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checklist for Income tax return submission.

Checklist for PITR

Comprehensive Checklist for Personal Income Tax Return Submission.

Here is a comprehensive checklist to ensure you have all the necessary documents and information for submitting your personal income tax return to the NBR (National Board of Revenue) in Bangladesh:

Personal Information:

  1. Taxpayer Identification Number (TIN)
  2. National ID card or passport
  3. Bank account details

Income Details:

  1. Salary slips or certificates from employers
  2. Bank statements showing interest income
  3. Rental income statements or agreements
  4. Dividend statements from investments
  5. Business income records (if applicable)
  6. Foreign income details (if any)
  7. Capital gains details (from property or stock sales)
  8. Investment and Savings Proofs:
  9. Provident Fund statements
  10. Savings certificates
  11. Fixed deposit receipts
  12. Life insurance premium payment receipts
  13. Mutual fund investment statements
  14. Expense Proofs for Deductions:
  15. Medical bills and receipts
  16. Educational expenses
  17. Charitable donations receipts
  18. Home loan interest payment certificates
  19. Investment in government bonds
  20. Insurance premium payment receipts

Other Relevant Documents:

  1. Previous year’s tax return copy
  2. Advance tax payment receipts
  3. Tax deduction at source (TDS) certificates
  4. House property-related documents (if claiming deductions for rent or loan)
  5. Any other investment proof for tax rebate

Tax Calculation: Income Tax Calculator

  1. Taxable income calculation worksheet
  2. Details of deductions claimed under various sections of the tax laws
  3. Tax credits available
  4. Tax-paid receipts (including advance tax and self-assessment tax payments)

Filing and Submission:

  1. Completed tax return form (appropriate form as per income type)
  2. Proof of tax payments (challans or payment receipts)
  3. A checklist of all attached documents for verification

General Tips:

  1. Verify all information to ensure accuracy and completeness.
  2. Keep a copy of your filed return and all submitted documents for your records.
  3. Consult a tax professional if you have any doubts or complex tax situations.

By following this checklist, you can ensure that you have all the necessary documentation and information to accurately and efficiently file your personal income tax return in Bangladesh.

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