Income Tax · Introductory Guide

Before your tax filing conversation.

A starting point for an organised discussion. General information, not personalised tax advice.

By Meer Muhammad · Website guide · Reviewed

Start with the tax year and your circumstances

Write down which tax year you want to discuss and the types of income relevant to you. Let the practitioner know whether you have filed previously and whether you can access your IRIS account.

Ask which records are needed

The required records depend on your circumstances. Ask about income records, tax deducted, assets, liabilities and expenses before preparing documents for review.

Understand the wealth statement

FBR’s filing guidance covers the income return and wealth statement, including reconciliation. It explains that completed submissions move from Draft to Completed Task in IRIS.

Keep the first message simple

Share your requirement and a convenient time to speak. Do not send passwords, OTPs or sensitive financial documents through this website.

Reference: FBR — File Income Tax Return (official website). Consult the current official guidance for the applicable tax year.

Discuss your filing needs