Information Sheet/ Client Data

File No…………………………(if existing client)

BEEKAY ASSOCIATES INFORMATION SHEET/ CLIENT DATA Please fill This “ Information Sheet ” Carefully and send the same with required documents. You are requested to make our payments in advance .(please refer to the details of our professional fees)

Personal Information

Aadhar No:- Passport No:- All Saving Bank account No. with IFSC Code and branch address:-

Other information (As applicable)

1. ‘Form 16’ (send a copy) 2. Pension certificate from bank in case of pensioner (part ‘A’ and ‘B’) 3. Income From House Property: (a) Address of House Property with pin code

______(b) Status: Self occupied If rented, Name & Pan of the Tenant______

Rent Received ______house Tax (if paid)______

(c) In case of joint property, Name and Pan of Co owner ______

(d) In case of loan taken, home loan certificate (Please send a copy) House property –II (a) Address of House Property with pin code : ______

______(b) Status: Self occupied If rented, Name & Pan of the Tenant______(c) Rent Received ______house Tax (if paid)______

(c) In case of joint property, Name and Pan of Co owner ______

(d) In case of loan taken, home loan certificate (Please send a copy) (e) Use separate sheet for more house

4. Income from other sources : (a) TDS on FD’s (send copy of ‘form 16A’) (b) Interest from saving Bank A/C received in FY 2015-16 ______(c) Dividend received from Mutual Funds/ Shares (exempt income tax) ______(d) Gain/loss from shares/mutual funds(attach profit and loss statement)______

5. Donations :

ORGANISATION ADDRESS WITH PIN PAN NO OF DONEE AMOUNT CODE

6. Agricultural Income, if any______

7. Exemptions :

(a) HRA Received from employer: ______(b) House Rent paid ______p.m. (c) Copy of latest pay slip

8. Other Exemptions: (a) U/S 80C (LIC, PPF, NSC, etc) Rs.______(please send copies) (b) U/S 80D (Premium for Mediclaim for self and dependent) ______(c) U/S 80DD(Handicapped Dependent) : (send certificate) (d) U/S 80DDB (expenditure towards treatment of incurable diseases)______(e) U/S 80U (self handicapped): (send certificate) (f) U/S 80E (Education loan interest payment) please attach the loan certificate from bank (g) Any other exemption (Please specify and attach proof)

9. Sale/purchase of immovable property : (a) Purchase of New house property : Address: ______

Purchase Price______Date of Purchase: ______Source______

(b) Sale of immovable property . Address: ______

Sale Price:______Date of sale: ______Date of Acquisition______

Acquisition Price: ______Amount Re invested in : ______

10. Advance Tax, if paid : (please send clear Xerox copies of challans) Any other specific declaration / query ______

______

Information Given above is correct Name & Signature: