Tax & Business Forms

Quick reference guide to commonly used tax returns, GST forms, TDS forms, and corporate filing forms in India

Income Tax Return Forms (ITR)

ITR-1 (Sahaj)

For: Individuals with income from salary, one house property, and other sources (interest, etc.). Income up to ₹50 lakhs.

Portal: Income Tax e-Filing Portal

ITR-2

For: Individuals and HUFs not having income from profits and gains of business or profession. Includes capital gains and foreign income.

Portal: Income Tax e-Filing Portal

ITR-3

For: Individuals and HUFs having income from a proprietary business or profession.

Portal: Income Tax e-Filing Portal

ITR-4 (Sugam)

For: Individuals, HUFs, and firms (other than LLP) with presumptive income from business and profession under sections 44AD, 44ADA, or 44AE.

Portal: Income Tax e-Filing Portal

ITR-5

For: Partnership firms, LLPs, AOPs, BOIs, artificial juridical persons, estates of deceased, estates of insolvent, business trusts, and investment funds.

Portal: Income Tax e-Filing Portal

ITR-6

For: Companies other than companies claiming exemption under section 11 (Income from property held for charitable or religious purposes).

Portal: Income Tax e-Filing Portal

ITR-7

For: Persons including companies required to furnish return under sections 139(4A), 139(4B), 139(4C), or 139(4D) - trusts, political parties, institutions, etc.

Portal: Income Tax e-Filing Portal

Tax Audit Forms

Form 3CA

For: Audit report for companies under section 44AB.

Required by: Companies subject to tax audit

Form 3CB

For: Audit report for non-corporate taxpayers under section 44AB.

Required by: Individuals, HUFs, firms, etc. subject to tax audit

Form 3CD

For: Statement of particulars required to be furnished under section 44AB.

Required by: All taxpayers undergoing tax audit. Contains detailed information about business operations, financial statements, and tax computations.

GST Forms

GSTR-1

Purpose: Details of outward supplies of taxable goods or services effected.

Filing frequency: Monthly or quarterly based on turnover

Portal: GST Portal

GSTR-3B

Purpose: Monthly summary return with payment of tax.

Filing frequency: Monthly

Portal: GST Portal

GSTR-4

Purpose: Return for composition scheme taxpayers.

Filing frequency: Quarterly

Portal: GST Portal

GSTR-9

Purpose: Annual return for regular taxpayers.

Filing frequency: Annually

Portal: GST Portal

GSTR-9C

Purpose: Reconciliation statement and certification (for taxpayers with turnover above ₹5 crores).

Filing frequency: Annually

Portal: GST Portal

GST REG-01

Purpose: Application for registration under GST.

When: At the time of initial registration

Portal: GST Portal

GST RFD-01

Purpose: Application for refund of tax, interest, penalty, fees, or any other amount.

When: For claiming GST refund

Portal: GST Portal

E-Way Bill (EWB-01)

Purpose: Electronic way bill for movement of goods worth more than ₹50,000.

When: Before transportation of goods

Portal: E-Way Bill Portal

TDS Forms

Form 26AS

Purpose: Annual tax statement showing TDS/TCS details, advance tax, self-assessment tax, and refunds.

Portal: Income Tax Portal

Form 24Q

Purpose: Quarterly statement of TDS on salary.

Filing frequency: Quarterly

Portal: TRACES Portal

Form 26Q

Purpose: Quarterly statement of TDS on payments other than salary.

Filing frequency: Quarterly

Portal: TRACES Portal

Form 27Q

Purpose: Quarterly statement of TDS on payment of income to non-residents.

Filing frequency: Quarterly

Portal: TRACES Portal

Form 16

Purpose: TDS certificate for tax deducted on salary.

Issued by: Employer to employee

Frequency: Annually

Form 16A

Purpose: TDS certificate for tax deducted on payments other than salary.

Issued by: Deductor to deductee

Frequency: Quarterly

MCA Forms (Corporate Filing)

SPICe+ (INC-32)

Purpose: Simplified Proforma for Incorporating Company Electronically - for company incorporation.

Portal: MCA Portal

Form AOC-4

Purpose: Filing of annual financial statements with the Registrar.

Filing frequency: Annually

Portal: MCA Portal

Form MGT-7

Purpose: Annual return to be filed by a company with the Registrar.

Filing frequency: Annually

Portal: MCA Portal

Form DIR-3 KYC

Purpose: Director KYC (Know Your Customer) form.

Filing frequency: Annually

Portal: MCA Portal

Form ADT-1

Purpose: Notice of appointment of auditor.

When: Within 15 days of appointment of auditor

Portal: MCA Portal

Form MGT-14

Purpose: Filing of resolutions and agreements to the Registrar.

When: Within 30 days of passing special resolutions

Portal: MCA Portal

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