ITR‑5 Return Filing for Firms, AOPs & BOIs

  • Confirm if your entity (firm, LLP, AOP, BOI, etc.) must use ITR‑5.
  • Gather your balance sheet, P&L, tax payments, TDS/TCS details, and auto‑validate against Form 26AS.
  • Populate all relevant schedules (BS, TM, TP, TI, TTI, TDS, TCS) accurately.
  • Submit online, complete Aadhaar OTP/EVC verification, and track acknowledgment.
  • Monitor processing status, address queries, and handle amendments or revised returns.

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What Is ITR‑5?

ITR‑5 is the prescribed return form for non‑company entities such as firms, LLPs, Associations of Persons (AOP), Bodies of Individuals (BOI), estates, trusts, co‑operative societies, and local authorities. It enables detailed reporting of:

  • Balance Sheet (Part A‑BS)
  • Profit & Loss (Part A‑P&L)
  • Other Information & Quantitative Details (Parts A‑OI, A‑QD)
  • Computation of Total Income & Tax Liability (Part B TI, B TTI)

CA Vakeel ensures your ITR‑5 captures every head correctly, keeping you audit‑ready.

Who Must File ITR‑5?

Eligible Entities:

  • Partnership Firms
  • LLPs
  • AOPs / BOIs
  • Estates of Deceased or Insolvent Individuals
  • Artificial Juridical Persons
  • Business Trusts & Investment Funds
  • Co‑operative Societies
  • Local Authorities

Exclusions:

  • Individuals, HUFs, Companies, Trusts under ITR‑7
  • Sections 139(4A/4B/4C/4D) filers

Due Dates & Penalties

CaseDue Date (AY)
Audit Required (incl. Form 3CEB)30 Nov
Audit Required (no 3CEB)31 Oct
No Audit Required31 Jul
  • Late Fees: Up to ₹10,000 (capped at ₹1,000 if income ≤ ₹5 lakh)
  • Interest: 1% p.m. on outstanding tax (Section 234A/B/C)

Documents & Data Checklist

  • Balance Sheet & P&L Statements
  • Form 26AS / TDS Certificates
  • Advance & Self‑Assessment Tax Challans
  • TDS/TCS Statements
  • Other Income & Deduction Proofs

Have these ready for a 20 min turnaround with CA Vakeel.

Why CA Vakeel?

  • Deep Expertise: Specialists in non‑company return filing
  • Accuracy: Multi‑point validation to prevent notices
  • Speed: End‑to‑end e‑filing in under 30 minutes
  • Security: Bank‑grade encryption of your financial data
  • Ongoing Support: Live chat and post‑filing assistance

Get started with CA Vakeel today and file your ITR‑5 with complete confidence!

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