Description
Documents for Insurance (Health / Life / Business Insurance):
Personal / Health / Life Insurance:
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Aadhaar Card
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PAN Card
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Passport-size Photograph
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Address Proof (Utility Bill / Rent Agreement)
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Income Proof (Salary slips / ITR)
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Medical Reports (for health/life insurance)
Business Insurance:
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Business Registration Certificate
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PAN Card of Business
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Address Proof of Business
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List of Assets to be Insured
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Financial Statements
Documents for Return Filing (Income Tax / GST):
Income Tax Return (ITR) Filing:
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PAN Card
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Aadhaar Card
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Bank account details
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Form 16 (for salaried individuals)
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Salary slips / Income details
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Investment proofs (LIC, PPF, ELSS, etc.)
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Rent receipts (if claiming HRA)
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Capital gains details (if any)
GST Return Filing:
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GSTIN
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Purchase & Sales Invoices
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Input Tax Credit (ITC) details
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Bank statements
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Expense bills
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Previous GST returns filed (if applicable)
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