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ITR-5 Filing Online | Process, Documents, Compliance Checklist
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ITR-5 filing online made simple. Step-by-step process, required documents, compliance checklist, and expert support for firms, LLPs, AOPs, and other eligible entities.
ITR-5 Filing Online
File your ITR-5 return quickly and accurately with a fully compliant, step-by-step online process. Our team manages every aspect, from eligibility checks to e-verification, ensuring your entity meets all legal requirements and deadlines.
Who Should File ITR-5?
Firms (including partnership firms)
Limited Liability Partnerships (LLPs)
Association of Persons (AOPs)
Body of Individuals (BOIs)
Artificial Juridical Persons
Cooperative societies
Local authorities
Business trusts and investment funds
Estates of deceased or insolvent persons
Not eligible:
Individuals, HUFs, companies, and entities required to file ITR-7 under specific sections.
Required Documents for ITR-5 Filing
| Document Type | Details/Description |
|---|---|
| PAN Card (Entity) | Self-attested copy |
| Partnership Deed/LLP Agreement | For firms and LLPs |
| Certificate of Incorporation | For LLPs and companies |
| Financial Statements | Audited Profit & Loss Account, Balance Sheet, Schedules, Cash Flow Statement |
| Tax Audit Report | Form 3CA/3CB and 3CD (if applicable under Section 44AB) |
| TDS Certificates | Form 16A, 16B, 16C, etc. |
| Advance Tax/Challan Details | Proof of advance tax or self-assessment tax paid |
| Bank Account Details | Statements for all entity accounts |
| Details of Partners/Members | Names, PAN, share in profit/loss, and changes during the year |
| Previous Year’s ITR | For reference and reconciliation |
| Investment Proofs | For deductions under Chapter VI-A (80C, 80G, etc.) |
| Details of Foreign Assets | If applicable, including income and taxes paid abroad |
| Digital Signature Certificate (DSC) | Mandatory for online filing if audit is applicable |
| Other Supporting Documents | Loan statements, asset details, related party transactions, etc. |
ITR-5 Filing Online: Step-by-Step Process
1. Collect and Organize Documents
Gather all required documents and proofs before starting the filing process.
2. Login to the Income Tax Portal
Use the entity’s PAN and password to log in. Register if you are a new user.
3. Select the Assessment Year and ITR-5 Form
Choose the correct assessment year (e.g., AY 2025-26 for FY 2024-25). Select ITR-5 as the return type.
4. Fill in Entity and Income Details
Enter entity information, business details, income from all sources, deductions, and tax computation. Complete all relevant schedules and parts as per the form structure.
5. Attach Audit Report (if applicable)
Upload the tax audit report (Form 3CA/3CB and 3CD) if the entity is liable for audit under Section 44AB.
6. Validate and Preview Return
Review all entries for accuracy. Use the validation utility to check for errors.
7. Submit and E-Verify
Submit the return online using the entity’s Digital Signature Certificate (DSC) if audit is applicable, or e-verify using other available methods. Download the acknowledgement for your records.
ITR-5 Filing Compliance Checklist
| Step/Requirement | Description |
|---|---|
| Eligibility Check | Confirm entity is required to file ITR-5 |
| Document Collection | Gather all required documents and proofs |
| Bank Account Pre-validation | Ensure at least one bank account is pre-validated for refunds |
| PAN-Aadhaar Linking | PAN must be linked with Aadhaar (for authorized signatory) |
| Income and Deduction Details | Enter all sources of income and eligible deductions |
| Tax Payment Verification | Confirm all advance/self-assessment tax payments are reflected |
| Audit Report Upload | Upload Form 3CA/3CB and 3CD if audit is applicable |
| E-Verification | Complete e-verification with DSC or other available methods |
| Deadline Compliance | File before the due date to avoid penalties |
Due Dates for ITR-5 Filing
| Category | Due Date |
|---|---|
| Entities requiring audit | 31st October |
| Entities with international/specified domestic transactions | 30th November |
| Non-audit cases | 31st July |
Late filing attracts penalties under Section 234F and may restrict carry-forward of losses.
Frequently Asked Questions (FAQs) – ITR-5 Filing Online
Who is required to file ITR-5?
Firms, LLPs, AOPs, BOIs, artificial juridical persons, cooperative societies, local authorities, business trusts, and investment funds not eligible for ITR-7.
What are the key documents required for ITR-5 filing?
PAN, partnership deed/LLP agreement, audited financials, tax audit report, TDS certificates, bank statements, and details of partners/members.
What is the due date for ITR-5 filing?
31st July for non-audit cases, 31st October for audit cases, and 30th November for entities with international/specified domestic transactions.
How do I e-verify my ITR-5?
E-verification is mandatory using the entity’s Digital Signature Certificate (DSC) if audit is applicable, or other available methods for non-audit cases.
What happens if I miss the filing deadline?
Late filing attracts a penalty up to ₹10,000 and may result in loss of certain benefits like carry-forward of losses.
Get Started with ITR-5 Filing Online
Contact us today for expert assistance in filing your ITR-5 return accurately and on time. Experience a hassle-free, secure, and fully compliant ITR-5 filing process—so you can focus on your business growth.
Let our professionals handle your ITR-5 filing so you can stay compliant and stress-free.
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