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FORMS AND ENCLOSURES

The Income tax rules specify various forms for different assesses, based upon incomes they earn. It is important for us to know about the relevant forms for filing return of income.

Following are some relevant tax return forms:

In case you are a salaried employee not having any agricultural income or business income or capital gains – You can use Form no.2E (Naya saral)
In case you are a salaried employee having any agricultural income or capital gains – You can use Form no.3 (or Saral 2D)
If you are a businessman or engaged in profession – You can use Form no.2 (or Saral 2D)

These forms can be downloaded from www.incometaxindia.gov.in

While filing your return of income you also need to file certain enclosures prescribed by the IT Act. Some of the important enclosures are mentioned below:

S.No.	Condition	Required Annexure
1	Income under the head ‘Salaries’	Form 16
2	Municipal taxes paid, interest on housing loan paid	Proof of municipal taxes paid, or interest payments
3	Investments in sec. 54EC bonds	Copy of the bonds
4	Deposit in CGAS	Proof of deposit
5	Dividend received	Dividend warrants
6	Interest on bank deposits received	Bank statement
7	LIC premium paid	Proof of life insurance premium paid
8	Amt. contributed towards the scheme of deferred annuity	Proof of deferred annuity paid
9	Contribution to PPF/RPF	Proof of payment to PPF/RPF
10	Investments in NSC	Xerox copy of the NSCs
11	Subscription to any security as notified by the Central Government	Xerox copy of the securities
12	Subscription to any MF. Or UTI	Copy of the instrument
13	Tuition fees paid	Proof of tuition fees paid
14	Deduction for contribution to pension	Proof of pension payment
15	Deduction for medical insurance premium	Proof of medical insurance premium paid
16	Deduction for medical treatment & maintenance of dependant with disability.	Copy of certificate issued by the medical Authority i.e. form 10-IA
17	Deduction for medical treatment of specific diseases	Medical certificate from Neurologist, Oncologist, Urologist, Hematologist or other specialist, working in a govt. hospital & form 10-I
18	Deduction for interest on educational loan paid	Proof of interest paid.
19	Deduction for donations u/s 80G made	Proof of donations made
20	Deduction in respect of Rent paid	Declaration in form no. 10BA
21	Deduction in respect of sec. 80U of the IT Act.	A copy of certificate issued by the medical authority i.e. Form 10-IA