Current Sale Deed
Sale Deed / Sale Agreement / ATSEstablishes the sale price, the sale date, the buyer and seller details, and the property description.
CA DOCUMENTATION GUIDE
What to Gather Before Your CA Can Instruct A2Z Valuers
The more documentation you bring to your CA, the faster and more comprehensive the Government Approved Capital Gain Valuer’s certificate will be. Here is what to look for:
✓
Prepare first. Instruct faster.
Organising the right records helps your CA brief the valuer with a clearer
understanding of the asset, transaction and valuation requirement.
01
PROPERTY CAPITAL GAIN
For Property Capital Gain
Keep together the documents that establish the transaction, acquisition history, property characteristics and any improvements made to the property.
Circle Rate Confirmation
Section 50C / Stamp Duty ValueYour CA or the sub-registrar’s office can confirm the Circle Rate for your specific property. The certificate’s Section 50C analysis depends on knowing the specific SDV.
50C
Original Purchase Deed
Acquisition EvidenceThe document by which you (or your parent / HUF) acquired the property. Even if the purchase was in 1975, the original deed helps confirm the acquisition date. If lost, the revenue records (title search from the sub-registrar) may substitute.
Improvement Records
Bills / Invoices / PhotographsOld invoices, bills, or photographs of improvements such as an additional floor, lift or extensions. Not essential — A2Z Valuers’ Civil Engineering assessment can work without them — but helpful.
Property Documents
Area / Floor / Condition EvidenceSociety NOC, floor plan, occupancy certificate, property tax receipts — any documents that describe the property’s area, floor and condition.
02
JEWELLERY CAPITAL GAIN
For Jewellery Capital Gain
For family jewellery and inherited collections, even partial documentation can help establish the identity, acquisition history and relevant characteristics of the jewellery.
Description of the Jewellery
Weight / Purity / Type / StonesApproximate weight in grams; gold purity such as 22-carat or 18-carat; type such as necklace, bangles or earrings; and whether it includes diamonds or coloured stones.
Original Purchase Receipt
Acquisition Date & PriceJewellery purchased from a reputable jeweller often comes with a bill; the bill confirms the acquisition date and price.
BIS Hallmark or HUID
Purity & Piece IdentificationThe BIS hallmark confirms purity; the HUID for post-January 2022 jewellery confirms the specific piece.
BIS
Will or Succession Document
Inherited JewelleryFor inherited jewellery, this confirms that the jewellery was received by inheritance and records the deceased’s acquisition history.
03
ART CAPITAL GAIN
For Art Capital Gain
For paintings and other artworks, basic work details, ownership history and clear photographs can make the preliminary valuation process considerably more organised.
01
WORK IDENTIFICATION
Artist Name & Basic Work Details
Artist name and basic work details including medium such as oil, watercolour or gouache, approximate dimensions, title if known, and any signature or inscription.
02
OWNERSHIP HISTORY
Provenance Documents
If available, provide the gallery invoice, auction catalogue, prior appraisal certificate or other documents that establish the artwork’s ownership history and provenance.
03
PRELIMINARY IDENTIFICATION
Photographs
If the work is stored remotely, high-resolution photographs of the front, back and signature assist in preliminary identification before the physical examination.
READY FOR THE NEXT STEP?
Have Your Documents Ready. Let Your CA Brief the Valuer.
Whether your requirement concerns property capital gain, jewellery or art, organised documentation gives the valuation engagement a stronger starting point.