<p>File No…………………………(if existing client)</p><p>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)</p><p>Personal Information</p><p>Aadhar No:- Passport No:- All Saving Bank account No. with IFSC Code and branch address:-</p><p></p><p></p><p>Other information (As applicable)</p><p>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</p><p>______(b) Status: Self occupied If rented, Name & Pan of the Tenant______</p><p>Rent Received ______house Tax (if paid)______</p><p>(c) In case of joint property, Name and Pan of Co owner ______</p><p>(d) In case of loan taken, home loan certificate (Please send a copy) House property –II (a) Address of House Property with pin code : ______</p><p>______(b) Status: Self occupied If rented, Name & Pan of the Tenant______(c) Rent Received ______house Tax (if paid)______</p><p>(c) In case of joint property, Name and Pan of Co owner ______</p><p>(d) In case of loan taken, home loan certificate (Please send a copy) (e) Use separate sheet for more house</p><p>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)______</p><p>5. Donations :</p><p>ORGANISATION ADDRESS WITH PIN PAN NO OF DONEE AMOUNT CODE</p><p>6. Agricultural Income, if any______</p><p>7. Exemptions :</p><p>(a) HRA Received from employer: ______(b) House Rent paid ______p.m. (c) Copy of latest pay slip</p><p>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)</p><p>9. Sale/purchase of immovable property : (a) Purchase of New house property : Address: ______</p><p>Purchase Price______Date of Purchase: ______Source______</p><p>(b) Sale of immovable property . Address: ______</p><p>Sale Price:______Date of sale: ______Date of Acquisition______</p><p>Acquisition Price: ______Amount Re invested in : ______</p><p>10. Advance Tax, if paid : (please send clear Xerox copies of challans) Any other specific declaration / query ______</p><p>______</p><p>Information Given above is correct Name & Signature:</p>