Income Tax Compliance Checklist
Stay filing-ready year round
Paying advance tax on time, reconciling Form 26AS, and capturing broker statements every quarter ensures you breeze through the return filing window. Keep proofs for TDS, rent, interest, and foreign remittances handy to respond to any compliance query.
Quarterly routine
- Download AIS & TIS to track third-party reporting.
- Match dividend/TDS credits with bank statements.
- Update expense logs for professional and trading deductions.
- Record FEMA and DTAA documentation for overseas payouts.
Filing toolkit
- Broker P&L plus turnover certificates.
- Form 67 for claiming foreign tax credit.
- Form 16/16A consolidation.
- Auto-generated ledger exports.
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