Umair Gulzar Tax Consultant

Filing your income tax return becomes quick and simple when you have the right documents ready. Below is a practical checklist we use with our clients in Lahore and across Pakistan. Your exact list depends on your income sources, so treat this as a starting point.

Basic documents for everyone

• CNIC (copy of both sides)
• Mobile number and email address registered on FBR IRIS (if you are already registered)
• Last year’s income tax return and wealth statement, if you filed one

For salaried persons

• Salary certificate or annual tax deduction certificate from your employer
• Details of any allowances, bonus or arrears received during the year

For business persons

• Record of sales, purchases and business expenses for the year
• Business bank statements
• Details of business assets such as stock, machinery and vehicles
• Any sales tax registration details, if registered

For freelancers and online earners

• Bank statements showing foreign remittances
• Proof of income from platforms such as Fiverr, Upwork or YouTube
• PSEB registration certificate, if available

Bank and investment details

• Bank statements of all accounts for the tax year (1 July to 30 June)
• Profit on savings certificates and bank deduction certificates
• Details of investments such as National Savings certificates, shares or mutual funds

Assets for your wealth statement

• Property documents with purchase date and value
• Vehicle registration book and token tax paid
• Details of cash, gold, prize bonds and other assets
• Loans taken or given, if any

Withholding tax documents

Tax is often deducted in advance on electricity bills, mobile phone usage, vehicle token tax, property transactions and bank cash withdrawals. Keep these bills and receipts, as this tax can be adjusted against your final tax liability.

Household expenses

Your wealth statement also requires an estimate of personal and household expenses, such as rent, utility bills, school fees and travel. A rough but reasonable estimate is fine.

Need help?

If you are not sure which documents apply to you, send us a message on WhatsApp at 0321 4546184. We will check your situation, tell you exactly what is needed, and prepare and file your return and wealth statement.