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:-
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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 CODE / PAN NO OF DONEE / AMOUNT6. 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: