Professional Documents
Culture Documents
Assessment Year
2 0 1 3 -1 4
PAN Status (tick)
Individual HUF
Part A-GEN
First Name Flat/Door/Block No.
GENERAL
Middle name Last name Name of Premises/Building/Village Area/Locality
PERSONAL INFORMATION
Road/Street/Post Office
Town/City/District
State Country
Pin code
Mobile No. 2
Employer Category
(If in employment) (Tick) Govt PSU Other
Email Address - 1 Self Email Address - 2 Return filed (Tick) [Please see instruction number-7] OR In response to notice
FILING STATUS
If revised, then enter Receipt No. and Date of filing original return (DD/MM/YYYY)
Resident Residential Status (Tick) Are you governed by Portuguese Civil Code? (Tick) Whether this return is being filed by a representative of assessee? (Tick) If yes, please furnish following information (a) Name of the representative (b) Address of the representative (c) Permanent Account Number (PAN) of the representative
Non-Resident Yes
PART -B
Part B-TI
1 2 3
TOTAL INCOME
NIL NIL NIL NIL NIL NIL 3c For Office Use Only
Receipt No. Date Seal and signature of receiving official
Long-term (B6 - B3e B4 of Schedule CG) (enter nil if loss) 3bi 3bii 3biii
Long-term without indexation (B3e + B4 of Schedule CG) ii (enter nil if loss) iii Total Long-Term (3bi +3bii) c Total capital gains (3aiii + 3biii) (enter nil if 3c is a loss) Do not write or stamp in this area (space for bar code)
NIL
Finotax
1 of 15
5 6 7 8 9 10 11 12 13 14 15 16
Income from other sources from sources other than from owning race horses and winnings from Lottery etc. a (1g of Schedule OS) winnings from lotteries, crossword puzzles, races, games, gambling, betting etc. b (2 of Schedule OS) c from owning and maintaining race horses (4c of Schedule OS) (enter nil if loss) d Total (4a + 4b + 4c) (enter nil if 4d is a loss) Total (1 + 2 + 3c + 4d) Losses of current year set off against 5 (total of 2vii and 3vii of Schedule CYLA) Balance after set off of current year losses (5 - 6) (also total of column 4 of Schedule CYLA) Brought forward losses set off against 7 (2vii of Schedule BFLA) Gross Total income (7-8) (also 3viii of Schedule BFLA +4b ) Income chargeable to tax at special rate under section 111A, 112 etc. included in 9 Deductions under Chapter VI-A [q of Schedule VIA and limited to (9-10)] Total income (9-11) Income which is included in 12 and chargeable to tax at special rates (total of (i) of schedule SI) Net Agricultural Income/any other income for rate purpose (4 of Schedule EI) Aggregate income (12-13+14) [applicable if (12-13) exceeds maximum amount not chargeable to tax] Losses of current year to be carried forward (total of row xi of Schedule CFL)
4a 4b 4c 4d 5 6 7 8 9 10 11 12 13 14 15 16
NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL
Part B-TTI
1
Tax payable on total income a Tax at normal rates on 15 of Part B-TI 1a b Tax at special rates (total of (ii) of Schedule SI) 1b Rebate on agricultural income [applicable if (12-13) c 1c of Part B-TI exceeds maximum amount not chargeable to tax] d Tax Payable on Total Income (1a + 1b 1c) Education cess, including secondary and higher education cess, on 1d 2 Gross tax liability (1d+ 2) 3 Tax Relief 4 a Section 89 4a b Section 90/90A ( 3 of Schedule TR) 4b c Section 91 ( 4 of Schedule TR) 4c d Total (4a + 4b + 4c) Net tax liability (3 - 4d) 5 Interest payable 6 a For default in furnishing the return (section 234A) 6a b For default in payment of advance tax (section 234B) 6b c For deferment of advance tax (section 234C) 6c d Total Interest payable (6a + 6b + 6c) Aggregate liability (5 + 6d) 7 Taxes Paid 8 a Advance Tax (from Schedule-IT) 8a TDS (total of column 5 of Schedule-TDS1 and column 7 of b 8b Schedule-TDS2) c Self Assessment Tax (from Schedule-IT) 8c d Total Taxes Paid (8a + 8b + 8c) Amount payable (Enter if 7 is greater than 8d, else enter 0) 9 10 Refund (If 8d is greater than 7) Enter your bank account number (mandatory and for direct deposit of 11 refund into bank, the number should be 11 digits or more) cheque, or deposited directly into your bank account? 12 Do you want refund by 13 Give additional details of your bank account IFSC Code Type of Account (tick as applicable)
NIL NIL
TAXES PAID
10
REFUND
( tick as applicable)
Savings Current
14
Do you have,(i) any asset (including financial interest in any entity) located outside India or (ii) signing authority in any account located outside India? [applicable only in case of a resident] [Ensure Schedule FA is filled up if the answer is Yes ]
VERIFICATION son/daughter of
Yes
No
I,
solemnly declare that to the best of my knowledge and belief, the information given in the return and
schedules thereto is correct and complete and that the amount of total income and other particulars shown therein are truly stated and are in accordance with the provisions of the Income-tax Act, 1961, in respect of income chargeable to Income Tax for the previous year relevant to the Assessment Year 2013-14.
Place
Date
9/18/2013
Sign here
Finotax
2 of 15
15 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below: Identification No. of TRP Name of TRP Counter Signature of TRP If TRP is entitled for any reimbursement from the Government, amount thereof
16
Schedule S
Name of Employer Address of Employer
SALARIES
1 2 3 4 5 6 7
Salary (Excluding all exempt/ non-exempt allowances, perquisites & profit in lieu of salary as they are shown separately below) Allowances exempt under section 10 2 (Not to be included in 7 below) Allowances not exempt (refer Form 16 from employer) Value of perquisites (refer Form 16 from employer) Profits in lieu of Salary (refer Form 16 from employer) Deduction u/s 16 (Entertainment allowance by Government and tax on employment) Income chargeable under the Head Salaries (1 + 3 + 4 + 5 - 6)
3 4 5 6 7
NIL
Schedule HP
1
Address of property 1
State
Pin Code
Is the property co-owned? Your percentage of share in the property. S.No. Name of Co-owner(s) I II (Tick) If let out a
Name of Tenant
HOUSE PROPERTY
Annual Letable value/ rent received or receivable 1a (higher of the two, if let out for whole of the year, lower of the two if let out for part of the year) b The amount of rent which cannot be realized 1b c Tax paid to local authorities 1c NIL d Total (1b + 1c) 1d e Annual value (1a 1d) (nil, if self -occupied etc. as per section 23(2)of the Act) 1e NIL f 30% of 1e 1f g Interest payable on borrowed capital 1g h Total (1f + 1g) 1h i Income from house property 1 (1e - 1h) 1i Address of property 2 Town/City State
Yes No
NIL
Is the property co-owned? Your percentage of share in the property. S.No. Name of Co-owner(s) I II (Tick) If let out
(if YES please enter following details) Percentage Share in Property (optional)
Name of Tenant
Annual Letable value/ rent received or receivable 2a (higher of the two, if let out for whole of the year, lower of the two, if let out for part of the year) The amount of rent which cannot be realized b 2b c Tax paid to local authorities 2c NIL d Total (2b + 2c) 2d e Annual value (2a 2d) 2e NIL f 30% of 2e 2f g Interest payable on borrowed capital 2g h Total (2f + 2g) 2h i Income from house property 2 (2e - 2h) 2i Income under the head "Income from house property" a Rent of earlier years realized under section 25A/AA 3a b Arrears of rent received during the year under section 25B after deducting 30% 3b c Total ( 3a + 3b +1i + 2i ) 3c a
Please include the income of the specified person referred to in Schedule SPI while computing the income under this head
NIL
NIL NIL
NIL
NOTE
Finotax
3 of 15
Schedule CG
A
Capital Gains
Short-term capital gain 1 In case of NON-RESIDENT to which first proviso to section 48 is applicable From assets (shares/units) where section 111A is applicable (STT paid) From assets where section 111A is not applicable 2 From assets (shares/ units) in the case of others where section 111A is applicable (STT paid) a Full value of consideration 2a b Deduction under section 48 i Cost of acquisition bi ii Cost of Improvement bii iii Expenditure on transfer biii NIL iv Total (i + ii + iii) biv NIL c Balance (2a 2biv) 2c Loss, if any, to be ignored under section 94(7) or 94(8) d 2d (enter positive values only) e Short-term capital gain (2c +2d) 3 From assets in case of others where section 111A is not applicable a Full value of consideration 3a b Deductions under section 48 i Cost of acquisition bi ii Cost of Improvement bii iii Expenditure on transfer biii NIL iv Total (i + ii + iii) biv NIL c Balance (3a 3biv) 3c Loss, if any, to be ignored under section d 3d 94(7) or 94(8) (Enter positive value only) e Deduction under section 54B/ 54D 3e f Short-term capital gain (3c + 3d 3e) 4 Amount deemed to be short term capital gains under sections 54B/54D/54G/ 54GA 5 Total short term capital gain (1a + 1b + 2e + 3f + A4) Long term capital gain 1 From asset in case of non-resident to which first proviso to section 48 is applicable 2 From asset in the case of others where proviso under section 112(1) is not applicable a Full value of consideration 2a b Deductions under section 48 i Cost of acquisition after indexation bi ii Cost of improvement after indexation bii iii Expenditure on transfer biii NIL iv Total (bi + bii + biii) biv NIL c Balance (2a - biv) 2c Deduction under sections d 2d 54/54B/54D/54EC/54F/ 54G/54GA/54GB Net balance (2c 2d) e 3 From asset where proviso under section 112(1) is applicable (without indexation) a Full value of consideration 3a b Deduction under section 48 i Cost of acquisition without indexation bi ii Cost of improvement without indexation bii iii Expenditure on transfer biii NIL iv Total (bi + bii + biii) biv NIL c Balance (3a - biv) 3c d Deduction under section 54/54B/54D/54EC/54F/54GB 3d e Net balance (3c - 3d) 4 From unlisted securities in case of non-resident as per section 112(1)(c)(iii) 5 Amount deemed to be long term capital gains under sections 54/54B/54D/54EC/54ED/54F/54GB 6 Total long term capital gain [1 + 2e + B3e + B4 + B5] 7 In case of deduction u/s 54GB, furnish PAN of the company Income chargeable under the head CAPITAL GAINS (A5 + B6) (enter B6 as nil, if loss)
1a 1b
2e
NIL
CAPITAL GAINS
3f A4 A5 1
NIL NIL
2e
NIL
B3e B4 B5 B6 C
NIL
NIL NIL
Finotax
4 of 15
Long- term [where proviso under section 112(1) is applicable (Without Indexation) + non-residents as per section 112(1)(c)(iii)]Tax Rate is 10% ; Enter only positive value from Item B3e + B4 of Schedule CG AFTER loss adjustment under this category in Schedule CYLA and BFLA, if any. Long- term where proviso under section 112(1) is not applicable (With Indexation)Tax Rate is 20%; Enter only positive value from Item (B6 -B3e- B4) of Schedule CG AFTER loss adjustment under this category in Schedule CYLA and BFLA, if any. Short-term under 111ATax Rate is 15% ; Enter only positive value from Item A1a+A 2e of Schedule CG AFTER loss adjustment under this category in Schedule CYLA and BFLA, if any. Short-term OTHERSTaxed at normal rates; Enter only positive value from Item (A5 A 2e-A1a) of Schedule CG AFTER loss adjustment under this category in Schedule CYLA and BFLA, if any.
NOTE
Please include the income of the specified persons referred to in Schedule SPI while computing the income under this head.
Schedule OS
1
2 3 4
5 NOTE
Income a Dividends, Gross 1a b Interest, Gross 1b c Rental income from machinery, plants, buildings, 1c Others, Gross (excluding income from owning race horses) Mention the source 1di i d 1dii ii 1diii iii 1d iv Total (1di + 1dii + 1diii) e Total (1a + 1b + 1c + 1d) f Deductions under section 57:i Expenses / Deductions fi ii Depreciation fii iii Total fiii g Balance (1e - fiii) Winnings from lotteries, crossword puzzles, races, games, gambling, betting etc. (Gross) Income from other sources (other than from owning race horses ) (1g + 2) (enter 1g as nil if loss) Income from owning and maintaining race horses a Receipts 4a b Deductions under section 57 in relation to (4) 4b c Balance (4a - 4b) Income chargeable under the head "Income from other sources" (3 + 4c) (enter 4c as nil if loss and take 4c loss figure to Schedule CFL)
OTHER SOURCES
0 1e 0
0 1g 2 3 0 0
4c 5
0 0
Please include the income of the specified persons referred to in Schedule SPI while computing the income under this head.
Schedule CYLA
Sl. No.
Loss to be adjusted i ii iii iv Salaries House property Short-term capital gain Long term capital gain Other sources (excluding profit from owning race horses and winnings from lottery) Profit from owning and maintaining race horses Total loss set off Loss remaining after set off out of 2 & 3
vi vii viii
NIL
Finotax
5 of 15
Schedule BFLA
BROUGHT FORWARD LOSS ADJUSTMENT Sl. No.
Details of income after Set Off of Brought Forward Losses of earlier years
Head/Source of Income Income after set off, if any, of current year's losses as per 4 of Schedule-CYLA 1 Brought forward loss set off Current year's income remaining after set off 3
i ii iii iv v
Salaries House property Short-term capital gain Long term capital gain Other sources (excluding profit from owning race horses and winnings from lottery) Profit from owning and maintaining race horses Total of brought forward loss set off Current year's income remaining after set off Total (i3+ii3+iii3+iv3+v3+vi3)
vi vii viii
Schedule CFL
2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 Total of earlier year losses Adjustment of above losses in Schedule BFLA 2013-14 (Current year losses) Total loss carried forward to future years
Schedule VIA
TOTAL DEDUCTIONS
80C 80CCC 80CCD(1) (assessees c(i) contribution) 80CCD(2) (employers c(ii) contribution) 80CCG d 80D e 80DD f q a b
Schedule 80G
A Donations entitled for 100% deduction without qualifying limit Name and address of donee i ii DETAILS OF DONATIONS iii iv v B
Total vi Donations entitled for 50% deduction without qualifying limit Name and address of donee
i ii iii iv v vi
NIL
PAN of Donee Amount of donation
NIL
Eligible Amount of donation
Total
NIL
NIL
Finotax
6 of 15
Donations entitled for 100% deduction subject to qualifying limit Name and address of donee i ii iii iv v PAN of Donee Amount of donation Eligible Amount of donation
NIL
Amount of donation
NIL
Eligible Amount of donation
i ii iii iv v vi
E
NIL NIL
NIL NIL
Schedule SPI
Sl. No. 1 2 3
Income of specified persons (spouse, minor child etc) includable in income of the assessee (income of the minor child, in excess of Rs. 1,500 per child, to be included) Name of person PAN of person (optional) Relationship Nature of Income
Amount (Rs.)
Schedule SI Income chargeable to Income tax at special rates (Please see instruction No. 9(iii) for section code and rate of tax) Special rate Income Tax thereon Sl Section (%) i ii No. 111A (STCG on shares where STT paid) 15.00% NIL 1 2 SPECIAL RATE 3 4 5 6 7 8 9 10 11 Schedule EI 1 2 3 4 Details of Exempt Income (Income not to be included in Total Income) Interest Income Dividend Income Long-term capital gains from transactions on which Securities Transaction Tax is paid Gross Agricultural income (other than income to be excluded i i
under rule 7A, 7B or 8 of I.T. Rules)
112 proviso (LTCG on listed securities/ units without indexation) 112 (LTCG on others) 112(1)(c)(iii) (LTCG on unlisted securities in case of non-residents) 115BB (Winnings from lotteries, puzzles, races, games etc.)
NIL NIL NIL NIL NIL NIL NIL NIL NIL NIL
Total
INCOME
1 2 3
EXEMPT
ii iii 5 6
Expenses relating to above Agricultural income Brought forward loss as per part IV of Schedule I of the
Finance Act
Net Agricultural income (i-ii-iii) Others, including exempt income of minor children Total (1 + 2 + 3 + 4 + 5)
Schedule IT
Sl. No. (1) i ii iii iv v NOTE TAX PAYMENTS
Enter the total of Advance Tax and Self Assessment tax in Sl. No. 8a and 8c of Part B-TTI
Finotax
7 of 15
Schedule TDS1
TDS ON SALARY Sl No. (1) i ii NOTE
Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)]
Name of the Employer Income chargeable under Salaries (4) Total tax deducted
(3)
(5)
Please enter the total of column 5 of Schedule TDS1 and column 7 of schedule-TDS2 in 8(b) Part B-TTI
Schedule TDS2
TDS ON OTHER INCOME Sl No. (1) i ii NOTE
Details of Tax Deducted at Source on Income [As per Form 16 A issued by Deductor(s)]
Name of the Deductor Unique TDS Financial Year in Certificate Number which TDS is Deducted (4) (5) Total Tax Deducted (6) Amount out of (6) claimed this Year (7)
(3)
Please enter the total of column 5 of Schedule TDS1 and column 7 of schedule-TDS2 in 8(b) Part B-TTI
Schedule FSI
1 INCOME ACCRUING OR ARISING OUTSIDE INDIA
Details of Income included in Total Income in Part-B-TI above Country Taxpayer Income from Income from Code Identification Salary (included House Property in PART B-TI) (included in Number
(A) PART B-TI) (B)
Total NIL Total Income from outside India (Total of F as per item no.1 above) 2 Total Income from outside India where DTAA is applicable 3 Total Income from outside India where DTAA is not applicable (2-3) 4 Please refer to the instructions for filling out this schedule. NOTE
NIL
NIL
NIL 2 3 4
NIL 0 0
Schedule TR
1 INCOME ACCRUING OR ARISING OUTSIDE INDIA
Details of Taxes Paid outside India Country Taxpayer Relevant Code Identification article of Number DTAA
Total NIL Total Taxes paid outside India (Total of 1A) 2 Total Taxes Paid outside India where DTAA is applicable 3 Total Taxes Paid outside India where DTAA is not applicable (2-3) 4 Please refer to the instructions for filling out this schedule. NOTE
NIL 2 3 4
Finotax
8 of 15
Schedule FA
A Details of Foreign Bank Accounts Sl Country Name Country Code No. (1)
(2)
(3)
B Sl No. (1)
Details of Financial Interest in any Entity Country Name Country Code (2) (3)
C Sl No. (1)
D Sl No. (1)
E Sl No. (1)
Details of account(s) in which you have signing authority and which has not been included in A to D above. Name of the Institution in which the Address of the Institution Name mentioned in the account is held account (2) (3) (4) (5)
F Sl No
Details of trusts, created under the laws of a country outside India, in which you are a trustee Country Name Country Code Name and address of the Name and address of trust other trustees (2) (3) (4) (5) (1)
Schedule 5A
Name of the spouse PAN of the spouse
Information regarding apportionment of income between spouses governed by Portuguese Civil Code
Heads of Income
1 2 3 4 5
NIL
Finotax
9 of 15
ITR - V
Received with thanks from ITR No.
1 (SAHAJ)
ACKNWLEDGEMENT
2 3 4S (SUGAM) 4 5
6
AY 2013-14
a return of income in
A1 A3 A5 A8
FIRST NAME 0 LAST NAME 0 SEX A6 DATE OF BIRTH Male Female 1/0/1900 FLAT/DOOR/BUILDING
A2 A4 A7
0 INCOME TAX WARD / CIRCLE 0 A9 ROAD/STREET 0 A11 TOWN/CITY/DISTRICT 0 COUNTRY A13 PINCODE 0 0
After due date - 139(4) Revised Return- 139(5) 153A / 153C
Finotax
10 of 15
Annexure Details of Advance Tax Paid (Please carry the total to Shedule IT in the form) Sl. No. 1 2 3 4 5 6 7 8 9 10 11 12 Total NIL BSR Code Date of Deposit (DD/MM/YYYY) Serial Number of Challan Amount (Rs.)
Finotax
11 of 15
Annexure TDS1 Details of Tax Deducted at Source from Salary (Please carry totals to Schedule TDS1 of ITR form) Sl No. (1) 1 2 3 4 5 6 7 8 9 10 11 12 Total NIL NIL Tax Deduction Account Number (TAN) of the Employer (2) Income chargeable under the head Salaries (4) Total tax deducted (5)
(3)
Finotax
12 of 15
Annexure TDS 2 Details of Tax Deducted at Source on Income (Please carry totals to Schedule TDS2 of ITR form) Sl No. Tax Deduction Account Number (TAN) of the Deductor (2) Name of the Deductor Unique TDS Certificate Number (4) Financial Year in Total tax deducted Amount out of (7) which TDS is claimed for this Deducted year (5) (6) (7)
(1) 1 2 3 4 5 6 7 8 9 10 11 12 Total
(3)
NIL
NIL
Finotax
13 of 15
Town/City
State
Pin Code
I HOUSE PROPERTY II (Tick) If let out Name of Tenant PAN of Tenant (Optional)
Annual Letable value/ rent received or receivable a (higher of the two, if let out for whole of the year, lower of the two if let out for part of the year) b The amount of rent which cannot be realized c Tax paid to local authorities 3b NIL 3c d Total (3b + 3c) 3d e Annual value (3a 3d) (nil, if self -occupied etc. as per section 23(2)of the Act) f 30% of 3e 3f 3g g Interest payable on borrowed capital h Total (3f + 3g) i Income from house property 3 (3e - 3h)
3a
NIL
3e NIL 3h 3i
NIL
NIL NIL
Town/City
State
Pin Code
(if YES please enter following details) Percentage Share in Property (optional)
I HOUSE PROPERTY II (Tick) If let out Name of Tenant PAN of Tenant (Optional)
Annual Letable value/ rent received or receivable a (higher of the two, if let out for whole of the year, lower of the two, if let out for part of the year) b The amount of rent which cannot be realized c Tax paid to local authorities d Total (4b + 4c) e Annual value (4a 4d) f 30% of 2e g Interest payable on borrowed capital h Total (4f + 4g) i Income from house property 4 (4e - 4h) 4b 4c 4d 4f 4g NIL
4a
NIL
4e NIL 4h 4i
NIL
NIL NIL