Form guide · ITR-5

    ITR-5 — Filing Guide for Firms, LLPs, AOP & BOI

    ITR-5 is the ITR form for: partnership firms (registered / unregistered). No upper limit. Due date: 31 July / 31 Oct (audit) / 30 Nov (TP). Taxpex CAs prepare, review and file ITR-5 entirely on WhatsApp.

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    Key takeaways
    • Eligibility cap: No upper limit
    • Due date: 31 July / 31 Oct (audit) / 30 Nov (TP)
    • Wrong form = 139(9) defective return notice
    • E-verification within 30 days is mandatory
    • Taxpex filing turnaround: 24–72 hours

    Who should file ITR-5

    • Partnership firms (registered / unregistered)
    • LLPs registered under LLP Act 2008
    • AOP / BOI / Local authority
    • Estate of deceased / insolvent
    • Investment funds & business trusts

    Who should NOT file ITR-5

    • Individuals / HUFs (ITR-1 to ITR-4)
    • Companies (ITR-6)
    • Charitable trusts (ITR-7)

    Documents required

    • Partnership deed / LLP agreement
    • Audited P&L + balance sheet
    • Tax audit report Form 3CB-3CD (if applicable)
    • Bank statements
    • GST returns
    • TDS returns Q1–Q4

    Real-world filing examples

    • Surat trading firm ₹6 Cr turnover — ITR-5 with 40(b) remuneration.
    • Bengaluru consulting LLP ₹2.4 Cr — ITR-5 with 115JC AMT.
    • Mumbai AOP investment club — ITR-5 with member share disclosure.

    Common mistakes when filing ITR-5

    • Missing Section 40(b) remuneration cap
    • Skipping AMT (115JC) for LLPs
    • Not filing Form 3CB-3CD tax audit above ₹1 Cr
    • Reporting exempt partner share as taxable
    • Missing Form 8 / Form 11 with MCA (LLP)

    ITR-5 — quick reference

    ItemDetail
    Form nameITR-5
    Income limitNo upper limit
    Due date31 July / 31 Oct (audit) / 30 Nov (TP)
    E-verificationAadhaar OTP / net-banking / DSC — within 30 days
    Belated filingBy 31 December of AY under Section 139(4)
    RevisionUnlimited until 31 December of AY under Section 139(5)

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    Last Updated
    15 September 2026

    Content refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.

    Reviewed by Chartered Accountant
    CA Ravi Sharma

    Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance

    Update History
    1. 15 September 2026
      Reviewed rates, forms and portal workflow for ITR-5 — Filing Guide for Firms, LLPs, AOP & BOI. Verified against latest CBIC/CBDT notifications.
    2. 10 January 2026
      Refreshed FAQ set, added new penalty examples and jurisdiction notes.
    3. 05 October 2025
      Structural rewrite for EEAT — added expert commentary, playbooks and process timeline.