ITR Filing Document Checklist (India)
Everything you need to gather before filing your Income Tax Return — FY 2024-25 / AY 2025-26. Use it as-is or share with your team.
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- PAN card (linked with Aadhaar)
- Aadhaar card (mobile number linked for OTP)
- Bank account details — account no., IFSC, type (all active accounts)
- Pre-validated bank account for refund
- Contact: email ID and active mobile number
Income Proofs — Salary
- Form 16 (Part A & Part B) from every employer in the FY
- Salary slips for months not covered by Form 16
- Form 12BA — perquisites, if any
- Rent receipts + landlord PAN (for HRA above ₹1,00,000/yr)
Income Proofs — Other Sources
- Interest certificates — savings, FD, RD from every bank
- Form 16A — TDS on interest, professional fees, commission
- Dividend statements from brokers / companies
- Rental income — rent agreement, municipal tax paid, home-loan interest certificate
Capital Gains
- Broker P&L / capital gains statement (equity, MF, F&O)
- Sale deed + purchase deed for property sold
- Improvement cost bills & indexation working
- Form 26QB / 16B for TDS on property (buyer & seller)
Business & Profession
- Books of accounts / P&L / balance sheet
- GST returns filed (GSTR-1, 3B, 9) for reconciliation
- Tax audit report (Form 3CB/3CD) if applicable
Deductions & Investments
- 80C — LIC, PPF, ELSS, principal on home loan, tuition fees
- 80D — health insurance premium (self, parents)
- 80E — education-loan interest certificate
- 80G — donation receipts with PAN of donee
- Home-loan interest & principal certificate (Sec 24 / 80C)
- NPS contribution — Sec 80CCD(1B) statement
Pre-Filing Reconciliation (must match)
- Form 26AS — TDS/TCS credits
- AIS (Annual Information Statement) — all financial transactions
- TIS (Taxpayer Information Summary) — pre-filled data
- Match every entry with your records BEFORE submitting the return
Foreign Income / Assets (if any)
- Foreign bank account statements & FA schedule details
- ESOP / RSU vesting statements & Form 67 for foreign tax credit
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