TaxReturn.lk - Personal Tax Document Checklist (Sri Lanka)

Use this checklist to prepare for a personal tax return discussion.

1. Identity and taxpayer details
- National Identity Card (NIC)
- Taxpayer Identification Number (TIN), if available
- Current mobile number and email address

2. Employment and salary details
- Monthly salary slips or payroll records
- Annual income summary from employer
- EPF/ETF or other related employment statements (if relevant)

3. Other income details
- Bank interest certificates or statements
- Rental income records
- Professional or freelance income records
- Dividend or investment income records

4. Past tax records
- Previous tax returns
- Inland Revenue notices or letters
- Payment receipts and prior assessments

5. Reliefs and deductions (where applicable)
- Eligible supporting documents and receipts
- Any approved certificates relevant to claims

Important
- This is a planning checklist only.
- Final filing requirements can change and should be confirmed with the latest Inland Revenue Department guidance.