Income Tax Compass | CA Rahul Godbole

Basic Info

Income Sources

Common Details

Checklist

Instructions & Guidelines

It will take approximately 8-9 minutes to fill out this intake form.
Please provide information for the Financial Year 2025-26 only (April 1, 2025 to March 31, 2026).
Please email us all documents as per the checklist generated after submission.
Do not share any documents on WhatsApp.
Use email contact@carahulgodbole.com and Mobile No. 7755907695 for all communications.
This link is valid only up to 30th June 2026. Please contact us for revisions.
This tool gathers required information for internal communication between you and the Godbole Office.

Basic Information

Full Name (As per PAN)

Client Status

I am a New Client I am an Existing Client

Select Category

1. Income from Salaries

I have income from salaries

2. House Property & Housing Loan

I have rental income/housing loan in India. Residential and Commercial both types of properties are included here.

3. Transactions in Shares and Mutual Funds (VDAs)

I have entered into transactions in shares, mutual funds, or VDAs.

4. Other Expenditures & Directorships

Incurred expenditure > Rs. 2 lakhs for foreign travel? These are mandatory disclosures in ITR 2. Please provide correct information.

Incurred expenditure > Rs. 1 lakh on electricity consumption? These are mandatory disclosures in ITR 2. Please provide correct information.

Were you a Director in a company at any time during the previous year? These are mandatory disclosures in ITR 2. Please provide correct information.

Held unlisted equity shares during the previous year? These are mandatory disclosures in ITR 2. Please provide correct information.

Transferred any immovable property (Real Estate) during the year? These are mandatory disclosures in ITR 2. Please provide correct information.

5. Income From Other Sources

I have income from other sources (Interest, Dividend, Pension, etc.)

I have Dividend Income (Companies)

I have Dividend Income (Co-op societies/banks)

I have Interest Income

I have family pension

6. Foreign Assets & High Income Disclosures

I have income already taxed in other countries These are mandatory disclosures in ITR 2. Please provide correct information.

I have assets outside India These are mandatory disclosures in ITR 2. Please provide correct information.

My Income is more than 1 Crore (Additional disclosures of assets & liabilities) These are mandatory disclosures in ITR 2. Please provide correct information.

7. Common Details & Confirmations

Number of Bank Accounts Please declare all operational bank accounts. It is mandatory to disclose all bank accounts.

I want to opt out of new regime (New Regime is default)

I would like to claim typical deductions from Income Tax (Old Regime) E.g., Mediclaim, 80C, School Fees, NPS, etc.

I have income from agriculture Detailed income and expense documentation will be required.

I have exempt interest income (e.g. PPF)

Intake Information Submitted Successfully

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