Identity and registration
- CNIC
- NTN, if you are already registered
- IRIS login credentials, if you have filed before
- A mobile number and email registered in your own name
If you are salaried
- Annual salary certificate from your employer, showing salary paid and tax deducted
- Payslips, if a salary certificate is not available
- Details of any bonus, gratuity or other employment benefits
Bank information
- Bank statements for the tax year for your accounts
- Closing balance as at 30 June for each account
- Profit credited on savings or deposit accounts, and tax deducted on it
- Details of any foreign currency accounts
Assets
- Property. Address, size, purchase date and cost. Registry or allotment documents where available.
- Vehicles. Registration number, make and model, purchase date and cost.
- Investments. Shares, mutual funds, savings certificates, business capital.
- Cash in hand at year end.
- Gold, jewellery and other valuables where applicable.
- Foreign assets where applicable.
Liabilities
- Outstanding loan balances, including home and vehicle financing
- Credit card outstanding balances
- Loans from family or other individuals
Other income
- Rental income and associated property details
- Freelance or business income
- Agricultural income
- Dividends and capital gains
- Foreign remittances, with bank credit advices
Tax already deducted
- Withholding tax certificates from banks
- Tax deducted on vehicle token or registration
- Tax deducted on property transactions
- Tax deducted on utility connections and mobile services where relevant
- Any advance tax paid
History and changes
- Your previous year's return and wealth statement, if you have filed before
- Details of assets bought or sold during the year
- Documentation for gifts, inheritance or loans received, which matters for reconciliation
Do not send sensitive documents through public forms or unverified channels. Share financial records only through the secure route we provide after your case is qualified.
You do not have all of this
Very few people do, and missing pieces are normal rather than disqualifying. Part of our review is telling you which gaps actually matter for your case and which do not. Start with our filing service and we will send you a checklist specific to your situation rather than this general one.