There are three options available on the Saarathi app to upload the documents –
- Customer Self Upload
- Upload Now
- Not Available
If you select “Customer Self Upload” – The SSA link will be sent to the Applicant to upload the Relevant Document
Select Upload Now if you have the Applicant’s respective Document
You can select “Not Available” if the documents are not with the customer or you
List of documents that need to be uploaded -
BANK STATEMENT –
Select Bank – Duration of the statement – Upload PDF or take a clear picture of the document. Click the save button to not lose the document.
Upload Form 16 documents provided by the relevant Employer(s) of your Customer – Upload PDF or take a clear picture
Add Salary Slip – Select the Last three months or you can add another month provided – Upload a PDF of the Salary slips or Take clear Pictures.
Add gross monthly salary
Add net monthly salary
Other allowances (Optional)
Click on save and done
Select ITR for uploading returns document filed
Select ITR V for Uploading acknowledgment form received from Income Tax department
Select Financial Year
Upload PDF or take a clear picture of the document and click on save.
You can also add another financial year ITR after selecting the SAVE button.