###

MONTHLY BUDGET & INVESTMENT PLANNER

BUDGET-EXPENCE DATA INVESTMENT DATA

1. Monthly Income &Tax Calculation Invest Summary LIC.Mediclaim.Insu

2. Budget Planning
PPF.KVP.FD.Bond Share
5.Annual Budget Summary
3. Daily Spending
This Month Expences is RS : 0 Muthual Fund
Property /Liabilites
4. Expence summary This Month Withdrawal Rs is : 0

THIS MONTH PREMIUM(LIC,MEDICLAM,INSURANCE) THIS MONTH MATURE-DEPOSIT

No Name Scheme Pilicy no Premium No Name Scheme

 This Sheet Show Only This month Reminder (Enter Your Data in Remaning Sheets) Tested &
Year 2021 Design on word 2007,May not worked properly on Word 2003.

Design By: Jignesh.Parmar Email: jiguparmar@yahoo.com

TMENT DATA
DATE: 2-Nov-21
LIC.Mediclaim.Insu
Bank A/C & Cheque Entry
Share
Home Inventory & Read Book Personal Detail

Muthual Fund
Money Collection Reminder Birthday-Aniversey

ONTH MATURE-DEPOSIT MONEY COLLECTION REMINDER THIS MONTH BIRTHDAY-ANIVERSARY

Pilicy no Due Date No Name Amount Date No Date Type Name

 MAIN SHEET ANNUAL BUDGET PLANNING

Selection of saving Unit in either %

Month Income Saving Target
or RS

Apr 0.00 %
May 0.00 %
Jun 0.00 %
Jul 0.00 %
Aug 0.00 %
Sep 0.00 %
Oct 0.00 %
Nov 0.00
Dec 0.00
Jan 0.00
Feb 0.00
Mar 0.00
GET PLANNING
DATE: 2-Nov-21 YEAR: 2021

Saving Target in: RS

% % Rs
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
0.00 0 0 0
%
RS
 MAIN SHEET ANNUAL BUDGET PLANNING & SAVING ANALYSIS

Apr May Jun Jul Aug Sep Oct

Monthly Income 0 0 0 0 0 0 0

Monthly Expenses 0 0 0 0 0 0 0
Transportation 0 0 0 0 0 0 0
Home 0 0 0 0 0 0 0
Utilites 0 0 0 0 0 0 0
Health 0 0 0 0 0 0 0
Entertainment 0 0 0 0 0 0 0
Obligigation 0 0 0 0 0 0 0
Saving 0 0 0 0 0 0 0
Personal 0 0 0 0 0 0 0
Miscellaneous 0 0 0 0 0 0 0
Net Saving in Rs. 0 0 0 0 0 0 0
Net Saving in %. 0% 0% 0% 0% 0% 0% 0%
Avgerage Saving 0 0 0 0 0 0 0

Monthly Saving Target Rs. 0 0 0 0 0 0 0

Monthly Saving Target % 0% 0% 0% 0% 0% 0% 0%
Achieve Target No No No No No No No

Withdrawal amount 0 0 0 0 0 0 0
Last Balance at month end 0 0 0 0 0 0 0
Investment 0 0 0 0 0 0 0
 12
JUL
12 JUL

jan feb mar apr may jun

JAN Target 0% 0% 0% 0% 0% 0%
FEB Actual 0% 0% 0% 0% 0% 0%
MAR
APR SavingTarget 0%
MAY Actual Saving 0%
JUN
JUL apr may jun jul aug sep
AUG Tran 0 0 0 0 0 0
SEP Home 0 0 0 0 0 0
OCT Utility 0 0 0 0 0 0
NOV Health 0 0 0 0 0 0
DEC Enter 0 0 0 0 0 0
Obligi 0 0 0 0 0 0
Saving 0 0 0 0 0 0
Perso 0 0 0 0 0 0
Miss. 0 0 0 0 0 0
Tran 0
Home 0
Utility 0
Health 0
Enter 0
Obligi 0
Saving 0
Perso 0
Miss. 0
YSIS DATE: 2-Nov-21 YEAR: 2021
Change Month
TARGETED=ACTUAL EXP JUL
Nov Dec Jan Feb Mar Total
Saving Target- Actual Saving
0 0 0 0 0 0 100%

80%
0 0 0 0 0 0
60%
0 0 0 0 0 0
0 0 0 0 0 0 40%
0 0 0 0 0 0 20%
0 0 0 0 0 0
0%
0 0 0 0 0 0
SavingTarget Actual Saving
0 0 0 0 0 0
0 0 0 0 0 0
0 0 0 0 0 0 ACTUAL EXPENCES JUL Change Month
0 0 0 0 0 0
0 0 0 0 0 0 Actual Expences
0% 0% 0% 0% 0% 0% 1
0 0 0 0 0 0
0.9
0.8
0.7
0 0 0 0 0 0 0.6
0% 0% 0% 0% 0% 0% 0.5
No No No No No No 0.4
0.3
0.2
0 0 0 0 0 0 0.1
0 0 0 0 0 0 0
0 0 0 0 0 0 an e i ty lth er ig
i
ng s o ss .
Tr Hom Util ea Ent Obl avi Per Mi
H S
jul aug sep oct nov dec
0% 0% 0% 0% 0% 0%
0% 0% 0% 0% 0% 0%
 Tran Home Utility Health
oct nov dec Jan Feb mar A 0 0 0 0
0 0 0 0 0 0 M 0 0 0 0
0 0 0 0 0 0 J 0 0 0 0
0 0 0 0 0 0 J 0 0 0 0
0 0 0 0 0 0 A 0 0 0 0
0 0 0 0 0 0 S 0 0 0 0
0 0 0 0 0 0 O 0 0 0 0
0 0 0 0 0 0 N 0 0 0 0
0 0 0 0 0 0 D 0 0 0 0
0 0 0 0 0 0 J 0 0 0 0
F 0 0 0 0
M 0 0 0 0
 Change Month

ual Saving

Actual Saving

Change Month

es

i g o ss .
blig vin ers i
O S a P M
Enter Obligi Saving Perso Miss. Target Actual
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
0 0 0 0 0 0% 0.0%
 MAIN SHEET DAILY EX

Month Type 1 2 3 4 5 6 7 8 9 10 11
Sep TRANSPORTATION
Sep Bike-Petrol
Sep Car-Petrol
Sep Car-Gas
Sep Service
Sep Maintenance
Sep Bus/Taxi/Train Fare
Sep Other
Sep HOME
Sep Milk
Sep Home-Rent
Sep Home-Maintenance
Sep Vegetables
Sep Furniture
Sep Groceries
Sep Other
Sep UTILITIES
Sep Phone - Home
Sep Phone - Cell
Sep Cable Bill
Sep Gas Bill
Sep Water Bill
Sep Electricity Bill
Sep Internet Bill
Sep Others
Sep HEALTH
Sep Health Insurance
Sep Doctor/Dentist
Sep Medicine/Drugs
Sep Health Club Dues
Sep Life Insurance
Sep Other
Sep Entertaiment
Sep Movie
Sep Magazine
Sep Lunch/Dinner
Sep Tea/Snakes
Sep Other
Sep Vacation/Travel
Sep OBLIGATIONS
Sep Home Loan
Sep Other Loan
Sep Credit Cards
Sep State/Local Taxes
Sep Other
Sep SAVINGS
Sep Investments
Sep PERSONAL
Sep Cloths
Sep Assessories
Sep Books
Sep Music CD
Sep Other
Sep MISCELLANEOUS
Sep Other
 DAILY EXPENSES DATE 2-Nov-21

12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
27 28 29 30 31 TOTAL
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 MAIN SHEET MONTHLY EXPENCES SUMMARY

Income Categories Apr May Jun July Aug Sep

Total Income 0 0 0 0 0 0
TOTAL EXPENSES 0 0 0 0 0 0

TRANSPORTATION 0 0 0 0 0 0
Bike-Petrol 0 0 0 0 0 0
Car-Petrol 0 0 0 0 0 0
Car-Gas 0 0 0 0 0 0
Service 0 0 0 0 0 0
Maintenance 0 0 0 0 0 0
Bus/Taxi/Train Fare 0 0 0 0 0 0
Other 0 0 0 0 0 0
HOME 0 0 0 0 0 0
Milk 0 0 0 0 0 0
Home-Rent 0 0 0 0 0 0
Home-Maintenance 0 0 0 0 0 0
Vegetables 0 0 0 0 0 0
Furniture 0 0 0 0 0 0
Groceries 0 0 0 0 0 0
Other 0 0 0 0 0 0
UTILITIES 0 0 0 0 0 0
Phone - Home 0 0 0 0 0 0
Phone - Cell 0 0 0 0 0 0
Cable Bill 0 0 0 0 0 0
Gas Bill 0 0 0 0 0 0
Water Bill 0 0 0 0 0 0
Electricity Bill 0 0 0 0 0 0
Internet Bill 0 0 0 0 0 0
Others 0 0 0 0 0 0
HEALTH 0 0 0 0 0 0
Health Insurance 0 0 0 0 0 0
Doctor/Dentist 0 0 0 0 0 0
Medicine/Drugs 0 0 0 0 0 0
Health Club Dues 0 0 0 0 0 0
Life Insurance 0 0 0 0 0 0
Other 0 0 0 0 0 0
Entertaiment 0 0 0 0 0 0
Movie 0 0 0 0 0 0
Magazine 0 0 0 0 0 0
Lunch/Dinner 0 0 0 0 0 0
Tea/Snakes 0 0 0 0 0 0
Other 0 0 0 0 0 0
Vacation/Travel 0 0 0 0 0 0
OBLIGATIONS 0 0 0 0 0 0
Home Loan 0 0 0 0 0 0
Other Loan 0 0 0 0 0 0
Credit Cards 0 0 0 0 0 0
State/Local Taxes 0 0 0 0 0 0
Other 0 0 0 0 0 0
SAVINGS 0 0 0 0 0 0
Investments 0 0 0 0 0 0
PERSONAL 0 0 0 0 0 0
Cloths 0 0 0 0 0 0
Assessories 0 0 0 0 0 0
Books 0 0 0 0 0 0
Music CD 0 0 0 0 0 0
Other 0 0 0 0 0 0
MISCELLANEOUS 0 0 0 0 0 0
Other 0 0 0 0 0 0
 This month Expenses 0

Oct Nov Dec Jan Feb Mar 12 MONTH

0 0 0 0 0 0 0
0 0 0 0 0 0 0

0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
0 0 0 0 0 0 0
Apr 4 0
May 5 0
Jun 6 0
Jul 7 0
Aug 8 0
Sep 9 0
Oct 10 0
Nov 11 0
Dec 12 0
Jan 1 0
Feb 2 0
Mar 3 0
 MAIN SHEET ITR-1 FORM :MONTHLY INCOME STATUS:

Exemption 10.00% 20.00%

Man 150000 300000 500000
Female 180000 300000 500000
Sr.Citizan 225000 300000 500000
Enter Necessary Data For Income Tax Calculation

HRA Received in Salary Yes

For Housing Loan House Self Occupied
Accomaodation provided by Your company

Salary Brakup APR MAY JUN JUL

Basic
HRA
Transport Allowance/Conveyance
Child Education
Grade/Special Allowance
Arrears
LTA
Leave Encashment
Performance Incentive
Medical Reimbursement
Food Coupons
Telephone Reimbursements
Car Reimbursement
Internet Expense
Driver Salary
Others
Others
TOTAL SALARY (Gross Salary) 0 0 0 0
Monthly Deduction
TDS
Other Deduction
Income Tax Paid From Salary
Professional Tax
Employee's PF Contribution
Net Salary 0 0 0 0

Other Income
House/Property income (Enter Loss as negative)
Interest on Housing Loan (For Tax exemption)
Other Income(interest,etc)
Total of Other Inconme
Capital Gain Tax(From Stocks)
Less : Exemptions (Section 10&17)
Actual Rent paid as per rent receipts
HRA Exemption (sec10(13A)) 0 0 0 0
Child Education Allowance (sec10(14)) 0 0 0 0
Medical Reimbursement (sec17(2)) 0 Submit Medical Bills No
Transport Allowance (sec10(14)) 0 0 0 0
LTA (sec10(5)) 0
Food Coupons 0
Telephone Reimbursement 0
Car Expenses Reimbursement (sec10(14)) 0 0 0 0
Internet expense 0
Driver Salary 0 0 0 0
Other Reimbursement 0
Total of Exemption(Section 10&17)
Deductions under chapter 80C
LIC Premium
Employee's contribution to PF 0
PPF
NSC
Insurance premium
ChildrenTution Fees paid
Housing Loan Principal repayment
Infrastructure Bonds(MF,ULIP,FD.etc)
Fixed Deposit for 5 yrs. or more
Others
Total of Section 80C 0
Pension Fund (80 CCC)
Total Deduction under Section 80C & 80CCC 0
Deductions under chapter VIA
80D (Medical insurance premium)
80E (Interest on Loan for Higher Education)
80U (Handicapped person)(Perment Disability)
80D (Medical insurance premium) for Parents
80DDB(Medical Treatment forSpecified Diseases) Did treatment on Sr.Citizen
80DD(Medical Handicapped Dep) Handicapped <80%
80G(Donation to Approved Charity/Fund)
80GG(Rent Deduction if HRA not Received) 0 0
Other Deduction
Total Deductions under chapter VIA
Agricultural Income
Personal Details

Name of the Assessee Middle Name

Father's Name
Date of The Birth Senior Citizen
Phone No Ward No
Address Flat/Door No./Block No.
Road / Street / Post Office
Town / City /Municipality
Your Pan No Residential Status
Type of Return If Revised Enter Receipt No
Employer Detail
Name of the Your Employer
Details of Tax Deducted at Source from Salary [As per Form 16 ] TDS
Details of Tax Deducted at Source on Interest [As per Form 16 A ] Amt Paid/credit
Advance Tax Payment & Self AsseTax Payments
Advance Tax &Self Assessment Tax Payments Adv.Tax Name of Bank

Advance Tax &Self Assessment Tax Payments Self.Asse.Tax Name of Bank

Tax Consumption Total Tax Liability

Gross Salary 0 Tax on Income
Income from other Heads 0 Capital Gain Tax(From Stocks)
Accomodation perquisites 0 Surcharge on Tax
Professional Tax 0 Eduaction Cess
Exemption(Section 10&17) 0 Total Tax Liability
Gross Total Income(After Exmption of Allowance) 0
Deduction under Section 80C & 80CCC 0 Income Tax Paid From The Salary
Deductions under chapter VIA 0
Taxable Income 0 Balance Tax Paybale
Net Taxable Income After Added Ag Income 0
LY INCOME STATUS:

30.00% Place of Residence NonMetro Balance Tax Payable

Male/Female/Sr.Citizen Male Gross Income
No of Children 0 Net Taxable Income
Used Car to Travel Office Yes Engine Cap <1600cc
Driver for Car No
Choise Allowance Travel Allowance
Yes Loan taken before 1st Apr 1999 Yes
No If living in Company Accomodation population of City >4 lacks? No 0

AUG SEP OCT NOV DEC JAN FEB MAR

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0
 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

No

Middle Name Last Name

Senior Citizen Mail ID

Ward No
Name of premises/Building/Village
Area/ Locality
State PIN No
Asses.Year 2009 2010 Finas.Year
nter Receipt No Date of Receipt
 TIN No PAN No Type of Employer
Surcharge Education Cess Total Tax Deposited
Date of Credit Total Taxdeducted Amount out of Claim This year

Date Serial of Challan No Amount

Date Serial of Challan No Amount

x Liability Ag Income Summary

0 Tax on Aggrigate Income 0
0 Rebate in respect of Agricultural Income 0
0 Tax on Total Income 0
0
0

0
 0
0
0
19200

12 MONTH Metro
NonMetro
0
0 Male
0 Female
0 Sr.Citizan
0 0
0 1
0 2
0 Yes Yes
0 No No
0 <1600cc
0 >1600cc
0 Travel Allowance
0 Vehicle Maint Allo
0 <80%
0 >80%
0 Sr.Citizan
0
0

0
0
0
0
0
0

0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0

0
0
0
0
0
0
0
0
0
0
0

Original
Revised

Residence
Non-Residence

Resident but not ordinarily Resident

Govt
PSU
Other
FORM INDIAN INCOME TAX RETURN
ITR-1 [For Individual having Income from Salary/Pension/family pension & Interest]
(Please see Rule 12 of the Income-tax Rules, 1962)
(Also see attached instructions)

First name Middle name Last name

0 0 0
Flat /Door/Block No. Name Of Premises/Building/Village
PERSONAL INFORMATION

0 0

Road/Street/Post Office Area/Locality

0 0

Town/City/District State Pin code

0 0 0

Email Address 0 (STD Code) - Phone Number ( )

Designation of Assessing Officer (Ward/Circle) Return Filed Under Section-
FILING STATUS

0 [Please see instruction number-9(i)]

Whether original or Revised return? (Tick) √ Original

If revised, enter Receipt No and Date of filing original 0
return (DD/MM/YYYY) 0

Residential Status (Tick) √ 1 Resident 0 Non-Resident

1 Income chargeable under the Head 'Salaries'
2 Income chargeable under the Head 'Other Sources' (Interest)
a Family pension 2a
b Interest 2b 0
c Total (2a+2b)
INCOME & DEDUCTIONS

3 Gross Total Income (1+2)

4 Deductions under chapter VIA (Section
a 80C 0 e 80DD 0 I 80GG 0
b 80CCC 0 f 80DDB 0 j 80GGA
c 80CCD g 80E 0 k 80GGC
d 80D 0 h 80G 0 l 80U 0
m Deductions (Total of a to i)
5 Total Income (3-4m)
6 Net Agricultural Income (Enter only if greater than Rs.5,000)
7 Aggregate Income' (5+6)
8 a Tax Payable on 'Aggregate Income'
b Rebate in respect of Net Agricultural income
TAX COMPUTATION

9 a Tax Payable on total Income (8a - 8b) 9a -

b Surcharge on 9a 9b -
c Education Cess on (9a + 9B) 9c -
 TAX COMPUTATION
d Total Tax, Surcharge and Education cess payable (9a + 9b + 9c)
10 Relief under Section 89 10 -
11 Relief under Section 90/91 11 -
12 Balance Tax Payable (9d-10-11)
Do not write or stamp in this ares (Space for bar code) 13 a Interest Payable U/s 234A
b Interest Payable U/s 234B
c Interest Payable U/s 234C
d Total Interest Payable
(13a+13b+13c)
14 Total Tax and Interest Payable
(12+13d)
For office Use only
Receipt No.

Date

15 Taxes Paid
a Advance Tax (from item 23) 15a 0
TAXES PAID

b TDS (column 7 of item21+column 7 of item 22) 15b 0

c Self Assessment Tax (from item 23) 15c 0
d Total Taxes paid (15a+15b+15c)
16 Tax payable(14-15d)(enter if 14 is greater than 15d, else leave blank)
17 Refund (15d-14) (enter if 15d is greater than 14, also give Bank account details below)
18 Enter your bank account number (mandatory in case of refund)
REFUND

19 Do you want your refund by √ Cheque, or deposited directly into your bank account?

20 In case of direct deposit to your bank account give additional details

MICR Code Type of Account (tick as applicable)

21 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)]
Income
Tax Deduction Account Deduction
Sl Namee and address of the chargeable
Number(TAN) of the under
No Employer under the head
TDS ON SALARY

Employer Chapter VI-A

salaries
(1) (2) (3) (4) (5)

0 0 0 0

22 Details of Tax Deducted at Source on Interest [As per Form 16 A issued by Deductor(s)]
Tax Deduction Account
Sl Namee and address of the Date of Payment
Number(TAN) of the Amount paid/ credited
No Deductor /Credit
Deductor
EREST
 Tax Deduction Account
Sl Namee and address of the Date of Payment
Number(TAN) of the Amount paid/ credited
No Deductor /Credit
Deductor
TDS ON INTEREST (1) (2) (3) (4) (5)

0 0 0 12/30/1899

NOTE Enter the total of column (7) of 22 in Sl.No.15b of TAXES PAID

23 Details of Advance Tax and Self Assessment Tax Payments
Date of Deposit
Sl No Name of Bank & Branch BSR Code
(DD/MM/YYYY)
TAX PAYMENTS

(i) 0 30-Dec-99
(ii) 0 30-Dec-99
(iii)
(iv)
(v)
NOTE Enter the total of Advance tax and Self Assessmen tax in Sl.No.15a and 15c of TAXES PAID
24 Other Information (Transactions reported through Annual Information Return) (Please see instruction number-9(ii) for code)
Sl. Code Amount (Rs.) Sl. Code Amount (Rs.)
a 001 004
b 002 005
c 003 006
25 Tax-exempt interest income (for reporting purposes only)
26 E-filing Acknowledgement Number

VERIFICATION

I,
declare that to the best of my knwledge and belief, the information given in the return thereto is correct and complete and that the am
shown therein are truly stated and in accordance with the provisions of the Income Tax Act, 1961, in respect of income chargeable to Inco
Assessment Year 2007-08

Place Date 11/2/2021 Sign here

27 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 (to be filled by TRP)
N Assessment Year MAIN SHEET
pension & Interest]
962)
2009 - 2010
PAN

0 0
Date of Birth (DD/MM/YYYY)

12/30/1899

Employer Category (Tick) √

Govt. PSU Others

Sex (Tick) √

0 √ Male Female

Number ( ) 0
d Under Section- 1 1

ruction number-9(i)]

Revised 0

0 Resident but not ordinarily Resident

1 0
###

0
2c 0
3 0

0
4m 0
5 0
6 0
7 0
8a 0
8b 0
-
-
-
 9d 0
-
-
12 0
able U/s 234A 13a 0
able U/s 234B 13b 0
able U/s 234C 13c 0
st Payable 13d
0
nterest Payable 14
0
Seal and signature of receiving official

0
0
0
15d 0
16 0
17 0

our bank account? (tick as applicable √ )

√ 0 Savings 0 Current

Tax payable (incl. Total tax Tax payable/

surch. And edn. Cess) deposited refundable

(6) (7) (8)

0 0 0

Date of Payment Amount out of (6)

Total tax deposited
/Credit claim for this year
 Amount out of (6)
Total tax deposited
claim for this year

(5) (6) (7)

12/30/1899 0 0

Serial Number of Challan Amount (Rs.)

0 0
0 0

TAXES PAID
nstruction number-9(ii) for code)
Sl. Code Amount (Rs.)
007
008
009
25

solemnly
correct and complete and that the amount of total income and other particulars
n respect of income chargeable to Income-tax for the previous year relevant to the

unter Signature of TRP

### 28
 :INVESTMENT SUMMARY:
MAIN SHEET

Total Investment & Savings Summary of Investment

Saving Schemes 0 Annual Income 0 DATE:

PPF 0 In Saving Scheme 0
Postal 0 In Equity 0
MIS 0 In Property 0
KVP 0 In Saving A/C (without salary) 0 1.00
FD 0 Total 0
Boand 0 Annual Expenses 0 0.80
PF 0 Annual EMI of Loan 0 0.60
NSC 0 0
Other 0 0.40
Equity Assets 0 Net Balance Amount 0 0.20
Stocks 0
Mutual funds 0
0.00

P.P.F/P.F
Saving Accounts 0.00 Liabilities 0

Mediclam / Insurance 0
LIC 0
Vehicle Insurance 0
Mediclam 0

Proerty Asstes 0

Vehicle 0

Jewlery / Gold 0

TOTAL INVESTMENT
P.P.F/P.F 0.00
POSTAL 0.00
MIS 0.00
KVP/NSC/Other 0
FD 0
BOND 0
LIC 0
INSURANCE 0
MEDICLAM 0
SHARE 0
MUTHUAL FUND 0.00
BANK ACCOUNT 0
 DATE:

0.00
0.20
0.40
0.60
0.80
1.00
P.P.F/P.F

POSTAL
2-Nov-21

MIS

KVP/NSC/Other

FD
YEAR:

BOND
2021

LIC
Total Investment

INSURANCE

MEDICLAM

SHARE

MUTHUAL FUND

BANK ACCOUNT
 :PPF-POSTAL-MIS-KVP-FD-BOND-NSC-PF-OTHERS:
MAIN SHEET

Scheme Name Company Policy No Pur.Date

P.P.F

Postal

MIS

KVP
FD

Bond

P.F

NSC
Other
NSC-PF-OTHERS:

Date 2-Nov-21 11
Total Amount 0.00

Exp.Date Purchse.Amt Final Amt % Int Total Investment

0.00

0.00

0.00

0
0

0
0
 LIC-INSURANCE-MEDICLAM
MAIN SHEET

Scheme Name Scheme Policy No Premium Rs Pur.Date

LIC

Insurance

Mediclam
 DATE: 2-Nov-21
For Annual Pre. Enter only-I,Six month enter-I,II,for 4 month Enter -I,II,II
Exp.Date Policy Amt I Premium.Date II Premium Date III Premium.Date Total
0

0
 SHARE SUMMARY

MAIN SHEET FOR SHARE TRADING New Share Entry Share Price Entry

Name Bank Name Company Pur.Qty Pur.Amount Avg.Pur.Prise

0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
 Recent Potfolio Amount: 0
e Price Entry Share Selling Entry Net Investment Amount 0.00
Profit/Loss 0
Sell.Qty Sell.Amount Avg.Sell.Amount Bal.Qty Profit/Loss Net Investment Recent Amount

0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
0 0 0 0 0.0 0.00 0
 MAIN SHEET :ENTRY OF NEW PURCHASE SHARE:

No Name Bank Name

:ENTRY OF NEW PURCHASE SHARE: Share Summary Share Price Entry Share Selling Entry
Enter Name of share for First Time Purchase only

Company

:NOTE:

1=Go to Share Purchse Sheet to enter

Purchase Qty
2= and than Share Sell Sheet to Enter
Share Sell Qty
3= ( Enetr Share Resent Prise in
Purchase Sheet To Calculate
Valuse of Current Potfolio)
4=For Repurchse Shrare Enter It's
Entry in "Share Purchase Shre"
Sheet ( Not Reenter It's Name in "Entry
of New Share" Sheet
 Share Selling Entry

Sheet to enter

heet to Enter

Prise in
alculate
otfolio)
re Enter It's
chase Shre"
s Name in "Entry
MAIN SHEET Share Summary New Share Entry Share Selling Entry

ENTRY OF PURCHASE SHARE'S PRISE

Company Date Pur.Qty Pur.Prise Pur.Amount

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 SUMMARY OF PURCHASE SHARE Enter Resent Share Prise here

Company Pur.Qty Total Pur.Amount Avg.prise Recent Prise Recent Amount

0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
 MAIN SHEET Share Summary New Share Entry

ENTRY OF SELLING SHARE DATE: 2-Nov-21

Enter Name of Company here only for entire sheet
Company Date Sell.Qty Sell.Prise Sell.Amount

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
w Share Entry Share Price Entry

SUMMARY OF SELL SHARE

Company Ava.Qty Sell.Qty Total Sell.Prise Avg.Sell.Amount Net.Qty

0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
0 0 0 0
 MAIN SHEET MUTHUAL FUND

Name Purchase Date Company

L FUND

TOTAL 0.00

Policy No Qty Invest.Amount Final Amt/NAV Profit / Loss Final Amount

0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
0.0 0.0
Remarks
 MAIN SHEET CHEQUE BOOKS & BANK AC REGISTER

Sr no 1 is treated as a Salary A/C: for Salary entry Enter "salary" in Payee to Date:

Month Apr May Jun July Aug

Last Balance at End of
Month
0 0 0 0 0
WithDrawal 0 0 0 0 0

BANK NAME 0 0 0
A/C Number 0 0 0
A/C Balance Amount 0 0 0

1 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
 0

3 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
0 0
 0

5 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
0 0
0
Apr May Jun Jul Aug
0 0 0 0 0
 Starting Account Balance 0
& BANK AC REGISTER Total A/C Balance Without Salar 0 Salary
Total Amount of Salary 0
2-Nov-21 Total Amount All A/C 0 0 0

Aug Sep Oct Nov Dec Jan Feb Mar

0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0

0 0 0 0
Total
0 0 0 0
0 0 0 0 0

2 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
 0

4 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance
0 0
 0

6 BANK NAME: A.C No:

Withdrawal Deposit
Date Cheqe No Payee/Transaction To Balance Rs
Rs (-) Rs(+)
starting Balance 0
0 0
0
sep Oct nov dec jan feb mar
0 0 0 0 0 0 0
Apr 4 0 0 0
May 5 0 0 0
Jun 6 0 0 0
Jul 7 0 0 0
Aug 8 0 0 0
Sep 9 0 0 0
Oct 10 0 0 0
Nov 11 0 0 0
Dec 12 0 0 0
Jan 1 0 0 0
Feb 2 0 0 0
Mar 3 0 0 0
 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
 MAIN SHEET :MONEY COLLECTION REMINDER SHEET:

Amount Due Date of Amount

No Date Month Year Name Purpose
Given Date
Mar

d 44.00 9
ON REMINDER SHEET:
DATE: 2-Nov-21
Due Date of Amount Receiving Amount Data
Amount Remark
Month Year Received Date Month Year Balance
Received.

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Jul 2009 YES 20.00 24
Jan 1 0
Feb 2 0
Mar 3 0
Apr 4 0
May 5 0
Jun 6 0
Jul 7 0
Aug 8 0
Sep 9 0
Oct 10 0
Nov 11 0
Dec 12 0
0
2009 0
2010 0
2011 0
2012 0
2013 0
2014 0
2015 0
2016 0
2017 0
2018 0
2019 0
2020 0
2021 0
2022 0
2023 0
2024 0
2025 0
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
16 0
17 0
18 0
19 0
20 0
21 0
22 0
23 0
24 0
25 0
26 0
27 0
28 0
29 0
30 0
31 0
0
0
0
0
0
0
0
0
0
0
7
 11 2021

0 0 YES 0
0 0 NO 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 2009
 BIRTHDAY-ANIVERSEY ENTRY-REMINDER
MAIN SHEET

Sr.No Date Month Year Type Name

DATE: 2-Nov-21
11

0 0 Jan 1 N.A
0 0 Feb 2 1950
0 0 Mar 3 1951
0 0 Apr 4 1952
0 0 May 5 1953
0 0 Jun 6 1954
0 0 Jul 7 1955
0 0 Aug 8 1956
0 0 Sep 9 1957
0 0 Oct 10 1958
0 0 Nov 11 1959
0 0 Dec 12 1960
0 0 13 1961
0 0 14 1962
0 0 15 1963
0 0 16 1964
0 0 17 1965
0 0 18 1966
0 0 19 1967
0 0 20 1968
0 0 21 1969
0 0 22 1970
0 0 23 1971
0 0 24 1972
0 0 25 1973
0 0 26 1974
0 0 27 1975
0 0 28 1976
0 0 29 1977
0 0 30 1978
0 0 31 1979
0 0 1980
0 0 1981
0 0 1982
0 0 1983
0 0 1984
0 0 1985
0 0 1986
0 0 1987
0 0 1988
0 0 1989
0 0 1990
0 0 1991
0 0 1992
0 0 1993
0 0 1994
0 0 1995
0 0 1996
0 0 1997
0 0 1998
0 0 1999
0 0 2000
0 0 2001
0 0 2002
0 0 2003
0 0 2004
0 0 2005
0 0 2006
0 0 2007
0 0 2008
0 0 2009
0 0 2010
0 0 2011
0 0 2012
0 0 2013
0 0 2014
0 0 2015
0 0 2016
0 0 2017
0 0 2018
0 0 2019
0 0 2020
0 0 2021
0 0 2022
0 0 2023
0 0 2024
0 0 2025
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
 Property / Liablities
MAIN SHEET

Annual Realized Income Net Worth Worksheet

Monthly wages, salary 0 Property Assets
Dividends and interest Residence
Other Vacation home
Total monthly Income 0 Land
Other Income (Annual Amounts) Land
Business income Land
Capital gains Other
Other Total of Assets 0
Total other income 0 Jewelry ,Gold ,Art
Total Realize Income 0 Total of Jewelry 0
Automobiles
Other
Total of Automobiles 0
ty / Liablities

Investment / saving Mediclam / Insurance Liabilites

Saving Scheme Insurance Liabilities
PPF 0.00 LIC 0 Home mortgage
Postal 0.00 Vehicle Insurance 0 Other mortgage
MIS 0.00 Mediclam 0 Bank loans
KVP 0 Auto loans
FD 0 Total of Insurance 0 Credit cards
Boand 0 Personal loans
PF 0 Other
NSC 0 Total Liabilities
Other 0
Total of Saving Scheme 0 Annual EMI of Liabilites
Equity Assets Home mortgage
Stocks 0 Other mortgage
Mutual funds 0.00 Bank loans
Annuities Auto loans
Business equity Credit cards
Total of Equity 0 Personal loans
Cash Reserve Assets Other
Checking account Total of EMI
Savings account 0
Money market
Other
Other
Total Assets 0
 Liabilites

nnual EMI of Liabilites

0
 Home Inventory
MAIN SHEET

Search Iteam Purchse Date Model No Serial No

Iteam Purchse Date Model No Serial No

Home Inventory
Read Book

Price Warnty Warnty

Price Warnty Condition Note

 Pervious Stage

Sr.No Date

1
2
3
4
5
6
7
8
9
10
 Read Book

Book Name Author

Read Book

Publiser Type Note

 PESONAL DETAIL
MAIN SHEET

Name Item A/C No Service No

Password Remarks