Our Digital Services

Get Pan

Documents required

  • Adhaar Card

    You should have valid phone number linked to adhaar

  • Sign

    Sign on a paper and send us pic

  • Photo

    Send us a photo (This photo will come on pan card)

IT RETURN

Documents required

  • Form-16

    Download Form-16 from HRMS or employer portal and send us the PDF.

  • Interest Certificate

    Certificate from bank showing interest earned on savings & deposits.

  • Form-26AS

    Download from TRACES portal – contains TDS, advance tax, and other tax credits.

  • AIS & TIS

    Annual Information Statement & Taxpayer Information Summary from Income Tax portal.

  • Capital Gains Statement

    From broker/Mutual Fund house – if you have sold shares, MF units, or property.

  • Rent Receipts

    If claiming HRA exemption, provide signed rent receipts and landlord PAN (if applicable).

  • Investment Proofs

    LIC, PPF, ELSS, NSC, NPS, Sukanya Samriddhi, FD – for claiming deductions under 80C, 80CCD, etc.

  • Medical Insurance Premium

    Payment proof for claiming Section 80D deduction.

  • Home Loan Statement

    From bank/NBFC showing principal & interest breakup for 80C & 24(b) deductions.

  • Donation Receipts

    If you have donated to charities eligible under Section 80G, provide receipts.

  • Other Income Details

    FD interest, recurring deposit interest, freelance income, foreign income, etc.

  • Previous Year's ITR Copy

    Helps in pre-filling and ensuring consistency in carry forward of losses, if any.

UDYAM REGISTRATION

Documents required

  • Aadhaar Card

    Owner/Proprietor/Partner/Director Aadhaar (linked with mobile for OTP verification).

  • PAN Card

    PAN of the business entity or proprietor (mandatory for Udyam application).

  • Business Name & Type

    Legal name of the business and type (Proprietorship, Partnership, Pvt Ltd, LLP, etc.).

  • Address Proof of Business

    Electricity bill, rent agreement, or property tax receipt of business location.

  • Bank Account Details

    Bank account number and IFSC code of the business.

  • NIC Code

    National Industrial Classification code related to business activity.

  • No. of Employees

    Count of male, female, and other employees in the business.

  • Investment & Turnover Details

    Amount invested in plant/machinery and annual turnover (approximate figures).

  • Email & Mobile Number

    Active email ID and mobile number for OTP and communication.

MSME LOANS

Documents required

  • Udyam Registration Certificate

    Valid Udyam Registration (MSME) certificate issued by government.

  • Business PAN Card

    PAN of the business or proprietor/partner/director.

  • GST Registration Certificate

    If applicable, provide GST registration details.

  • Bank Statements

    Last 12 months’ bank statements of business account.

  • ITR Copies

    Income Tax Returns for last 2 years (if available).

  • Financial Statements

    Balance Sheet and Profit & Loss statements for last 2 years.

  • Business Address Proof

    Electricity bill, rent agreement, or property tax receipt.

  • Owner’s Aadhaar Card

    Linked with mobile number for OTP verification.

  • Loan Requirement Details

    Purpose, amount, and repayment period required.

  • Collateral Documents

    If offering security, provide property papers or other collateral proof.

Education Loan

Documents required

  • Admission/Allotment Letter

    Official letter from the educational institution confirming admission or seat allotment.

  • Fee Structure/Invoice

    Breakup of tuition fees, hostel charges, and other academic expenses from the institution.

  • Mark Sheets/Certificates

    Previous academic records to establish eligibility for the course.

  • Identity Proof

    Government-issued ID like Aadhar, Passport, PAN, or Driving License.

  • Address Proof

    Utility bill, rental agreement, or Aadhaar card showing current residence.

  • Bank Statements

    Last 6 months’ bank statements of student and/or co-applicant for financial assessment.

  • Income Proof of Co-applicant

    Salary slips, Form-16, or ITR of parent/guardian supporting repayment capacity.

  • Photographs

    Passport-sized photos of student and co-applicant.

  • Loan Application Form

    Filled and signed education loan application form from the bank/NBFC.

  • Collateral Documents (if applicable)

    Property papers, FDRs, or other securities pledged as collateral for the loan.

  • Co-applicant Consent Form

    Signed declaration by parent/guardian agreeing to co-sign the loan and repayment.

  • Course Duration Certificate

    Letter from institution stating the course start and end dates.

  • Other Supporting Documents

    Any other documents requested by the bank for processing the education loan.

Contact : 9032163736 || admin@tipsedge.com