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Overview of Income Tax Return for Partnership Firm

A Partnership Firm, whether registered or not, is required to file an Income Tax Return (ITR) each financial year under the Income Tax Act, 1961. Filing the ITR ensures compliance with tax regulations and is mandatory, even if the firm has incurred losses during the year.

The firm is taxed as a separate legal entity, and partners are taxed on the share of profit exempt under Section 10(2A). Filing ITR for a partnership firm involves disclosure of income, expenses, profit distribution, and other financial data.

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Taxation of Partnership Firms

Under Indian tax law, a partnership firm is treated as a separate taxable entity, distinct from its partners. The firm's profits are taxed at the firm level, and share of profit received by partners is exempt in their individual hands under Section 10(2A).

Applicable Tax Rate:
Flat tax rate of 30% on total income
Surcharge: 12% if total income exceeds ₹1 crore
Health & Education Cess: 4% on income tax and surcharge

Mandatory Filing Requirements

Filing an Income Tax Return (ITR) is mandatory for all partnership firms, even if:

There is no income or loss
The firm is not registered
The firm is not operating in the current year
Due Dates for Filing
Non-Audit Firms: 31st July of Assessment Year
Audit Required: 31st October of Assessment Year
Transfer Pricing Cases: 30th November of Assessment Year

Documents Required

PAN Card of the firm
PAN Cards of partners
Partnership deed
Financial statements (Balance Sheet, Profit & Loss Account)
Bank statements
Details of loans, advances, and fixed assets
Form 26AS (TDS details)
GST returns, if applicable
Digital Signature Certificate (DSC) for filing

Benefits of Filing ITR

Legal compliance with tax laws
Avoid penalties and interest
Ability to carry forward losses
Ease in obtaining bank loans, government tenders, or registrations
Builds financial credibility and transparency

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