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sheets below by
choosing Y/N
and Click on
Click on the sheets below Schedules for filing Income Tax Return Apply
1 GENERAL Personal Info, Filing Status, Audit Info Y
2 NATUREOFBUSINESS Nature of Business Partner & Member Info Y
3 BALANCE_SHEET PartA-BS Y
4 PROFIT_LOSS PartA-P&L Y
5 OTHER_INFORMATION PartA-OI Y
6 QUANTITATIVE_DETAILS PartA-QD Y
7 PART_B PartB-TI, PartB-TTI Y
8 PART_C PartC, Verification Y
9 HOUSE_PROPERTY ScheduleHP N
10 BP ScheduleBP Y
11 DPM_DOA ScheduleDPM, ScheduleDAO Y
12 DEP_DCG ScheduleDEP, ScheduleDCG Y
13 ESR ScheduleESR N
14 CG_OS ScheduleCG, ScheduleOS N
15 CYLA BFLA ScheduleCYLA, ScheduleBFLA Y
16 CFL ScheduleCFL N
17 10A Schedule 10A,10AA,10B,10BA N
18 80G Schedule80G N
19 80_ Schedule80IA,80IB,80IC,VI-A,STTC N
20 SI ScheduleSI N
21 EI Schedule EI Y
22 FBI_FB ScheduleFBI,ScheduleFB Y
23 IT_FBT ScheduleIT,ScheduleFBT Y
24 TDS_TCS ScheduleTDS2,TCS N
Select sheets to
print and click
apply
Y
Y
Y
Y
Y
Y
Y
Y
N
Y
Y
Y
N
N
Y
N
N
N
N
N
Y
Y
Y
N
ScheduleName Appli
cable
YN
GENERAL PartA_Gen1 Y
NATUREOFBUSINESS NatureOfBusiness Y
BALANCE_SHEET PartA-BS Y
QUANTITATIVE_DETAILS PartA-QD Y
PART_B PartB-TI Y
PART_B PartB-TTI Y
PART_C PartCAnd8B Y
PART_C Verification Y
PART_C ScheduleBA Y
HOUSE_PROPERTY ScheduleHP N
BP ScheduleBP Y
DPM_DOA ScheduleDPM Y
DPM_DOA ScheduleDOA Y
DEP_DCG ScheduleDEP Y
DEP_DCG ScheduleDCG Y
ESR ScheduleESR N
CG_OS ScheduleCG N
CG_OS ScheduleOS N
CYLA BFLA ScheduleCYLA Y
CYLA BFLA ScheduleBFLA Y
CFL ScheduleCFL N
10A Schedule10A N
10A Schedule10AA N
10A Schedule10B N
10A Schedule10BA N
80G Schedule80G N
80_ Schedule80_IA N
80_ Schedule80_IB N
80_ Schedule80_IC N
80_ ScheduleVIA N
80_ ScheduleSTTC N
SI ScheduleSI N
EI ScheduleEI Y
FBI_FB ScheduleFBI Y
FBI_FB ScheduleFB Y
IT_FBT ScheduleIT Y
IT_FBT ScheduleFBT Y
TDS_TCS ScheduleTDS2 N
TDS_TCS ScheduleTCS N
Description
Click on applicable links to navigate to the respective sheet / schedule.
Other Information (optional in a case not liable for audit under section
44AB)
Quantitative details (optional in a case not liable for audit under section
44AB)
Computation of total income
Computation of tax liability on total income
Computation of Fringe Benefits and fringe benefit tax
FORM
ITR-5 (Including Fringe Benefit Tax Return) [For firms, AOPs and BOIs]
(Please see Rule 12 of the Income Tax- 2007-08
Rules,1 96 2)
(Also see attached Instructions)
Name Old name PAN
PERSONAL INFORMATION
M/S TARACHAND HAJARIMAL OIL
MILLS AABFT3205B
Flat / Door / Block No Name of Premises / Building / Village Date of formation
FILING STATUS
Designation of Assessing Officer (Ward / Circle) Area Code AO Range code AO No
3(4), MALEGAON PNE WType 024 04
Whether original or revised return? O-Original
If revised, enter Receipt no and Date of Date
filing original return (DD/MM/YYYY) (DD/MM/YYY
Residential Status RES - Y) of non-resident, is there a
In the case No
Resident permanent establishment (PE) in
India
Whether this return is being filed by a representative assessee? If yes, please furnish No
following information
a Name of the representative
b Address of the representative
c Permanent Account Number (PAN) of the
representative
Are you liable to maintain accounts as per section 44AA? YES
AUDIT INFORMATION
(Select)
Are you liable for audit under section 44AB? If yes, furnish following information No
a Name of the auditor signing the tax audit
report
b Membership no. of the
auditor
c Name of the auditor
(proprietorship/firm)
d Permanent Account Number (PAN) of the proprietorship/ firm
e Date of audit report. (DD/MM/YYYY)
Date
Page 1
GENERAL
Page 2
PARTNERS/ MEMBERS INFORMATION N
A. Whether there was any change during the previous year in the partners/members of the firm/AOP/BOI
B. Particulars of persons who were partners/ members in the firm/AOP/BOI on 31st day of March, 2007
Percenta
ge of
Name and address share (if
S.No. deter PAN
minate)
Name Address City State Pin code
(1) (2) (3) (4)
1 MOHANLAL U. 133, MAIN ROAD, MALEGAON - 19- 423105 25.00 AAKPA3952B
AGRAWAL MALEGAON - CAMP CAMP MAHARASHTRA
2 BADRILAL B. MAIN ROAD, MALEGAON - 19- 423105 25.00
AGRAWAL MALEGAON - CAMP CAMP MAHARASHTRA
3 RAMESH B. MAIN ROAD, MALEGAON - 19- 423105 25.00
AGRAWAL MALEGAON - CAMP CAMP MAHARASHTRA
4 BHATTULAL U. 73,74, MAIN ROAD, MALEGAON - 19- 423105 25.00 ABWPA4255E
AGRAWAL MALEGAON 0- CAMP CAMP MAHARASHTRA
5
6
7
8
9
10
Nature of business or profession, if more than one tradenames please specify upto 3
NATURE OF BUSINESS
tradenames
1 2 3 4 7 8 9
1 2 3 4 5 6 7 8 9 10
(C) In the case of a manufacturing concern - Finished Goods
Item Name Unit Opening stock Purchase Finished Sales Closing stock Shortage/
goods excess, if any
manufactured
1 2 3 4 5 6 7 8
Part B - TI Computation of total income
1 Income from house property (4c of Schedule-HP) (enter nil if loss) 1 0
2 Profits and gains from business or profession
TOTAL INCOME
11 Date(DD/MM/YYYY)
VERIFICATION
I, (full name in block MOHANLAL UTTAMCHAND son/ UTTAMCHAND
letters), AGRAWAL daug AGRAWAL
hter
of
solemnly declare that to the best of my knowledge and belief, the information given in the return
and the schedules thereto is is correct and complete and that the amount of total income/ fringe
benefits and other particulars shown therein are truly stated and are in accordance with the
Capacity PARTNER
Place MALEGAON
Sign here
18/03/2008 (Date)
In case of refund, please furnish the following information in respect of bank account in which
Schedule BA refund is to be credited
1 Enter your bank account number (mandatory in case of refund) 000030001
2 Do you want your refund deposited directly into your bank account? Yes
3 In case of direct deposit to your bank account give additional details - MICR CODE 000030001
Type of Account (Select) Current
Schedule BP Computation of income from business or profession
A From business or profession other than speculative business
Business(includin
ii g
speculation profit) 777 0 0 777
Schedule BFLA Details of Income after Set off of Brought Forward Losses of earlier years
ncome after set
off, if Brought forward
Brought forward Brought forward Current year’s
any, of current allowance under
Sl. Head/ Source of loss depreciation set income remaining
ARD LOSS ADJUSTMENT
year’s section
No. Income set off off after set off
losses as per 5 of 35(4) set off
Schedule CYLA)
1 2 3 4 5
BROUGHT FORWARD LOSS ADJUSTMENT
i House property 0 0 0 0 0
Business
ii (including
speculation profit) 777 0 0 0 777
Short-term capital
iii gain 0 0 0 0 0
Long-term capital
iv gain 0 0 0 0 0
Other sources
(including
v profit from
owning race
horses) 0 0 0 0 0
vi Total of brought forward loss set off 0 0 0
vii Current year’s income remaining after set off Total (i5+ii5+iii5+iv5+v5+vi5) 777
Schedule - EI Details of Exempt Income (Income not to be included in Total Income)
1 Interest Income 1
EXEMPT INCOME
2 Dividend Income 2
3 Long-term capital gains on which Securities Transaction
Tax is paid 3
4 Net Agriculture income(other than income to be excluded
under rule 7, 7A, 7B or 8) 4
5 Share in the profit of firm/AOP etc. 5
6 Others 6
7 Total (1+2+3+4+5+6) 7 0
Schedule - FBI Information regarding calculation of value of fringe benefits
Are you having employees based both in and outside India? If yes write
2
1 If 1, answer
and if no
towrite
‘1’ is 2yes, are you maintaining separate books of account for
Indian and foreign operations?
Fringe benefit
information
2 If yes write 1, and if no write 2
3 Total number of employees
a Number of employees in India 3a 0
b Number of employees outside India 3b 0
production of pharmaceuticals
d Conveyance in the business of manufacture or dii 0 5 div 0
production of computer software
9 a Use of hotel, boarding and lodging facilities in the aii
business other than the business referred to in 9b or 0 20 aiv 0
9c or 9d or 9e
b Use of hotel, boarding and lodging facilities in the business of bii
manufacture or production of pharmaceuticals 0 5 biv 0
c Use of hotel, boarding and lodging facilities in the business of cii 0 5 civ 0
manufacture or production of computer software
d Use of hotel, boarding and lodging facilities in the dii
business of carriage of passengers or goods by 0 5 div 0
aircraft
e Use of hotel, boarding and lodging facilities in the eii
business of carriage of passengers or goods by ship 0 5 eiv 0
10 a Repair, running (including fuel), maintenance of motor cars aii
and the amount of depreciation thereon in the business other
than the business of carriage of 0 20 aiv 0
passengers or goods by motor car
b Repair, running (including fuel), maintenance of motor cars bii
and the amount of depreciation thereon in the business of 0 5 biv 0
carriage of passengers or goods by motor car
11 Repair, running (including fuel) and maintenance of aircrafts and
the amount of depreciation thereon in the business other than the 0 20 11iv 0
business of carriage of passengers or goods by aircraft
12 Use of telephone (including mobile phone) other than expenditure
0 20 12iv 0
on leased telephone lines
13 Maintenance of any accommodation in the nature of guest house
0 20 13iv 0
other than accommodation used for training purposes
14 Festival celebrations 0 50 14iv 0
15 Use of health club and similar facilities 0 50 15iv 0
16 Use of any other club facilities 0 50 16iv 0
17 Gifts 0 50 17iv 0
18 Scholarships 0 50 18iv 0
19 Tour and Travel (including foreign travel) 0 5 19iv 0
20 Value of fringe benefits (total of Column iv) 20iv 0
21 If answer to ‘1’ of Schedule-FBI is no, value of fringe benefits (same as20iv) 21iv 0
22 If answer to ‘2’of Schedule-FBI is yes, value of fringe benefits (same as20iv) 22iv 0
23 If answer to ‘2’of Schedule-FBI is no, value of fringe benefits ( 20iv x 3a of Schedule-FBI ÷3c of
23iv 0
Schedule-FBI)
24 value of fringe benefits(21iv or 22iv or 23iv as the case may be) 24iv 0
*If answer to ‘2’of Schedule-FBI is yes, enter the figures in 1ii to 19ii on the basis of books of account maintained for
NOTE :
Indian operation.
Schedule IT Details of Advance Tax and Self Assessment Tax Payments of Income-tax
PAYMENTS
1 2 3 4 5 6 7
1 SBI MALEGAON 0000418 18/03/2008 18 279
2
3
4
5
6
NOTE Enter the totals of Advance tax and Self Assessment tax in Sl No. 15a & 15d of PartB-TTI
TS
1
2
3
4
5
6
NOTE Enter the total of v in 8a and 8b of PART-C
Instructions to fill up Excel Utility
i Overview
ii Before you begin
iii Structure of the utility for ITR5
iv Customisation of the utility
Configure : From the Home page, select the
v Filling up the sections of the form using the utility applicable sheets for your returns by select Y/N
vi Validating the sheets in the pulldown in Column D. Click Apply
vii Generating the XML thereafter.
viii Printing
ix Importing Fill up : Navigate to each schedule applicable from
Index page or by clicking Next / Prev buttons. Fill
up data (Refer to sheet specific Help for more
Configure the utility details)
Fill up applicable schedules
Validate each sheet : Click on the Validate Button on
Validate each sheet each filled sheet to ensure that the sheet has been
Generate XML properly filled. Also ensure that you have also followed
instructions per sheet
Validate Summary
Upload the XML
Validate Summary : After clicking on Validate :
Generate XML : After all required schedu
Generate XML. You will be taken to a
Verification / Validation sheet where check that have been filled and validated, click on
Save XML to generate the XML for Generate XML which will recheck all sheet
uploading to efiling site. all entries made are reflected before clicking on
Save XML and show a final validation sheet
i Overview
The excel utility can be used for creating the XML file for efiling of your returns.
The excel utility provides all the sections and schedules required to be submitted as a part of the eFiling process.
Once, the data to be submitted for filing your returns is entered into the utility, the Generate XML button will take you
to a validation page.
The validation page shows the error free entries that the utility will convert into XML format when the user clicks on
Publish XML button.
The XML file generated will be placed in the same folder as the Excel utility, and will carry a name ending with your
PAN number followed by the file extension.
iv Customisation of the utility by clicking on the Home button shown here ---->
Depending on the various optional schedules that you need to leave out of the filing, you can customize the utility to
show you only relevant sheets.
To customize the utility, one needs to go to the Home page / Customization sheet by clicking on the Home
button.
This sheet has embedded in it the Version number, buttons to access the "General instructions to fill the utility and
form". "Customize" button which when clicked will apply the customization inputs for hiding unnecessary sheets, to
the utility.
The print options are also stored on clicking Customize button. These options include user selected list of sheets that
need to be printed.
Note : If, on a sheet, there are more than one schedules, you should disable the sheet by selecting "N" only if all the
schedules on that sheet are not relevant to you.
v
Filling up the sections of the form using the utility.
Every section / schedule is color coded to facilitate the user to enter data.
There are following different types of cells in the sheet.
a) Data entry cells for mandatory fields which are required to be compulsorily entered by the user.
These have a red font and a green background color.
b) Data entry cells for mandatory fields which , if left empty by the user, will default to a
predefined value. These have a red font and a green background color.
c) Data entry cells for fields which may be mandatory based on the value of some other field. Ex :
Only in the case of revised return are the dates of original return and receipt no to be filled in. Such
labels are either partially red, or , if they have a serial number, then only the serial number is red.
This deontes conditional compulsory fields. The background color is green.
d) Data entry cells for optional fields have a black font and a green background color.
e) Formula fields where no data entry is done by the user but a value is calculated based on already
available values. These have a blue font for the labels and a white background color. The formulas
are not changeable by the user but are calculated by the utility.
f) Linked fields, where no data entry is done by the user, but a value is picked up from an existing
cell elsewhere in the sheet. These have a blue font for the labels and a white background.
All green cells are areas where the user input is expected.
Refer to the navigation buttons shown on the left for Next, Previous and Index. The user can navigate
the various sheets and schedules by either clicking on next or previous buttons to move to the next or the
previous tab, or by clicking on Index to move to the sheet which contains a list of all the schedules , or
alternatively by directly clickin on the sheet tabs at the bottom.
Moving through the cells : After the user has reached the desired schedule, the user can click on the tab
keyboard button. On clicking tab, the user is taken to the next green cell of the schedule.
Adding more rows : Schedules such as Subsidiary Details, 10A, TDS2, TCS etc allow users to enter data in tabular form
The utility provides an option to add more rows in these schedules than provided in the base utility.
IMPORTANT : To add more rows, the user must place the cursor in the last row that is already filled up in the
schedule. Thereafter, the user can click on the button provided to add more rows. The user can enter a number greater
than or equal to 1. On clicking enter, the desired number of rows will be increased.
Warning : Rows once added, cannot be deleted. However, if rows are not filled up, they will not be reflected in the
generated XML.
Note while filling tabular data : When filling tabular data, ensure that all rows are filled one after another. Do not
skip a row blank. Do not use 2 rows for entering value for a particular entry. Example : If address is longer than the
available space, please continue typing in the provided space, and do not move to the next cell to complete the rest of
the address. The cell will automatically expand and accept the full address in the same cell.
After filling a row in the table, do not skip a blank row before filling the next row. The utility will stop generating XML
at the point it encounters a blank row. Also, every schedule has either red colored column headers, which must be filled
up for a valid row to be accepted by the utility. To be sure that the data entered in such tables is being accepted by the
utility, please check the count per table displayed when you click on the XML generate button. By clicking on the XML
Generate button, you will be taken to the verification sheet wherein the utility will calculate the valid rows for each and
every schedule and display the same for final verification before outputting the XML file for upload.
Caution to ensure correct generation of XML as per expectations : For Schedules such as IT, FBT where the totals
are being transferred to Part B, ensure that user does not enter data in the schedules which is incomplete. All rows
where amounts are entered, must have all mandatory data filled up, else the XML may not reflect the entered invalid
rows. Refer above paragraph for details.
viii Printing.
The filled up sheets can be printed. The user can decide which sheets to print by selecting from the homepage, the
sheets desired to be printed from the last column.
On clicking Print, the selected sheets will be printed out.
ix Importing
If a taxpayer has already filled up ITR5 on a previous version, the tax payer can transfer all of the data from the
previous version to the current version by following the given steps.
Step 1 : Ensure that the previous version is kept in a specific folder (any folder) and the taxpayer is aware of the
location of this file. If this file is open, please close it / save and close before proceeding.
Step 2 : Open the latest version of the ITR5 utility after downloading from the site, unzipping if the downloaded utility
is in an archived (zip) format .
Step 3 : Go to the General sheet and click on the import button on the top right. Follow the messages thereafter
Note : The import utility is only for importing already filled in ITR5 forms for the current assessment year using
Excel utility provided on the IncomeTax Efiling site for ITR5.
Typically, the need to import would be for those taxpayers who may have filled in ITR5 using excel utility this yea
assessment year, and would need to move to a later version of the utility provided on the IncomeTax eFiling Site.
This feature is NOT for importing either from any other ITR such as 1,2,3 etc or from previous years data to this
1 GENERAL
NATURE OF BUSINESS
BALANCE_SHEET
PROFIT_LOSS
OTHER_INFORMATION
QUANTITATIVE_DETAILS
PART_B
PART_C
Schedule BA
HOUSE_PROPERTY
BP
DPM_DOA
DEP_DCG
ESR
CG_OS
CYLA BFLA
CFL
10A
80G
80_
SI
EI
FRINGE_BENEFIT_INFO
IT_FBT
TDS_TCS
ill default to a
d up from an existing
background.
Please verify the following schedules / sheets whichever showing up as empty, whether they are
optional, not filled, or are they actually empty. Schedules not listed above / below are not included
intentionally and they can be crosschecked within the utility.
Natureofbusiness Filled Schedule 80 IA Empty
Schedule DPM Filled Schedule 80 IB Empty
Schedule DOA Empty Schedule 80 IC Empty
Schedule ESR Empty Schedule STTC Empty
Schedule EI Empty
Schedule FBI Empty
Schedule FB Empty
1. Validate against each If the no of entries are 0
schedule the count of no In a schedule, there are mandatory fields
of entries. For a row to be valid, these must be
filled in.
2. This is required to Also, do not skip blank rows
confirm that the total no Do not leave blank rows in between
of entries entered per
schedule is valid and Even when a sheet/schedule is filled
being generated in the the status reflects as 'Empty"
final XML