Return Formats and Client Letters
The thirteen documents that carry an income-tax return assignment from engagement to the last demand, ready to paste into Word.
- 24 pages
- 293
- Word and PDF
- 13 September 2026
The 13 formats inside
- 1Engagement confirmation, preparation and filing of the income-tax returnon the firm's letterheadOn its own₹149
- 2Request for information, return of income, salaried clienton the firm's letterheadOn its own₹149
- 3Checklist, information for the return of income, salaried assesseeenclosure to the data requestOn its own₹149
- 4Request for information, return of income, business or professional clienton the firm's letterheadOn its own₹149
- 5Checklist, information for the return of income, business or professional assesseeenclosure to the data requestOn its own₹149
- 6AIS, TIS and Form 26AS reconciliation, working paperfirm's working paper, section 06 of the current fileOn its own₹149
- 7Computation approval and client confirmation, to be signed before filingon the firm's letterheadOn its own₹149
- 8Response to a notice under section 139(9), defective returnuploaded with the response on the portalOn its own₹149
- 9Response to a proposed adjustment under section 143(1)(a)uploaded with the online responseOn its own₹149
- 10Response to an outstanding demand, disagreementuploaded with the online response, and copied to the Assessing OfficerOn its own₹149
- 11Refund re-issue request and grievanceon the assessee's letterhead, with the online requestOn its own₹149
- 12Application under section 119(2)(b) for condonation of delay in filing the returnon the assessee's letterhead, filed with the online condonation requestOn its own₹149
- 13Letter to a client on an updated return under section 139(8A) and what it will coston the firm's letterheadOn its own₹149
Read the opening
The first part of “Engagement confirmation, preparation and filing of the income-tax return”, as it downloads. Blanks are highlighted.
On the firm's letterhead
Date: [Date of letter]
To,
[Name of the client]
[Client's address]
PAN: [AAAAA0000A]
Subject: Engagement for preparation and filing of the return of income for the assessment year [2026-27]
Dear [Sir / Madam],