ITR Filing Checklist India | Documents Required for Income Tax Return

ITR Filing Checklist — Documents Required for Income Tax Return

Prepare your income tax return with confidence. This checklist covers all documents needed for salary, business, freelance, capital gains, and investment income. Click items to mark them done.

👤 Basic Personal Documents

  • PAN card (Permanent Account Number)
  • Aadhaar card (linked to PAN)
  • Bank account details (account number + IFSC for refund)
  • Mobile number linked to Aadhaar / IT department
  • Email ID registered with Income Tax portal

💼 Salary Income Documents

  • Form 16 (Part A + Part B) from employer
  • Salary slips for the full financial year
  • Form 12BA (perquisites, if applicable)
  • Details of previous employer (if changed jobs during FY)
  • Arrear salary / leave encashment details

🏢 Business / Professional / Freelance Income

  • Profit & Loss Account and Balance Sheet
  • GST returns and GSTR-2B (for ITC reconciliation)
  • Sales / invoice register for the full year
  • Purchase invoices and expense vouchers
  • Bank statements (all business accounts)
  • Cash book / ledger accounts
  • Loan repayment details (business loans)
  • Audit report (Form 3CA/3CB/3CD if applicable)

📈 Capital Gains Documents

  • Demat account statement / broker statement (for shares, mutual funds)
  • Capital gains statement from broker / mutual fund house
  • Sale deed / property registration documents (for property sale)
  • Purchase deed with stamp duty paid (cost of acquisition)
  • Indexation cost calculation for long-term capital gains

🏦 Bank & Investment Documents

  • Bank account statements (all accounts)
  • Fixed deposit interest certificates
  • Post office savings interest statement
  • Dividend income statement
  • NSC / KVP interest details

💰 Deduction Proof Documents (Old Regime)

  • 80C: LIC premium receipts, PPF passbook, ELSS statements, home loan principal repayment
  • 80D: Health insurance premium receipts (self + family + parents)
  • 80E: Education loan interest certificate
  • 80G: Donation receipts with 80G certificate
  • 80TTA: Savings account interest certificate
  • HRA: Rent receipts + landlord PAN (if rent > ₹1 lakh/year)
  • Home loan interest certificate (Section 24b)
  • LTA: Travel bills and boarding passes

📋 Tax Credit Documents

  • Form 26AS — Annual tax credit statement (download from IT portal)
  • AIS (Annual Information Statement) from IT portal
  • TIS (Taxpayer Information Summary)
  • Advance tax payment challans
  • Self-assessment tax payment challans

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Frequently Asked Questions — ITR Filing

Which ITR form should I use?
ITR-1 (Sahaj) for salaried individuals with income up to ₹50 lakhs; ITR-2 for those with capital gains or multiple properties; ITR-3 for business/professional income; ITR-4 (Sugam) for presumptive taxation. The correct form depends on your income sources.
What is Form 26AS and why is it important?
Form 26AS is your annual tax credit statement showing all TDS deducted, advance tax paid, and self-assessment tax. It must be reconciled with your actual income to avoid discrepancies that might trigger notices from the IT department.
Can I file ITR without Form 16?
Yes. You can file ITR using salary slips, Form 26AS, AIS/TIS, and bank statements. Form 16 is helpful but not mandatory. If your employer hasn’t provided it, you can compute your tax liability from salary slips and TDS certificates.

📌 Related: Income Tax Return Filing Service | Income Tax Calculator | Income Tax Deductions Guide