investment income declaration form

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  • 8/3/2019 Investment Income Declaration Form

    1/2

    Sr No.1

    2

    3

    4

    5

    6

    7

    1

    2

    1 Interest on housing loan repaid during the year

    1

    (i) Income from house property

    (in case of loss, enclose computation thereof)

    (a) Rent from Property

    (In case any change is expected during

    the year please provide info. for the same)

    (b) House Tax

    (ii) Income from other sources

    (a) Dividends

    (b) Interest

    (c) Other incomes

    2 Aggregate of sub-items (i) to (ii) of item 1

    3 Tax deducted at source (enclose certificate issued under section 203)

    SECTION 80G - Donation to certain funds

    SECTION-II

    INVESTMENT PROFILE

    SECTION 80C

    Amount (In Rs.)

    Location of Property taken on Lease / Rent

    CONTACT NO. (MANDATORY)

    E-MAIL ID

    Rent [Per Month]

    LIC Premium

    PPF

    NSCs

    Interest on NSCs

    SECTION 80E - Interest on Education Loan

    SECTION 80U - Deduction in respect of Disability

    SECTION 80CCC

    ULIP

    ELSS

    Notified Mutual Fund

    Infrastructure Bonds

    SECTION-IV

    DECLARATION FOR THE PURPOSE OF DEDUCTION U/S 24 OF INCOME TAX ACT, 1961

    (HOUSE RENT PAYMENT (Relief provided against sumission Lease agreement, Proof of ownership such as copy of

    share certificate issued by Co-op Hsg. Society or Copy of Property Tax Bill of Copy of Monthly Society Charges Bill).

    If Rent Lease Agreement is not available, please attach Rent Self Declaration & Declaration from Landlord. Please

    Mention No. of Months rent payable during April 200 to March 200 . Montly Rent________ No. of Months ______

    Child Education Fees - Tuition Fees for full time education to Indian School, University

    Term Deposit for a fixed period of not less than 5 years with a Scheduled Bank

    5 Years Term Deposit under Post Office Term Deposit Rules

    Amount (in Rs.)

    Notified Annuity Plan of LIC or any other Insurer (New Jeevan Dhara, New Jeevan Dhara-

    I, New Jeevan Akshay, New Jeevan Akshay-I and New Jeevan Akshay-II)

    SECTION 80DD

    SECTION-III

    DECLARATION OF RENT FOR THE PURPOSE OF EXEMPTION U/S 10(13A)

    Maintenance Including Medical Treatment Of Handicapped Dependent

    Principal on Housing Loan (including stamp duty, registration fees & other Expensesincurred for the purpose of transfer of property

    Pension Scheme InvestmentSECTION 80D

    Medical/Health Insurance Premium

    Deposit in account under the Senior Citizens Savings Scheme Rule 2004

    CPF/ GPF/ LIC (Salary Saving Scheme)

    SECTION-V

    PAN NO. (MANDATORY)

    DATE OF JOINING (REQUIRED ONLY IF JOINED ON OR AFTER 1ST APRIL 200 )

    INVESTMENT & INCOME DECLARATION FORM

    EMPLOYEE CODE (MANDATORY)LOCATION

    SECTION-I

    FOR THE FINANCIAL YEAR 200 - 200

    (To be filled in only if the employee wishes to furnish any other income (including loss under house property) other than salary

    income.

    Form for sending particulars of Income under section 192 (2B) read withrule 26B for the year ending 31st March, 2008

    Particulars of Income under any head of Income other than Salaries (not being loss under any such head other than

    the Loss under the head "Income from house property) received in the financial year.

    ADDRESS

    PERSONAL INFORMATION

    NAME OF THE EMPLOYEE

    Description

    DECLARATION

    With Best Regards,

    CA Rakesh Sadashiv Devadiga

  • 8/3/2019 Investment Income Declaration Form

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    (Signature of Employee)

    Place

    Date

    I,do hereby declare that the aforesaid information is true and correct to the best of my information and belief and I shall

    indemnify the company against all costs and consequences if any information is later on found to be incorrect.

    With Best Regards,

    CA Rakesh Sadashiv Devadiga