TBThynkBoredConsult

Tax advisory

Income Tax Pre-Filing Checklist

A pre-filing checklist for founders and consultants organizing income, bank statements, deductions, TDS, capital gains, and business records.

When to use it

Use this before filing season or before a tax planning consultation.

  1. 1Collect salary, consulting, business, interest, and capital gains records
  2. 2Download bank statements and payment gateway summaries
  3. 3Collect invoices, expense proofs, and reimbursement records
  4. 4Review TDS details and tax payment records
  5. 5Organize investment, insurance, NPS, loan, and donation proofs
  6. 6Review GST data where applicable
  7. 7Compare current-year positions with prior-year filings
  8. 8List open questions before speaking with an advisor

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