info@bhanuandco.in      +91-9810699436
      

Personal Income TaX Return

Your personal income tax return for the 2016 calendar year is due on May 1, 2017. It is wise to file on time. I have had people over the years tell me that they do not owe any money so there is no reason for them to file. First of all, you could be wrong about owing money. Perhaps you have forgotten about something. I have had clients who did not owe any money until their T4 was revised – and then they owed money. A T4 or T5 slip can be revised months or years after it is issued so don’t rely on the first one you get to be sure that you don’t owe any money. File on time. There is no better strategy for avoiding a late filing penalty. CRA has many powers, but they cannot call a return late if you can prove you filed on time.

Taxation structure in India has well developed three-tier federal structure comprising the Union Government, State Government, and Local Bodies. The responsibilities to impose taxes have been distributed among these three tiers.

The Main Taxes such as: Income Tax, Custom Duties, Central Excise, Sales Tax, and Service Tax have been authorized by Union Government or Central Government. The principal Taxes have been levied by State Government are Sales Tax (Sale Tax on intra state), Stamp Duty (Duty on transfer of property), State Excise, Land Revenue, Entertainment Tax, and Professional Tax. Local Bodies are empowered to levy Property Tax, Tax on Utilities (Water and Drainage), and Octroi.




Who must file a Personal Income Tax return?



If you are a PA resident, nonresident or a part-year PA resident, you must file a PA tax return if:

You received total PA gross taxable income in excess of $33, even if no tax is due with your PA return; and/or You incurred a loss from any transaction as an individual, sole proprietor, partner in a partnership or PA S corporation shareholder.

PA law does not exempt a minor from the above requirements to file a PA tax return even if claimed as a dependent on a federal return.

The executor, administrator, or other person responsible for the affairs of a decedent must file a PA tax return if the decedent met the above requirements. Pennsylvania taxes eight classes of income:




Procedure for Personal Income Tax Return


  • Create your e-filing account
  • Download Form 26AS
  • Download the income tax return form
  • Fill the details in the Tax return form
  • Validate the details
  • Calculate your tax liability
  • Generate the XML file
  • Submit the income tax return
  • Send the signed ITR-V to the Income Tax Department
  • Check the ITR-V receipt status


Documents Required To File Personal Income Tax Return


  • PAN number
  • Form 16
  • Form 16A
  • Form 26AS
  • Bank Passbook/ Statements
  • Fixed Deposit Statement
  • Proof of Investment under Section 80C
  • Proof To Avail Exemptions
  • Proof of investment under Section 80E
  • Share Transaction Statement