Income Tax Declaration (2009-10)

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REACH MANAGEMENT CONSULTANT PVT LTD INCOME TAX INVESTMENT DECLARATION FORM FOR THE YEAR 2009-10 (For Income Tax Computation purposes) Emp.Code:

PAN NO:

NAME BRANCH

DEPT:

1. PROOFS OF ACTUAL INVESTMENT SHOULD BE SUBMITTED BEFORE 20.01.2010. 2.The figures declared below should not include the amounts deducted from salary. e.g. PF etc. 3. For the payment of Medical insurance policies, Certificate from the Insurance Company shall be produced along with the receipts of the premium paid. 4 For the tution fees; these are eligible in respect of payment for the children’s (Maximum two) and not the other members of the family. The receipt must show the amount paid for the tution fees only.

S.No. Investment Description 1

INVESTMENT OVERALL LIMIT OF Rs. 1 LAKH UNDER SECTION 80 C & 80CCC A

LIC - LIFE INSURANCE PREMIUM DIRECTLY PAID BY EMPLOYEE

80C

B

HOUSING LOAN PRINCIPAL REPAYMENT

80C

C

PPF - PUBLIC PROVIDENT FUND

80C

D

PENSION SCHEME INVESTMENTS

80CCC

E

NSC - NATIONAL SAVING CERTIFICATE

80C

F

DEPOSIT UNDER POST OFFICE SAVING BANK (CTD) RULES, 1959

80C

G

NSS - NATIONAL SAVING SCHEME

80C

H

INFRASTRUCTURE INVESTMENT - NOTIFIED U/S 10 (23D)

80C

I

ELSS - EQUITY LINK SAVING SCHEME OF MUTUAL FUNDS

80C

J

TUITION FEES FOR FULL TIME EDUCATION TO INDIAN SCHOOL, UNIVERSITY

80C

K

5YEARS TERM DEPOSIT AN ACCOUNT UNDER POST OFFICE TERM DEPOSIT RULES

80C

L

FIXED DEPOSITS IN SHEDULE BANKS (TERM PERIOD NOT LESS THAN 5 YEARS

80C

M

OTHERS -1

80C

N

OTHERS -2

80C

O

OTHERS-3

80C

MEDICLAIM PREMIUM (Max. Rs.15,000/-) (Additional Rs.15,000/- for parents, Rs.20,000/- if parents are Senior Citizen

80D

B

EXPENDITURE ON HANDICAPPED DEPENDENTS / Deposits made for mainenance of Handicapped Dependents (LIC UTI etc.) Adhoc Amount of Rs. 50000/- & disability exceeding 80% the deduction will be Rs. 75000/- (Attach Govt. Hospital Medical Certificate)

80DD

C

MEDICAL EXPENSES: proposed to be incurred ON SPECIFIED DISEASES (Bill to be sumitted by 31-12-2009) {AIDS, Cancer, Thalassaemia, Hemophilia, Chronic Renal Failure, Chronic Neurological Diseases) Maximum Rs. 40000/- & Rs.60000/- in case aged above 65 years. (Attach Govt. Hospital Medical Certificate) 80DDB

D

PERMANENT DISABILITY BENEFIT (SELF) - Adhoc deduction amount of Rs. 50000/- & Rs. 75000/- in case of disability exceeding 80%. (Attach Govt. Hospital Medical Certificate).

E

INTEREST PAID ON HOUSING LOAN . Maximum Limit for Self Occupied Property Rs.30000/-(before 01-04-1999) & Rs. 150000/- (from 01-04-1999) (Submit Certificate received from Financial 3 Institution/ Banks, Form 12 C Declaration, Income from House. ) 24(1)(vi)

F

INTEREST ON EDUCATION LOAN (for education) - No Maximum Limit

80E

G

HOUSE RENT PAYMENT :If Rent Lease Agreement is not available, please attach Rent Receipts along with Self Declaration. Please Mention No. of Months rent payable during April 2009 to March 2010. Montly Rent________ No. of Months ______

10(13A)

2A

3

4

Section Amount (Rs.)

80U

INCOME FROM OTHER SOURCES. (Optional if you want add to taxable Income) A

Bank Interest

B

Dividend

C

Any other income (attached details) Applicable to employees joining after April 01, 2009 - please submit the following :

a)Form 16 from Previous employer / Salary Certificate/Form 12B. I hereby declare that I will be fully responsible to produce the necessary supporting evidence before 15.01.2010 and in case there is any shortfall in the TDS because of non submission of proofs based on the above declaration, I undertake to make good the same before 10.03.2010.

Date:

Employee Signature

FORM No. 10BA (See rule 11B) Declaration to be filed by the assessee claiming deduction Under section 80GG I / We

( Name of the assessee with permanent account number) do hereby certify

permanent account number ) do hereby certify that during the previous year 2009 – 2010. I / We had occupied the premises: ______________________

Months and have

(full address of the premises ) for the purpose of my / our own residence for a period of

paid Rs. _____________ In cash/ through crossed cheque, bank draft towards payment of rent of Shri/Ms/ Mrs ________________________________________________________________________________________(address of the landlord). It is further certified that no other residential accommodation is owned by a)me / my spouse / my minor child / our family ( in case the assessee is HUF ), at

where I / we ordinarily reside /

perform duties of office or employment of carry on business or profession, or b) me / us at any other place, being accommodation in my occupation, the value of which is to be determined under section 23 (2) (a) (I) or under section 23 (2) (b)

Employee Signature

Form 12C ( Income tax Rules 1962) Form for sending particulars of income under section 192 ( 2B ) For the year ending 31st March, 2009 1.

Name and address of the employe

2.

Permanent Account Number

3.

Residential Status

4. Particulars of income under any head of income other than " salaries " ( not being a loss under any such head other than the loss under the head " Income from house property " ) received in the financial year. (i) Income from house property ( in case of loss, enclose computation thereof ) (ii)Profits and gains of business or profession (iii)Capital gains (iv)Income from other sources a)

Dividend

b)

Interest

c)

Other income (specify )

5. Aggregate of sub-items ( i ) to ( iv ) of item 4

Total

Rs.

6. Tax deducted at source ( enclosed certificate ( s ) issued under section 203 )

Place : Date

:

Employee Signature

Declaration I hereby understand and declare that I shall be solely responsible for any false and misleading information disclosed here above in this declaration and also for any financial consequences, resulting due to this declaration.

Date:

Employee Signature

INCOME TAX CALCULATION Taxable Income

WOMEN

OTHERS

Upto Rs.1,50,000

NIL

NIL

1,50,001 to 1,80,000

NIL

1,80,001 to 3,00,000

10% of income exceeding Rs.1,80,000

10% of income exceeding Rs.1,50,000

3,00,001 to 5,00,000

12000+20% income exceeding Rs.3,00,000

15000+20% income exceeding Rs.3,00,000

5,00,001 and above

52,000+30%of income exceeding Rs.5,00,000

52,000+30%of income exceeding Rs.5,00,000

Add: Education Cess (3%on income tax)

Add: Surcharge (10%on income tax) if taxable income above Rs.10,00,000/