CORAA
Log inRun your first audit free

ITR Client Data Checklist - Documents to Collect Before Filing a Return

A checklist of the documents and checks to collect from a client before filing an income tax return.

Free · CORAA original — SA-aligned
Updated 16 Oct 2026
Use
Before filing an ITR
Covers
Income, deductions, checks
Match
AIS and Form 26AS
Format
Word
Share this template
Your firm — letterhead
Appears at the top of the document as the audit firm letterhead.
Used as the letterhead block.
Addressed to
Recipient of the letter — usually the company's board.
Engagement details
The client and period this document is for.
What’s inside

An excerpt from the template.

PAN: ___ | Assessment year: ___ | Prepared by: ___ | Date: ___

1. Income

2. Deductions and payments

3. Before filing

↑ Excerpt only — the full template is what you download as Word
About this template

What you’re downloading, and when to use it.

This template follows the format published by the Institute of Chartered Accountants of India (ICAI) in the AASB Audit Working Paper Templates (June 2023), the authoritative reference for Indian statutory-audit documentation. Fill in your firm’s letterhead and the engagement details on the form above, click Download Word file, and you’ll get a fully formatted .docx ready to use.

Everything is generated in your browser and on a stateless API endpoint — no account, nothing stored on our servers. We’ll ask for a work email once before your first download so we can send you the file and the occasional relevant update; after that, downloads on this device are instant. Edit freely in Word, Google Docs or Pages before sending to your client.

Common questions

FAQs.

Why check AIS and Form 26AS before filing?
The department sees this data. A return that differs from it often draws a notice, so reconcile before you file.
Who chooses the tax regime?
The client, on your advice. Record the comparison and the reason on file.
Do I need all these documents for every client?
No. Use the rows that apply and mark the rest not applicable.
Related templates

You might also need.

Computation of Total Income Format - Income Tax Computation Statement
Free income tax computation format in Word: income under each head, deductions, tax, rebate, cess, TDS, advanc
Letter of Authority to Chartered Accountant - File Returns and Represent
Free letter of authority to a chartered accountant in Word: file returns, receive notices, represent before au