Individual filing checklist
- CNIC details, shared only through an approved secure channel
- Salary certificate and tax deduction certificate
- Bank profit and withholding tax details
- Property, investment or other taxable income records
Practical tax resources and checklists
Use these checklists to prepare for a consultation. Requirements may vary by taxpayer profile and current law.
Before your consultation
Document checklists
Bring what applies to you. Share sensitive records only through the secure channel your adviser agrees with you.
Business records checklist
- Sales and purchase records
- Expense invoices and bank statements
- Registration documents
- Prior filings and notices where relevant
Notice response checklist
- Notice date and response deadline
- Tax year and section reference
- Supporting records requested by the notice
- Previous correspondence with FBR, if any
Stay safe
Sharing documents safely
Tax work involves genuinely sensitive information. A few habits protect you from the most common problems:
- Never send your IRIS password, one-time verification code or banking password — to anyone, through any channel
- Confirm the channel with your adviser before sending anything sensitive
- Send documents, not credentials — a return can be prepared without your login
- Keep a copy of every filing confirmation you receive
- Note the next deadline as soon as one filing completes
Need help choosing
Not sure which documents apply to you?
Ask for a review before sending any sensitive records. We will tell you exactly what is needed for your case.