auto-fetch your dividend details from AIS/TIS.

C. Family Pension

Yes

Amount

If Yes, please enter the amount received during the financial year.

D. Lottery/Gambling income

Yes

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Please upload the supporting document.

E. Agriculture income, if any

Yes

Amount

If Yes, please enter the amount received during the financial year.

F. Any other income

Yes

Nature of Income

Amount Earned

Relevant Proofs

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If Yes, please specify the nature and amount of the income and upload the relevant supporting documents.

Details of Education Loan including Interest Certificate & lender Particulars, if any

Yes

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Please upload the Education Loan Interest Certificate issued by your bank or lender. If you have education loans from multiple banks or lenders, please upload certificates for all such loans.

Investments and other deductions to be claimed under section 80C, if not claimed in Form 16 and (Applicable for only those Opting under Income Tax Old Regime)

Yes

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Please upload all the relevant investment proof(s). If you have multiple investments under the same category, please upload proofs for all such investments.

Deductions u/s 80D, if not claimed in Form 16 and (Applicable for only those Opting under Income Tax Old Regime)

Yes

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Please upload the medical insurance premium receipt(s) for amount paid during the financial year. If you have multiple insurance policies, please upload receipts for all policies.

C. Donation Receipt, if any

Yes

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Please upload the donation receipt/certificate for the donation(s) made during the financial year. If you have made donations to multiple organizations, please upload the relevant receipts/certificates for all donations.

Are you holding directorship in any of the company?

Yes

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Download Attached Template

Please download the attached Template, fill in the required information, and upload the completed template.

Are you holding Unlisted equity shares?

Yes

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Download Attached Template

Please download the attached Template, fill in the required information, and upload the completed template.

Details of Foreign Assets and Liability, if applicable

Yes

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Download Attached Template

Please download the attached FLA Template, fill in the required information, and upload the completed template.

Details of Assets and Liability, if Total income exceeds Rs. 1 Crore in the financial year

Yes

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Download Attached Template

Please download the attached Schedule AL Template, fill in the required information, and upload the completed template.

Disclaimer

Azalea Advisors LLP assists you in filing your income tax returns. Azalea Advisors is no way responsible for the processing of refunds / assessments as these are solely handled by the Income Tax Department. Refunds and assessments will take place in due course, as per the timelines and procedures followed by the Department. Please verify the income tax return once you receive it and inform us in case of any issues.

Declaration

"I confirm that the information and documents provided by me are true, complete, and accurate to the best of my knowledge. I understand that the Income Tax Return will be prepared based on the information furnished by me."

Place

Date

Digital Signature

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Income from capital gains

Services Lists

Quick Links

Our Office

Contact Info

Office Address

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