Re: Looking for CA for audit and tax preparation related to stocks trading - Bangalor
Dear Suri,
The basic requirement will be:
1. The list of all the trades carried out
2. copy of ledger maintained with the broker
3. Profit & Loss a/c provided by the broker
4. If you have also dealt in delivery trades, then Demat Account Statement
(the above four should be available online itself)
5. Form 16
6. Form 16A, if any
7. Form 26AS
8. Details of any carried forward loss
With regards to contract notes, they will be checked on a test basis. The list of contract notes to be checked will be decided after receiving the complete trade list.
There may be additional requirements depending upon the Final ITR-4 Form and Audit Report Form (both are expected to be released by Income-tax department soon)
You can forward the above on
[email protected]
With regards to fees, the same will shared over email or phone only.
Regards