Home Budget Planner
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### MONTHLY BUDGET & INVESTMENT PLANNER
BUDGET-EXPENCE DATA
INVESTMENT DATA
1. Monthly Income &Tax Calculation 2. Budget Planning 5.Annual Budget Summary
3. Daily Spending 4. Expence summary
This Month Expences is RS : 0 This Month Withdrawal Rs is : 0
Invest Summary
LIC.Mediclaim.Insu
PPF.KVP.FD.Bond
Share
Property /Liabilites
Muthual Fund
THIS MONTH PREMIUM(LIC,MEDICLAM,INSURANCE) No
Name
Scheme
Pilicy no
Premium
THIS MONTH MATURE-DEPOSIT No
Name
Scheme
Year
2009
This Sheet Show Only This month Reminder (Enter Your Data in Remaning Sheets) Design on word 2007,May not worked properly on Word 2003.
Design By: Jignesh.Parmar
Tested &
Email: [email protected]
TMENT DATA DATE:
6-Dec-09
LIC.Mediclaim.Insu Bank A/C & Cheque Entry Share
Personal Detail
Home Inventory & Read Book Muthual Fund
ONTH MATURE-DEPOSIT Pilicy no
Birthday-Aniversey
Money Collection Reminder
MONEY COLLECTION REMINDER Due Date
No Name
Amount
Date
THIS MONTH BIRTHDAY-ANIVERSARY No Date
Type
Name
MAIN SHEET
Month
Income
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ANNUAL BUDGET PLANNING
Selection of saving Unit in either % or RS % % % % % % %
Saving Target
GET PLANNING
DATE:
6-Dec-09
YEAR:
% 0 0 0 0 0 0 0 0 0 0 0 0
% 0 0 0 0 0 0 0 0 0 0 0 0
Rs 0 0 0 0 0 0 0 0 0 0 0 0
Saving Target in: RS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2009
% RS
MAIN SHEET
ANNUAL BUDGET PLANNING & SAVING ANALYSIS
Apr
May
Jun
Jul
Aug
Sep
Oct
Monthly Income
0
0
0
0
0
0
0
Monthly Expenses
0
0
0
0
0
0
0
Transportation
0
0
0
0
0
0
0
Home
0
0
0
0
0
0
0
Utilites
0
0
0
0
0
0
0
Health
0
0
0
0
0
0
0
Entertainment
0
0
0
0
0
0
0
Obligigation
0
0
0
0
0
0
0
Saving
0
0
0
0
0
0
0
Personal
0
0
0
0
0
0
0
Miscellaneous
0
0
0
0
0
0
0
Net Saving in Rs.
0
0
0
0
0
0
0
Net Saving in %.
0%
0%
0%
0%
0%
0%
0%
Avgerage Saving
0
0
0
0
0
0
0
Monthly Saving Target Rs.
0
0
0
0
0
0
0
Monthly Saving Target %
0%
0%
0%
0%
0%
0%
0%
Achieve Target
No
No
No
No
No
No
No
Withdrawal amount
0
0
0
0
0
0
0
Last Balance at month end
0
0
0
0
0
0
0
Investment
0
0
0
0
0
0
0
12 JUL JUL
12
JAN FEB MAR
Target Actual
jan 0% 0%
feb 0% 0%
mar 0% 0%
apr 0% 0%
may 0% 0%
jun 0% 0%
APR MAY JUN JUL AUG SEP OCT NOV DEC
SavingTarget Actual Saving
0% 0%
Tran Home Utility Health Enter Obligi Saving Perso Miss. Tran Home Utility Health Enter Obligi Saving Perso Miss.
apr 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
may 0 0 0 0 0 0 0 0 0
jun 0 0 0 0 0 0 0 0 0
jul 0 0 0 0 0 0 0 0 0
aug 0 0 0 0 0 0 0 0 0
sep 0 0 0 0 0 0 0 0 0
YSIS
DATE:
6-Dec-09
YEAR:
2009 Change Month
TARGETED=ACTUAL EXP JUL Nov
Dec
Jan
Feb
Mar
Total
Saving Target- Actual Saving 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0%
0%
0%
0%
0%
0%
0
0
0
0
0
0
0.8
0
0
0
0
0
0
0.6
0%
0%
0%
0%
0%
0%
No
No
No
No
No
No
SavingTarget
Actual Saving
ACTUAL EXPENCES
JUL
Change Month
Actual Expences 1
0.4 0.2
s.
0
is
0
M
0
g
0
in
0
Sa v
0
0 r
0
En te
0
0
y
0
0
li t
0
0
ti
0
0
U
0
0
Tr an
0
jul 0% 0%
aug 0% 0%
sep 0% 0%
oct 0% 0%
nov 0% 0%
dec 0% 0%
oct 0 0 0 0 0 0 0 0 0
nov 0 0 0 0 0 0 0 0 0
dec 0 0 0 0 0 0 0 0 0
Jan 0 0 0 0 0 0 0 0 0
Feb 0 0 0 0 0 0 0 0 0
mar 0 0 0 0 0 0 0 0 0
Tran APR 0 MAY 0 JUN 0 JUL 0 AUG 0 SEP 0 OCT 0 NOV 0 DEC 0 JAN 0 FEB 0 MAR 0
Home 0 0 0 0 0 0 0 0 0 0 0 0
Utility 0 0 0 0 0 0 0 0 0 0 0 0
Health 0 0 0 0 0 0 0 0 0 0 0 0
Change Month
l Saving
Actual Saving
Change Month
s. is M
Sa v
in
g
nces
Enter 0 0 0 0 0 0 0 0 0 0 0 0
Obligi 0 0 0 0 0 0 0 0 0 0 0 0
Saving 0 0 0 0 0 0 0 0 0 0 0 0
Perso 0 0 0 0 0 0 0 0 0 0 0 0
Miss. 0 0 0 0 0 0 0 0 0 0 0 0
Target 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
Actual 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
DAILY EXP
MAIN SHEET
Month
Type
Sep
TRANSPORTATION
Sep
Bike-Petrol
Sep
Car-Petrol
Sep
Car-Gas
Sep
Service
Sep
Maintenance
Sep
Bus/Taxi/Train Fare
Sep
Other
Sep
HOME
Sep
Milk
Sep
Home-Rent
Sep
Home-Maintenance
Sep
Vegetables
Sep
Furniture
Sep
Groceries
Sep
Other
Sep
UTILITIES
Sep
Phone - Home
Sep
Phone - Cell
Sep
Cable Bill
Sep
Gas Bill
Sep
Water Bill
Sep
Electricity Bill
Sep
Internet Bill
Sep
Others
Sep
HEALTH
Sep
Health Insurance
Sep
Doctor/Dentist
Sep
Medicine/Drugs
Sep
Health Club Dues
Sep
Life Insurance
Sep
Other
Sep
Entertaiment
Sep
Movie
Sep
Magazine
Sep
Lunch/Dinner
Sep
Tea/Snakes
Sep
Other
Sep
Vacation/Travel
Sep
OBLIGATIONS
Sep
Home Loan
Sep
Other Loan
Sep
Credit Cards
Sep
State/Local Taxes
Sep
Other
1
2
3
4
5
6
7
8
9
10
11
Sep
SAVINGS
Sep
Investments
Sep
PERSONAL
Sep
Cloths
Sep
Assessories
Sep
Books
Sep
Music CD
Sep
Other
Sep
MISCELLANEOUS
Sep
Other
DAILY EXPENSES
12
13
14
DATE
15
16
17
18
19
20
21
6-Dec-09
22
23
24
25
26
27
28
29
30
31
TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
MONTHLY EXPENCES SUMMARY
MAIN SHEET Income Categories Total Income TOTAL EXPENSES TRANSPORTATION Bike-Petrol Car-Petrol Car-Gas Service Maintenance Bus/Taxi/Train Fare Other HOME Milk Home-Rent Home-Maintenance Vegetables Furniture Groceries Other UTILITIES Phone - Home Phone - Cell Cable Bill Gas Bill Water Bill Electricity Bill Internet Bill Others HEALTH Health Insurance Doctor/Dentist Medicine/Drugs Health Club Dues Life Insurance Other Entertaiment Movie Magazine Lunch/Dinner Tea/Snakes Other Vacation/Travel OBLIGATIONS Home Loan Other Loan Credit Cards
Apr 0 0
May 0 0
Jun 0 0
July 0 0
Aug 0 0
Sep 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
State/Local Taxes Other SAVINGS Investments PERSONAL Cloths Assessories Books Music CD Other MISCELLANEOUS Other
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
This month Expenses
0
Oct 0 0
Nov 0 0
Dec 0 0
Jan 0 0
Feb 0 0
Mar 0 0
12 MONTH 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
4 5 6 7 8 9 10 11 12 1 2 3
0 0 0 0 0 0 0 0 0 0 0 0
MAIN SHEET
ITR-1 FORM
:MONTHLY INCOME STATUS: Exemption
Enter Necessary Data For Income Tax Calculation
Man Female Sr.Citizan
150000 180000 225000
10.00% 300000 300000 300000
20.00% 500000 500000 500000
HRA Received in Salary Yes For Housing Loan House Self Occupied Accomaodation provided by Your company Salary Brakup Basic HRA Transport Allowance/Conveyance Child Education Grade/Special Allowance Arrears LTA Leave Encashment Performance Incentive Medical Reimbursement Food Coupons Telephone Reimbursements Car Reimbursement Internet Expense Driver Salary Others Others TOTAL SALARY (Gross Salary) Monthly Deduction TDS Other Deduction Income Tax Paid From Salary Professional Tax Employee's PF Contribution Net Salary
APR
MAY
JUN
JUL
0
0
0
0
0
0
0
0
0
0
0
0
Other Income House/Property income (Enter Loss as negative) Interest on Housing Loan (For Tax exemption) Other Income(interest,etc) Total of Other Inconme Capital Gain Tax(From Stocks) Less : Exemptions (Section 10&17) Actual Rent paid as per rent receipts HRA Exemption (sec10(13A))
Child Education Allowance (sec10(14)) Medical Reimbursement (sec17(2)) Transport Allowance (sec10(14)) LTA (sec10(5)) Food Coupons Telephone Reimbursement Car Expenses Reimbursement (sec10(14)) Internet expense Driver Salary Other Reimbursement Total of Exemption(Section 10&17) Deductions under chapter 80C LIC Premium Employee's contribution to PF PPF NSC Insurance premium ChildrenTution Fees paid Housing Loan Principal repayment Infrastructure Bonds(MF,ULIP,FD.etc) Fixed Deposit for 5 yrs. or more Others Total of Section 80C Pension Fund (80 CCC) Total Deduction under Section 80C & 80CCC Deductions under chapter VIA 80D (Medical insurance premium) 80E (Interest on Loan for Higher Education) 80U (Handicapped person)(Perment Disability) 80D (Medical insurance premium) for Parents 80DDB(Medical Treatment forSpecified Diseases) 80DD(Medical Handicapped Dep) 80G(Donation to Approved Charity/Fund) 80GG(Rent Deduction if HRA not Received) Other Deduction Total Deductions under chapter VIA
0 0 0 0 0 0 0 0 0 0
0 0 Submit Medical Bills 0 0
0 No 0
0
0
0
0
0
0
0
0 0
Did treatment on Sr.Citizen Handicapped <80% 0
0
Agricultural Income Personal Details Name of the Assessee
Middle Name
Father's Name Date of The Birth
Senior Citizen
Phone No Address
Ward No Flat/Door No./Block No. Road / Street / Post Office Town / City /Municipality
Your Pan No Type of Return
Residential Status If Revised Enter Receipt No
Employer Detail Name of the Your Employer Details of Tax Deducted at Source from Salary [As per Form 16 ] Details of Tax Deducted at Source on Interest [As per Form 16 A ]
TDS Amt Paid/credit
Advance Tax Payment & Self AsseTax Payments Advance Tax &Self Assessment Tax Payments
Adv.Tax
Name of Bank
Advance Tax &Self Assessment Tax Payments
Self.Asse.Tax
Name of Bank
Tax Consumption Gross Salary Income from other Heads Accomodation perquisites Professional Tax Exemption(Section 10&17) Gross Total Income(After Exmption of Allowance) Deduction under Section 80C & 80CCC Deductions under chapter VIA Taxable Income Net Taxable Income After Added Ag Income
0 0 0 0 0 0 0 0 0 0
Total Tax Liability Tax on Income Capital Gain Tax(From Stocks) Surcharge on Tax Eduaction Cess Total Tax Liability Income Tax Paid From The Salary Balance Tax Paybale
LY INCOME STATUS: 30.00%
Yes No
Place of Residence NonMetro Male/Female/Sr.Citizen Male No of Children 0 Used Car to Travel Office Yes Driver for Car No Choise Allowance Travel Allowance Loan taken before 1st Apr 1999 Yes If living in Company Accomodation population of City >4 lacks?
Balance Tax Payable Gross Income Net Taxable Income Engine Cap <1600cc
No
0
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
No
Middle Name
Last Name
Senior Citizen
Mail ID
Ward No
nter Receipt No
Name of premises/Building/Village Area/ Locality State
PIN No Asses.Year
2009
Date of Receipt
2010
Finas.Year
TIN No
PAN No
Surcharge
Education Cess
Date of Credit
x Liability 0 0 0 0 0 0 0
Type of Employer Total Tax Deposited
Total Taxdeducted
Amount out of Claim This year
Date
Serial of Challan No
Amount
Date
Serial of Challan No
Amount
Ag Income Summary Tax on Aggrigate Income Rebate in respect of Agricultural Income Tax on Total Income
0 0 0
0 0 0 19200
12 MONTH 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0
Metro NonMetro Male Female Sr.Citizan 0
1 2 Yes Yes No No <1600cc >1600cc Travel Allowance Vehicle Maint Allo <80% >80% Sr.Citizan
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Original Revised Residence
Non-Residence Resident but not ordinarily Resident
Govt PSU Other
FORM
INDIAN INCOME TAX RETURN ITR-1
[For Individual having Income from Salary/Pension/family pension & Interest] (Please see Rule 12 of the Income-tax Rules, 1962) (Also see attached instructions)
First name
Middle name
PERSONAL INFORMATION
0
Last name
0
0
Flat /Door/Block No.
Name Of Premises/Building/Village
0
0
Road/Street/Post Office
Area/Locality
0
0
Town/City/District
State
0
0
Pin code 0
Email Address 0
(STD Code) - Phone Number (
FILING STATUS
Designation of Assessing Officer (Ward/Circle) 0
INCOME & DEDUCTIONS
[Please see instruction number-9(i)]
Whether original or Revised return? (Tick) √
Original
If revised, enter Receipt No and Date of filing original return (DD/MM/YYYY) Residential Status (Tick)
TAX COMPUTATION
Return Filed Under Section-
√
###
Resident
0 0 ###
Non-Resident
1 Income chargeable under the Head 'Salaries' 2 Income chargeable under the Head 'Other Sources' (Interest) a Family pension 2a b Interest 2b c Total (2a+2b) 3 Gross Total Income (1+2) 4 Deductions under chapter VIA (Section a 80C 0 e 80DD 0 I 80GG b 80CCC 0 f 80DDB 0 j 80GGA c 80CCD g 80E 0 k 80GGC d 80D 0 h 80G 0 l 80U m Deductions (Total of a to i) 5 Total Income (3-4m) 6 Net Agricultural Income (Enter only if greater than Rs.5,000) 7 Aggregate Income' (5+6) 8 a Tax Payable on 'Aggregate Income' b Rebate in respect of Net Agricultural income 9 a Tax Payable on total Income (8a - 8b) 9a b Surcharge on 9a 9b c Education Cess on (9a + 9B) 9c
0
0
0
-
)
TAX COMPUTATION
d Total Tax, Surcharge and Education cess payable (9a + 9b + 9c) 10 Relief under Section 89 10 11 Relief under Section 90/91 11 12 Balance Tax Payable (9d-10-11) Do not write or stamp in this ares (Space for bar code) 13 a Interest Payable U/s 234A b Interest Payable U/s 234B c Interest Payable U/s 234C d Total Interest Payable (13a+13b+13c) 14 Total Tax and Interest Payable (12+13d) For office Use only Receipt No.
REFUND
TAXES PAID
Date
15 Taxes Paid a Advance Tax (from item 23) 15a b TDS (column 7 of item21+column 7 of item 22) 15b c Self Assessment Tax (from item 23) 15c d Total Taxes paid (15a+15b+15c) 16 Tax payable(14-15d)(enter if 14 is greater than 15d, else leave blank) 17 Refund (15d-14) (enter if 15d is greater than 14, also give Bank account details below) 18 Enter your bank account number (mandatory in case of refund) 19 Do you want your refund by √
Cheque, or
0 0 0
deposited directly into your bank account? (tick as ap
20 In case of direct deposit to your bank account give additional details MICR Code
Type of Account (tick as applicable)
TDS ON SALARY
21 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)] Sl No (1)
Tax Deduction Account Namee and address of the Number(TAN) of the Employer Employer
Income Deduction chargeable under under the Chapter VI-A head salaries
(2)
(3)
(4)
0
0
0
(5) 0
22 Details of Tax Deducted at Source on Interest [As per Form 16 A issued by Deductor(s)]
TEREST
Sl No
Tax Deduction Account Namee and address of the Number(TAN) of the Deductor Deductor
Amount paid/ credited
Date of Payment /Credit
Sl No
Tax Deduction Account Namee and address of the Number(TAN) of the Deductor Deductor
TDS ON INTEREST
(1)
NOTE
Amount paid/ credited
Date of Payment /Credit
(2)
(3)
(4)
(5)
0
0
0
12/30/1899
Enter the total of column (7) of 22 in Sl.No.15b of TAXES PAID
TAX PAYMENTS
23 Details of Advance Tax and Self Assessment Tax Payments Date of Deposit Sl No Name of Bank & Branch BSR Code (DD/MM/YYYY) (i) 0 (ii) 0 (iii) (iv) (v) NOTE
30-Dec-99 30-Dec-99
Enter the total of Advance tax and Self Assessmen tax in Sl.No.15a and 15c of TAXES PAID
24 Other Information (Transactions reported through Annual Information Return) (Please see instruction num Sl. Code Amount (Rs.) Sl. Code Amount (Rs.) a 001 004 b 002 005 c 003 006 25 Tax-exempt interest income (for reporting purposes only) 26 E-filing Acknowledgement Number VERIFICATION I,
declare that to the best of my knwledge and belief, the information given in the return thereto is correct and complete and other particulars shown therein are truly stated and in accordance with the provisions of the Income Tax Act, 1961 Income-tax for the previous year relevant to the Assessment Year 2007-08
Place
Date
12/6/2009
Sign here
27 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below Identification No. of TRP Name of TRP Counter Signature of TRP
If TRP is entitled for any reimbursement from the Government, amount thereof (to be filled by TRP)
N
MAIN SHEET
Assessment Year
ily pension & Interest] , 1962)
2009
2010
-
PAN
0
0
ding/Village
Date of Birth (DD/MM/YYYY)
12/30/1899 Employer Category (Tick)
Govt. Sex (Tick) 0
√
ne Number (
)
√
PSU
Others
√
Male
Female
0
led Under Section-
1
1
nstruction number-9(i)]
Revised
FALSE
Resident but not ordinarily Resident
1 ###
0
2c 3
0 0
4m
0 0 0 0 0 0
0
0
0 5 6 7 8a 8b -
###
9d
0
12
0 0 0 0
-
ayable U/s 234A ayable U/s 234B ayable U/s 234C est Payable
13a 13b 13c 13d
0
Interest Payable
14 0 Seal and signature of receiving official
0 0 0 15d 16 17
0 0 0
your bank account? (tick as applicable
√
###
√
)
Savings ###
Current
Tax payable (incl. surch. And edn. Cess)
Total tax deposited
Tax payable/ refundable
(6)
(7)
(8)
0
0
0
ued by Employer(s)]
sued by Deductor(s)] Date of Payment /Credit
Total tax deposited
Amount out of (6) claim for this year
Total tax deposited
Amount out of (6) claim for this year
(5)
(6)
(7)
12/30/1899
0
0
Serial Number of Challan
Amount (Rs.)
0 0
0 0
15a and 15c of TAXES PAID
urn) (Please see instruction number-9(ii) for code)
Sl.
Code 007 008 009
Amount (Rs.)
25
N
solemnly n thereto is correct and complete and that the amount of total income sions of the Income Tax Act, 1961, in respect of income chargeable to
ve further details as below : unter Signature of TRP
t thereof (to be filled by ### TRP) 28
:INVESTMENT SUMMARY:
MAIN SHEET
Summary of Investment
Saving Schemes
0
Annual Income
PPF
0
In Saving Scheme
Postal
0
In Equity
MIS
0
In Property
0
KVP
0
In Saving A/C (without salary)
0
FD
0
Total
Boand
0
Annual Expenses
0
PF
0
Annual EMI of Loan
0
NSC
0 #N/A
Stocks
#N/A
Mediclam / Insurance
0
LIC
0
Vehicle Insurance
0
Mediclam
0
Proerty Asstes
0
Vehicle
0
Jewlery / Gold
0
TOTAL INVESTMENT P.P.F/P.F
0.00
POSTAL
0.00
MIS
0.00
KVP/NSC/Other
0
FD
0
BOND
0
LIC
0
INSURANCE
0
MEDICLAM
0
SHARE
#N/A
0 Net Balance Amount
#N/A
Liabilities
0
0 0.00
#N/A
DATE:
0 #N/A
0
Other Equity Assets Mutual funds Saving Accounts
0
1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 P.P.F/P.F
Total Investment & Savings
MUTHUAL FUND
0.00
BANK ACCOUNT
0
BANK ACCOUNT
MUTHUAL FUND
SHARE
MEDICLAM
INSURANCE
YEAR:
LIC
BOND
6-Dec-09
FD
KVP/NSC/Other
MIS
POSTAL
P.P.F/P.F
DATE: 2009
Total Investment
1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00
:PPF-POSTAL-MIS-KVP-FD-BOND-NSC-PF-OTHERS:
MAIN SHEET
Scheme P.P.F
Postal
MIS
KVP
Name
Company
Policy No
Pur.Date
FD
Bond
P.F
NSC
Other
NSC-PF-OTHERS: Date
Exp.Date
Purchse.Amt
6-Dec-09 Total Amount Final Amt
% Int
12 0.00 Total Investment 0.00
0.00
0.00
0
0
0
0
0
0
LIC-INSURANCE-MEDICLAM
MAIN SHEET
Scheme LIC
Insurance
Mediclam
Name
Scheme
Policy No
Premium Rs
Pur.Date
Exp.Date
Policy Amt
DATE: 6-Dec-09 For Annual Pre. Enter only-I,Six month enter-I,II,for 4 month Enter -I,II,II I Premium.Date II Premium Date III Premium.Date Total 0
0
0
SHARE SUMMARY MAIN SHEET Name
Bank Name
FOR SHARE TRADING Company
New Share Entry Pur.Qty #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Share Price Entry Pur.Amount Avg.Pur.Prise #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
e Price Entry
Share Selling Entry Sell.Qty
Sell.Amount
Avg.Sell.Amount
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Recent Potfolio Amount: Net Investment Amount Profit/Loss Bal.Qty Profit/Loss #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A Net Investment #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Recent Amount #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
MAIN SHEET
No
Name
:ENTRY OF NEW PURCHASE SHARE:
Bank Name
:ENTRY OF NEW PURCHASE SHARE: Enter Name of share for First Time Purchase only
Share Summary
Share Price Entry
Share Selling Entry
Company :NOTE: 1=Go to Share Purchse Sheet to enter Purchase Qty 2= and than Share Sell Sheet to Enter Share Sell Qty 3= ( Enetr Share Resent Prise in Purchase Sheet To Calculate Valuse of Current Potfolio)
4=For Repurchse Shrare Enter It's Entry in "Share Purchase Shre" Sheet ( Not Reenter It's Name in "Entry of New Share" Sheet
Share Selling Entry
Sheet to enter
heet to Enter
Prise in alculate
otfolio) re Enter It's chase Shre"
s Name in "Entry
MAIN SHEET
Share Summary
New Share Entry
Share Selling Entry
ENTRY OF PURCHASE SHARE'S PRISE Company
Date
Pur.Qty
Pur.Prise
Pur.Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY OF PURCHASE SHARE Company
Pur.Qty 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Enter Resent Share Prise here
Total Pur.Amount Avg.prise 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Recent Prise
Recent Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
MAIN SHEET
Share Summary ENTRY OF SELLING SHARE
New Share Entry DATE:
Enter Name of Company here only for entire sheet Company
Date
Sell.Qty
Sell.Prise
Sell.Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
6-Dec-09
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
w Share Entry
Share Price Entry SUMMARY OF SELL SHARE Company
Ava.Qty
Sell.Qty
Total Sell.Prise
Avg.Sell.Amount
Net.Qty
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
MAIN SHEET
Name
Purchase Date
MUTHUAL FUND
Company
L FUND
Policy No
Qty
Invest.Amount
TOTAL
0.00
Final Amt/NAV
Profit / Loss
Final Amount
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Remarks
MAIN SHEET
CHEQUE BOOKS & BANK AC REGISTER
Sr no 1 is treated as a Salary A/C: for Salary entry Enter "salary" in Payee to Month Last Balance at End of Month WithDrawal
Date:
Apr
May
Jun
July
Aug
0
0
0
0
0
0
0
0
0
0
BANK NAME
0
0
0
A/C Number
0
0
0
A/C Balance Amount
0
0
0
1
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0 3
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-) 0
Deposit Rs(+)
Balance Rs 0
0 5
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0
Apr
May
Jun
Jul
Aug
0
0
0
0
0
& BANK AC REGISTER 6-Dec-09
Starting Account Balance
0
Total A/C Balance Without Salary
0
Total Amount of Salary
0
Total Amount All A/C
0
Salary 0
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
Total 0
0 4
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0 6
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0
0
sep
Oct
nov
dec
jan
feb
0
0
0
0
0
0
mar 0
Apr May
4 5
0
0
0
0
0
0
Jun
6
0
0
0
Jul Aug
7
0
0
0
8
0
0
0
Sep
9 10
0
0
0
0
0
0
11
0
0
0
12 1
0
0
0
0
0
0
2
0
0
0
3
0
0
0
Oct Nov Dec Jan Feb Mar
0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
:MONEY COLLECTION REMINDER SHEET:
MAIN SHEET
No
Date
Month
Year
Name
Purpose
Amount Given
Due Date of Amount Date
Mar
d
44.00
9
ON REMINDER SHEET: DATE: Due Date of Amount Month
Year
Received
Date
Receiving Amount Data Amount Month Year Received.
6-Dec-09 Balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Remark
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jul
2009
YES
20.00
24
Jan
1
0
Feb
2
0
Mar
3
0
Apr
4
0
May
5
0
Jun
6
0
Jul
7
0
Aug
8
0
Sep
9
0
Oct
10
0
Nov
11
0
Dec
12
0 0
2009
0
2010
0
2011
0
2012
0
2013
0
2014
0
2015
0
2016
0
2017
0
2018
0
2019
0
2020
0
2021
0
2022
0
2023
0
2024
0
2025
0
1
0
2
0
3
0
4
0
5
0
6
0
7
0
8
0
9
0
10
0
11
0
12
0
13
0
14
0
15
0
16
0
17
0
18
0
19
0
20
0
21
0
22
0
23
0
24
0
25
0
26
0
27
0
28
0
29
0
30
0
31
0 0 0 0 0 0 0 0 0 0 0 7
12
2009
0
0
YES
0
0
0
NO
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2009
BIRTHDAY-ANIVERSEY ENTRY-REMINDER
MAIN SHEET
Sr.No
Date
Month
Year
Type
Name
DATE:
6-Dec-09
12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
N.A 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Property / Liablities
MAIN SHEET
Annual Realized Income Monthly wages, salary Dividends and interest Other Total monthly Income Other Income (Annual Amounts) Business income Capital gains Other Total other income
Total Realize Income
Net Worth Worksheet 0
0
0 0
Property Assets Residence Vacation home Land Land Land Other Total of Assets Jewelry ,Gold ,Art Total of Jewelry Automobiles Other Total of Automobiles
0 0
0
ty / Liablities
Investment / saving Saving Scheme PPF Postal MIS KVP FD Boand PF NSC Other Total of Saving Scheme Equity Assets Stocks Mutual funds Annuities Business equity Total of Equity Cash Reserve Assets Checking account Savings account Money market Other Other Total Assets
Mediclam / Insurance 0.00 0.00 0.00 0 0 0 0 0 0 0 #N/A 0.00
#N/A
0
0
Insurance LIC Vehicle Insurance Mediclam
0 0 0
Total of Insurance
0
Liabilites Liabilities Home mortgage Other mortgage Bank loans Auto loans Credit cards Personal loans Other Total Liabilities
Annual EMI of Liabilites Home mortgage Other mortgage Bank loans Auto loans Credit cards Personal loans Other Total of EMI
Liabilites
0
nnual EMI of Liabilites
0
Home Inventory
MAIN SHEET Search Iteam
Purchse Date
Model No
Serial No
Iteam
Purchse Date
Model No
Serial No
Home Inventory
Read Book
Price
Warnty
Warnty
Price
Warnty
Condition
Note
Pervious Stage
Sr.No 1 2 3 4 5 6 7 8 9 10
Date
Read Book
Book Name
Author
Read Book
Publiser
Type
Note
PESONAL DETAIL
MAIN SHEET
Name
Item
A/C No
Service No
Password
Remarks
BUDGET-EXPENCE DATA
INVESTMENT DATA
1. Monthly Income &Tax Calculation 2. Budget Planning 5.Annual Budget Summary
3. Daily Spending 4. Expence summary
This Month Expences is RS : 0 This Month Withdrawal Rs is : 0
Invest Summary
LIC.Mediclaim.Insu
PPF.KVP.FD.Bond
Share
Property /Liabilites
Muthual Fund
THIS MONTH PREMIUM(LIC,MEDICLAM,INSURANCE) No
Name
Scheme
Pilicy no
Premium
THIS MONTH MATURE-DEPOSIT No
Name
Scheme
Year
2009
This Sheet Show Only This month Reminder (Enter Your Data in Remaning Sheets) Design on word 2007,May not worked properly on Word 2003.
Design By: Jignesh.Parmar
Tested &
Email: [email protected]
TMENT DATA DATE:
6-Dec-09
LIC.Mediclaim.Insu Bank A/C & Cheque Entry Share
Personal Detail
Home Inventory & Read Book Muthual Fund
ONTH MATURE-DEPOSIT Pilicy no
Birthday-Aniversey
Money Collection Reminder
MONEY COLLECTION REMINDER Due Date
No Name
Amount
Date
THIS MONTH BIRTHDAY-ANIVERSARY No Date
Type
Name
MAIN SHEET
Month
Income
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ANNUAL BUDGET PLANNING
Selection of saving Unit in either % or RS % % % % % % %
Saving Target
GET PLANNING
DATE:
6-Dec-09
YEAR:
% 0 0 0 0 0 0 0 0 0 0 0 0
% 0 0 0 0 0 0 0 0 0 0 0 0
Rs 0 0 0 0 0 0 0 0 0 0 0 0
Saving Target in: RS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
2009
% RS
MAIN SHEET
ANNUAL BUDGET PLANNING & SAVING ANALYSIS
Apr
May
Jun
Jul
Aug
Sep
Oct
Monthly Income
0
0
0
0
0
0
0
Monthly Expenses
0
0
0
0
0
0
0
Transportation
0
0
0
0
0
0
0
Home
0
0
0
0
0
0
0
Utilites
0
0
0
0
0
0
0
Health
0
0
0
0
0
0
0
Entertainment
0
0
0
0
0
0
0
Obligigation
0
0
0
0
0
0
0
Saving
0
0
0
0
0
0
0
Personal
0
0
0
0
0
0
0
Miscellaneous
0
0
0
0
0
0
0
Net Saving in Rs.
0
0
0
0
0
0
0
Net Saving in %.
0%
0%
0%
0%
0%
0%
0%
Avgerage Saving
0
0
0
0
0
0
0
Monthly Saving Target Rs.
0
0
0
0
0
0
0
Monthly Saving Target %
0%
0%
0%
0%
0%
0%
0%
Achieve Target
No
No
No
No
No
No
No
Withdrawal amount
0
0
0
0
0
0
0
Last Balance at month end
0
0
0
0
0
0
0
Investment
0
0
0
0
0
0
0
12 JUL JUL
12
JAN FEB MAR
Target Actual
jan 0% 0%
feb 0% 0%
mar 0% 0%
apr 0% 0%
may 0% 0%
jun 0% 0%
APR MAY JUN JUL AUG SEP OCT NOV DEC
SavingTarget Actual Saving
0% 0%
Tran Home Utility Health Enter Obligi Saving Perso Miss. Tran Home Utility Health Enter Obligi Saving Perso Miss.
apr 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
may 0 0 0 0 0 0 0 0 0
jun 0 0 0 0 0 0 0 0 0
jul 0 0 0 0 0 0 0 0 0
aug 0 0 0 0 0 0 0 0 0
sep 0 0 0 0 0 0 0 0 0
YSIS
DATE:
6-Dec-09
YEAR:
2009 Change Month
TARGETED=ACTUAL EXP JUL Nov
Dec
Jan
Feb
Mar
Total
Saving Target- Actual Saving 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0%
0%
0%
0%
0%
0%
0
0
0
0
0
0
0.8
0
0
0
0
0
0
0.6
0%
0%
0%
0%
0%
0%
No
No
No
No
No
No
SavingTarget
Actual Saving
ACTUAL EXPENCES
JUL
Change Month
Actual Expences 1
0.4 0.2
s.
0
is
0
M
0
g
0
in
0
Sa v
0
0 r
0
En te
0
0
y
0
0
li t
0
0
ti
0
0
U
0
0
Tr an
0
jul 0% 0%
aug 0% 0%
sep 0% 0%
oct 0% 0%
nov 0% 0%
dec 0% 0%
oct 0 0 0 0 0 0 0 0 0
nov 0 0 0 0 0 0 0 0 0
dec 0 0 0 0 0 0 0 0 0
Jan 0 0 0 0 0 0 0 0 0
Feb 0 0 0 0 0 0 0 0 0
mar 0 0 0 0 0 0 0 0 0
Tran APR 0 MAY 0 JUN 0 JUL 0 AUG 0 SEP 0 OCT 0 NOV 0 DEC 0 JAN 0 FEB 0 MAR 0
Home 0 0 0 0 0 0 0 0 0 0 0 0
Utility 0 0 0 0 0 0 0 0 0 0 0 0
Health 0 0 0 0 0 0 0 0 0 0 0 0
Change Month
l Saving
Actual Saving
Change Month
s. is M
Sa v
in
g
nces
Enter 0 0 0 0 0 0 0 0 0 0 0 0
Obligi 0 0 0 0 0 0 0 0 0 0 0 0
Saving 0 0 0 0 0 0 0 0 0 0 0 0
Perso 0 0 0 0 0 0 0 0 0 0 0 0
Miss. 0 0 0 0 0 0 0 0 0 0 0 0
Target 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
Actual 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
DAILY EXP
MAIN SHEET
Month
Type
Sep
TRANSPORTATION
Sep
Bike-Petrol
Sep
Car-Petrol
Sep
Car-Gas
Sep
Service
Sep
Maintenance
Sep
Bus/Taxi/Train Fare
Sep
Other
Sep
HOME
Sep
Milk
Sep
Home-Rent
Sep
Home-Maintenance
Sep
Vegetables
Sep
Furniture
Sep
Groceries
Sep
Other
Sep
UTILITIES
Sep
Phone - Home
Sep
Phone - Cell
Sep
Cable Bill
Sep
Gas Bill
Sep
Water Bill
Sep
Electricity Bill
Sep
Internet Bill
Sep
Others
Sep
HEALTH
Sep
Health Insurance
Sep
Doctor/Dentist
Sep
Medicine/Drugs
Sep
Health Club Dues
Sep
Life Insurance
Sep
Other
Sep
Entertaiment
Sep
Movie
Sep
Magazine
Sep
Lunch/Dinner
Sep
Tea/Snakes
Sep
Other
Sep
Vacation/Travel
Sep
OBLIGATIONS
Sep
Home Loan
Sep
Other Loan
Sep
Credit Cards
Sep
State/Local Taxes
Sep
Other
1
2
3
4
5
6
7
8
9
10
11
Sep
SAVINGS
Sep
Investments
Sep
PERSONAL
Sep
Cloths
Sep
Assessories
Sep
Books
Sep
Music CD
Sep
Other
Sep
MISCELLANEOUS
Sep
Other
DAILY EXPENSES
12
13
14
DATE
15
16
17
18
19
20
21
6-Dec-09
22
23
24
25
26
27
28
29
30
31
TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
MONTHLY EXPENCES SUMMARY
MAIN SHEET Income Categories Total Income TOTAL EXPENSES TRANSPORTATION Bike-Petrol Car-Petrol Car-Gas Service Maintenance Bus/Taxi/Train Fare Other HOME Milk Home-Rent Home-Maintenance Vegetables Furniture Groceries Other UTILITIES Phone - Home Phone - Cell Cable Bill Gas Bill Water Bill Electricity Bill Internet Bill Others HEALTH Health Insurance Doctor/Dentist Medicine/Drugs Health Club Dues Life Insurance Other Entertaiment Movie Magazine Lunch/Dinner Tea/Snakes Other Vacation/Travel OBLIGATIONS Home Loan Other Loan Credit Cards
Apr 0 0
May 0 0
Jun 0 0
July 0 0
Aug 0 0
Sep 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
State/Local Taxes Other SAVINGS Investments PERSONAL Cloths Assessories Books Music CD Other MISCELLANEOUS Other
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
This month Expenses
0
Oct 0 0
Nov 0 0
Dec 0 0
Jan 0 0
Feb 0 0
Mar 0 0
12 MONTH 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar
4 5 6 7 8 9 10 11 12 1 2 3
0 0 0 0 0 0 0 0 0 0 0 0
MAIN SHEET
ITR-1 FORM
:MONTHLY INCOME STATUS: Exemption
Enter Necessary Data For Income Tax Calculation
Man Female Sr.Citizan
150000 180000 225000
10.00% 300000 300000 300000
20.00% 500000 500000 500000
HRA Received in Salary Yes For Housing Loan House Self Occupied Accomaodation provided by Your company Salary Brakup Basic HRA Transport Allowance/Conveyance Child Education Grade/Special Allowance Arrears LTA Leave Encashment Performance Incentive Medical Reimbursement Food Coupons Telephone Reimbursements Car Reimbursement Internet Expense Driver Salary Others Others TOTAL SALARY (Gross Salary) Monthly Deduction TDS Other Deduction Income Tax Paid From Salary Professional Tax Employee's PF Contribution Net Salary
APR
MAY
JUN
JUL
0
0
0
0
0
0
0
0
0
0
0
0
Other Income House/Property income (Enter Loss as negative) Interest on Housing Loan (For Tax exemption) Other Income(interest,etc) Total of Other Inconme Capital Gain Tax(From Stocks) Less : Exemptions (Section 10&17) Actual Rent paid as per rent receipts HRA Exemption (sec10(13A))
Child Education Allowance (sec10(14)) Medical Reimbursement (sec17(2)) Transport Allowance (sec10(14)) LTA (sec10(5)) Food Coupons Telephone Reimbursement Car Expenses Reimbursement (sec10(14)) Internet expense Driver Salary Other Reimbursement Total of Exemption(Section 10&17) Deductions under chapter 80C LIC Premium Employee's contribution to PF PPF NSC Insurance premium ChildrenTution Fees paid Housing Loan Principal repayment Infrastructure Bonds(MF,ULIP,FD.etc) Fixed Deposit for 5 yrs. or more Others Total of Section 80C Pension Fund (80 CCC) Total Deduction under Section 80C & 80CCC Deductions under chapter VIA 80D (Medical insurance premium) 80E (Interest on Loan for Higher Education) 80U (Handicapped person)(Perment Disability) 80D (Medical insurance premium) for Parents 80DDB(Medical Treatment forSpecified Diseases) 80DD(Medical Handicapped Dep) 80G(Donation to Approved Charity/Fund) 80GG(Rent Deduction if HRA not Received) Other Deduction Total Deductions under chapter VIA
0 0 0 0 0 0 0 0 0 0
0 0 Submit Medical Bills 0 0
0 No 0
0
0
0
0
0
0
0
0 0
Did treatment on Sr.Citizen Handicapped <80% 0
0
Agricultural Income Personal Details Name of the Assessee
Middle Name
Father's Name Date of The Birth
Senior Citizen
Phone No Address
Ward No Flat/Door No./Block No. Road / Street / Post Office Town / City /Municipality
Your Pan No Type of Return
Residential Status If Revised Enter Receipt No
Employer Detail Name of the Your Employer Details of Tax Deducted at Source from Salary [As per Form 16 ] Details of Tax Deducted at Source on Interest [As per Form 16 A ]
TDS Amt Paid/credit
Advance Tax Payment & Self AsseTax Payments Advance Tax &Self Assessment Tax Payments
Adv.Tax
Name of Bank
Advance Tax &Self Assessment Tax Payments
Self.Asse.Tax
Name of Bank
Tax Consumption Gross Salary Income from other Heads Accomodation perquisites Professional Tax Exemption(Section 10&17) Gross Total Income(After Exmption of Allowance) Deduction under Section 80C & 80CCC Deductions under chapter VIA Taxable Income Net Taxable Income After Added Ag Income
0 0 0 0 0 0 0 0 0 0
Total Tax Liability Tax on Income Capital Gain Tax(From Stocks) Surcharge on Tax Eduaction Cess Total Tax Liability Income Tax Paid From The Salary Balance Tax Paybale
LY INCOME STATUS: 30.00%
Yes No
Place of Residence NonMetro Male/Female/Sr.Citizen Male No of Children 0 Used Car to Travel Office Yes Driver for Car No Choise Allowance Travel Allowance Loan taken before 1st Apr 1999 Yes If living in Company Accomodation population of City >4 lacks?
Balance Tax Payable Gross Income Net Taxable Income Engine Cap <1600cc
No
0
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
No
Middle Name
Last Name
Senior Citizen
Mail ID
Ward No
nter Receipt No
Name of premises/Building/Village Area/ Locality State
PIN No Asses.Year
2009
Date of Receipt
2010
Finas.Year
TIN No
PAN No
Surcharge
Education Cess
Date of Credit
x Liability 0 0 0 0 0 0 0
Type of Employer Total Tax Deposited
Total Taxdeducted
Amount out of Claim This year
Date
Serial of Challan No
Amount
Date
Serial of Challan No
Amount
Ag Income Summary Tax on Aggrigate Income Rebate in respect of Agricultural Income Tax on Total Income
0 0 0
0 0 0 19200
12 MONTH 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0
Metro NonMetro Male Female Sr.Citizan 0
1 2 Yes Yes No No <1600cc >1600cc Travel Allowance Vehicle Maint Allo <80% >80% Sr.Citizan
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0
Original Revised Residence
Non-Residence Resident but not ordinarily Resident
Govt PSU Other
FORM
INDIAN INCOME TAX RETURN ITR-1
[For Individual having Income from Salary/Pension/family pension & Interest] (Please see Rule 12 of the Income-tax Rules, 1962) (Also see attached instructions)
First name
Middle name
PERSONAL INFORMATION
0
Last name
0
0
Flat /Door/Block No.
Name Of Premises/Building/Village
0
0
Road/Street/Post Office
Area/Locality
0
0
Town/City/District
State
0
0
Pin code 0
Email Address 0
(STD Code) - Phone Number (
FILING STATUS
Designation of Assessing Officer (Ward/Circle) 0
INCOME & DEDUCTIONS
[Please see instruction number-9(i)]
Whether original or Revised return? (Tick) √
Original
If revised, enter Receipt No and Date of filing original return (DD/MM/YYYY) Residential Status (Tick)
TAX COMPUTATION
Return Filed Under Section-
√
###
Resident
0 0 ###
Non-Resident
1 Income chargeable under the Head 'Salaries' 2 Income chargeable under the Head 'Other Sources' (Interest) a Family pension 2a b Interest 2b c Total (2a+2b) 3 Gross Total Income (1+2) 4 Deductions under chapter VIA (Section a 80C 0 e 80DD 0 I 80GG b 80CCC 0 f 80DDB 0 j 80GGA c 80CCD g 80E 0 k 80GGC d 80D 0 h 80G 0 l 80U m Deductions (Total of a to i) 5 Total Income (3-4m) 6 Net Agricultural Income (Enter only if greater than Rs.5,000) 7 Aggregate Income' (5+6) 8 a Tax Payable on 'Aggregate Income' b Rebate in respect of Net Agricultural income 9 a Tax Payable on total Income (8a - 8b) 9a b Surcharge on 9a 9b c Education Cess on (9a + 9B) 9c
0
0
0
-
)
TAX COMPUTATION
d Total Tax, Surcharge and Education cess payable (9a + 9b + 9c) 10 Relief under Section 89 10 11 Relief under Section 90/91 11 12 Balance Tax Payable (9d-10-11) Do not write or stamp in this ares (Space for bar code) 13 a Interest Payable U/s 234A b Interest Payable U/s 234B c Interest Payable U/s 234C d Total Interest Payable (13a+13b+13c) 14 Total Tax and Interest Payable (12+13d) For office Use only Receipt No.
REFUND
TAXES PAID
Date
15 Taxes Paid a Advance Tax (from item 23) 15a b TDS (column 7 of item21+column 7 of item 22) 15b c Self Assessment Tax (from item 23) 15c d Total Taxes paid (15a+15b+15c) 16 Tax payable(14-15d)(enter if 14 is greater than 15d, else leave blank) 17 Refund (15d-14) (enter if 15d is greater than 14, also give Bank account details below) 18 Enter your bank account number (mandatory in case of refund) 19 Do you want your refund by √
Cheque, or
0 0 0
deposited directly into your bank account? (tick as ap
20 In case of direct deposit to your bank account give additional details MICR Code
Type of Account (tick as applicable)
TDS ON SALARY
21 Details of Tax Deducted at Source from Salary [As per Form 16 issued by Employer(s)] Sl No (1)
Tax Deduction Account Namee and address of the Number(TAN) of the Employer Employer
Income Deduction chargeable under under the Chapter VI-A head salaries
(2)
(3)
(4)
0
0
0
(5) 0
22 Details of Tax Deducted at Source on Interest [As per Form 16 A issued by Deductor(s)]
TEREST
Sl No
Tax Deduction Account Namee and address of the Number(TAN) of the Deductor Deductor
Amount paid/ credited
Date of Payment /Credit
Sl No
Tax Deduction Account Namee and address of the Number(TAN) of the Deductor Deductor
TDS ON INTEREST
(1)
NOTE
Amount paid/ credited
Date of Payment /Credit
(2)
(3)
(4)
(5)
0
0
0
12/30/1899
Enter the total of column (7) of 22 in Sl.No.15b of TAXES PAID
TAX PAYMENTS
23 Details of Advance Tax and Self Assessment Tax Payments Date of Deposit Sl No Name of Bank & Branch BSR Code (DD/MM/YYYY) (i) 0 (ii) 0 (iii) (iv) (v) NOTE
30-Dec-99 30-Dec-99
Enter the total of Advance tax and Self Assessmen tax in Sl.No.15a and 15c of TAXES PAID
24 Other Information (Transactions reported through Annual Information Return) (Please see instruction num Sl. Code Amount (Rs.) Sl. Code Amount (Rs.) a 001 004 b 002 005 c 003 006 25 Tax-exempt interest income (for reporting purposes only) 26 E-filing Acknowledgement Number VERIFICATION I,
declare that to the best of my knwledge and belief, the information given in the return thereto is correct and complete and other particulars shown therein are truly stated and in accordance with the provisions of the Income Tax Act, 1961 Income-tax for the previous year relevant to the Assessment Year 2007-08
Place
Date
12/6/2009
Sign here
27 If the return has been prepared by a Tax Return Preparer (TRP) give further details as below Identification No. of TRP Name of TRP Counter Signature of TRP
If TRP is entitled for any reimbursement from the Government, amount thereof (to be filled by TRP)
N
MAIN SHEET
Assessment Year
ily pension & Interest] , 1962)
2009
2010
-
PAN
0
0
ding/Village
Date of Birth (DD/MM/YYYY)
12/30/1899 Employer Category (Tick)
Govt. Sex (Tick) 0
√
ne Number (
)
√
PSU
Others
√
Male
Female
0
led Under Section-
1
1
nstruction number-9(i)]
Revised
FALSE
Resident but not ordinarily Resident
1 ###
0
2c 3
0 0
4m
0 0 0 0 0 0
0
0
0 5 6 7 8a 8b -
###
9d
0
12
0 0 0 0
-
ayable U/s 234A ayable U/s 234B ayable U/s 234C est Payable
13a 13b 13c 13d
0
Interest Payable
14 0 Seal and signature of receiving official
0 0 0 15d 16 17
0 0 0
your bank account? (tick as applicable
√
###
√
)
Savings ###
Current
Tax payable (incl. surch. And edn. Cess)
Total tax deposited
Tax payable/ refundable
(6)
(7)
(8)
0
0
0
ued by Employer(s)]
sued by Deductor(s)] Date of Payment /Credit
Total tax deposited
Amount out of (6) claim for this year
Total tax deposited
Amount out of (6) claim for this year
(5)
(6)
(7)
12/30/1899
0
0
Serial Number of Challan
Amount (Rs.)
0 0
0 0
15a and 15c of TAXES PAID
urn) (Please see instruction number-9(ii) for code)
Sl.
Code 007 008 009
Amount (Rs.)
25
N
solemnly n thereto is correct and complete and that the amount of total income sions of the Income Tax Act, 1961, in respect of income chargeable to
ve further details as below : unter Signature of TRP
t thereof (to be filled by ### TRP) 28
:INVESTMENT SUMMARY:
MAIN SHEET
Summary of Investment
Saving Schemes
0
Annual Income
PPF
0
In Saving Scheme
Postal
0
In Equity
MIS
0
In Property
0
KVP
0
In Saving A/C (without salary)
0
FD
0
Total
Boand
0
Annual Expenses
0
PF
0
Annual EMI of Loan
0
NSC
0 #N/A
Stocks
#N/A
Mediclam / Insurance
0
LIC
0
Vehicle Insurance
0
Mediclam
0
Proerty Asstes
0
Vehicle
0
Jewlery / Gold
0
TOTAL INVESTMENT P.P.F/P.F
0.00
POSTAL
0.00
MIS
0.00
KVP/NSC/Other
0
FD
0
BOND
0
LIC
0
INSURANCE
0
MEDICLAM
0
SHARE
#N/A
0 Net Balance Amount
#N/A
Liabilities
0
0 0.00
#N/A
DATE:
0 #N/A
0
Other Equity Assets Mutual funds Saving Accounts
0
1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00 P.P.F/P.F
Total Investment & Savings
MUTHUAL FUND
0.00
BANK ACCOUNT
0
BANK ACCOUNT
MUTHUAL FUND
SHARE
MEDICLAM
INSURANCE
YEAR:
LIC
BOND
6-Dec-09
FD
KVP/NSC/Other
MIS
POSTAL
P.P.F/P.F
DATE: 2009
Total Investment
1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 0.00
:PPF-POSTAL-MIS-KVP-FD-BOND-NSC-PF-OTHERS:
MAIN SHEET
Scheme P.P.F
Postal
MIS
KVP
Name
Company
Policy No
Pur.Date
FD
Bond
P.F
NSC
Other
NSC-PF-OTHERS: Date
Exp.Date
Purchse.Amt
6-Dec-09 Total Amount Final Amt
% Int
12 0.00 Total Investment 0.00
0.00
0.00
0
0
0
0
0
0
LIC-INSURANCE-MEDICLAM
MAIN SHEET
Scheme LIC
Insurance
Mediclam
Name
Scheme
Policy No
Premium Rs
Pur.Date
Exp.Date
Policy Amt
DATE: 6-Dec-09 For Annual Pre. Enter only-I,Six month enter-I,II,for 4 month Enter -I,II,II I Premium.Date II Premium Date III Premium.Date Total 0
0
0
SHARE SUMMARY MAIN SHEET Name
Bank Name
FOR SHARE TRADING Company
New Share Entry Pur.Qty #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Share Price Entry Pur.Amount Avg.Pur.Prise #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
e Price Entry
Share Selling Entry Sell.Qty
Sell.Amount
Avg.Sell.Amount
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Recent Potfolio Amount: Net Investment Amount Profit/Loss Bal.Qty Profit/Loss #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A Net Investment #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Recent Amount #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
#N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
MAIN SHEET
No
Name
:ENTRY OF NEW PURCHASE SHARE:
Bank Name
:ENTRY OF NEW PURCHASE SHARE: Enter Name of share for First Time Purchase only
Share Summary
Share Price Entry
Share Selling Entry
Company :NOTE: 1=Go to Share Purchse Sheet to enter Purchase Qty 2= and than Share Sell Sheet to Enter Share Sell Qty 3= ( Enetr Share Resent Prise in Purchase Sheet To Calculate Valuse of Current Potfolio)
4=For Repurchse Shrare Enter It's Entry in "Share Purchase Shre" Sheet ( Not Reenter It's Name in "Entry of New Share" Sheet
Share Selling Entry
Sheet to enter
heet to Enter
Prise in alculate
otfolio) re Enter It's chase Shre"
s Name in "Entry
MAIN SHEET
Share Summary
New Share Entry
Share Selling Entry
ENTRY OF PURCHASE SHARE'S PRISE Company
Date
Pur.Qty
Pur.Prise
Pur.Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SUMMARY OF PURCHASE SHARE Company
Pur.Qty 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Enter Resent Share Prise here
Total Pur.Amount Avg.prise 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Recent Prise
Recent Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
MAIN SHEET
Share Summary ENTRY OF SELLING SHARE
New Share Entry DATE:
Enter Name of Company here only for entire sheet Company
Date
Sell.Qty
Sell.Prise
Sell.Amount 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
6-Dec-09
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
w Share Entry
Share Price Entry SUMMARY OF SELL SHARE Company
Ava.Qty
Sell.Qty
Total Sell.Prise
Avg.Sell.Amount
Net.Qty
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
MAIN SHEET
Name
Purchase Date
MUTHUAL FUND
Company
L FUND
Policy No
Qty
Invest.Amount
TOTAL
0.00
Final Amt/NAV
Profit / Loss
Final Amount
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Remarks
MAIN SHEET
CHEQUE BOOKS & BANK AC REGISTER
Sr no 1 is treated as a Salary A/C: for Salary entry Enter "salary" in Payee to Month Last Balance at End of Month WithDrawal
Date:
Apr
May
Jun
July
Aug
0
0
0
0
0
0
0
0
0
0
BANK NAME
0
0
0
A/C Number
0
0
0
A/C Balance Amount
0
0
0
1
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0 3
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-) 0
Deposit Rs(+)
Balance Rs 0
0 5
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0
Apr
May
Jun
Jul
Aug
0
0
0
0
0
& BANK AC REGISTER 6-Dec-09
Starting Account Balance
0
Total A/C Balance Without Salary
0
Total Amount of Salary
0
Total Amount All A/C
0
Salary 0
0
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
Total 0
0 4
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0 6
BANK NAME:
Date
Cheqe No
A.C No: Payee/Transaction To starting Balance
Withdrawal Rs (-)
Deposit Rs(+)
Balance Rs
0
0
0
0
sep
Oct
nov
dec
jan
feb
0
0
0
0
0
0
mar 0
Apr May
4 5
0
0
0
0
0
0
Jun
6
0
0
0
Jul Aug
7
0
0
0
8
0
0
0
Sep
9 10
0
0
0
0
0
0
11
0
0
0
12 1
0
0
0
0
0
0
2
0
0
0
3
0
0
0
Oct Nov Dec Jan Feb Mar
0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
:MONEY COLLECTION REMINDER SHEET:
MAIN SHEET
No
Date
Month
Year
Name
Purpose
Amount Given
Due Date of Amount Date
Mar
d
44.00
9
ON REMINDER SHEET: DATE: Due Date of Amount Month
Year
Received
Date
Receiving Amount Data Amount Month Year Received.
6-Dec-09 Balance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Remark
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jul
2009
YES
20.00
24
Jan
1
0
Feb
2
0
Mar
3
0
Apr
4
0
May
5
0
Jun
6
0
Jul
7
0
Aug
8
0
Sep
9
0
Oct
10
0
Nov
11
0
Dec
12
0 0
2009
0
2010
0
2011
0
2012
0
2013
0
2014
0
2015
0
2016
0
2017
0
2018
0
2019
0
2020
0
2021
0
2022
0
2023
0
2024
0
2025
0
1
0
2
0
3
0
4
0
5
0
6
0
7
0
8
0
9
0
10
0
11
0
12
0
13
0
14
0
15
0
16
0
17
0
18
0
19
0
20
0
21
0
22
0
23
0
24
0
25
0
26
0
27
0
28
0
29
0
30
0
31
0 0 0 0 0 0 0 0 0 0 0 7
12
2009
0
0
YES
0
0
0
NO
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
2009
BIRTHDAY-ANIVERSEY ENTRY-REMINDER
MAIN SHEET
Sr.No
Date
Month
Year
Type
Name
DATE:
6-Dec-09
12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
N.A 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Property / Liablities
MAIN SHEET
Annual Realized Income Monthly wages, salary Dividends and interest Other Total monthly Income Other Income (Annual Amounts) Business income Capital gains Other Total other income
Total Realize Income
Net Worth Worksheet 0
0
0 0
Property Assets Residence Vacation home Land Land Land Other Total of Assets Jewelry ,Gold ,Art Total of Jewelry Automobiles Other Total of Automobiles
0 0
0
ty / Liablities
Investment / saving Saving Scheme PPF Postal MIS KVP FD Boand PF NSC Other Total of Saving Scheme Equity Assets Stocks Mutual funds Annuities Business equity Total of Equity Cash Reserve Assets Checking account Savings account Money market Other Other Total Assets
Mediclam / Insurance 0.00 0.00 0.00 0 0 0 0 0 0 0 #N/A 0.00
#N/A
0
0
Insurance LIC Vehicle Insurance Mediclam
0 0 0
Total of Insurance
0
Liabilites Liabilities Home mortgage Other mortgage Bank loans Auto loans Credit cards Personal loans Other Total Liabilities
Annual EMI of Liabilites Home mortgage Other mortgage Bank loans Auto loans Credit cards Personal loans Other Total of EMI
Liabilites
0
nnual EMI of Liabilites
0
Home Inventory
MAIN SHEET Search Iteam
Purchse Date
Model No
Serial No
Iteam
Purchse Date
Model No
Serial No
Home Inventory
Read Book
Price
Warnty
Warnty
Price
Warnty
Condition
Note
Pervious Stage
Sr.No 1 2 3 4 5 6 7 8 9 10
Date
Read Book
Book Name
Author
Read Book
Publiser
Type
Note
PESONAL DETAIL
MAIN SHEET
Name
Item
A/C No
Service No
Password
Remarks
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