If have a profit or a loss from sale of stocks/mutual funds/House property in addition to salary income(or) other income. then we need to file Income tax .
Who need to file :
Salaried Employees/non salaried individuals with Capital Gains from Property/Stock
Salaried Employees with ESOP in domestic companies
Services Covered:
Tax filing for individuals with capital gains, ESOP
Advise on Long term capital gain savings.
Advance tax calculations
Documents To Be Submitted:
Trading Statements (Profit and Loss or Capital Gains Statements) from the Stock Broker(s)
If income from sale of property / asset, below details required
Sale value, purchase value, sale date, purchase date
Valuation Report* (where needed)
Any cost of improvements
Will / Inheritance / Advance / Registration Cost Details
plan to defer, re-investment, pay the gains (we will help if needed)
Any other incomes, Investments or Savings details
Arrears Statement* for earlier years, if applicable
Pan Number and Date of Birth (or ITD Portal Credentials)
