Ready-Reckoner Checklist
Know exactly which documents are Mandatory, Optional, or Conditional before you upload.
This ready-reckoner helps you identify which documents are Mandatory, Optional, or Conditional before uploading.
Income Tax Return (ITR) Filing
| Document | Mandatory | Optional | Conditional |
|---|---|---|---|
| PAN Card | |||
| Aadhaar Card | |||
| Form 16 (for salaried individuals) | |||
| Salary Slips | |||
| Investment Proofs (80C, 80D, etc.) | |||
| Bank Statements | |||
| Rental Agreements (for HRA claims) |
Incorporation Services
| Document | Mandatory | Optional | Conditional |
|---|---|---|---|
| PAN & Aadhaar of Directors/Partners | |||
| Address Proof (Utility Bill, Passport, etc.) | |||
| MoA (Memorandum of Association) | |||
| AoA (Articles of Association) | |||
| Partnership Deed (for LLP/Partnership) | |||
| Bank Statements | |||
| Digital Signature Certificate (DSC) |
Licensing Services
| Document | Mandatory | Optional | Conditional |
|---|---|---|---|
| PAN & Aadhaar | |||
| Bank Statements | |||
| Proof of Business Address | |||
| Incorporation Certificate | |||
| FSSAI Application Form | |||
| GST Registration Documents | |||
| Shops & Establishments License Application |
Notes
- Mandatory: Must be uploaded for processing.
- Optional: Can strengthen claims but not required.
- Conditional: Required only in specific cases (e.g., HRA claims, partnerships, certain licenses).
✓ This ready-reckoner ensures users know exactly what to upload, with Investment Proofs now marked as Mandatory for ITR filing.
