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Assets and Liabilities

A/L schedule, Immovable assets, Property

Please fill the details of immovable property situated in India owned by you any time during the concerned financial year.

Cost of Property,

Please provide the purchase value of the property as per purchase deed.

Liability

Incase you have taken a loan on any of your properties please put the total amount of principal outstanding as on 31st March here

Jewellery, bullion, gold, silver

Please provide the purchase value of your jewellery as per purchase invoice. Incase you do not have the purchase value you can provide the market value derived as per registered valuer.

Archaeological collections, drawings, painting, sculpture or any work of art

Please provide the purchase value of your collection as per purchase invoice. Incase you do not have the purchase value you can provide the market value derived as per registered valuer.

Vehicles

Please provide the purchase value of the vehicle as per the invoice

Bank, Fixed Deposit, deposits

Please provide the total of account balances as on 31st March for all the saving and fixed deposit accounts you hold with Indian banks. In case closing balance of fixed deposits are not available you can contact your bank for the same

Equity shares, Preference shares, shares, securities

Please provide the purchase value of the securities as per the contract note.

Insurance, Life Insurance,

Please provide the sum of premium you have paid for your life insurance polices till date.

Loans, Advances

Please provide the amount of loans or advances you have given as 31st March

Cash

Please provide the amount of cash you held as on 31st March. The same does not include the amount of cash you have in your bank

Liability

Incase you have taken a loan on any of the above specified assets, please put the total amount of principal outstanding as on 31st March here.

FAR, Foreign, Foreign Share, ESOP, stock options, RSU

Please provide the details of foreign assets you held during the concerend financial year in excel. We will go through the same and let you know if any further details are requried


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